Impact Capitalism Pacific NW

Transcription

1 Seattle : June 4 Portland : June 5 Impact Capitalism Pacific NW is convening a series of conversations in Portland and Seattle on how impact investors can contribute to the longterm health and prosperity of the region, while solving global challenges. On June 4th and 5th, Impact Capitalism Circle (ICC) is convening a series of conversations in Portland and Seattle around how impact investors can contribute to the long-term health and prosperity of the Pacific Northwest, and beyond. We invite you to join the discussion and help connect the dots between the place that we live and those who are committed to generating substantial yet sustainable financial results alongside vitally important social and environmental benefits. IC PNW is designed for family offices, family principals, and private foundations & executive staff directly involved in investment decision-making, who are exploring new ways to align assets and mission. We invite you to join the discussion. Click HERE to register. Seattle - June 4 Portland - June 5 K&L Gates 925 Fourth Avenue, Suite 2900 Seattle, WA Natural Capital Center The Billy Frank Jr. Conference Center 721 NW 9th Avenue Portland, OR :30am 9:00am 9:00am 10:00am 10:00am 11:00am Networking Breakfast Keynote Speaker: Paul Shoemaker Panel Activating Investments with Impact 11:00am 11:30am 11:30pm 12:30pm 12:30pm 1:00pm Introduction & Keynote Speaker: TBD Panel Activating Investments with Impact Networking Lunch 11:00am 12:15pm Panel Case Studies and Examples 1:00pm 2:15pm Panel Case Studies and Examples 12:15pm 1:00pm Networking Lunch 2:15pm 3:00pm Networking Coffee There is no fee to attend this event, but registration is required. Please click HERE to register. For more information, contact shawn@watershedcapital.com

2 KEYNOTE Paul Shoemaker, Founding President & CEO, Social Venture Partners International Paul Shoemaker is SVP Seattle s Executive Connector. Anyone who s met him knows why. If you re out to change the world, he s there to connect you to the people and organizations on that same journey. (He s also the boss, so he does a little executive directing as well.) Paul is committed to work in the community, serving on the boards of several organizations. He is the Founding President of Social Venture Partner International and currently sits on their board of directors, as well as the Board of the Microsoft Alumni Foundation and Partners for Our Children. Past work includes a recent term as Board Treasurer of Grantmakers for Effective Organizations ( ), Children s Alliance in Seattle, ( ) and Treepeople in Los Angeles ( ). Paul was also recently named one of the Top 50 Most Influential People in the Non-Profit Sector by The NonProfit Times for the second year in a row. Before coming to SVP Seattle in 1998, Paul was group manager for worldwide operations at Microsoft Corporation and developed a group of 22 direct marketing professionals and implemented a direct marketing infrastructure. Prior to his work at Microsoft, Paul was a Product Manager at Nestle USA in Glendale, CA. Paul holds an MBA in Marketing and Finance from the University of Texas and a BBA in Accounting from Iowa State University. SPEAKERS Spencer B. Beebe, Chairman Founder & President, Ecotrust Spencer Beebe is the Chairman of Ecotrust Forest Management (EFM) and the President and founder of Ecotrust, a non-profit organization in Portland, Oregon. Mr. Beebe founded Ecotrust in 1991 after acting as the founding president of Conservation International in 1987 and, prior to that, helping develop The Nature Conservancy's International Program. Over his career, and via Ecotrust s Natural Capital Fund, he has raised millions of dollars in grants, PRIs and private capital to fund, launch, or capitalize over 20 non-profit and for-profit organizations, including ShoreBank Pacific, Enterprise Cascadia (Craft3), North Pacific Fisheries Trust, Ecotrust Forest Management, FoodHub among others. Ecotrust s Natural Capital Fund has raised over $30M, invested in over 30 businesses and helped grow some $800M in total financial assets to work in the PNW bioregion. Mr. Beebe has a Master's Degree in Forest Science from Yale and a B.S. in Economics from Williams College. Eddie Bernhardt, Managing Director, SNW Asset Management Eddie Bernhardt joined SNW Asset Management in July Eddie s experience includes over 12 years of fixed income trading and portfolio management. At Wells Fargo Securities, Eddie traded taxable and municipal bonds and built high net worth fixed income portfolios for Private Client Services. Eddie has an in-depth understanding of balance sheets and investment portfolios for depository institutions through his tenure as portfolio manager with a regional banker s bank for credit unions. He holds a BA from the University of California at Santa Cruz. Mr. Bernhardt has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Portland.

