Agenda

Agenda

Day 1 - Thursday - June 15, 2023

time icon June 15, 2023 09:00

Braindates

Meet the right people and learn from peers.

Please click on 'Braindate' on the Nav Bar to access.

9 am - 10 am EST.

time icon June 15, 2023 10:00

Welcome Day 1

Welcoming greetings from the organizers.

time icon June 15, 2023 10:15

State of Social Finance in Canada

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Jory Cohen
Director of Finance and Impact Investment - Inspirit Foundation

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Christine Bergeron
President and Chief Executive Officer - Vancity

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Ryan Turnbull
Member of Parliament - Whitby

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Chelsey Macneil
President and CEO - Common Good Solutions

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Sage Lacerte
Founder & CEO - Sage Initiative

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Moderator -Diane Berard

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Jillisa Brown
Executive Director - Table of Impact Investing Practitioners

What have been note-worthy developments since Social Finance Forum.

time icon June 15, 2023 11:20

Re-imagine Power

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Upkar Arora
CEO - Rally Assets

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Narinder Dhami
Founder - New Power Labs

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Kat Cadungog
Executive Director - Foundation for Environmental Stewardship

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Kristi Fairholm Mader
Managing Director - Thrive Impact Fund

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Nejeed Kassam
CEO and Co-Founder - Keela

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Lee Burton
Head of Philanthropy - Makeway

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Kevin McCort
CEO - Vancouver Foundation

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Ryan Collin-Swatz
Co-Executive Director - Tapestry Community Capital

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Moderator - Vinod Rajasekaran
CEO - Future of Good

A debate-style plenary session will energize participants by diving into core arguments around whether social finance has genuinely shifted power in the last decade and whether it's capable of shifting power in the next ten.

time icon June 15, 2023 13:00

Track 1: Climate finance - Session 1: Trends in Climate finance

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Mike Thiessen
Chief Investment Officer

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Moderator- Tyler Hamilton
Senior Director, Climate - MaRS

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Namendra Anand
Director of Impact- Climate, Carbon & Nature - The Northpine Foundation

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Julie Segal
Senior Program Manager, Climate Finance - Environmental Defence Canada

As the urgency to address climate change grows, the field of climate finance is evolving rapidly. This panel will explore the latest trends in climate finance and discuss their implications for Canadian leaders. Our expert panelists will delve into investor trends, innovative financing models, emerging investment opportunities, and the evolving political and regulatory landscape. Participants will gain valuable insights into the changing dynamics of climate finance and learn how to navigate the complexities of funding sustainable projects. Join us for an engaging discussion on the trends shaping the future of climate finance and discover how you can contribute to a greener and more resilient economy.

time icon June 15, 2023 13:00

Track 2: Housing finance - Session 1: Trends and developments in social purpose real estate

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Kenneth Chau
CO-Founder - Happipad

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Alia Abaya
CEO - Circle Community Land Trust

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Graham Singh
CEO - Trinity Centres Foundation

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Moderator - Shannon Van Raes
Reporter - Future of Good

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Aline Nizigama
CEO - YWCA Canada

There is a huge need and opportunity for impact investors and asset owners to shift their attention and capital towards affordable housing. But does commodification of housing stand in the way? In addition to a basic need and human right, having safe, stable, and affordable housing is also inextricably linked to a range of social determinants of health such as employment, mental health and wellbeing, and social inclusion. This track dives into major developments and opportunities as well as highlight what to expect in the next five years, and how to get involved in the housing finance landscape.

time icon June 15, 2023 13:00

Track 3: Place-based investing - Session 1: Storytelling on the Spectrum of Community Finance Across Canada

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Sally Miller
Project Manager - Fair Finance Fund

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Stephen Miller
Director of Delivery and Impact - Power to Change UK

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Moderator - Ajmal Sataar

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Moderator - Aditi Basdeo

This session will feature stories representing a range of perspectives from investors, entrepreneurs, policy leaders, community leaders, and others engaged in community finance. This will be organized in a fishbowl format allowing participants to listen to stories in an intimate and interactive environment, and to understand the growth and potential of place-based impact investing from the viewpoint of many different stakeholders.

time icon June 15, 2023 13:00

Track 4: Innovative approaches to financing - Session 1: Innovative financing for a more equitable future

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Graham Day
Chief Investment Officer -Spring Activator

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Jenny Phan
Program Lead, Impact Programs - DUCA Impact Lab

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Eloise Duncan
CEO and Founder -Financial Resilience Institute

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Sarah Stuewe
Associate Director, Philanthropy -Windmill Microlending

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Moderator - Yetunde Osanyin
Fund Manager - SVX

