Leaders Shaping Markets London Dialogue February 11-12, 2013 Biographies of Attendees Joy Anderson, Founder and President, Criterion Institute anderson@criterioninstitute.org Anderson is a prominent national leader at the intersection of business and social change. She began as a high school teacher in New York City Public Schools. She went to New York to understand how power works in big systems and stayed for eight years because she fell in love with the students. Joy played leadership roles in the teachers union and managed federally funded programs for the school and the district. After leaving New York, Joy transitioned from a school teacher to an entrepreneur, founding Criterion Ventures in 2002, co-founding Good Capital with Tim Freundlich and Kevin Jones in 2006 and leading the development of Rockefeller-funded Healthcare_Uncovered from 2006 until 2009. Literally hundreds of ventures have been shaped by Joy’s insights and experience. As faculty on the leading social innovation award programs, including Unreasonable Institute and Echoing Green, she advises the next generation of leaders. As chair of the board of directors of Village Capital and through involvement in Investor’s Circle, she is actively involved in shaping early stage social investments. And through her role in developing and leading Structure Lab© workshops she has helped over 300 organizations think through their legal and financial structures. A serial entrepreneur and consummate networker, Joy’s leadership and expertise have been at the forefront of the development of the social capital markets over the last 10 years. Her interest in the role of finance in changing the world was sparked during her eight year consulting relationship with the General Board of Pensions of the United Methodist Church. She was instrumental in her board position at Lutheran Community Foundation in their recent $10 million allocation to social investment. As a recognition of her business leadership, in 2011, Joy was ranked 51st in Fast Company’s annual of the 100 Most Creative People in Business. Currently, she leads Criterion Institute which serves as a think tank around shaping markets to create social and environmental good. Criterion houses three field building initiatives, Structure Lab, Women Effect Investments and Church as an Economic Being. Her speaking and thought leadership is focused on the practices of shaping markets, whether that is focused on how the church is both an actor and implicated in the economy, on how legal structures shape the possibilities of enterprises, or a gender lens on investing. Joy’s intellectual interests draw on her research for her Ph.D. in American History from New York University. Her dissertation examined prison reform in the 1830’s and how individuals and organizations in democracies claim expertise in order to shape public institutions. Vineet Bewtra, Omidyar Network vbewtra@omidyar.com 1 Suzanne Biegel, Catalyst at Large, Catalyst at Large Consulting suzanne@biegel.net Investor. Strategist. Board member. Successful entrepreneur. Activator. Catalyst. Inviter. Connector. On the senior team at ClearlySo which raises capital for social entrepreneurs and funds primarily in the UK, and is part of a global network of impact investing networks. I'm vice chair of Confluence Philanthropy, which aims to move Foundations to 100% investing for mission. I co-lead a group I started within Women Donors Network moving women philanthropists into values based investing. I sit on a number of other boards and in many networks, and make rain in the impact investing arena. I'm a founding member of the Women Effect project. My work in shaping market systems is focused towards changing philanthropy to be total asset deployment for impact, redirecting flows of capital from individual high net worth investors and families TOWARDS social impact across all of their assets. Changing angel investing to count social impact, and re-orienting the connection points, intelligence, networks, and vehicles between entrepreneurs & mission aligned capital. Matt Black, Business Development Manager, Matter + Co matt@matterandco.com Matt has worked with some of the leading social enterprises in the UK and South Africa. He has an impressive track record in developing partnerships and collaborations between social enterprises, corporates and civil society organisations. Matt joined Matter&Co in 2010 to create partnerships between Matter&Co and other organisations all in the business of having a positive impact on the wider world. He has applied this to a number of projects and campaigns, including Good Deals, socialenterpriselive.com and the SE100 Index. His claim to fame is cooking dinner for Winnie Mandela, despite barely being able to operate a tin opener. Nicole Boyer, Managing Director, Adaptive Edge nicole@adaptive-edge.com Nicole is a strategist, futurist, and social entrepreneur with a passion for creating better futures. In 2004 she founded Adaptive Edge to work on innovative breakthroughs to critical long-term challenges— using cutting-edge methods, ideas, and collaborative approaches. Adaptive Edge’s clients are Fortune 100 companies, governments, and nonprofit organizations. Recent projects include the future of: urban design, Detroit, Dubai, ports in a post-carbon world, to the future of socially responsible investing (SRI). With 15 years of experience, Nicole learned her unique trade at Global Business Network in San Francisco. An educator as well, Nicole was program director at CEDEP and lectured at INSEAD while living in Paris for six years. Before that, she worked in venture capital in Singapore, financing digital infrastructure in the late 1990s, and before that was pollster and public opinion analyst. Nicole holds two degrees from the University of British Columbia. She currently lives in San Francisco. Mark Campanale mark@campanale.co.uk "Mark has some twenty years experience in sustainable financial markets. 