3 Bill Campbell, Equilibrium Bill Campbell is a Principal at Equilibrium Capital Group, LLC. Equilibrium Capital Group, LLC is a global asset management platform, focusing on investments in sustainability-driven real assets managers. Equilibrium designs, invests in, backs, and brings to market institutional-grade financial products in five key real assets segments: land (integrated use), water management, renewable energy, agriculture (food and fiber, including midstream processing assets) and green real estate. Equilibrium s products and platform are based on Equilibrium s belief that in these sectors, enhanced yield and reliable asset appreciation require, and are rooted in, the skillful delivery and ongoing discovery of best sustainable practice. Bill serves as group CFO, as board member on portfolio companies, and also serves as President of the firm s capital formation subsidiary, Equilibrium Capital Services, LLC. His work focuses on the structuring of business solutions that present, and allow capital markets to invest in, the enhanced return sustainable business models generate. He has particular domain expertise in energy efficiency transaction systems and markets. Leslie Christian, Investment Advisor Leslie Christian is an investment advisor based in Seattle, WA. She is the Manager of Leslie E. Christian, LLC, an Integrated Capital Specialist at Boston-based NorthStar Asset Management, and senior advisor at RSF Social Finance. Leslie was formerly President and CEO of Portfolio 21 Investments where she cofounded Portfolio 21, a global mutual fund, and Upstream 21, a regional holding company. She also cofounded Women s Equity Mutual Fund, which is now part of Pax World. She serves as Board member and Treasurer of BALLE (Business Alliance for Local Living Economies). Paul Herman, CEO, HIP Investor, Inc. R. Paul Herman is CEO and a registered representative of HIP Investor Inc., an investment adviser registered in California, Washington, and Illinois. Herman created the HIP (Human Impact + Profit) methodology and scorecard for investors, companies and entrepreneurs worldwide to understand how higher sustainability can drive financial performance. For advisers, family offices, families and foundations, HIP rates and ranks investments across all asset classes by impact and manages the HIP portfolios and investment indexes used by advisers, fund managers and investors. The HIP Scorecard investment approach is featured in his 2010 book (The HIP Investor; Make Bigger Profits by Building a Better World; John Wiley & Sons, Fast Company magazine, business school curricula, and at

