2015WHARTON SOCIAL IMPACT CONFERENCE

October 29, 2015 | Philadelphia, PA

#whartonimpactconf

The Wharton Social Impact Conference is organized in collaboration among the

Wharton Social Impact Initiative, students from the Wharton MBA Program for

Executives in Philadelphia, and students from the Wharton Social Impact Club.

We are grateful to our generous sponsors for supporting this event, and to all

of our enthusiastic attendees who have come to engage in deep and thoughtful

conversation about business strategies for a better world.

beyond the solutions

Open WIFI network: Hilton MtgsJoin the conversation online at #WhartonImpactConf

— 2015 Wharton Social Impact Conference —

twitter.com/WhrtnImpactConf • instagram.com/WhartonSocialImpact • whr.tn/impactconf

WELCOME

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beyond the solutions

Welcome to the 2015 Wharton Social Impact Conference!It can be easy to let ourselves be overwhelmed given the size and complexity of the world’s most critical social and environmental problems. For those of us engaging in social impact, we consistently challenge

ourselves to think not only of the barriers but also look for solutions. But what

about the mechanisms and processes that get us to innovative solutions? What

do innovative models of social impact look like, and how can we iterate on those

models to facilitate continuous improvement?

The topics we’re covering in this conference aren’t new. We regularly identify

problems, brainstorm solutions, replicate, measure, and report impact.

Entrepreneurship, finance, and strategic partnerships are well-known vehicles for

social impact and are often discussed in other convenings. However, traditional

conferences focus on the problems and solutions, and generally not the

mechanisms and tools themselves.

This conference puts the tools of innovation—entrepreneurship, finance, and

strategic partnerships—front and center. The sessions today focus on specific

business strategies that push the envelope on what it means to make positive

social impact. We’re celebrating the pioneering models of impact that have

brought the field to where it is today, and we’re dreaming big about where we

can take it tomorrow.

Our speakers will share unique approaches and innovative models for tackling

the world’s seemingly intractable problems, and we look forward to the rich

discussion ahead. Thank you for joining us.

—The 2015 Wharton Social Impact Conference Philadelphia Organizing Team

AGENDA

beyond the solutions11:30 AM – 12:30 PM

12:30 – 1:15 PM

1:15 – 1:20 PM

1:20 – 2:20 PM

2:20 – 2:45 PM

WELCOMERegistration, Networking & Buffet Lunch

OPENING KEYNOTEIqbal Quadir, MIT Legatum Center for Development and Entrepreneurship

IMPACT FEATURESindhura Sarikonda, Sanlaap North America

PANELInnovations in Models of Social Entrepreneurship

BREAK Sponsored refreshments by Kuli Kuli Foods, Nourish Snacks, Rebel Ventures

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beyond the solutions2:45 – 3:05 PM

3:05 – 3:10 PM

3:10 – 4:10 PM

4:10 – 4:15 PM

4:15 – 5:15 PM

5:15 – 6:00 PM

6:00 – 7:00 PM

SPECIAL FEATURE“Great Expectations,” Jacob Gray, Wharton Social Impact Initiative

IMPACT FEATUREAnne Kearney, BNY Mellon

PANELInnovations in Models of Impact Finance

IMPACT FEATUREJason Kass and Farzad Mahmoodi Nobar, Toilets for People

PANELInnovations in Models of Strategic Partnerships

CLOSING KEYNOTERon Cordes, AssetMark, Inc. and The Cordes Foundation

Networking Reception

For more information—including bios for all panelists, organizers and speakers—visit whr.tn/impactconf.

Need assistance? Have questions? Find a staff member with a red event badge, or tweet directly to us at @WhartonSocial.

KEYNOTES

Iqbal Quadir is a pioneer in creating

inclusive ventures in low-income

countries. In the 1990s, he founded Grameenphone in Bangladesh. Today, Grameenphone is the leading telecommunications service provider in that country with more than 53 million subscribers. Currently, it is part of Telenor Group, based in Norway. In 2003-2004, Telenor made a strategic plan to increase its position in Asia; today Asia accounts

for 52% of its revenues. Subsequently, Quadir helped found bKash with the ultimate objective of ensuring that low-income

people in Bangladesh have access to a broad range of financial services. Currently, with 15 million customers, bKash is helping to achieve this inclusion by providing services that are convenient, affordable, and reliable. With this inclusive philosophy in mind, in 2005 Quadir cofounded Innovations, an MIT Press journal.

In 2007, he founded the Legatum Center for Development and Entrepreneurship at The Massachusetts Institute of Technology. The Center administers a competitive fellowship program for incoming and current MIT students, from across all academic and professional disciplines, who have demonstrated the potential and commitment to create innovative and inclusive enterprises in low-income countries.

