2012 Conference Materials and Schedule

Workshops and Materials

Click on the title to see the workshop summary, speakers and materials.

Transactional Skills

          PRI Fundamentals (Pre-Conference Workshop)
          Legal Fundamentals of Program-Related Investing (Pre-Conference Workshop)
          A Practical Guide to Measuring Social Impact (Pre-Conference Workshop)
          Nuts and Bolts: Implementing PRIs at Your Foundation (A)
          Sourcing Deals from Intermediaries and Other Platforms (C)
          Underwriting and Management of Loans to Nonprofits (E)

Investment Strategies

          Mission Investing: Strategies for Managing Portfolios (Pre-Conference Workshop)
          Financing Social Outcomes (A)
          Equity Investing (B)
          A Practitioner's Guide to Using Credit Enhancements (C)
          Mission-Related Cash Deposits and Fixed Income (E)

Innovations in the Field

          Making an Impact in Rural Areas (A)
          Building Assets in Native North America (B)
          Investing in Media Infrastructure and Online Communications Tools (B)
          Understanding Environmental and Conservation Investment Opportunities (C)
          Investments in Health with site visit to the High Point community (D)
          Building Sustainable Communities with site visit to the Yesler Terrace community (D)
          Nourishing Regional Food Systems with PRIs with site visit to Charlie's Produce (D) Co-presented by the Sustainable Agriculture and Food Systems Funders
          Economic Development: Exploring Foundation Investment Approaches with site visit to Meyer Wells (D)

Discussion Forums 

           International PRIs: Due Diligence Challenges and Potential Solutions (A)
           Focused on Community: Investing Through the Community Foundation Lens (B)
           Rethinking Risk for Mission Investment (C)  
           What Do We Mean by Mission Investing at Scale? (E) 

Schedule

Tuesday, May 8

8:30 - 11:30 am: Concurrent Pre-Conference Workshops
noon - 1:30 pm: Welcome Luncheon featuring Karen Haque, Gates Foundation, Norman Rice, Seattle Foundation and Doug Stamm, Meyer Memorial Trust
1:45 - 3:15 pm: Concurrent Workshops A
3:30 - 5:00 pm: Concurrent Workshops B
5:30 - 6:30 pm: Launch Celebration at Hotel
6:30 - 8:30 pm: Topical Dinners at Nearby Restaurants or Mariners vs. Tigers Baseball Game

Wednesday, May 9

8:00 - 9:30 am: Breakfast Networking and Plenary featuring Rodney Hines, Starbucks and Mark Pinsky, Opportunity Finance Network and the Create Jobs for USA Program
10:00 - 11:30 am: Concurrent Workshops C
noon - 1:30 pm: Luncheon Plenary featuring Sherry Salway Black, Partnership for Tribal Governance at the National Congress of American Indians
1:45 - 4:45 pm: Concurrent Workshops D (offsite) and Investment Opportunity Forum
4:00 - 5:30 pm: Leadership Roundtable for CEOs and Trustees
6:00 - 7:30 pm: Networking Reception hosted by Richard Henriques and Julie Sunderland at the Bill & Melinda Gates Foundation

Thursday, May 10

8:00 - 9:30 am: Breakfast Roundtables
10:00 - 11:30 am: Concurrent Workshops E
noon - 1:30: Luncheon Plenary: Mission Investing: The Power and Promise featuring Jeff Clarke, Council on Foundations; Mary Anne Rodgers, Packard Foundation and David Wood, Initiative for Responsible Investment
4:00 - 5:00 pm: Bullitt Center Tour: The Greenest Commercial Building in the World

         
Return to the main conference page.