2 Recruited as one of London’s first sustainable & investment analysts in 1989, Mark is a co-founder of the sustainable investment businesses firstly at Jupiter Asset Management with the Ecology Funds (19891994); NPI with Global Care Funds (1994-1999); AMP Capital with the Sustainable Future Funds (20002001) and Henderson Global Investors with the Industries of the Future Fund (1999-2006).Mark is a cofounder Director of the UKSIF–the Sustainable Investment and Finance Association (1990-2008), he served on the World Business Council for Sustainable Development working group on capital markets leading up to the 1992 Earth Summit; he is an advisor to a number of philanthropic foundations and is founder Director of The Social Stock Exchange, funded by the Rockefeller Foundation and Big Society Capital; and a Founder of Carbon Tracker Initiative, funded by Rockefeller Family and the Joseph Rowntree Charitable Trust. Mark holds an M.Sc in Agricultural Economics." Kelly Clark, Managing Director/Director, Marmanie Consulting/Tellus Mater Foundation kelly.clark@marmanie.com Kelly Clark is the Director of the Tellus Mater Foundation, responsible for the strategy and day to day running of the organization, and the Managing Director of Marmanie Consulting, an impact investing and advisory firm that she founded in 2006. The Tellus Mater Foundation (TM) is a private family foundation dedicated to addressing the underlying issues that contribute to climate change. We do this through funding capital market interventions that promote the preservation of natural capital. Beginning in January 2013 TM is adopting a new strategic framework focused on two key areas 1) field/capacity building to promote systemic, cross-sectoral thinking and innovation in addressing climate change and 2) a rolling 3 -year ‘deep dive’ focused on a specific issue that uses the power of free markets to drive positive change for the environment. The Foundation’s 2013 focus will be on the pension fund industry; specifically on encouraging pension funds to fully assess the climate risk in their portfolios and begin to take action to address that risk. In order to do this we will be mapping the pension fund industry and forming a coalition of individuals and organizations working across a broad spectrum of interventions to join us in applying pressure from as many angles as possible. We will be looking at civil society, legal, media, policy, advocacy and research (to name a few) initiatives. Marshall Clemens, Principal, Idiagram mclemens@diagram.com After working at a number Boston-area technology companies I turned my attention from the engineering of opto-electronics to the ‘engineering’ of complex socio-technical systems. In 1996 I founded Idiagram, a consulting firm dedicated to the application of systems thinking and ‘knowledge visualization’: the visual representation of conceptual knowledge. Idiagram’s focus is on the use of systems mapping as a tool to facilitate understanding, alignment, and strategy-making for complex multi-stakeholder problems – where the integration and coordination of diverse knowledge, people, and resources is required to create large-scale system change. 3 Cheryl Dahle, Founder & Executive Director, Future of Fish cdahle@futureoffish.org A journalist and entrepreneur who has worked at the intersection of business and social transformation for more than a decade, Cheryl Dahle conceived and co-led the effort to found Future of Fish. Prior to her work with fisheries, Cheryl was a director at Ashoka: Innovators for the Public, where she distilled knowledge from the organization’s network of 2,500 fellows to provide strategic insight to foundations and corporations. As a consultant, she has served leading organizations in the space of hybrid business/social solutions, including Humanity United, Nike, the Robert Wood Johnson Foundation, the David and Lucile Packard Foundation and the Center for the Advancement of Social Entrepreneurship at Duke University. Cheryl spent 15 years reporting on social entrepreneurship and business for publications including Fast Company, The New York Times and CIO magazine. Cheryl founded and led Fast Company magazine’s Social Capitalist awards, a competition to identify and recognize top social entrepreneurs. Before her work with nonprofit organizations, she was part of an incubation and startup team for which she helped secure $12 million in venture funding to launch an online environmental magazine. Amanda Feldman, Engagement Manager, Volans amanda@volans.com Amanda Feldman shapes social innovation strategy and impact with global businesses, government leaders and entrepreneurs, while actively contributing to Volans' research initiatives. She brings grassroots experience in social enterprise, public health policy and corporate social innovation. She founded Peer Partners, a youth volunteer