4 Craig Kelley, Trustee and Board Chair, The Lora L. & Martin N. Kelley Family Foundation Craig Kelley is Trustee and Board Chair of The Lora L. & Martin N. Kelley Family Foundation. The Foundation was created in 1990 and seeks to enhance the public good through education and by providing individuals and communities with the tools for self-improvement. As a family foundation based in Oregon, we primarily support projects in Oregon and in the trustee s communities. The Kelley Family Foundation recently adopted impact investing policies across its portfolio and is seeking to invest 100% of its assets in impact investments by the year Craig also brings 20 years of experience developing affordable housing and community facilities through public-private partnerships. Craig is green building geek with a BS in Architecture from the University of Virginia. In his spare time, he enjoys home improvement projects, hiking, and trying to keep up with his 7 and 10 year old daughters. Amrita Vijay Kumar, Director, Conservation Finance, Ecotrust Forest Management, Inc. Amrita is a Director with Ecotrust Forest Management, where she leads the firm s business development, impact investing and capital raising efforts. She thrives on creating opportunities that unleash more public and private capital towards sustainable investment opportunities. In her career, she has worked across the capital continuum from Piper Jaffray s clean tech investment banking group to E+CO, a non-profit energy venture fund that finances clean energy entrepreneurs. Amrita has expertise in environmental finance, particularly in carbon projects used for the financing of large scale avoided deforestation in Indonesia and the development of an efficient cook stove sector in West Africa. She was named the Journal of Environmental Investing s Graduate Scholar in 2011 and recently co-authored the book Evolutions in Sustainable Investing Strategies published by Wiley in Amrita is a Fellow of the Erb Institute and graduated from the University of Michigan with an MBA and an MS in Natural Resources. Shawn Lesser, Co-Founder & Partner, Watershed Capital Group Shawn has over sixteen years experience in international equity sales with a focus on Europe. Shawn is formally the Co-Head and Managing Director of the international equity teams at Morgan Keegan and at NDB Deutsche Bank. He is also Founder of Sustainable World Capital an investment bank which assists cleantech companies raising capital from European institutional investors. In 2011, Sustainable World Capital merged with Watershed Capital Group. Shawn Lesser is Co Founder & Partner at Watershed Capital Group. Watershed Capital Group works with clients to develop and execute strategies for raising capital, acquisitions, exits and other strategic financial decisions. Shawn Lesser is a leading international consultant serving Cleantech companies and those interested in working with them. Shawn is also co-founder of the organization the Global Cleantech Cluster Association which is committed to the global commercialization of the best-in-class clean technologies. The GCCA is a growing partnership of over 35 of the world s top cleantech clusters. Shaula Massena, Principal, Northwest Sustainable and Responsible Investing Shaula Massena is an analytical thinker who brings a blend of financial and social experience from her work as a private equity investor and as a foundation grant maker. Shaula completed the Sustainable MBA program at the Bainbridge Graduate Institute in June of 2008 where her capstone project was on community economic development. During her degree program she worked as a Portfolio Analyst Intern for Good Capital where she did market research & financial analysis. Shaula has also done research on small business capital for Michael Shuman. Between undergrad and business school she spent 10 years honing her problem analysis and business management skills at tech companies from megacorp to startup. In addition to her MBA, Shaula has Bachelors and Masters degrees in computer science.

5 Kyle V. Mylius, CFA - Client Advisor, The CAPROCK Group Kyle serves family office clients in the capacity of family CFO, with an emphasis on working with families to align their values and mission with impact investments. Prior to joining The CAPROCK Group Kyle was responsible for Portfolio Management and Business Development at Portfolio 21 Investments, a Portland based pioneer in socially responsible investing and wealth management. Kyle was previously a Partner at Bridgeway Capital Management in Houston and a Principal with Rainier Investment Management in Seattle. He received a Bachelor s in Business Administration, Finance from the University of Texas at Austin and a Certificate in Sustainable Business Management from Bainbridge Graduate Institute. Kyle currently serves on the board of Upstream 21 Companies. He was previously a Board Advisor to Wilderness Trail Bikes, Co-Chair of the Marketing and Communications Committee for Houston Wilderness and volunteer client advocate for SEARCH Homeless Services. Kyle earned the Chartered Financial Analyst designation and is a member of Chartered Financial Institute and the Seattle Society of Chartered Financial Analysts Jan Schalkwijk, CFA, Founder and Lead Portfolio Manager, JPS Global Investments Jan is the founder and lead portfolio manager of JPS Global Investments, where he manages the Green Economy strategy and the 2050 portfolios. Prior to founding JPS, Jan was vice president of investment platforms at Franklin Templeton and has 16 years of experience in the investment industry. Jan has traveled extensively and has a fond appreciation for the diversity of the world s cultures and natural habitats. These travel experiences helped shape his views on the importance of sustainable development and the acute challenges that we are facing in that regard. In addition to his work at JPS, Jan serves on the investment team of Africa Capital Group, where he co-manages a sub-saharan Africa strategy. Much like the Green Economy, the rise of the African continent is one of the most significant and positive trends of the 21st century that will create attractive opportunities for forward looking investors. Jan received his Propadeuse degree in Economics from Maastricht University in the Netherlands, his Bachelor of Science degree from Menlo College, and his Master of Business Administration from Santa Clara University. He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of Portland. In Addition, Jan teaches an MBA class at the University of Oregon on Impact Investing. Doug Stamm, CEO, Myer Memorial Trust A native Oregonian, Doug Stamm has been chief executive officer of Meyer Memorial Trust since April Doug has leadership, fiscal, and administrative responsibilities for the Trust, which has current assets of approximately $600 million and has over its lifetime awarded to organizations in Oregon and Southwest Washington over 6,000 grants and PRIs, with a total exceeding $500 million. With Doug s leadership, Meyer Trust has developed a robust Program and Mission Related Investment program, through which the Trust embraces novel investment opportunities to compliment its grant program and further its mission. Doug is a co-chair of the national More for Mission Investing Campaign, founding director of Foundations for a Better Oregon, past president of Grantmakers of Oregon and Southwest Washington, and former co-chair and current advisor to the national PRI Makers Network. Doug is a graduate of both Stanford University (BS) and Northwestern School of Law (JD) at Lewis and Clark College. He has served on a number of national and local boards of organizations primarily involved with community building and youth.