From funding initiatives that empower marginalized communities and support grassroots organizations to bridging the financing gap for social enterprises, this panel will showcase the diverse ways in which finance can be a catalyst for social change. In an era where financial mechanisms play a crucial role in shaping social progress, speakers will delve into the ways in which innovative financing approaches are driving positive change and advancing justice and equality.

time icon June 15, 2023 13:55

Townhall: Government of Canada’s Social Finance Fund

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Moderator - Adam Spence
CEO - Social Venture Connexion (SVX)

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Philippe Garant
Chantier

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Kelly Gauthier
President - Rally Assets

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Upkar Arora
CEO - Rally Assets

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Derek Ballantyne
Boann - SC

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Christelle François’
Board Chair - Table of Impact Investment Practitioners (TIIP)

An ask-us-anything type townhall session on the deployment of the Social Finance Fund featuring the fund wholesalers, where the audience will have the chance to ask any questions to the wholesalers about anything ranging from process and how it all works to impact measurement.

time icon June 15, 2023 15:00

Re-imagine Measurement

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Luan Mans
Impact Manager - Acumen Fund

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Kiran Toor
Advisor - Impact and Innovation Unit in the Privy Council Office (PCO)

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Kate Ruff
Lead - Common Approach to Impact Measurement

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Paluck Kohli
Impact coordinator - Social Innovation Canada

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Sara Olsen
Founder - SVT Group

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Moderator - Jason Sukhram
Impact Services Lead - Quinn and Partners

There is no shortage of tools and strategies to measure impact but what are the elephant-in-the-room questions you need to know? What new tools and methods are gaining traction? Who benefits and who doesn’t? What are the risks? These lightning talks offer a comprehensive look at the impact measurement and management landscape to quickly bring you up to speed on the nuances and complexities at play.

time icon June 15, 2023 15:30

Sector Showcase: Catalyst Community Finance Initiative: Place-based Funds

Join us for a captivating 45-minute showcase highlighting the transformative power of community finance funds in Canada. This session brings together up to 10 remarkable place-based funds from diverse regions across the country, each sharing their inspiring journey. Through their stories, we will delve into the profound impact these funds have had on local communities, while providing valuable exposure to this burgeoning sector. Discover the remarkable development, growth, and immense potential of community finance funds in Canada as we celebrate their accomplishments and explore the possibilities for building a more inclusive and resilient financial ecosystem. Don't miss this opportunity to be inspired and learn about the positive change happening across the nation.

time icon June 15, 2023 16:15

Track 1: Climate finance - Session 2: Cases in Climate Finance

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Samantha Whiteye
Indigenous Leadership Director - Carolinian Canada Coalition

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Moderator- James Chan
Senior Manager - Social Venture Connexion (SVX)

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Julia Langer
CEO - The Atmospheric Fund

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Alexa Blain
Managing Partner

Real-world examples are powerful tools for understanding the practical aspects of climate finance. In this panel, we will dive into compelling case studies that highlight successful climate finance initiatives in Canada. Panelists will share their experiences in developing and financing diverse projects, such as renewable energy infrastructure, sustainable agriculture, green buildings, and conservation finance initiatives. Through these case studies, participants will gain valuable insights into the challenges faced, innovative financing strategies employed, and the measurable impact achieved. Attend this panel to gain inspiration from tangible success stories and learn from the lessons learned in mobilizing capital for climate action. Discover the transformative potential of climate finance through these illuminating case studies and be inspired to drive positive change in your own endeavors.

time icon June 15, 2023 16:15

Track 2: Housing finance - Session 2: Case studies in social purpose real estate

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Fay Martin
Places for People

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Moderator - Tim Nash

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MJ Sinha

In this interactive session hosted by Tapestry Community Capital, participants will have the chance to hear from live case studies of social purpose real estate in action. In each session, we will have the perspective of the affordable housing provider with a specific project seeking investment, and the perspective of an investor. The audience will reflect, in small groups, on what they learned, opportunities/gaps, and how they see the future of financing affordable housing.

time icon June 15, 2023 16:15

Track 3: Place-based investing - Session 2: Imagining Community Finance Workshop

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Zack Young

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David Sanchez

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Andrea Armeni
Executive Director - Transform Finance

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Moderator - Aditi Basdeo

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Moderator - Filsan Farah

How can we (re-)imagine a financial ecosystem that is driven by and supports community? This workshop will provide an opportunity to learn about interesting global and local models in community finance and to explore how we may be able to apply these models and lessons to advance community finance locally (and across Canada).

