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Microfinance April 13


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Microfinance April 13

  1. 1. Hear From Participating Organizations Like: proudly present: UNITUS CAPITAL MICROPLACE (AN EBAY Microfinance 2.0 COMPANY) TM MYSPACE LINKEDIN INTERNATIONAL Innovative Solutions to Thrive in the Downturn ASSOCIATION OF MICROFINANCE INVESTORS GUGGENHEIM June 15-17, 2009 • San Francisco, CA PARTNERS KIVA DONORS CHOOSE MEDIA INVESTMENTS GRAY GHOST VENTURES HOUSING MICROFINANCE, LLC ACCION INTERNATIONAL CONSULTATIVE GROUP TO ASSIST Attend a unique event that will allow THE POOR (CGAP) attendees to: SALESFORCE FOUNDATION Expand outreach and increase impact in the • developing world THE CALVERT FOUNDATION Compare and contrast models for reaching • BLUE ORCHARD the Bottom of the Pyramid SKS MICROFINANCE Identify meaningful and profitable • microfinance investments BANEX (FORMERLY FINDESA) Discover important lessons from Silicon • FACEBOOK Valley’s top entrepreneurs OUTLOOK VENTURES Move beyond microfinance with mobile • banking and other innovative products VODAPHONE Benefit from unparalleled networking opportunities • GLOBOKASNET AND MORE! Sponsors: Conference Partner: Media Partners: 1-800-882-8684 •
  2. 2. Who You will Meet: Microfinance 2.0 Private Investors • Social Entrepreneurs • TM Innovative tech gurus • Family Offices • Foundations • Innovative Solutions to Thrive in the Downturn Microfinance Practitioners • Public Sector Banking Executives • June 15-17, 2009 • San Francisco, CA Micro-insurance companies • Forward-thinking social • entrepreneurs Microfinance attorneys • Public pension funds • Venture capitalists • Dear Friends and Colleagues, Consultants • The leader in conferences, IQPC, is pleased to partner with the Silicon Valley Microfinance Network in 2009 to Sponsorship and present a conference that will really stand out from the crowd. From June 15-17, Exhibition 2009, Microfinance 2.0 will leverage the unique attributes of Silicon Valley and the SF Opportunities Bay Area to create a truly unique indu stry-wide experience. Don’t fall behind the curv e--join us in San Francisco as we exp lore next- generation strategies to achieve Sponsorships and Exhibits realistic scalability and lasting soci are excellent opportunities al impact. for your company to This must-attend event will ensu showcase its products and re you take away a thorough und erstanding of services to high-level, where the industry is moving and a stack of important business card targeted decision makers s. This is the only conference that focuses on new attending Microfinance. innovations in microfinance, and will International Quality & cover vital, forward-thinking topics such as: Productivity Center (IQPC) helps companies like yours achieve sales, marketing Overcoming the economic storm with • and branding objectives innovative techniques and stra tegies Learning tools from Silicon Valle • by setting aside a limited y’s top fast-growth companies number of event • Revo lutionizing technological inventio sponsorships and exhibit ns that profitably help the Bottom of the Pyramid spaces – all of which are custom-tailored to help • Shif ting investor strategies in microfin your company create a ance • Eval uating the impact of venture cap platform to maximize its ital firms in microfinance exposure at the event. Visit • Ana lyzing models for scaling us on the Web and see • Enga ging discussions on how the internet what other exciting and is changing the face of micro-lo information-packed ans • Soc ial networking insights from the conferences are being bay area’s most innovative entrepre neurs • Unp aralleled networking opportunitie offered by the International s Quality and Productivity • And more Center! To find out more about upcoming IQPC events, contact Mario Matulich at Be sure to meet us at the crossroa ds of microfinance and innovation 212-885-2719 or via email at at the event that is poised to stand out as the next generation in microfinance even ts. Don’t miss this opportunity—register toda y! We can’t wait to host you in our hom Conference Partner etown! Silicon Valley Microfinance Network (SVMN)'s mission is to harness the Bay Marie-Louise Adlercreutz Area's unique resources and mobilize people to Jeremy Turpen & Divisional Director, Finance IQ address the challenges of extending financial Conference Director services to the poor and thereby to reduce global A Division of IQPC poverty. The