Tag: SOCAP15 Speakers43

People Tag: SOCAP15 Speakers 30

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Alexander Pan


Alex joined ANDE in July 2013. He coordinates ANDE’s global network of regional chapters and facilitates collaboration and knowledge sharing among ANDE’s 200+ members. Before joining ANDE, Alex worked for several international development NGOs in China, India, and Uganda. Most recently, Alex worked for the White House Office of Science and Technology Policy where he assisted in the development of their impact investing policy. Alex holds an M.A. in International Science and Technology Policy from George Washington University and earned his B.A. from Colby College where he studied International Development and East Asian Studies.

Investors: Website: http:// Email:

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Benjamin Schmerler


Ben is responsible for building relationships and engagement strategies with existing and potential partners, investors and value chain actors. He provides management, oversight, and leadership towards achieving Root Capital’s strategic objectives. Previously, Ben was a senior global supply chain manager at Fair Trade USA, and he has spent many years working and bicycling across the planet. Ben is member of the Sustainability Council for the Specialty Coffee Association of America (SCAA) and owns three coffee bars in Boston. He holds a B.A. in environmental policy and political science from the University of Washington and speaks French, Spanish, and Wolof.

Investors: Website: http:// Email:

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Betty Feng


Batty is the Manager Deloitte Consulting.

Investors: Website: http:// Email:

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Bill Morris


It could be said that Bill is just one of the many resources recycled at Blue Star Recyclers, because after a 25 year career in the telecommunications industry Bill wasn't sure where he was needed. Co-founding Blue Star Recyclers in November, 2009 with Tony and Mary Fagnant was the culmination of a long string of developments spanning the coincidental to the miraculous, and everyone on the founding team knew they were onto something special. Bill says, "I am the luckiest guy I know — to love your work and your team this much, while having an opportunity to lead an organization that produces such a positive human, economic, and environmental impact in the communities we serve. Bill was named Recycler of the Year from the Colorado Association for Recycling, Employer of the Year from the Arc of the Pikes Peak Region, and Small Business Person of the Year from the Colorado Springs Better Business Bureau. He was invited to the White House as a "Champions of Change" finalist and was a Colorado Biz Magazine "CEO of the Year" Award finalist. Most recently he was selected as a Beanstalk Foundation Leader.

Investors: Website: http://bluestarrecyclers.com/team-people-disabilities.htm#board Email: [email protected]

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Camille Kerr


Camille directs the Democracy at Work Institute's Workers to Owners project, a collaboration of leading actors in the worker cooperative field, as well as stakeholders outside the field, to drive more conversions to worker ownership. Previously she worked as the Director of Research at the National Center for Employee Ownership, launching the organization’s outreach initiative and managing its various research projects. Camille speaks frequently about employee ownership and has produced and contributed to publications on a variety of topics related to alternative ownership structures. Camille also serves as chair of the board of directors for Prospera (formerly WAGES—Women's Action to Gain Economic Security), a nonprofit dedicated to promoting the economic and social wellbeing of low-income women through cooperative business ownership. She earned a J.D. from the University Of Cincinnati College Of Law, where she was an Arthur Russell Morgan Fellow for Human Rights and graduated cum laude.

Investors: Website: http:// Email:

