Impact Investing Collaboratory June 12th Boulderado Hotel

The LOHAS Forum in cooperation with The Boulder HUB , William James Foundation and First Affirmative Financial Network 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.

The 2011 LOHAS Impact Investing Collaboratory was a successful event that opened up an interactive discussion to a broader set of professionals than a traditional venture fair.  Participants connected more deeply with peers and partners, exchanged personal lessons learned about current trends in impact investing, and came away invigorated to take new action.

WHO SHOULD ATTEND
Existing impact-focused angel investors will:

  • Meet later stage investors who help realize the early stage investments, and answer the question ““what we look for in an angel deal to take it to another zero.” 
  • Connect with new impact investors who may help close out an investment.
  • Find the next generation of early-stage companies seeking capital.

Angel investors, philanthropists and wealth managers new to impact investing will:

  • Learn about the details of recent investments, from both investors and entrepreneurs. 
  • Connect with experienced impact investing angels and venture capitalists.
  • Find the next generation of early-stage companies seeking capital.

Entrepreneurs with positive social and environmental impact will:

  • Connect with their peers who have successfully raised funding in this sector.
  • Learn about investment reasoning from active impact investors.
  • Meet prospective investors.

Expanding the discussion provides opportunities for education and collaboration, while maintaining our track record of being a venue where deals get made.

ATTENDEE FEES 

Full day rate of $225  (Ticket price includes sessions, lunch, attendance to LOHAS opening session and reception.)
LOHAS attendee rate $150

Register Here 

The purpose of this agenda is to collect the lessons and experiences of people who have actively been involved in an investment in the past year.  We will provide the opportunity for extensive dialog.  Check back for new speakers, coming online daily.

June 12th Schedule   (Location - Boulderado Hotel)

9:30-10:00am Arrive & Connect

10:00-11:00am – Introductions, welcome and philosophical frame-up
PANEL DISCUSSION: How do I choose the right path for my desired impact? 

11 – 12:30pm   CONCURRENT DISCUSSIONS - Enough theory!  Each panelist will briefly explain one recent financing event, sharing details and challenges Emphasis is on interaction and learning. 

A. THE EXIT: What does it mean to cash-out of an impact deal?
Investors expect to take money back out, and entrepreneurs seek to create the most impact possible, presumably over the long term.  How do we provide both outcomes, and leave all parties content?  What does this mean for structuring the investments from the beginning? 

B. THE LONG RUN: What does it take to last in the impact field?

12:15 – 2:00pm LUNCH & NETWORKING - by discussion topics at multiple local restaurants. 

Topics to include:
Wealth Management: Beyond SRI
Move Your Money: Localize Your Banking
Crowdfunding For Equity Coming in 2013
The 25% Food Shift: Local Food System Infrastructure Investing
Impact Capital Formation on The Front Range

2:00 – 3:30pm    
CONCURRENT DISCUSSIONS – Practical Balance of Impact and Return

A. DUE DILIGENCE Workshop (accredited investors only)

B. PITCH PRACTICE Workshop

3:30 – 4:15pm
CLOSING CIRCLE: Building An Impact EcoSystem
Each attendee shares the one action they are going to take forward to help build the impact entrepreneurship economy in their home – whether it’s Boulder, Denver, Tokyo or Des Moines. 

4:15 – 5:30pm
FOCUSED NETWORKING & DEAL MAKING
Get people connecting with new contacts, and create opportunities for prospective deals to break out and have private discussions. 

5:30 – 7:00pm         
LOHAS OPENING RECEPTION, Boulderado
Maybe the best night of networking in Boulder all year.  400 company CEOs, 50 thought leaders, beautiful people, kindred spirits.

REGISTER HERE

come back to our program for updates.