Wednesday December 14, 2011
To meet different mandates and interests within the impact investment sector, we have created a wide-ranging itinerary for conference attendees. The following guide will help you determine which workshop fits you best:
|=||Geared for everyone and anyone with an interest in impact investing|
|=||Geared for social entrepreneurs developing or currently operating a for-profit social purpose business|
|=||Geared for non-profits, charities or co-operatives interested in developing or currently engaged in social enterprise or revenue-generating activities|
|=||Geared for accredited investors and asset managers|
|=||Geared for market builders and others in professional or financial services|
|7:30 – 8:30 am||REGISTRATION/BREAKFAST|
|8:30 – 8:40 am||INTRODUCTION + WELCOME
IIse Treurnicht, CEO, MaRS Discovery District
|8:40 – 9:30 am||MAIN SESSION
Progress and Potential: A look at the Task Force recommendations in today’s social finance community
In light of the updates provided at the Evening Anniversary Reception, join us for an in-depth look at the development of impact investing as it relates to the recommendations made by the Canadian Task Force on Social Finance in 2010. Representing foundations, the community and private markets, industry leaders will discuss their experiences together with Antony Bugg-Levine, author of Impact Investing. At issue will be how we can collaborate to further bridge the gap between private capital and public good.
(Interviewer) Antony Bugg-Levine, CEO, Nonprofit Finance Fund
Nancy Neamtan, President & Executive Director, Chantier de l’économie sociale, and member of the Canadian Task Force on Social Finance
Stanley Hartt, Chairman, Macquarie Capital Markets Canada Ltd., and member of the Canadian Task Force on Social Finance
Stephen Huddart, President & CEO, J.W. McConnell Family Foundation
|9:30 – 9:45 am
Note: Participants registered in the Good Deals: Pitch Clinics as well as invitees to the closed pitch session can now proceed to the Collaboration Centre where these events will take place.
|9:45 – 10:45 am
A Call to Action: Global perspectives on impact investing
Amit Bouri serves as Director of Strategy and Development at the Global Impact Investing Network (GIIN), a non-profit organization dedicated to increasing the scale and effectiveness of impact investing around the world. At this session, audience members will be shown a panoramic view of impact investing on a global scale. Join us and learn about mobilizing capital in new ways and supporting a new generation of business.
Amit Bouri, Director of Strategy & Development, Global Impact Investing Network
|10:45 am – 12:00 pm||MORNING WORKSHOPS
1. Beans & Bonds: Case study of Planet Bean Coffee and the CSI community bond
One venture is a worker-owned co-operative giving new meaning to the term “good taste,” while the other is a local incubator of social business and non-profits. Both have successfully raised significant amounts of capital using unique funding models. This session introduces the mechanics of alternative types of funding as seen through the lens of Planet Bean and it also introduces us to the Centre for Social Innovation’s newly published Guide to Community Bonds.
John Brouwer, CFO, Planet Bean Coffee
Tonya Surman, Executive Director, Centre for Social Innovation
2. Idea Jam: A networking + problem-solving session with leaders in impact investing
How can individuals advance impact investing in their respective fields and organizations? Join like-minded peers in small-group discussions with leaders in impact investing. Participants will be encouraged to explore ideas of intrapraneurship within their own organizations and what role they could embrace in furthering impact investing.
James Tucker, Principal, Boston Consulting Group
Ann Jackson, former Vice-President, Phillips, Hager & North
Kevin Doyle, Director Corporate Strategy, TMX Group
Robin Cory, Co-Founder Social Venture Partners Toronto
Thomas Haubenreisser, Principal, Invest 4 Impact
Geoff Moore, Founder, TBC Capital
James Temple, Director, Corporate Responsibility & Leader, PwC Canada Foundation, PricewaterhouseCoopers
Adam Spence, Special Projects, MaRS Centre for Impact Investing
Joyce Sou, Manager B Corporations & Impact Metrics, MaRS Centre for Impact Investing
|12:00 – 1:00 pm||LUNCH BREAK|
|1:00 – 2:00 pm||GOOD DEALS
Select presentations from the morning’s Good Deals: Pitch Clinics will be introduced with details as to why these ventures may be a “good deal.” The ventures will have the opportunity to deliver their pitch to conference attendees. This is a fun and light-hearted session where audience members will be encouraged to participate.
|2:00 – 2:15 pm||BREAK|
|2:15 – 3:30 pm||AFTERNOON WORKSHOPS
1. For Good Measure: Understanding impact metrics for your enterprise
Momentum is building for a universal standard on communicating impact that is easy to use and to understand. The Impact Reporting & Investment Standards (IRIS) has been recognized as a leading tool for reporting on social and environmental performance. This interactive workshop explores the IRIS metrics tool and how participants can adopt it in their organization. The objective is to provide hands-on training for a practical understanding of IRIS as well as a brief introduction to how IRIS may fit into other impact measurement categories such as SROI.
(Moderator) Joyce Sou, Manager, B Corporations and Social Impact Metrics, MaRS Centre for Impact Investing
Kelly McCarthy, IRIS Adoption Manager, Global Impact Investing Network (GIIN)
Anshula Chowdhury, Chief Executive Officer, Social Asset Measurements
Tessa Hebb, Director, Carlton Centre for Community Innovation
2. Generation: Bridging the investment gap for renewable energy
Renewable energy projects are nearing $900 million in private investment opportunities in Ontario. Since the Ontario government passed the Green Energy and Green Economy Act in 2009, over 1,200 such projects have powered over 700,000 homes. Unfortunately, financing gaps at the planning and construction phases are preventing the market from reaching its full potential. With experts from diverse areas of the investment community (e.g., project finance, private equity, socially responsible funds, asset managers), this workshop will facilitate a creative, multi-disciplined approach toward bridging the investment gap for renewable energy.
(Moderator) Sean Holt, Founder, Om Ventures
Deb Doncaster, Executive Director, Community Power Fund
Judith Lipp, Executive Director, TREC
Rob Nicolson, RBC Capital Markets
Rob Peterman Head, Business Development Technology, TMX Group
Jonathan Dogterom, Cleantech Practice Lead, MaRS Discovery District
3. Insider’s Guide: What investors want
Some of Canada’s largest and most influential impact investors share their advice on what it takes to get a deal done. How do investors determine if an organization is deal-ready? What are the deal breakers, the dealmakers and the things you may not realize matter to investors?
(Moderator) Annie Malhotra, Project Coordinator, Social Venture Exchange
Andrew Heintzman, Co-founder, Investeco
Beth Coates, Financial Manager, Canadian Alternative Investment Council
Geoff Moore, Founder, TBC Capital
|3:30 – 3:35 pm||TRANSITION|
|3:35 – 4:45 pm||FINAL SESSION
Future of impact investing
A significant shift in thinking has occurred around profits and return on investment. Globally, a number of innovative and highly effective models exist that represent tremendous potential in advancing the next generation of social ventures and impact investors. What do these models have in common? What do thought leaders say about the future of impact investing in their own countries and around the world? This panel features perspectives from innovative thought leaders from the UK and Canada.
(Moderator) Tara Perkins, Financial Services Reporter, The Globe and Mail
Jonathan Jenkins, CEO, Social Investment Business UK
Bill Young, Founder, Social Capital Partners
|4:45 – 5:00 pm||CLOSING REMARKS
IIse Treurnicht, CEO, MaRS Discovery District