group that launches global service projects around health, poverty and education. Her projects have brought her to classrooms and conferences across Europe, Africa and East Asia, collaborating internationally on public health and education policy. Amanda’s passion for youth advocacy led to prior service on the New Jersey Governor’s Council on Volunteerism and Community Service and the American Red Cross Atlantic/Cumberland Chapter Board of Directors, as well as recognition by the American Lung Association and US Congress, among others, for her efforts. Recent work before joining Volans focused on developing impact evaluation capabilities for social enterprise, and consulting on corporate citizenship strategy for Tata Steel Global Wires in Mumbai, India. She holds a B.A. in English and Spanish literature from the University of Pennsylvania and a Master in Public Administration (MPA), focusing on Public Policy and Management, from the London School of Economics. Mark Hand, Oxford SBS Seed Fund mark.c.hand@gmail.com Kurt Hoffman kurt@enterprise-answers.com Patrick Holden, Chief Executive, Sustainable Food Trust patrick@sustainablefoodtrust.org 4 Patrick Holden is Chief Executive of The Sustainable Food Trust whose mission is to promote international cooperation between all those involved in sustainable food production. Patrick was Director of the Soil Association, from 1995 to 2010, where he played a leadership role in developing the UK organic market. Previously he was founder and chairman of British Organic Farmers. He trained in Biodynamic farming at Emerson College, Sussex. In 1973 he established his mixed organic dairy holding in Wales which produces cheese from the milk of 75 Ayrshire cows. Other positions: Patron, Bio-dynamic Agricultural Association, Living Earth and Soil Association Land Trust; Senior Environmental Advisor, JCB and International Ambassador, Soil Association. He received a CBE for services to organic farming in 2005. Indy Johar, Co-founder, 00:/ indy@research00.net Indy is a co-founder of 00:/ a qualified architect and regeneration consultant with particular experience in socially driven sustainability. He has delivered significant large scale multi-disciplinary and multistakeholder projects from Future Planners [with DEMOS, RICS, English Partnerships, CPRE] to Sustainable Suburbia joint funded by RICS, CABE, BURA and NESTA. He has worked on a series of research projects focusing on sustainable futures; from affordable neighbourhoods, future planners, sustainable suburbia to High Utilization workspaces. Indy previously worked at Penoyre & Prasad Architects, leading, wining and delivering several Local Investment Finance Trust [LIFT] health workspace projects within Public Private Partnership [PPP] frameworks. Indy is a Demos Associate and has taught at TU Berlin, University of Bath, Architectural Association and University College London. Indy has recently lectured at Art and Ecology Conference [London], Commission for Architecture and Built Environment, London School of Economics and the Royal Academy. Kim Kiszelnik, Program Manager, DOEN Foundation Kim@doen.nl Kim is a program manager at DOEN Foundation, helping to shape the New Economy programme. DOEN focuses on the initiatives of start-up sustainable entrepreneurs and of organisations that create change within economic structures. Previously, Kim built a microfinance programme which focused on raising awareness of Microfinance and matching the skills of ING staff to Microfinance institutions in developing countries. In 2008 Kim moved from ING to DOEN Foundation, where she started working as a programme manager focused on financial sector development, mainly in Africa. Mike Klassen, Africa Director, Agriculture Value Chains, Engineers Without Borders Canada mikeklassen@ewb.ca While I've only been working directly in market systems for the past 3 years, it has been an intense immersion. I lead a small team of high capacity organizational change consultants across Africa concentrated in Uganda and Kenya, but with rich history in Ghana and Zambia. Our approach is to 5 embed agile, fast-learning staff in some of the highest capacity organizations who are implementing donor-funded aid projects that aim to create systemic change in markets that have disproportionate affect on the poor (In DFID terms, Making Markets Work for the Poor (M4P), or in USAID terms, Value Chain Development). Our value-add is to develop a fundamentally new culture within aid organizations one of iterative learning at multiple levels - and alongside that we sharpen the strategy and tactics being used to support and influence the transformation of business models in local (and international) businesses. I am responsible for driving our overall systemic strategy for shifting aid towards market systems change, and interact/liase with a large number of project managers, international consultants and key change agents within the aid bureaucracies like USAID. Manon Klein, DOEN Foundation manon@doen.nl Charmian Love, Chief Executive, Volans Ventures charmian@volans.com Charmian Love is Chief Executive of Volans. She works with leadership teams in corporations and country-based stakeholder groups to design and implement innovation strategies. In addition to her client work, Charmian also works on Volans’ research projects. Her recent report is The Future Quotient, launched in October 2011 in partnership