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Bay Area Impact Summit

  • Cooley LLP 3175 Hanover St Palo Alto, CA 94304 United States (map)

2019 Bay Area Impact Summit:
Connecting Founders and Funders to Accelerate Impact

ONE WORLD is excited to host our 5th Bay Area Impact Summit (BAIS) on March 19th! 

If you're a social entrepreneur, impact or angel investor, fund or foundation manager, or are simply curious about how we can move more money to the companies solving problems that benefit people and the planet, you'll want to be there.

At BAIS, we will highlight examples of the inspiring ways Bay Area investors, entrepreneurs, and other professionals in the impact ecosystem are taking bold steps today to create a better world. We will create space for you to deeply connect with your mission-driven peers, learn from other founders and funders, and find potential collaborators or local companies to support.

The 2019 program will feature:

  • on-stage keynote presentations and interviews with thought leaders in the field of impact investing

  • fireside chat discussions and panel discussion with seasoned investors

  • breakout sessions on ways to raise capital, how to leverage the alternatives offered by the impact investment community, how to build diversity and inclusion into your business or investment portfolio, and more

  • a full slate of pitches from 10 of the best Bay Area-based social entrepreneurs

  • and an engaging reception to connect with local investors, entrepreneurs, and other partners sharing our interest in ramping up support for companies and investors that prioritize people and the planet, in addition to profits.

Check out the previous highlight video below + the 2017 Impact Summit blog & 2018 Impact Summit blog to learn more about the BAIS.

AT THE 2019 BAY AREA IMPACT SUMMIT YOU WILL:

  • Learn – Gain exposure to the fundamentals of the industry and learn directly from practitioners

  • Network – Build relationships with other companies and impact professionals

  • Action – Identify opportunities to increase impact, as investor, entrepreneur, or corporate professional

WHAT'S UNIQUE:

  • Structure – Roundtable and discussions, entrepreneur pitch presentations, reception and networking time

  • Participants – Mix of entrepreneurs, investors, and corporate professionals

  • Focus – Bay Area based impact professionals so you can get to know your local community

AGENDA

10am-1pm: Morning roundtables (**space permitting, by invitation. See more info below**)
1-1:30: Registration
1:30 pm: Opening session with Joel Solomon, Founding Partner, Renewal Funds; Co-Author of “The Clean Money Revolution” and Kristin Hull, Founder & CEO, Nia Capital
moderated by Scott Saslow, CEO & Founder, ONE WORLD Training & Investments

2:30 pm: Social Entrepreneur Presentations Round I

3:00 pm: Break & Networking

3:30 pm: Social Entrepreneur Presentations Round II
Presenting entrepreneurs will be announced soon

5:00 pm: Break & Networking

5:30 pm: Breakout Sessions

Breakout I: Funding Social Impact Enterprises: From the Known to the Novel

Investors have several options in terms of both the sources of capital they deploy into social enterprises, as well as the tools they use in structuring the deals all of which help to manage financial return expectations. This roundtable discussion examines the options and allows participants to share what has worked for them- and what hasn't- in funding social impact companies. Presenters: Valerie Red-Horse Mohl, Executive Director, Social Venture Circle  and  Tony Stayner Board Member of SV2 / Managing Director at Excelsior Impact Fund. Moderator: Lisa Van Dusen, Chief Relationship Officer, SV2

Breakout II: Impact Investing Across The Asset Classes

Investors have a wide variety of choices in terms of impact investments in each of the major asset classes:  Equity, Fixed Income, Real Assets, Alternatives, and Cash.  Stephanie Cohn Rupp of Tiedemann Advisors will provide an overview of options across the classes, as well facilitate a conversation with the participants on how best to identify and evaluate the performance of such investments.  

