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Friday, March 27, 2009

Innovations In Social Finance

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Session Description

The emerging field of social finance is a hotbed of innovation in which new business models and practices are raising the game and extending reach to new markets around the world. What innovations in social finance are helping to catalyse this growth and development of the field? This session will explore ways to increase accountability through social metrics and standards, extend financial services to new populations, and adapt investment models and approaches in new geographies such as China.

 

When | Where

10:45 - 12:15 Friday, March 27

Session leaders

  • Brian Trelstad Speaker
    Chief Investment Officer, Acumen Fund
    Brian Trelstad is the Chief Investment Officer of Acumen Fund, a non-profit global venture fund that uses entrepreneurial approaches to solve the problems of global poverty. In his role at the Acumen Fund, Brian gives oversight and direction to the fund’s investment portfolio. He also spends time working with the broader social enterprise community to develop metrics and tools to discuss the progression of the field as a whole. Before joining Acumen Fund, Brian worked for McKinsey & Company and was the environmental program officer of President Clinton’s AmeriCorps program.
  • Kevin Jones Speaker
    Founder, Good Capital
    As a founding principal of Good Capital, Kevin leads market formation activities and portfolio company engagement. He is the founder of the SoCap conference, Socialcapitalmarkets.net. He has extensive private investment experience as both a limited partner and as an angel in a range of technology and social enterprises. Kevin’s former positions include CEO of Net Market Makers. As a journalist, Kevin has been a columnist for Forbes and Business 2.0 magazines. He has been on the boards of Social Enterprise Alliance and Social Venture Partners International. Kevin also led a malaria project in Swaziland and Mozambique, working with Jeff Sachs of The Earth Institute at Columbia University. Finally, during his 20 year business career in Mississippi he was on the founding board of Parents for Public Schools.
  • Nachiket Mor Speaker
    President, ICICI Foundation for Inclusive Growth
    Nachiket Mor is a Yale World Fellow (2004); has a Ph.D. in Economics from the University of Pennsylvania with a specialization in Finance from the Wharton School; a Masters degree in Management from the Indian Institute of Management, Ahmedabad and an undergraduate degree in Physics from the Mumbai University. While completing his Ph.D., he was associated with a Philadelphia based hedge fund (Quantitative Financial Strategies) for three years. He has worked with ICICI since 1987 in a variety of jobs, including, Project Finance, Treasury and Rural Banking and was a member of its Board from 2001-2007. He is currently President of the ICICI Foundation for Inclusive Growth. In addition to his work within ICICI, he is a member several boards, including, Institute from Financial Management and Research (IFMR).
  • Managing Director, shærpa
    Pieter Oostlander was educated as a Registered Accountant (CPA) and worked for eight years in the audit profession with PwC and Deloitte, and for 15 years in operational financial with ASM, Peek Traffic and Rigda Group. In 2004 he joined Noaber Foundation as Managing Director, responsible for grantmaking and social investments. In 2010 he started shærpa, the impact advisory organisation of Noaber, assisting wealthy families and endowed foundations to achieve the maximum impact through their charitable investments. Oostlander is a Trustee of the EVPA.
  • Yvonne Li Speaker
    Founder and CEO, Avantage Ventures
    Yvonne Li is the Founder and CEO of Avantage Ventures. The consultancy and investment advisory aims to drive critical investments into sustainable social ventures in Asia. Currently based in Beijing, Yvonne is a former Hong Kong executive who has worked in various areas of finance including hedge funds, commercial banking and investment banking. She has also worked with diverse charitable groups on promoting rural literacy in China and AIDS awareness. She holds a Bachelor in Business & Marketing, a Masters in Finance, and will also soon embark on an executive MBA at the Cheung Kong Business School. Yvonne started Avantage Ventures to bridge the major funding and information gap that currently exists between social entrepreneurs and investors.