Social Capital Markets Conference 2009: A Review of Advancements, Trends & Key Participants September 15th, 20091

Contents1. Introduction to Social Capital Markets 20092. Enabling a Social Finance Environment 3. Creating a Supply of Capital4. Creating Competitive Demand 25. Canadian Delegation at SoCap 2009: Key Takeaways

Introduction to SoCap 2009Conference title: “Intersection of Money and Meaning” 900+ participants representing 32 countries 40 panels and over 150 speakersRoughly 50% overall participation growth since SoCap 2008Diverse representation:GovernmentPrivate/Public FoundationsEntrepreneurs IntermediariesNon ProfitsFortune 500 companies including banks, investments companies and various industries 3

Contents41. Introduction to Social Capital Markets 20092. Enabling a Social Finance Environment 3. Creating a Supply of Capital4. Creating Competitive Demand 5. Canadian Delegation at SoCap 2009: Key Takeaways

Enabling a Social Finance EnvironmentEngagement with GovernmentChallenge: Government needs to play a role raising the profile of social innovation by working with leaders to bring new architecture to the industry in order to achieve growth, continuity and uniformity 5

Enabling a Social Finance EnvironmentEngagement with GovernmentOpportunity: Government has the ability to induce systemic change6

Enabling a Social Finance EnvironmentEngagement with GovernmentLeadership: The sector needs political leaders to champion social change7

Contents1. Introduction to Social Capital Markets 20092. Enabling a Social Finance Environment 3. Creating a Supply of Capital4. Creating Competitive Demand 85. Canadian Delegation at SoCap 2009: Key Takeaways

Creating a Supply of CapitalEngagement with Mainstream FinanceChallenge:The social capital market is not yet efficient. Need to tap into capital markets 9

Creating a Supply of CapitalEngagement with Mainstream FinanceOpportunity: Need to think about philanthropy as an investment class10

Creating a Supply of CapitalEngagement with Mainstream FinanceLeadership: A Network of multi-functional stakeholder groups 11

Contents1. Introduction to Social Capital Markets 20092. Enabling a Social Finance Environment 3. Creating a Supply of Capital4. Creating Competitive Demand 5. Canadian Day: Key Takeaways12

Creating Competitive DemandImpact and Outcome MeasurementChallenges:In general, blended value organizations struggle to value their competencies and book value. This precludes investment and resources to scale projectsPotential Solution: Defining impact as form of business deal evaluation13

Creating Competitive DemandImpact and Outcome MeasurementOpportunities: Flow capital to non profits that demonstrate value and effective use of investment dollarsKeep metrics and social analysis aligned to mission to assist investees and help investors understand their social impact14

Creating Competitive DemandImpact and Outcome MeasurementLeadership: As impact investment increases, so does impact measurement scrutiny and fragmentation between players in the sectorMust set aside personal agendas for collective goals of shared vision15

Contents1. Introduction to Social Capital Markets 20092. Enabling a Social Finance Environment 3. Creating a Supply of Capital4. Creating Competitive Demand 5. Canadian Delegation at SoCap 2009: Key Takeaways16

Canadian Day Pre-Conference Kick-off hosted by 17

What does this Mean for Canada?Brainstorming Opportunities 18

What does this Mean for Canada? Key Takeaways and Next Steps19

For more information on Social Innovation Generation or Causeway, please contact:Tim Draimin Adam JagelewskiExecutive Director, SiG Program Coordinatortim@sigeneration.caadam.jagelewski@socialfinance.ca20