with JWT, which focuses on the need for future-focused leadership and intergenerational innovation. Prior to joining Volans, Charmian was a consultant with The Boston Consulting Group (BCG) as well as an Appraiser and Fine Art Specialist with Chubb Insurance. She co-founded the United Way’s GenNext Cabinet in Canada and is the Past Chair of The Flavelle Foundation. Currently, Charmian sits on The RSA’s Fellowship Council and the RSA’s Catalyst Selection Panel, and is an Advisory Board member of the Queen’s University Centre for Responsible Leadership. She graduated with a degree in Art History from Queen’s University and an MBA from the Harvard Business School. Charlotte Millar, Strategist, WWF-UK CMillar@wwf.org.uk My work is to develop the knowledge, skill, mastery and leadership needed for systems change. I work at depth with leaders of transformative change. Within the Finance Innovation Lab, I am the lead strategist, with most interest in developing the strategy for the entire Lab and in particular, our incubator programmes and leadership work. I have worked in WWF-UK leading systems change programmes since 2005. Prior to this I worked for EABIS - an international network of companies and business schools - integrating sustainability into business school teaching and research. I frequently teach on leadership programmes around the world and am a Fellow of the RSA. I love my work and I also love meditation, dancing, eating and London's cultural life. Laura Miller, Executive Director, Synchronicity Earth laura@synchronicityearth.org 6 Laura Miller is Executive Director of Synchronicity Earth—a charity/foundation set up in 2009 to increase environmental philanthropy and identify key intervention points which, together, could bring about change. Laura is responsible for building the organisation's strategy, focus and approach: drawing on her experience of overseeing large research and policy projects, she ensures that Synchronicity Earth is both evidence based and true to its vision—namely, a sustainable planet where the relationship between all living things is understood, respected and nurtured. Jen Morgan, Innovation Finance Lab, WWF-UK JlMorgan@wwf.org.uk "Jen is a pioneer, a proactivian and a possibilian. She is passionate about bringing the ‘new’ into the world – so that life thrives and prospers long into the future. She leads in a way that embodies authenticity, creativity, appreciation and the intelligence of natural systems. She does this at scale through her work with WWF-UK at The Finance Innovation Lab – which has been named as one of ‘Top 50 Radical Ideas Shaping the Future of Britain’. She loves asking big questions, connecting with people deeply, bridging paradigms and professions, being a mega matchmaker of people, ideas and resources and just simply getting stuff done. Her deep belief is that we all have responsibility and a role to play in the humanity’s evolution and that we must be intentional about the future we want to create. Jen previously held creative orchestrating roles with British Airways, The Body Shop and HSBC. Being fascinated by culture and relationships she earned a BBA in International Business (Hofstra, USA) and an MSc in Responsibility in Business Practice (Ashridge University). Although now working across business and civil society spheres, she is an activist at heart and sits on the Board of FairPensions and is Scholar at The Institute for Leadership and Sustainability at Cumbria University. She loves all sports, limes, the theatre and finds her energy and her source people, yoga and nature. She is a global citizen -born in the USA and lives in London. Anthony Murphy, Founder and Managing Director, Prime Advocates anthony@primeadvocates.com Over the last 12 years, I have worked in senior counsel positions at leading international law firms and market leading financial institutions. Prior to founding Prime Advocates, I spent the last 5 years as the head of Prime Brokerage at J.P. Morgan in London, where I was responsible for building the firm’s multimillion pound international prime brokerage platform. In particular, I was responsible for drafting the key sub-custodial agreements, customer facing security documents and product suite. I also lead J.P. Morgan's regulatory analysis and response team on market significant issues as disparate as the Alternative Investment Fund Managers Directive (AIFMD), client asset protection, post-Lehman security issues and bank resolution. I was a leading member of the AFME Prime Brokerage committee, lobbying the EU Commission on the draft text of the AIFMD, and I was instrumental to the development of the 2010 GMSLA - industry standard stock lending agreement. I guided J.P. Morgan EMEA through its merger with Bear Stearns (acting as the principal equity finance lawyer) and acted as counsel in the firm’s EMEA MF Global close-out. As J.P. Morgan’s London legal Pro Bono representative, I perceived that there was a need for a strategic Social Finance and structured commercial legal support organisation for Social Enterprises. Prime 7 Advocates fulfills this need by supporting the market infrastructure and working directly with Social ventures. Prime Advocates is an independent not-for profit Social Finance consultancy supported by 6 global law firms. Our work helps shape market systems through two core limbs: i) by fostering knowledge with an independent legal / commercial