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Caryn Capriccioso


Caryn Capriccioso, MNM, works directly at the intersection of the business and nonprofit worlds and there is no place she feels more at home. In her more than two decades of experience, she has served in a wide variety of roles in the nonprofit sector including: executive director, program director, development director, board member, volunteer and consultant. Caryn has also worked in the municipal government and for-profit sectors. Caryn’s background includes serving as director of women’s services at the YWCA of Greater Lansing, Michigan (1991–93), where she managed all fundraising, led employability skills training and job placement programming for low-income women, and launched the YWCA’s first social enterprise. Upon relocating to Colorado in 1993, she worked at the City of Boulder Parks and Recreation Department as community and advisory board liaison. She left the city in 1999, a year after launching Your Write Hand, a boutique grant writing and nonprofit consultancy. While self-employed with her grantwriting business, Caryn also worked part-time positions as the development director at Free Speech TV and the Colorado Music Festival and served as executive director of the Boulder Parks and Recreation Foundation (now PLAY Boulder). Before coming back to small business entrepreneurship with interSector Partners, L3C, Caryn spent three years as director of planning services and social enterprise at JVA Consulting, LLC (2006-2009) where she oversaw social enterprise and earned income development programs, business and strategic planning, and mergers and partnerships for JVA clients, as well as internal new product and partnership development. A skilled trainer and speaker, Caryn is certified in the Skilled Facilitator™ and Technology of Participation™ (ToP) methods of facilitation and as a trainer through the National Center for Social Entrepreneurs. She has shared her expertise at such trainings at the Social Enterprise Alliance Summit, Social Venture Capital/Social Enterprise (SVC/SE) Conference, Colorado Nonprofit Association, Community Foundation Serving Boulder County’s Community Ventures, Young Nonprofit Professionals National Conference, Net Impact National Conference and the Larimer County United Way’s technical assistance program. Caryn holds a B.A. in sociology from Michigan State University and a master in nonprofit management from Regis University. She is a co-founder and board member at Impact Hub Boulder and is a partner and former chair of the board of Social Venture Partners Boulder County. Caryn is a mentor with the Young Nonprofit Professionals Association’s Elevate Denver program, and serves on the host committee of the 2015 Social Enterprise Summit and the steering committee for Colorado Impact Day. She is part of two local groups focused on supporting and developing the practice and practices of nonprofit consulting, Rocky Mountain Nonprofit Consultants and the Consultant Leadership Forum.

Investors: Website: http:// Email:

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Charly Kleissner


Dr. Charly Kleissner is an impact investor. He believes that the deeper meaning of wealth is to make a positive contribution to humanity and the planet. And he argues that Modern Portfolio Theory has to be re-conceptualized to seamlessly integrate positive impact into a Total Portfolio Theory. He sees impact investing not as an intellectual exercise, but as an expression of who he really is. Dr. Kleissner co-founded KL Felicitas Foundation (www.klfelicitasfoundation.org), and Social-Impact International (www.social-impact.org), which help social entrepreneurs worldwide to accelerate and increase their impact. KL Felicitas Foundation recently demonstrated, that impact investors can construct a 100% Impact Portfolio and achieve competitive financial returns in all asset classes while making a tremendous impact. Dr. Kleissner co-founded Toniic, and the ‘100%IMPACT Network’, global networks for impact investors. Dr. Kleissner serves as Chairman of the Advisory Board of the Global Hub Company (www.the-hub.net), and as Board Director and Chairman of the Investment Committee of ImpactAssets (www.impactassets.org).

Investors: Website: http:// Email:

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Christina Tamer


Christina helped move technology innovations from the university lab to the market by working on the E-Team grant and training program at VentureWell. Focus mainly on clean tech and healthcare inventions. She previously worked for Invested Development, where she focused on marketing, research, pipeline development and helped make and support 18 investments around the globe.

Investors: Website: http:// Email:

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Deval Patrick


Deval is the Managing Director of Bain Capital.

Investors: Website: http:// Email:

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Eric Leenson


Eric Leenson is President of Sol Economics, a firm that builds strong links between socially responsible enterprises throughout the Americas, focusing on Cuba for the past 6 years. He has been a socially responsible investment and business leader for more than 30 years, previously serving as the CEO of Progressive Asset Management. Currently he serves as the international coordinator “Socially Responsible Enterprise and Local Development in Cuba”. This project seeks to expose Cuban policy makers and entrepreneurs to the best practices of responsible enterprise as Cuba transforms its economy to increase participation of the private sector while retaining its commitment to the social achievements of its revolution. Additionally he serves as strategic advisor to Forum Empresa, based in Panama City Panama, an organization he cofounded as well as being a member of the International Advisory Board of Instituto Ethos of Brazil. He is a graduate of the Woodrow Wilson School of Public and International Affairs of Princeton University. He earned his MBA from the University of California, Berkeley and studied at the University of Chile on a Fulbright Scholarship.

Investors: Website: http:// Email:

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Evan Gill Collins


Evan is the Impact Investing Manager of Catholic Relief Services.'

