Impact Investing Collaboratory

Impact Investing Collaboratory

How Much?

  • HUB Members(and those attending the full LOHAS Forum) pay just $175
  • Retail price is $295.
  • Students (limited in number) qualify for $75 tickets.

When and Where?

June 18th, from 9am-4pm, at HUB Boulder in downtown Boulder.Parking is available in the garage adjacent to HUB.  Enter from Walnut st, between 11th and Broadway.

Register Here 

Registration is a multi-step process through the LOHAS conference site.  Follow these steps:
 1. Start Here, and on that page, enter your email, and hit submit.
 2. Check your email, and click the link to continue registration. 
 3. Fill out your personal info &continue.
 4. Choose the first checkbox: Impact Investing Collaboratory.
 5. Enter a discount code if you are a HUB Member or Student.*
 6. Complete the registation and payment.

* Contact lauren@hubboulder.com for your discount code, or for any support in registration.

What To Expect

We are convening the leading investors and entrepreneurs in the LOHAS sector.  While staying focused on the core of the LOHAS space, we also integrate wisdom from leaders in adjacent fields who share lessons from the trenches.  You will help solve the needs and challenges -- and celebrate the hard-earned victories -- of the people who are building these emerging sectors of our economy.  You will learn about investing strategies (and the pitfalls therein).  You will meet folks who invest in companies before you're comfortable, and after you're able.  You will share the unique world-view of several of the most promising entrepreneurs in our community.  

 Who Should Attend? 

1.    Sophisticated, experienced investors  who seek access to quality investment opportunities,lessons from the trenches, and discussionabout how to integrate impact in all asset classes.
2.    Aspiring and passive investors  who seekeducation in due diligence on impact investments, clarity in post-investment expectations, and review of an active investor's portfolio. 
3.    Qualified, active entrepreneurs  who seekdialog about real-world fund-raising experiences,help in becoming investment-savvy, and connections with like-minded investors.
4.    Experienced, connected experts  who seekwisdom in advising clients, insight into the latest investment activity, and satisfaction in helping entrepreneurs. 

 

Full Agenda

8:00  - 9:00am  - Arrive, newtworking, settle.

9:00  - 10:00am - Welcome & Plenary Interview:
      Joel Solomon - Chairman, Renewal Funds
Renewal Funds is Canada’s largest social venture capital firm. Learn how Renewal has grown over 20 years, from the vision of Carol Newell, a visionary philanthropist and investor, to become one of the most respected, influential and high impact (financial AND social) funds in the sector. 

10:00- 10:15 - BREAK (on patio)

10:15 - 11:55am - Entreprenuer Roundtables
Hear from up-and-coming companies about their needs today, and join attendees in helping them find the resources they need to move forward immediately.  (not just for investors only)

Round #1: 10:15-10:45am
       Mile High Organics
       Olomomo
Round # 2: 10:50-11:20am
       Open Road Snacks
       Sun Cups
Round #3: 11: 25- 11:55am 
      Zuke
      Veterans to Farmers

12:00 – 2:00pm - Lunch by topic (at local restaurants) 

Impact Investing Collaboratory Lunch at The Med
*Lunch is from a pre-set menu from The Med which includes a two course meal and non-alcoholic beverage for $22 inclusive of tax and gratuity.

  • Challenges of Running a B Corp- Scott Kiere, eVolutionary Green Holdings

  • Resolving Founding Partner Difficulties or Disputes- Chris Mathias, Catalyst Marketing

  • Women and Leadership - Nicole Gravagna, Rockies Venture Club

  • Agile and Social Enterprise - Zach Nies, Rally Software

  • Local Food Shift: Building A New Industry- Michael Brownlee and Lynette Marie Hanthorn, Localization Partners

  • Move Your Money- Heidi Cuppari, UBS; Kyle Heckman, Flatirons Bank

  • Bootstrapping Your Startup- Chad Arnold, Door To Door Organics

  • Being a Good Mentor- Ian Fisk, The Williams James Foundation

  • What is a Social CFO? Why Do You Need One? - Scott Perlman, Rayo Partners

Impact Portfolio Diversification (investors only, hosted by BSW) @ Shine Gathering Place

As part of their “make life better” series, BSW presents examples of a diversification approach to impact investing.  

  • Private equity – Joel Solomon, Chairman, Renewal Partners

  • Fixed income / bonds – David Wolf, Chief Investment Officer, BSW

  • Venture Debt – Anne Haines, CEO, Accion New Mexico, Colorado and Arizona.

   

2:00 – 3:00pm - Discussions

TRACK 1: Post Investm
ent: Best practices for investors and entrepreneurs on shared expectations and maintaining excellent communications.    

   
 Ross Shell, CEO, Red Ideas Partners
     Chris Mathias, Founder, Moutain Hardware
     Greg Berry, Managing Director, HUB Boulder
(moderator)


TRACK 2: Open P
ortfolio:Investor shares an entire portfolio of investments, including the failed companies, with a talk about “what happened”

     Jim Davidson,
Investor, Board DIrector of Investors' Circle and HUB Boulder
     Adam Hevenor, CEO, Impact Driven (moderator)

TRACK 3: Diligence Part 1: Learn about a diligence process that includes impact considerations for angel investments, then choose the companies that presented today that deserve more scrutiny.

(accredited investors only)

     Elizabeth Kraus, CEO, Impact Angel Group
     Nicole Gravagna,
Director, Rockies Venture Club

3:00 - 4:00pm - Discussions

TRACK 1: Fair Trade Investing:
 Learn about the unique challenges, diligence requirements and risks of companies working with fair-trade supply chains. 

     Kim Bixel, Advisor to the Board, Pangea Organics
     Gregory Landua, Development Director, Nova Monda Chocolate
     Greg Berry, Managing Director, HUB Boulder
(moderator)


TRACK 2: The Long Raise: How much money ( and how many hours of fundraising) does it take- stages of funding, how it went, when we turned it down. 

     Liz Myslik, EVP, Branding, Fresca Foods
     Chad Arnold, CEO, Door to Door Organics
     Robert Fenwick-Smith, Aravaipa Ventures
     Bruce Campbell, Founding Partner, Campbell Law Group (moderator)

TRACK 3: Diligence Part 2: Learn about a diligence process that includes impact considerations for angel investments, then choose the companies that presented today that deserve more scrutiny.

(accredited investors only)

     Elizabeth Kraus, CEO, Impact Angel Group
     Nicole Gravagna, Director, Rockies Venture Club

4:00-4:15 - Closing Remarks
4:30-7:30pm -  LOHAS Forum Opening Kenotes @Boulder Theater
7:30-9:30pm -  LOHAS Forum Cocktail Reception @Boulderado

 Register Here

Come back to our program for updates!

 

Thank you to our sponsors!

   

 

Hub BoulderThe LOHAS Conference in cooperation with HUB Boulder William James Foundation will provide a unique opportunity for investors and entrepreneurs to connect, learn and collaborate around the funding challenges and successes in the emerging sector alternately defined as impact investing, social entrepreneurship and sustainable venturing.