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Track 4: Innovative approaches to financing - Session 2: Trends and developments in Fintech

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Craig Jonas
CEO/Founder - CoPeace

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Bernard Worthy
CEO/Founder - LoanWell

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Anastasia Mourgova
Lead, Finance Innovations - Dark Matter Labs

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Tracy Lagasse
Lead, Fintech and Institutional Partnerships - Microsoft

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Dominic Kalms
CEO - B Generous

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Moderator - Kevin Taylor

In this session, we highlight real examples of technologies for social finance. Technology has been a massive accelerant in the financial world, driving exponential adoption rates in crowdfunding, online peer-to-peer lending, and more. Speakers will dive into how diverse technologies from apps to blockchain are used to drive social finance and achieve impact outcomes such as inclusion and equitable access.

time icon June 15, 2023 17:00

Braindates

Meet the right people and learn from peers.

Please click on 'Braindate' on the Nav Bar to access.

5 pm - 6 pm EST.

Day 2 - Friday - June 16, 2023

time icon June 16, 2023 09:00

Braindates

Meet the right people and learn from peers.

Please click on 'Braindate' on the Nav Bar to access.

9 am - 10 am EST.

time icon June 16, 2023 10:00

Welcome Day 2

time icon June 16, 2023 10:10

Artistic Performance

time icon June 16, 2023 10:35

Case Study: Fonds Ampli (Francais)

Fonds l'ampli is a financial incentive that enhances ampli's equity-based participatory finance program. For every dollar invested by an individual in a participatory equity financing campaign, the Fonds l'ampli will invest an additional dollar, up to a maximum of $100,000*.

For who?
Aimed at social economy enterprises planning to launch a community bond or preferred share issue campaign.

The impact
For the issuing company, this reduces the sales effort, automatically doubling its earnings.
For the solidarity finance ecosystem, this mechanism validates the aspect of participatory financing by multiplying its impact.
For the community, it's an opportunity to invest responsibly in a project close to their hearts, and to see their investment double in impact.

The accelerator effect
In addition to translating their community's support into financial terms, equity crowdfunding, combined with the Fonds l'ampli, enables companies to raise a capital outlay that generally produces a leverage effect with other backers who see the support the project enjoys.

time icon June 16, 2023 10:35

Case Study: Fonds Ampli (English)

 

time icon June 16, 2023 10:35

Re-imagine Access

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Narinder Dhami
Founder - New Power Labs

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Victor Beausoleil
Executive Director - SETSI

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Hillory Tenute
CEO - Canadian Roots Exchange

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Justin Sweeney
Social Finance Manager - Kaleidoscope

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Nabeela Merchant
Principal - Telus

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Jonah Chininga
CEO - Woveo (DUCA suggested)

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Moderator - Vinod Rajasekaran
CEO - Future of Good

How has access to social finance shifted in the past five years? Who has better access to financing and who doesn’t? What are factors that contribute to more equitable access? In this plenary, learn from changemakers with insights from the ground who made promising strides in equitable access to financing.

time icon June 16, 2023 11:40

Track 5: Indigenous finance - Session 1: Investing in Indigenous communities

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Marie-Josée Parent
Senior Director - Outcomes Finance - Raven Indigenous Impact Foundation

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Tamer Ibrahim
Director Granting - Definity

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James Jenkins
Executive Director - Indigenous Clean Energy

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Moderator - Wáhiakatste Diome-Deer
Senior Director, Strategy & Business Development - Raven Indigenous Capital Partners

This session will feature a discussion about catalyzing and capitalizing positive impact in Indigenous communities. The panel will delve into the uniqueness of investing into Indigenous community initiatives – from perspective of investor as well as on-the-ground implementation lead, as well as challenges and lessons learned in securing investment for Indigenous community initiatives. Explore what it means to envision a better Indigenous community investment landscape of the future.

time icon June 16, 2023 11:40

Track 6: Gender-lens investing - Session 1: Expanding and Deepening Gender Lens Investing

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Sagal Dualeh
Senior Director - Canadian Women’s Foundation

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Carmen Correa
CEO - Pro Mujer

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Vicki Saunders
Founder - Coralus

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Moderator - Joy Anderson
Criterion Institute

This session will dive into the key principles, strategies, and success stories of GLI, showcasing how it aligns with broader investment objectives, contributes to long-term value creation, and fosters inclusive and sustainable economic growth. This engaging session aims to provide a comprehensive overview of the topic while debunking common misconceptions and revealing the immense potential for impact.

time icon June 16, 2023 11:40

Track 7: Corporate social finance - Session 1: Corporate social investment - capital deployment for impact within and beyond

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Smitha Das
Head of Impact investing - WES