He holds an MBA and MA from the Wharton School, University of Pennsylvania, and a BS from Swarthmore College.Introduced by Katherine Klein, Vice Dean, Wharton Social Impact Initiative.

Iqbal Quadir

Founder and Director Emeritus,

Legatum Center of Development and

Entrepreneurship, MIT

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Ron Cordes has enjoyed an iconic 30 year

career in the financial services industry. He

is the Co-Founder and now Executive Co-

Chairman of AssetMark, one of the industry’s

leading fee-based investment platforms with

over $ 20 bb of assets under management in

partnership with 4,000 independent advisors.

In addition to his role at AssetMark, Ron is Co-

Founder of the Cordes Foundation, and serves

on a number of non-profit

boards. He has become

a globally recognized

leader in the fields of social

entrepreneurship and impact

investing—leveraging the power of the

capital markets to address the world’s

biggest problems.

His work has been profiled in publications

including the New York Times, Forbes,

Fortune, FastCompany and the Wall

Street Journal, and he is a regular

featured speaker at global philanthropic

and investment conferences. Introduced by

Sherryl Kuhlman, WG’01, Managing Director,

Wharton Social Impact Initiative

Executive Co-Chairman, AssetMark, Inc.

Co-Founder, The Cordes Foundation

Ron Cordes

1:20 – 2:20 PM | Introduced by Greg Hagin, W’16, organizer and sponsor

Social entrepreneurship can take many forms. But the most successful

enterprises share a distinct awareness of their greatest assets and a vision to

leverage them for scale. This panel examines the innovative business models and

core skills that have helped social enterprises innovate, evolve, and succeed in

competitive or difficult environments.

MODERATOR

CHRISTOPHER BENTLEY Principal, Sustain VC

PANELISTS

PANEL

Innovations in Models of Social Entrepreneurship

BILL CROMIE

Director of Emergent Technology, Blue Ridge Labs at the Robin Hood

Foundation

CORINNE O’CONNELL

Associate Executive Director, Habitat for Humanity Philadelphia

TOBIAS PEGGS

President (Impact), The Kitchen

3:10 – 4:10 PM | Introduced by Carolyn Kim Allwin, WG’ 16, organizer and sponsor

Social Impact Bonds/Pay for Success contracts are a relatively new investment

vehicle in social finance and have received mixed reviews in terms of their

efficacy. Hear how the public, private, and nonprofit actors in the social finance

space are thinking about SIBs/PFS, particularly in terms of their track record and

building organizational infrastructure for replicability and scalability—both in size and

across issue areas.

MODERATOR

KATE AHERN Vice President, Social Innovations, Case Foundation

PANELISTS

SUPROTIK BASU

Office of the UN Secretary-General’s Special Envoy for Financing the Health

Millennium Development Goals (MDGs) and for Malaria

SURYA KOLLURI, WG’92

Managing Director, Policy and Market Planning, Bank of America Merrill

Lynch Global Wealth and Retirement Solutions Business

PANEL

Innovations in Models of Impact Finance

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4:15 – 5:15 PM | Introduced by Angela Xu, C’10, W’10, WG’16, conference organizer

Strategic partnerships are about effectively engaging a broad and diverse array

of stakeholders and leveraging their core competencies for impact. Through

that lens, what are the characteristics and considerations associated with “scale”?

How do we distinguish innovation from inclusion? This panel will examine methods

of engaging partners for social impact and the practical lessons we can glean from

leadership who specialize in partnership development both large and small.

MODERATOR

KEN BERGER Managing Director & Chief Educator, Algorythm

PANELISTS

ANNE BOVAIRD NEVINS, C’99, WG’07

Senior Vice President, Marketing & Business Development, PIDC

DEEPAK JOLLY

Vice President, Coca Cola India & South East Asia

YANA WATSON KAKAR, WG’05

Global Managing Partner, Dalberg Global Development Advisors

PANEL

Innovations in Models of Strategic Partnerships

SPONSORS

Gold

Allwin Family Foundation

BNY Mellon

CCS

Wharton Social Impact Initiative

Silver

Bank of America Merrill Lynch

The Lowenstein Foundation

In-Kind

Kuli Kuli Foods

Nourish Foods

Rebel Ventures

Fertility Fund’s mission is to make family

planning and fertility procedures more

accessible and attainable to all women.

Every woman should be able to choose

when she pursues her career ambitions and whether she desires to delay motherhood to

a time most appropriate for her. Fertility Funds lends support to these women by offering

financing options for those seeking fertility procedures. In the spirit of Sheryl Sandberg,

Fertility Funds is “Leaning In” to lend support to the modern day women to find a way to

have it all. Visit fertilityfunds.com to learn more.

BNY Mellon is a global investments company dedicated to helping its clients

manage and service their financial assets throughout the investment lifecycle.