organization does this by connecting, IQPC marielouise.adlercreutz@iqpc.c educating, and engaging people in microfinance. om SVMN hosts top-tier monthly speaker programs and networking events, offers training courses, provides microfinance information and presentations on its website PS. SVMN & IQPC are committed to making this confer ence afforda (, and connects individuals with job and ble for as many people in the industr volunteering opportunities in the enterprise development y as possible. Register early to space. The network consists of microfinance practitioners, tak e advantage of a $799 registr ation fee! investors and funders, professors and students, technology experts, and other business professionals from around the Bay Area and beyond. 1-800-882-8684 • 2
  3. 3. Pre Conference Workshops Monday, June 15, 2009 9:00 - 12:00 8:00-9:00 Registration and Morning Networking A Microfinance 101: Small Loans, Big Impact: A Pre-Conference Primer on Microfinance Interested in learning more about microfinance? Learn the basics of Conquering Issues in the Microfinance Landscape Microfinance or brush up on the topics! Join Sean Foote as he • Evaluating country contexts and variations condenses his popular Berkeley business school class on Microfinance • Gaining liquidity for investors into a few short hours. Why does group lending work? Why are there • Effectively applying entrepreneurship differences in geographic penetration of microfinance? Is gender bias Offering Other Microfinance Products—Beyond Credit ethical? Don’t miss this pre-conference workshop that will maximize • Introducing savings products your understanding for the main event! • Understanding the importance of education Introduction to Microfinance • Mitigating risk with insurance • Building a foundation with a history of informal savings Investing in MFIs • Dissecting major components of microfinance’s ecosystem • Measuring impact • Overcoming challenges in microfinance: gender, impact, alternatives • Selecting an investment vehicle and process Designing a Structure that Works—Group Lending and Variations • Assessing Sustainability • Analyzing microfinance’s unique structure Workshop Leader: • Exploring rates of return and the cost of money Sean Foote, Partner • Comparing and contrasting individual vs. group lending LABRADOR VENTURES, Professional Faculty, UC-BERKELEY HAAS Overcoming Management Challenges at MFIs—Compensation and SCHOOL OF BUSINESS Structure • Overcoming scale issues • Addressing the issue of mission drift • Realizing techniques for realistic sustainability 1:15 – 4:15 12:00 - 1:15 Networking Luncheon B Utilizing Microfinance Investment Vehicles to Achieve your Goals Learn directly from the experts on how to structure MIVs from incubating PART 3: INCUBATING, GROWING AND MANAGING A SUCCESFUL MIV an MIV to selecting an investment. You’ll walk away with a thorough Structuring Best Practices understanding of everything MIV • Determining the optimal structure—tax & structural issues • Establishing a reasonable fee structure PART 1: CURRENT STATUS • Evaluating reinvestment criteria Building a Foundation—An Overview of Microfinance Investment Vehicles Fundraising for Successful MIVs • Defining microfinance investment vehicles (MIVs) and key terms • Identifying and carving out a niche for new funds • Understanding the distribution of current MIV assets under management: • Expanding the investment scope with follow-on funds - Regional, asset class, and domicile considerations • Selecting the appropriate investors for your fund - Direct MFI investments vs. MIVs Lessons Learned from HR, Operations, and Administration Comparing and Contrasting MIV Segmentation by Structure Mastering the Investment Process Diving Deeper into an MIV Sourcing Deals Successfully • Exploring the anatomy of fund-of-funds, bank-supported funds, local • Entering new markets currency funds, secondary funds, owner/operator holding companies, • Deal-making best practices greenfield funds - Emerging trends • Structuring MIVs to maximize growth and achieve sustainability - Learning from new case studies • Exploring the current microfinance investment landscape - Coupling M&A activity with investments Understanding the Impact of MIV growth - Investing in convertibles • Assessing the growth of assets under management and number of funds Assessing the Importance of Effective Exits • Comparing relative growth rates of equity, debt, and hybrid funds • Exiting strategies—best practices and lessons