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Gaby Polanco-Sorto
Financial Services Executive - Gore Mutual Insurance

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Ka-Hay Law
Investment Director and Partner - TELUS Pollinator Fund for Good

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Aaron Lambie
Nisto

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Moderator - Sharlene Gandhi
Reporter - Future of Good

This session looks at companies deploying capital to embed social impact into their corporate strategies, as well as what internal practices companies are putting in place to align with their impact mandates.

time icon June 16, 2023 12:30

Sector Showcase

SVX Colombia / PAICC Fund Accelerators Showcase

time icon June 16, 2023 12:55

Reimagine Language

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Barbra Kingsley
President of Kingsley-Kleimann Group

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Morgan Simon
Author - Real Impact

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James Stauch
Executive Director - Institute for Community Prosperity

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Sadia Zaman
Chief Executive Officer - Inspirit Foundation

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Moderator - Anouk Bertner
Managing Director - Future of Good

If you like talking about CSR, NQD, ESG, DEI or are confused by social finance versus community finance versus impact investing versus systems finance, through a talk show style plenary, you’ll learn about when jargon matters and when it can exclusionary, who drafts and decides definitions, and how to shift the ecosystem to both embrace and question new language.

time icon June 16, 2023 13:45

Track 5: Indigenous finance - Session 2: Investing in Indigenous entrepreneurs

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Althea Wishloff
Raven Indigenous Capital Partners

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Ben Scott
Founding Director - EntrepreNorth

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Jeff Ward
CEO - Animikii

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Moderator - Wáhiakatste Diome-Deer
Senior Director, Strategy & Business Development - Raven Indigenous Capital Partners

This session will feature capital deployers and Indigenous ventures in a conversation about investing in Indigenous-led enterprises. Learn more about the Indigenous business/entrepreneur landscape – past, present, future, the uniqueness of the North in approaching this field, and lessons learned from Indigenous entrepreneurs and their first-hand perspectives.

time icon June 16, 2023 13:45

Track 6: Gender-lens investing - Session 2: Understanding Tools and Frameworks for Implementing GLI Strategies

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Jacqueline Ovens
VP Investment Program - Equality Fund

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Lorena Lujan
Findev Canada

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Alexa Blain
Managing Partner - Deetken Impact

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Moderator - Paula Sahyoun
Manager - SVX

This session will follow up the first session to focus on the various frameworks and measurements for GLI and how funders are developing their feminist investment strategies. Frameworks explored including the Equality Fund Intersectional Investment Guidelines and the 2X Challenge criteria.

time icon June 16, 2023 13:45

Track 7: Corporate social finance - Session 2: Impact Standards - How to get started with or taking the next step in impact

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David Santelli
Rhizome / Esplanade

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Bonnie Chiu
Accredited Trainer - SDG Impact Standards for Enterprise and Private Equity Funds

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Stephanie Robertson
Board Chair, Social Value Canada, & Co-Chair, Social Value International

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Sharlene Gandhi
Reporter - Future of Good

This session provides practical ideas on starting or advancing impact in corporate social strategies centered the UN Sustainable Development Goals. What are the steps corporations take in exploring this, how do they justify re-aligning their strategy, and what transformations are involved as a result? We will consider these questions from the perspective of The SDG Impact Standards and the B Lab Standards which help guide decision making about how to structure business operations for impact.

time icon June 16, 2023 15:20

Braindates

Meet the right people and learn from peers.

Please click on 'Braindate' on the Nav Bar to access.

3:20 pm - 4:25 pm EST.

time icon June 16, 2023 16:30

Re-imagine Capitalism

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Andrea Armeni
Executive Director - Transform Finance

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Indy Johar
Executive Director - Dark Matter Labs

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Sandhya Nakhasi
Managing Director of Community Credit Lab & CF Investments - Common Future

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Carol Anne Hilton
CEO and Founder - Indigenomics Institute

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Yichen Feng
Managing Director of Capital Strategies - CED

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Stephanie Robertson
Board Chair, Social Value Canada, & Co-Chair, Social Value International

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Moderator - Vinod Rajasekaran
CEO - Future of Good

What is the purpose of social finance? And what do we want social finance to accomplish by the end of the decade? Let’s face it, capitalism needs major reimaging and rewiring. There are alternative economic models, currencies and marketplaces out there that are thriving but we seldom hear about. Are changemakers doing enough to create financial systems change? What are the inspiring innovations that are molding alternate and new versions of capitalism? In the closing plenary, changemakers will be energized by a renewed vision for social finance and stimulated by extraordinary breakthroughs in finance that are creating a just, equitable and sustainable future.