Investors: Website: http:// Email:

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Hope Mago


Hope joined HCAP Partners in May 2009. Hope participates in the origination, analysis of new investment opportunities, investment due diligence, deal underwriting and investment monitoring. Prior to joining HCAP Partners, Hope worked as an Analyst at the Reserve Bank of Zimbabwe, where he was involved in economic policy formulation, lending due diligence for export ventures receiving funding through the Exchange Control Division. Before that he spent a year interning at First Mutual Limited, the second largest life insurance and money manager in Zimbabwe. He earned an MBA from the University of San Diego and holds a bachelors degree in finance and banking from the University of Zimbabwe. Hope is currently a board observer or actively involved in RJE International, Geary LSF, Primetrica, Michael’s Cookies, Residential Design Services, and On Campus Media.

Investors: Website: http://www.hcapllc.com/team-1/2015/7/3/hope-mago-senior-associate Email:

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John Foraker


John M. Foraker has been President of Annie’S Foods at General Mills, Inc. since October 2014. Mr. Foraker serves as Vice President at General Mills, Inc. He serves as President at Annie's, Inc., and served as its Chief Executive Officer since 2004. He's also and a leading authority in the organic and natural foods industry. He served as Chief Executive Officer at Annie's Homegrown, Inc. since 2004. He also advises within the greater General Mills organization on its small business incubator 301, Inc., a venture group that invests in small promising companies. He served as Chief Executive Officer of Annie's Homegrown, Inc. since 2004.

Investors: Website: https://www.linkedin.com/in/john-foraker-0061732 Email:

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Justin Conway


Justin Conway is the Vice President of Investment Partnerships at Calvert Foundation, and President of Calvert Foundation's wholly-owned subsidiary and registered investment advisor, Community Investment Partners. Justin manages the firm's financial services and distribution relationships, leads the investor relations and marketing team, and works closely with the investors and financial advisors that are at the forefront of using investment capital for social impact. Prior to Calvert Foundation, Justin managed the Community Investment Program of the Social Investment Forum and Green America. Before that he worked on human and economic rights in both Asia and Central America. He received a Master’s in Applied Economics from Johns Hopkins University and a Bachelor’s in Sociology and Statistics from James Madison University. Justin serves on the Board of US SIF, the membership association for financial professionals engaged in sustainable and responsible investing, as well as numerous other advisory boards and committees in the industry.

Investors: Website: http:// Email:

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Justin Guay


Justin Guay joined the Packard Foundation’s Conservation and Science Program in March 2015 as a climate program officer. He supports the Foundation’s overall engagement in the energy-related aspects of our support for work to stop dangerous climate change and he helps to oversee our support to the ClimateWorks network. He will also assist in leading the Foundation’s Innovation in Climate Solutions strategy, slated to launch later in 2015. Prior to joining the Foundation, Justin held the position of Associate Director within the Sierra Club’s International Climate Program where he focused on energy lending reform at international financial institutions and global efforts to transition energy systems beyond coal to clean energy. He has worked for the Sierra Club since 2009, including in roles involving lobbying, media relations, policy research and advocacy. He has also worked as an advisor to several foundations active on climate change issues. Justin has been involved in efforts to influence the negotiations of the UN Framework Convention on Climate Change, and has worked in a number of countries to encourage a shift in power production from fossil fuels to renewable energy. He has lived and worked in Mumbai, India where he partnered closely with distributed solar companies serving poor communities. He has particular expertise on the potential for distributed renewable energy in developing countries. Justin received a Master’s Degree in International Development from the University of Denver and received his Bachelor’s degree from the University of Utah.

Investors: Website: http://www.packard.org/about-the-foundation/our-people/staff/conservation-science/justin-guay/ Email:

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Katherine Collins


Katherine Collins is Founder and CEO of Honeybee Capital and author of The Nature of Investing. Honeybee is an independent research firm dedicated pollinating ideas that reconnect investing with the real world. After a long and successful career at Fidelity Management & Research Company, Katherine set out to re-integrate her investment philosophy, traveling as a pilgrim and volunteer, earning her MTS degree at Harvard Divinity School, and following lessons from the natural world to re-engage in investing as a valued and integrated profession, beneficial to our communities and our planet.