learned • Dissecting important drivers for MIV growth • Dissecting case studies of past effective MIV exits Analyzing MIV Performance - Profund • Contrasting debt returns, equity returns, indices, and synthetic returns - MIV investors in ACCION • Balancing index providers and rating organizations - Indian MIV investments in multiple rounds of financing for the same MFI Predicting Future Trends for the Next Wave of MIVs Assessing, Mitigating and Monitoring MIV Risk PART 2: ANALYZING MIVS FROM THE INVESTORS’ PERSPECTIVE Market risk • Exploring MIV Features: What do Investors look for? • Credit risk • Exploring liquidity, foreign currency risk, expense ratios, and track records • Operational risk • Comparing and contrasting the pros and cons of: • Legal/regulatory risk - Large MIVs vs. Small MIVs - Captive MIVs vs Non-captive MIVs Workshop Leaders: - Regional Specialization Howard J. Finkelstein, Founder - Debt MIVs vs. Equity MIVs vs. Hybrid MIVs LAW OFFICES OF HOWARD J. FINKELSTEIN Selecting the Right MIV to Achieve your Investment Goals Bhakti Mirchandani, Associate Vice President • Insuring appropriate due diligence UNITUS CAPITAL • Selecting investment criteria • Considering perspectives of commercial, commercially-oriented, and Roland Dominicé, Executive Director development investors SYMBIOTICS 1-800-882-8684 • 3
  4. 4. Main Conference Day One Tuesday, June 16, 2009 8:00 Registration & Coffee 12:30 Networking Luncheon 9:00 A Special Welcome from the Silicon Valley Microfinance Network 1:30 Mitigating Foreign Exchange Risk with these Innovative The Silicon Valley Microfinance Network is a grass-roots organization that Techniques leverages the unique attributes and characteristics of the bay area to What new players are successfully tackling the forex risk issues and how? connect, educate and engage people in the field of microfinance. • Unraveling how the global recession is affecting currencies • Predicting upcoming currency fluctuations Sean Foote, Board • Applying forex lessons to the microfinance industry SILICON VALLEY MICROFINANCE NETWORK, LABRADOR VENTURES, LLC, • Comparing and contrasting investor forex strategies Professional Faculty, BERKELEY HAAS SCHOOL OF BUSINESS • Tackling difficult forex issues for MFI’s April Newman, Executive Director Moderator: SILICON VALLEY MICROFINANCE NETWORK Rupert Ayton, Chairman & Co-Founder CENTER FOR THE DEVELOPMENT OF SOCIAL FINANCE 9:20 KEYNOTE PRESENTATION: Explosive Growth and Impressive Outreach: What the Microfinance Industry can Learn from Silicon Panelists: Valley about Scale Brian Cox, Executive Director Join the visionary leader of this fast-growth company on scaling microfinance MFX SOLUTIONS to reach ALL of the world’s poor by accessing the retail investor. Art Avedisian, Executive Director Tracey Turner, Founder CYGMA MICROPLACE (AN EBAY COMPANY) 2:30 Mid-Afternoon Refreshment & Networking Break 10:00 Mid-Morning Refreshment & Networking Break 3:00 Microfinance Dot Com: Leveraging the Unique Powers of the 10:30 Learning Lessons from the Social Networking World Internet to Scale Effectively, Improve Efficiency, and More! Meet us at the crossroads of innovation as we learn lessons from the • Analyzing online marketing strategies for microfinance world’s leading social networking sites about expansion and outreach to • Learning how donors and investors alike are increasingly utilizing the reach the next billion! web • Leveraging the unique powers of the internet to increase scale • Monetizing traffic and successfully converting clicks to profitability • Monetizing social networks to increase outreach and impact Moderator: • Utilizing Silicon Valley business models for outreach marketing in the Tracey Turner, Founder developing world MICROPLACE, AN EBAY COMPANY Moderator: Panelists: Dave McClure, Founder & CEO Premal Shah, President 500 HATS KIVA Panelists: Randy Paynter, Founder & President Jason Oberfest, Senior Vice President CARE2 MYSPACE Brita Lombardi, Executive Vice President, Marketing & Expansion Adam Nash, Sr. Director – Product & User Experience DONORS CHOOSE LINKEDIN Dennis Whittle, CEO Hunter Walk, Director—Product Development GLOBAL GIVING YOUTUBE (A GOOGLE COMPANY) Roland Dominicé, Executive Director Meagan Marks, Director SYMBIOTICS FACEBOOK 4:00 Picking Winners: What Microfinance Investors can learn from 11:30 Investor Strategies in Challenging Times: Impact Investors Share Sand Hill Road their Perspective Join Silicon Valley’s top Venture Capitalists and Private