Innovations In Social Finance
Friday, March 27, 2009
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.
Time & Location
Time:
10:45 - 12:15, Friday, March 27, 2009
BST
Speakers
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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.
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Speaker
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.
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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).
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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.
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Speaker
Senior Lecturer of Business Administration, Harvard Business School
Brian Trelstad is the William Henry Bloomberg Senior Lecturer of Business Administration, the Joseph L. Rice, III Faculty Fellow at Harvard Business School and the faculty chair of the Harvard Advanced Leadership Initiative. He is also a partner and board member of Bridges Fund Management, a global impact investment firm. Prior to HBS and Bridges, Brian was the Chief Investment Officer of Acumen, a pioneering impact investment firm that identifies market-based solutions to solving the problems of poverty, and he taught at the School for Public and International Affairs at Princeton. Brian is a founding co-chair of the Aspen Network of Development Entrepreneurs, and a founding co-chair of Impact Capital Managers. He is a board member of Candid, the Global Development Incubator, and VisionSpring. Brian holds an MBA from Stanford, a MA in City and Regional Planning from UC Berkeley, and a BA from Harvard. He is a Kauffman Fellow and a Henry Crown Fellow.