Breakout Panel III: The Social Entrepreneur’s Secret Weapon: Grants, Crowdfunding, and Non Dilutive Financing
There are certain types of funding sources that only social entrepreneurs have access to, including grants, loans.  Where can you find these sources of capital, and how do you successfully apply for them? This breakout will explore these options in detail, and you will hear from entrepreneurs who have successfully raised this type of capital.
Moderator: Catherine Crystal Foster, CEO, Give Local Silicon Valley
Panelists: Ken Tsunoda, Vice President of Development, TechSoup andMiranda Wang, Co-Founder and CEO of BioCellection 

6:30 - 8:00 pm: Reception & Award Ceremony


**Morning Roundtables:**
10:00 AM - 1:00 PM: SOCIAL VENTURE CIRCLE LOCAL NETWORK GATHERING, for accredited investors only. If you're an accredited investor and interested in joining, kindly reach out to Renata Hron Gomez to learn more: Renata@svcimpact.org

10:15 AM - 1 PM: CEO ROUNDTABLE "Hiring Great Talent, Building Great Cultures" facilitated by Christa Quarles, former CEO, OpenTable and Kimberly-Clark Board member  and Meena Sankaran, Founder & CEO KETOS. Check with angie@oneworld.training to learn more and register.

10:30 AM - 1 PM:  FUND MANAGER ROUNDTABLE "Building diverse teams and funding underrepresented CEOs" facilitated by Kristin Hull, Nia Impact Capital and Daryn Dodson, Illumen Capital. If you are a fund manager, kindly check with angie@oneworld.training to learn more.

PRESENTING ENTREPRENEURS - see our growing list

JUDGES - see our growing list

**Early bird rate through 2/26**

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SEE OUR GROWING GUEST LIST

Andi KleissnerAmped Innovation / Michael SteinrueckArtisan Partners /  Dr. Jin LeeBabyNoggin /  Stephen MaltaBay Area Council /  Rick MossBetter Ventures / Eric Brisson / Shelley SwanCarry The Vision / Brittany HodgeClient Safety Services / Aishetu DozieBossy Cosmetics / Erik EdwardsCooley LLP / Jen BarnettCooley LLP / Andreas FreundDiveIn / Shannon McNairDiveIn / Cynthia Travis, Earth Altar / Arup Roy-BurmanElemeno Health / Philipp StaufferFYRFLY Venture Partners / Catherine Crystal Foster, Give Local Silicon Valley / Alison MartinGreat Guides / Laure-Anne PirsonHult University / Daryn DodsonIllumen Capital / David FoxInternet Archive /  Uriridiakoghene (Ulili) OnovakpuriKapor Capital / Yscaira Jimenez, LaborX / Jocelyn DeGance GrahamLEVERS / Kristian RantaMeru Health / Tet SelvaMomWarrior / David CooperMontcalm Capital / Raymond HutchisonNationSwell / Karen MelendezNationSwell / Paul Wythes, Oakdell Capital / Scott SaslowONE WORLD / Angie MertensONE WORLD / Bonnie CoberlyONE WORLD / Sri ArthamONE WORLD / Alec WagnerPurple Maiʻa Foundation / Robert FishkinReframe It / Shrina KuraniRepublic / Wisa Uemura, San Jose Taiko / Courtenay Carr HeuerScientific Adventures for Girls / Ha NguyenSpero Ventures / Bulbul GuptaSocos LLC / Aarti ChandnaSV2 / Tony Stayner Board Member of SV2 & Managing Director at Excelsior Impact Fund / Anwar McQueenTEAMinc / Michelle GlauserTechtonica / Joel SolomonRenewal Funds / Eric QuickThe Town Kitchen / John FohrTrustLayer / Miriam Rivera, Ulu Ventures / Julie LeinUrban Innovation Fund / Kristin HullNia Capital / Valerie Red-Horse MohlSocial Venture Circle


---DISCLAIMER---

ONE WORLD Training, PBC is a facilitator bringing together investors and early stage companies. ONE WORLD Training, PBC is not affiliated with the presenting companies and does not endorse or recommend any of the companies (or the securities of such companies) that may seek funding at an event organized by ONE WORLD Training, PBC such as the Impact Summit. Any offers to, or investments made, by an individual who attends the Impact Summit will be to or in his, her or its individual capacity. Consequently, investors conduct their own due diligence in connection with any investment in companies, including but not limited to legal, tax, and investment advice.