Equity Firms as Capital flows into microfinance registered astounding growth during they discuss how to apply tried and true investment strategies to 2004-07. In this panel, leading impact investors share their views on development finance. microfinance investing in light of: the current financial market turmoil, • Discovering how Silicon Valley Venture Capital Firms will enjoy microfinance industry performance and global economic realities. We’ll emerging market returns in the sector, in any market cover important topics such as: • Identifying countercyclical investments that won’t be affected in the • What the industry is doing right to attract capital in this economy downturn • What the industry could do to attract more commercial capital to the • Learning different opportunities from Venture Capital and Private industry Equity experts • Examining the changing roles of the various sources of microfinance • Evaluating the impact of different investor roles capital during the global recession Moderator: Moderator: Maya Chorengel, Managing Director Joan Trant, Executive Director UNITUS EQUITY FUND INTERNATIONAL ASSOCIATION OF MICROFINANCE INVESTORS Panelists: Speakers: Randy Haykin, Managing Director Raul Pomares, Vice President OUTLOOK VENTURES GUGGENHEIM PARTNERS Elizabeth Clarkson, Gerhard Pries, President DRAPER FISHER JURVETSON MEDA INVESTMENTS Taylor Jordan, Managing Director 5:00 End of Day 1 IMPRINT CAPITAL ADVISERS Alex Hartzler 1-800-882-8684 • PRIVATE INVESTOR 4
  5. 5. Main Conference Day Two Wednesday, June 17, 2009 8:00 Registration and Coffee 12:00 Revolutionizing Microfinance with Exciting Technology Innovations Don’t fall behind the curve! Join us for a lively discussion of cutting-edge technology solutions, such as mobile banking, that are changing the face of 8:45 Welcome & Re-Cap from Day One microfinance. These cutting-edge devices designed for the bottom of the pyramid are Silicon Valley Microfinance Network Representative: • Reducing transaction costs Sean Foote, Board, SILICON VALLEY MICROFINANCE NETWORK, • Providing emerging market returns in any market Partner, LABRADOR VENTURES, LLC, Professional Faculty, BERKELEY • Expanding outreach HAAS SCHOOL OF BUSINESS • Alleviating poverty in a timely manner Moderator: 9:00 KEYNOTE PRESENTATION: NextGen: Utilizing Microfinance as a Gautam Ivatury, Strategic Adviser Distribution Channel for Multiple Products to the Poor CONSULTATIVE GROUP TO ASSIST THE POOR (WORLD BANK) • Utilizing existing distribution panels for multiple products to the poor • Comparing and contrasting different scaling strategies Panelists: • Identifying market-rate investments with new products Gino Picasso, Founder & CEO GLOBOKASNET Vikram Akula, Founder Dr. Nick Hughes, Global Head of International Mobile Payment Solutions SKS MICROFINANCE VODAFONE 9:30 Expanding Outreach with Corporate Perspectives on the Jesse Moore Bottom of the Pyramid GSMA DEVELOPMENT FUND • Assessing the social impact of profit-seeking corporations focusing on the bottom of the pyramid 1:00 Networking Luncheon • Comparing and contrasting scaling models from different companies • Analyzing risk on scaling operations throughout the developing 2:00 Microfinance in a Macroeconomic Mess! Evaluating how the Current world Financial Crisis Affects the Microfinance Industry Thriving during the recession with cutting-edge solutions to complex issues • Anticipating future growth and profit through BoP focus • • Exploring the counter-cyclical nature of microfinance Moderator: • Investor strategies—prioritizing when your ability to invest just shrunk Vikram Akula, Founder • Overcoming negative investor sentiment SKS MICROFINANCE Moderator: Panelists: Jim Bunch, Director of Investments Steve Wright, Director of Innovation OMIDYAR NETWORK SALESFORCE FOUNDATION Panelists: Shari Berenbach, President & CEO Stephen Goodman, Executive Communications CALVERT FOUNDATION SUN MICROSYSTEMS Ann Miles, Director Lee Valkenar, Co-chair Board of Directors BLUE ORCHARD WHOLE PLANET FOUNDATION (WHOLE FOODS) Tomas Miller, Senior Investment Officer 10:30 Mid-Morning Refreshment & Networking Break MULTILATERAL INVESTMENT FUND 11:00 Beyond Microfinance: Innovative Financial Products Hitting the 3:00 Recession?! What Recession?! Evaluating Strategies and Best Practices from Industry MFI’s and Investors who are Successfully Weathering the Current Economic • Defining the next generation of microfinance with new Storm opportunities in private