Whether providing financial services for institutions, corporations or individual

investors, BNY Mellon delivers informed investment management and investment

services in 35 countries and more than 100 markets.

As of Sept. 30, 2015, BNY Mellon had $28.5 trillion in assets under custody and/

or administration, and $1.6 trillion in assets under management. BNY Mellon can

act as a single point of contact for clients looking to create, trade, hold, manage,

service, distribute or restructure investments. Learn more at www.bnymellon.com.

Allwin Family Foundation The Allwin Family Foundation is a private family foundation,

and a Gold level sponsor of the 2015 Wharton Social Impact Conference.

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CCS is dedicated to advancing non-profit organizations through philanthropic growth. For more than six decades, CCS has played a vital role in the expansion and empowerment of the non-profit sector. Headquartered in New York with seven regional offices, the company’s projects span the globe.

CCS’s signature service is the design and implementation of major capital, endowment, and comprehensive campaigns with additional focus on feasibility and strategic planning studies, Board development, prospect research and analytics, and professional development training programs.

CCS provides fundraising counsel and campaign management services to the most recognizable

brands in philanthropy, serving more than 300 organizations a year. We have counseled leading academic institutions, national and international charities, medical centers, religious bodies, civic and human service organizations, and cultural institutions in pioneering fundraising efforts. CCS fundraising goals under consulting and management total more than $5 billion.

As a leader in the philanthropic community, CCS represents organizations from a full spectrum of cultures and non-profit sectors. CCS also seeks to build partnerships with organizations that recognize the importance of promoting greater diversity within the philanthropic arena.

www.ccsfundraising.com

Wharton Social Impact Initiative leverages Wharton’s strengths to develop and promote

business strategies for a better world.

We use core business competencies to spur strategic and systems-level positive social impact in Philadelphia and around the world. Through research, consulting, hands-on training, and outreach, we are advancing the science and practice of social impact and developing business leaders who are equipped to lead in an increasingly interconnected and complex world.

Established in 2010, our cross-cutting work leverages tools and strategies from impact finance and investing, impact entrepreneurship, and strategic corporate social impact. Learn more at socialimpact.wharton.upenn.edu.

The Leon Lowenstein Foundation and the

Bendheim Family are proud to support

social impact at Wharton through the Bendheim

Loan Forgiveness Program and the Bendheim Fellows

Social Impact fund.

Learn more:http://whr.tn/bendheim

NOTES

Bank of America is a leading financial institution, serving individual consumers, small businesses, middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.The company provides unmatched convenience in the United States, serving approximately 48 million consumer and small business relationships with approximately 4,800 retail banking offices and approximately 16,000 ATM’s and award-winning online banking with 31 million active users and more than 18 million mobile users. Bank of America is among the world’s leading wealth management companies and is a global leader in corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients through operations in more than 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.

Bank of America Merrill Lynch is the lead sponsor of the 2015/2016 MIINT competition.

Impact Features Throughout the day, hear from several cutting-edge entrepreneurs. Three stories,

three-minute pitches, three different business strategies for a better world.

This month, in collaboration with Wharton’s

Department of Finance, the Wharton

Social Impact Initiative (WSII) released

new research examining two of the

most important aspects of impact

investing: financial returns and long-

term impact. This groundbreaking

study challenges assumptions about

potential trade-offs between maximizing

financial returns and ensuring the preservation

of portfolio companies’ social missions.

At 2:45 PM, hear from WSII Senior Director Jacob

Gray about “Great Expectations: Mission Preservation

and Financial Performance in Impact Investing.” Hard

copies of the report are available from conference staff.

Special Feature: Research

Read the report: whr.tn/impactinvesting

SANLAAP NORTH

AMERICA 1:15 PM — Presented by

Sindhura Sarikonda, WG’16, Founder & CEO

sanlaapna.org

TOILETS FOR

PEOPLE 4:10 PM — Presented by

Jason Kass and Fazad Mahmoodinobar, WG’16

toiletsforpeople.com

FEATURES

BNY MELLONSOCIAL

FINANCE 3:05 PM — Presented by

Anna Kearney, Associate Director

bnymellon.com

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The Wharton Social Impact Conference is organized in collaboration among

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Sherryl Kuhlman, WG’01, is the Managing Director for the Wharton Social Impact Initiative, where she works to integrate the Wharton community into a local and global network of social enterprises and impact organizations. She provides strategic focus to Wharton’s numerous social impact projects and collaborations.

Stephanie Kim, MPA’16, is the Associate Director of Community Strategy for the Wharton Social Impact Initiative. She brings a background in international development, social entrepreneurship, and volunteer management to drive urban impact partnerships, research community development best practices, and test entrepreneurial community impact solutions. She also directs the involvement of undergraduate and graduate students across Penn, liaises with student clubs, and facilitates other student-facing initiatives. Stephanie earned her BA from Wellesley College and is an Executive MPA candidate at Penn’s Fels Institute of Government.