6 Bettina von Hagen CEO, Ecotrust Forest Management Bettina helped launch Ecotrust Forests and joined EFM as CEO in Bettina has spent the past 15 years working to promote economic viability, social equity, and environmental health in the Pacific Northwest with a particular focus on forestry. A former vice president of Ecotrust s Natural Capital Fund and commercial banker, Bettina has over 20 years of experience in banking and fund management. She also has significant expertise in emerging markets in ecosystem services, particularly the forest carbon market, where she is involved in developing markets and protocols for high-quality forest carbon projects at the state, regional, and federal levels. Previously, Bettina was Vice President at Ecotrust for forestry programs and for the Natural Capital Fund, a $26 million fund that invests in key businesses and initiatives in the conservation economy. Prior to joining Ecotrust in 1993, she was a vice president and commercial lender at First Interstate Bank of Oregon. Bettina has an MBA from the University of Chicago and a BA from the University of the Pacific. She currently serves on the boards of the Climate Trust, Forest Trends, and the VCS Association. Michael Whelchel, Co-Founder & Partner, Watershed Capital Group Michael has sixteen years experience financing, acquiring, selling, growing, and operating small and middle market companies. His experience has included start-ups and later-stage companies in a range of industries. He has played key roles in the early stages of two investment firms both focused on middle market companies. In these roles, he has managed the full investment process including sourcing, deal structure, due diligence, negotiations, financing, portfolio management, sales on the exit, and fund raising. He received his BA summa cum laude, Phi Beta Kappa from the University of the South in Sewanee, TN and received a joint MBA and MEM (Master of Engineering Management) from the Kellogg School of Management, Northwestern University. Michael is a board member of SJF Institute and is a member of the Social Venture Network, Investors Circle, Net Impact, and US Green Building Council. ABOUT Ecotrust is a conservation organization that works to foster prosperous communities along the West Coast of North America. Ecotrust Forest Management, Inc. is a forestland investment management and advisory services company. We manage land on behalf of investors and forestland owners to enhance forest health and productivity, and to produce a diverse array of forest products and services including timber, biomass, carbon, and improved habitat and water quality. The CAPROCK Group is a a multi-family office with locations in San Jose, Seattle, Park City, and Boise. We strive to become true partners with our clients, helping them to protect and grow their wealth with a full range of financial solutions that are strategically customized for each family's unique circumstances. HIP Investor Inc. is an investment adviser and portfolio management firm that provides institutions, individuals, families, foundations and their advisers impact ratings and impact investing advisory services. JPS Global Investments is an investment firm that manages multi-asset class portfolios and the green economy strategy and offers its clients opportunities to invest for social and environmental impact while targeting their financial return objectives. K&L Gates is a US-based international law firm with over 2,000 lawyers based in Asia, Australia, Europe, the Middle East. They have a growing practice area in cleantech and impact investing. Watershed Capital Group advises companies and fund managers committed to generating solid financial returns and positive environmental and social outcomes. The firm works with clients focused on the following areas: clean technologies, sustainable business models and social impact enterprises.