schools, health, youth, energy, post-conflict • Discovering innovative methods that successful MFIs are utilizing areas and more! • Learning how to profit during the downturn How long can we lend without collateral? • Enjoying emerging market returns in new products • • Exploring the social outreach of these products Moderator Jonathan Lewis, Chairman Moderator: MICROCREDIT ENTERPRISES Steve Hardgrave, Partner GRAY GHOST VENTURES Panelists: Gabriel Solorzano, Founder & CEO Panelists: BANEX (FORMERLY FINDESA) James Magowan, Founder HOUSING MICROFINANCE, LLC Vikram Akula, Founder SKS MICROFINANCE Monica L. Brand, Vice President and Program Manager ACCION INTERNATIONAL 4:00 End of Event, See you next year! * All prices include lunches, refreshment and MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC Registration Information detailed conference materials. Contact us at 1- Details for making payment via EFT or wire transfer: 800-882-8684 for special dietary requirements. JPMorgan Chase * Discount cannot be combined Penton Learning Systems LLC dba IQPC: 957-097239, ABA/Routing #: Register and pay Register and pay Register and after Pricing TEAM DISCOUNTS 021000021 by 04/17/09 by 05/15/09 by 05/15/09 Contact Customer Service at 1-800-882-8684 Reference: Please include the name of the attendee(s) and the event for the following discounts: number: 17288.001 TEAM: Only one discount may be applied per Conference (save $200) (save $100) Payment Policy: Payment is due in full at the time of registration. registrant. Your registration will not be confirmed until payment is received and Only $799 $899 $999 NON-PROFIT, GOVERNMENT, ACADEMIA: Call may be subject to cancellation. for more information. For IQPC’s Cancellation, Postponement and Substitution Policy, Workshop $500 $500 $500 PAYMENT INFORMATION: please visit Day Only Details for making payment via EFT or Special Dietary Needs: If you have a dietary restriction, please contact wire transfer: Customer Service at 1-800-882-8684 to discuss your specific needs. All Access (save $200 (save $100) A $99 processing charge will be assessed to all ©2009 IQPC. All Rights Reserved. The format, design, content and $1,299 $1,399 $1,499 registrations not accompanied by credit card arrangement of this brochure constitute a trademark of IQPC. payment at the time of registration Unauthorized reproduction will be actionable under the Lanham Act 1-800-882-8684 • and common law principles. 5
  6. 6. International Quality & Productivity Center REGISTRATION CARD 535 5th Avenue, 8th Floor New York, NY 10017 YES! Please register me for Microfinance 2.0 TM Innovative Solutions to Thrive in the Downturn ❑ Conference Only ❑ Workshop Day Only ❑ All Access Pass See Page 5 for pricing details. Your customer registration code is: When registering, please provide the code above. Name__________________________________ Job Title ________________________ Organization____________________________________________________________ Approving Manager______________________________________________________ Address_______________________________________________________________ City__________________________________State______________Zip___________ Phone________________________________Fax_______________________________ 5 EASY WAYS TO REGISTER: E-mail__________________________________________________________________ ❑ Please keep me informed via email about this and other related events. Web: 1 ❑ Check enclosed for $_________ (Payable to IQPC) 2 Call: 1-800-882-8684 or 1-646-378-6026 ❑ Charge my __Amex __Visa __Mastercard __Diners Club Email: 3 Card #____________________________________Exp. Date___/___ Fax: 1-646-378-6025 4 5 Details for making payment via EFT or wire transfer can be found on Mail: IQPC preceding page. 535 5th Avenue, 8th Floor, New York, NY 10017 ❑ I cannot attend, but please keep me informed of all future events. 17288.001/KA Get ready for a conference that really stands out from the crowd! Attend to: proudly present: Expand outreach and increase • Microfinance 2.0 impact in the developing world TM Compare and contrast models • for reaching the Bottom of the Pyramid Innovative Solutions to Thrive in the Downturn Identify meaningful and • profitable microfinance investments June 15-17, 2009 • San Francisco, CA Discover important • lessons from Silicon Valley’s top entrepreneurs Move beyond • microfinance with mobile banking and other innovative products Benefit from • Sponsors: Conference Partner: unparalleled networking opportunities