Allie Ilagan is the Manager of Marketing & Communications for the Wharton Social Impact Initiative, where she employs a background of online journalism, design, and social media expertise to bring strategy and focus to the WSII brand. She is an active member of the Philadelphia creative/tech community, and serves as a mentor for the Spark program. Allie earned her BA in journalism from Rowan University.

Tyler Hoffman is the Team Coordinator for the Wharton Social Impact Initiative, where he facilitates the administration and execution of WSII projects, events, fellowships, and speakers. After receiving his BA from West Chester University, Tyler served as Theater Director and coordinator for a K-12 training program in the Greater Philadelphia Area and New Jersey. He brings this varied experience to help grow an increasing number of WSII activities.

Gregory Hagin, WG’16, is a Managing Director with CCS, the largest fundraising management and strategic consulting firm to nonprofit organizations. He serves on the boards of Habitat for Humanity of Philadelphia as well as Soceana, a social good technology platform, and is completing the MBA for Executives program at The Wharton School.

Carolyn Kim Allwin, WG’16, began her career as an attorney, practicing at E&Y and GoldenTree Asset Management. While pursuing her MBA at Wharton’s MBA for Executives program in Philadelphia, Carolyn consults and invests in social entrepreneurship ventures after having launched Fertility Funds.

The Wharton Social Impact Conference is organized in collaboration among

ORGANIZERS

ORGANIZERS

Angela Xu, C’10, W’10, WG’16, is co-president of the Wharton Social Impact Club. She started her career in management consulting at the Boston Consulting Group. She is passionate about international development and impact investing and has worked for a social enterprise in China, Technoserve in Ghana, and the Acumen Fund in Kenya.

Jessica Yen, WG’16, is second year MBA candidate and co-president of the Wharton Social Impact Club. Prior to Wharton, Jessica worked in manufacturing and operations management in aviation. She is passionate about the education sector and in addition to social impact, is involved in the dance, volleyball, and consulting clubs at Wharton.

Katherine St. Onge, WG’16, is a Senior Officer, Investor Relations for the Calvert Foundation. For 20 years, Calvert Foundation has been enabling retail investors to invest for social good through the Community Investment Note, a fixed income security. Katherine is responsible for managing relationship with investors and financial advisors to increase their understanding of Calvert Foundation’s products and services. She is pursuing the MBA for Executives program at the Wharton School.

Candice Lee, WG’16, is an MBA candidate at the Wharton School. Prior to business school, she worked in public finance as a municipal bond analyst and helped launch the fixed income research business at Morningstar. At Wharton, Candice is a Director of Wharton Community Consultants, bringing teams of Wharton MBAs to solve strategic challenges of local Philadelphia nonprofits, and has worked with a microlending social enterprise in Mexico City through the Wharton International Volunteers Program.

Erika Lovin, WG’17, is a first-year MBA candidate where she is actively involved with the Wharton Social Impact Club, Wharton Africa Student Association, and Wharton Women in Business. Prior to business school, she spent several years in management consulting and, most recently, a year at the Gates Foundation. At the Gates Foundation, her work focused on defining a new nutrition strategy and promoting revolutionary sanitation technologies in the private sector. Erika holds a BA from Harvard University in Applied Math and has spent two summers working and volunteering in South America.

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Jahnavi Kundu, WG’17, is an MBA candidate at the Wharton School. Prior to Wharton, she was a consultant at Ernst & Young India, advising the federal government on improving public healthcare and inclusive financial services using information technology. At Wharton, she is also a Project Developer for the Wharton International Volunteer Program to help social enterprises in resource-limited geographies develop marketing and fund-raising strategies.

Jodi Reynhout, WG’16, is the Vice President of Administration at Esperanza, the nation’s premier Hispanic community development corporation. For 30 years, Esperanza has transformed Hispanic communities in the United States and internationally via an asset-building approach to community economic development. Jodi has over 12 years of nonprofit experience in various organizations and roles, primarily in program and administrative management. She joined Esperanza in 2009, where she plays a lead role in program development and management, administrative management, board governance, event planning, fundraising, strategic planning, and marketing and communications.

Anita Mo, W’19, is an intern with the Wharton Social Impact Initiative. She has contributed to design, communications, strategy, and operations projects for WSII’s investing in women and girls initiative and for the Social Impact Conference.

STAY CONNECTEDInterested in sponsoring the 2016 Wharton Social Impact Conference in

Philadelphia? Contact Stephanie Kim at kimstep@wharton.upenn.edu.

Continue the conversation at the Wharton Social Impact Conference in

San Francisco, to be held Spring 2016 and organized by students from the

Wharton San Francisco MBA Program for Executives.