Investors: Website: http:// Email:

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Kaylene Alvarez


Kaylene has spent nearly 20 years working with entrepreneurs, financial institutions and local organizations in various emerging markets to meet the financing needs of SMEs in several capacities. For the past five years, Kaylene has worked as an independent consultant to development finance institutions and impact investors in emerging markets financial services for MFIs and SME banking; she focuses on transaction structuring, risk management, operations and alternative banking like mobile money and Islamic banking. Previously, she served as a Peace Corps Volunteer, worked in post-Soviet economies on privatization of infrastructure assets, and in M&A for AIG’s emerging markets banking division. Kaylene is a life-long weaver and textile collector, and speaks Russian.

Investors: Website: http:// Email:

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Keely Swan


Keely is the Administrator at MIT IDEAS Global Challenge.

Investors: Website: http:// Email:

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Kimaya Dixit


Kimaya Dixit is an expert in strategy and content development for digital communications, integrated marketing and advocacy campaigns. She has managed campaigns for global and national nonprofits, government agencies, trade associations and businesses. Prior to joining the Hattaway team, Kimaya worked with Ketchum Public Relations, where she served federal agencies, such as the U.S. Department of Health and Human Services and Environmental Protection Agency, and major brands such as the National Football League, Pfizer, FedEx and Hertz. She also spearheaded the marketing and content strategy for Ketchum’s global health website and served as the managing editor for a national health blog. Kimaya honed her skills in advocacy and marketing as communications director for the Men’s Health Network, a national nonprofit that promotes the health of men and boys through public education and advocacy. Kimaya graduated from the University of Pune in India with a bachelor’s degree in Economics. In her free time, she enjoys traveling, reading, kayaking and spending time with friends and family. IVANA GRIACOVA SENIOR OPERATIONS ASSOCIATE A native of Slovakia, Ivana has experience working in non-profits, government agencies and multilateral organizations in the U.S. and Europe. She contributes her organizational skills, knowledge and expertise in managing complex projects for a range of clients, including the World Health Organization, The Rockefeller Foundation, the U.S. Department of Defense, China Medical Board, Ford Foundation and Bill & Melinda Gates Foundation. She earned master’s degrees in European studies from Comenius University in Slovakia and in political science from Florida Atlantic University. Ivana is fluent in Slovak, English and Czech, and proficient in German. She has played professional tennis, and is an active runner and yogi.DOUG HATTAWAY

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Luni Libes


Luni is a serial entrepreneur, now focused on helping impactful entrepreneurs with their startup efforts. He does this as Founder and Managing Director of Fledge, the conscious company accelerator, as creator of Kick, the inclusive incubator, as Entrepreneur in Residence at Pinchot, a university for the common good, and as author of The Next Step series of books and online lectures on entrepreneurship.

Investors: Website: http:// Email:

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Mark Horoszowski


Mark is the Cofounder at MovingWorlds.org. Promoting Experteering as a way to develop better leaders and solve the most pressing capacity challenges.

Investors: Website: http:// Email: [email protected]

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Michael Grossman


As Director of Liquid Assets at New Island Capital, Michael Grossman is responsible for lending and fixed income investing to support democratized ownership, quality jobs, renewable energy and sustainable agriculture. Previously, Michael managed Calvert Foundation’s international impact investing portfolio and was a Senior Advisor to McKinsey & Company’s Social Sector Office focused on financial inclusion and inclusive agriculture development. Michael was Managing Director and Citigroup Country Officer in Tunisia where he was responsible for day-to-day management of Citibank’s commercial and retail operations. In addition, he was Managing Director and Citigroup Country Officer in Dakar, Senegal and Senior Operations Officer in Casablanca, Morocco. Michael helped create Citibank’s West African regional corporate finance/capital markets business based in Abidjan, Cote d’Ivoire. Michael holds an MS in Finance from MIT Sloan School of Management and a BS from Georgetown University’s School of Foreign Service. Michael is a Chevalier in Senegal’s National Order of the Lion.

Investors: Website: http:// Email:

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Pablo Freund


Pablo is the Co-founder & Chief Financial Officer of Be Girl.

Investors: Website: http:// Email: [email protected]

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Rachel Reilly Carroll


Rachel is the Investment Marketing Manager at Enterprise Community Partners.

Investors: Website: http:// Email:

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Randall Bee


RJ manages day-to-day operations at Hattaway Communications and leads project teams for several clients, including the Rockefeller Foundation, Ford Foundation and Packard Foundation.

