AGENDA Day One \| Tuesday, May 22, 2012 \| Downtown San Francisco
8:00 – 9:00 am	Registration/Breakfast
9:00 – 9:15 am	Welcome Address The Honorable David Chiu, President, Board of Supervisors, City & County of San Francisco
9:15 – 9:35	Impact Investing: Present & Future How can this convening help you achieve your goals? Georgette Wong, CEO, Correlation Consulting
9:35 – 10:15 am	Case Studies in Value Creation, Part I Long-term value creation creates the intersection of above-market financial returns with the creation of social and environmental benefit. When do the world’s greatest challenges create great investment opportunities? Katherine Collins, CEO, Honeybee Capital Dr. Hanmin Liu, President & CEO, Wildflowers Institute Audrey Choi, Managing Director and Head of Morgan Stanley Global Sustainable Finance
10:15 – 10:45 am	Break
10:45 am – 11:45 pm	Concurrent Break-Out Sessions Choosing a Financial Advisor (Asset owners only) Jason Green, CIO, blue moon fund Diane Schmidt, CFO, blue moon fund Judy Patrick, Women’s Foundation of California Peer Review: Take My Portfolio to the Next Level Lauryn Agnew, President, Seal Cove Financial for United Way of the Bay Area Doug Stamm, CEO, Meyer Memorial Trust Tracy Barba, Executive Director, Golden Seeds (moderator) Five Easy Things You Can Do To Get Started Berit Ashla, Philanthropic Director, Foundation Source Patrick Gleeson, CEO, Meyer Family Enterprises Jennifer Christian Murtie, Director of Client Services, Federal Street Advisors Fran Seegull, Board Director, Barbara Lee Foundation
11:45 – 1:30 pm	Lunch
1:30 – 2:45 pm	Three Investment Approaches: Conservation and Climate Change There are at least three distinct motivations for investing with impact: Investment First, Impact First and Catalyst First. Leading investors describe their investment goals, strategies, collaborations and lessons learned. Susan Phinney Silver, Program-Related Investments Officer, The David & Lucile Packard Foundation Stephen Eichenlaub, Managing Director, Platform Technologies, Cleantech, and Healthcare Sector, Intel Capital Chris Larson, Director of Real Assets and Sustainable Agriculture, New Island Capital Felipe Arango, Partner, BSD Consulting (Moderator)
2:45 – 3:00 pm	Break
3:00 – 4:00 pm	Investment Showcase The judging is complete! Hear from three new and exciting investments (recommended by fellow asset owners) selected by our Investment Showcase Judges. These three funds cover debt, private equity and real assets. Ecotrust Forest Management/Ecotrust Forests II Floresta Holdings Limited/Floresta Nikko Asset Management/Nikko AM World Bank Green Fund
4:00-5:00	Working Groups
5:00 – 6:30 pm	Networking Reception

AGENDA Day Two \| Wednesday, May 23, 2012 \| Downtown San Francisco
8:00 – 9:00 am	Registration/Breakfast
9:00 – 9:15 am	Introduction to Today & Recap of Yesterday Georgette Wong, CEO, Correlation Consulting
9:15 – 10:00 am	Keynote Address Jean Oelwang, CEO, Virgin Unite, Sir Richard Branson’s Foundation Q&A Moderator: Gloria Nelund, TriLinc Global
10:00 – 10:30 am	Break
10:30 am – 11:45 pm	Panel: Creating What’s Next – New Fund Creation Looking to have an impact on a particular issue in a particular geography but no such fund yet exists? Hear from practitioners who identified underinvested market opportunities and created new investment vehicles to catalyze hundreds of millions of dollars for impact. John Belluomini, CEO, Center for the Greater Good Stephen DeBerry, CIO, Bronze Investments B. Kathlyn Mead, COO, The California Endowment Lance Fors, Chair, Silicon Valley Social Venture Fund (Moderator)
11:45 – 1:15 pm	Lunch
1:15 – 2:30 pm	On the Horizon: Unconventional Perspectives What are opportunities that we routinely overlook, undervalue or do not yet know how to create as viable investment opportunities? Kristin Hull, CEO, Nia Foundation Rachel Payne, Principal, Global Strategic Alliances, Google Liesel Pritzker, Vice President, IDP Foundation Caprice Young, Vice President for Education, Laura & John Arnold Foundation Kristy Caylor, Co-Founder & President, Maiyet
2:30 – 3:15 pm	The Innovation Genome: Moving From Invention to Innovation Bill O’Connor, Corporate Strategy & Engagement, Autodesk The Innovation Genome Project researches the 1,000 most important innovations in world history, and how they moved from invention (the sparkle of an idea) to innovation (sustainable over time). How can the patterns and insights from the Innovation Genome apply to you and support your work for the long-term?
3:15 – 4:00 pm	Taking Stock: What Have You Learned? Where Will You Take Action?
4:00 pm	Closing Reception & Networking