Investors: Website: http:// Email:

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Rose Broome


Rose is passionate about using the power of technology to create social change. She came up with HandUp after passing a woman sleeping on the street in the winter of 2012 and wanting to see a new way to give. Previously, Rose served as COO at SuperBetter Labs and as a data manager for Barack Obama's 2008 presidential campaign. Rose loves organizing the community and has been active in groups like Science Hack Day and Food Not Bombs. In 2014, Rose and her HandUp co-founder Zac Witte were named in the Top People in Tech by Business Insider

Investors: Website: https://handup.org/about Email:

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Ryan Scott


Ryan is the CEO of Causecast.

Investors: Website: http:// Email:

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Tanya Khotin


Tanya Khotin is the Head of Institutional Business Development at Cornerstone Capital Group, where she is responsible for the strategy and execution of commercializing the firm’s investment research and corporate access efforts. Arriving at the firm in March 2014, she is also a member of Cornerstone’s Executive Committee. In her 25+ year career in the global capital markets, Tanya has focused on her two passions – her native Russia and sustainable and impact investing. After earning an MBA from Columbia Business School, Tanya relocated to Moscow as a management consultant with Bain & Co. to work on Russia’s privatization efforts. As Russia’s capital markets emerged and caught interest in the mid-90s, Tanya joined a boutique start-up Russian equities brokerage, Brunswick, in its New York office to introduce the new Russian stock market to US institutional investors. After UBS’ acquisition of Brunswick, Tanya ran the combined Emerging Markets sales team, and later as Managing Director, became Head of the Russian Equities business for UBS, and managed the firm’s Research, Sales and Trading operations in Moscow until 2009. Since returning to New York, Tanya has been working to advance another emerging market – sustainable and impact investing – adding her passion for promoting environmental and economic sustainability to her expertise in capital markets, management, business development and strategy. In 2011, she joined the privately held industrial real estate and certified B-Corp recycling company, Hugo Neu Corp., in its investment office to identify and diligence new portfolio managers and direct investment opportunities that fit the firm’s environmental and social justice mission. Tanya also holds a BA in French from the University of California, Berkeley

Investors: Website: http:// Email: [email protected]

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Tasha Seitz


Tasha Seitz is the Chief Investment Officer for Impact Engine, an early stage impact investing fund that empowers entrepreneurs, investors and mentors to effectively address the world’s greatest social and environmental challenges. Tasha has 18 years of venture capital investment experience as a partner with JK&B Capital, a technology venture capital firm based in Chicago with over a billion dollars under management. As a partner, she has been responsible for identifying, evaluating and making investments in early stage start-up software companies, serving on the board of directors, managing growth, coaching and hiring management teams and exiting investments through sale or initial public offering. In addition, Tasha has served as the board chair for Spark Ventures, a non-profit venture philanthropy organization investing in NGOs serving vulnerable children in developing countries. She is also founder and board chair for the Chicago chapter of Social Venture Partners.

Investors: Website: http:// Email:

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Thomas Woelfel


Tom Woelfel is the Director of PCV Insight – PCV's global research and consulting practice in impact investing. In this role, Tom leads and manages PCV InSight’s impact evaluation consulting services, providing research, analysis, and reporting to prominent institutional investors, corporations, foundations, private equity funds, and CDFIs. In addition to conducting impact evaluation for external clients, Tom oversees the tracking and reporting of PCV’s own impact for its Small Business Advising Integrated Loan Fund, Business Advising program, and affiliated impact investing equity fund, Pacific Community Management. Prior to joining PCV, Tom served as an Associate at Development Planning and Financing Group, where he advised clients on development projects and worked with developers and municipalities on a wide-range of development issues. While at DPFG, Tom conducted a variety of financial analyses for clients, including economic benefit analyses, fiscal impact analyses, and development fee credit and reimbursement analyses. Prior to his work at DPFG, Tom worked for the Federal Office of the California Governor where he conducted federal policy research on issues of importance to the State of California. Tom serves on the foundation research committee of The Forum for Sustainable and Responsible Investment (US SIF), a US membership association for professionals, firms, institutions and organizations engaged in sustainable and responsible investing. He holds a BS with honors in Managerial Economics from the University of California, Davis.

Investors: Website: http://www.pacificcommunityventures.org/index.php/about/team/tom-woelfel/ Email:

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