lens and encourages the alignment of traditional Financial Services within the emergent third sector of Impact Investment and Social Finance; and ii) strategic commercial and legal support for Social Enterprises (foundations, charities, NGOs, financial institutions). Our services include: A. “Think-tank” (Macro Industry Development): i. Corporate client or industry internal Social Finance issue awareness training and junior lawyer and legal issues training (including work-shop support and student competition propagation (International Impact Investment Challenge [I3C]- London impact support) ii. Regulatory analysis and lobbying iii. Industry thought leadership and education (including the Prime Advocates Social Finance Leaders lecture series) and article writing B. Consultancy Services: i. Strategic Social Finance and Impact Investment market and general commercial advisory services ii. Social Finance strategy development and implementation iii. Business, management and organisational analysis and consultancy iv. Social Finance enterprise, institutional investment firm, commercial and hedge fund brokerage services, including: Capital Introduction, strategic partnership alignment and market placement v. Corporate Social Responsibility (CSR) [in co-operation with our partners] and corporate governance strategy vi. Sustainability or Social Responsibility Investment criteria generation and review C. Legal Counsel Services: i. As practical continuous commercial counsel – we know and work with our clients on a continuous basis covering every day and transactional matters ii. Legal market strategic partnership creation and analysis iii. Legal advisory services, liability management, negotiation and contract negotiation iv. CSR and regulatory advisory services v. Transaction and project management vi. Pro bono legal counsel delivery or at cost provision of leading legal counsel support vii. Legal cost management and fee suppression Lucho Osorio-Cortes, International Market Systems Specialist, Practical Action Consulting luis.osorio@practicalaction.org.uk I have experience in: Design and implementation of inclusive market development strategies. Technical support to and mentoring of field practitioners in facilitation of inclusive market development Design and implementation of strategies to boost innovation and scale up within market systems. 8 International networking, influence and advocay to create enabling environments for inclusive market development facilitators worldwide. Design and implementation of sustainable and effective learning systems within development organizations. I have experience in Colombia, Peru, Nepal, Kenya, Sudan, Bangladesh, Bolivia, Sri Lanka, Zimbabwe, Italy and the UK. Examples of initiatives I am involved in: Making Markets Work for the Jamuna, Pabna and Teesta Chars (M4C), Bangladesh. Swisscontact and SDC Ongoing design and implementation of Practical Action's learning and knowledge management systems for inclusive market development (legacy of the USAID New Partners for Value Chain Development initiative) Coordination of the SEEP Network's Market Facilitation Initiative (MaFI) I moved from Chemical Engineering into appropriate technologies in 1995 and then worked for seven years in the Colombian NGO Fundacion Social in the field of International Cooperation and Integrated Local Development. During that period I acquired experience on participatory development, project design, monitoring and evaluation. I was a fellow of the W.K. Kellogg Foundation in two different programs. I have a degree in International Cooperation and Development Projects and an M.Phil. in Development Studies from the Institute of Development Studies (University of Sussex - UK) where I focused mainly on value chains, certification, innovation systems and social networks. Specialties: Participatory Market Systems Development (PMSD), organisational learning, facilitation, innovation systems, international cooperation, project design &management, and networking (circa 1K LinkedIn connections) Kyra Maya Phillips, Author, MISFITS misskyrac@gmail.com Kyra Maya Phillips is an author and innovation strategist with extensive experience in networks, sustainability and digital engagement. Kyra’s work is centred around understanding where innovation comes from and how we can create the environments which spur it. “Asking the right questions” rather than constantly searching for answers, is a catch-all for projects and concepts that Kyra spends her time working on. Most recently, Kyra embarked on a research and writing project that seeks to determine what the black markets can teach us about innovation. It's called MISFITS and it will be published by Simon & Schuster in 2014. She is also the London ambassador for the Sandbox Network, a global community of young innovators. And she's a storyteller and consultant at Sidekick Studios, an agency that helps big organisations innovate like start ups. Cassie Robinson, Director, Point People cassie@thepointpeople.com 9 Cassie is a Director of the Point People. The Point People open up the untapped potential of networks, of people who work across disciplines, to crack big challenges and catalyse systemic change. They do this by assembling collective intelligence, speeding up learning and scaling solutions, through mapping, conversation, analysis and strategic support. Rachel Sinha, Sustainability Manager, ICAEW rachel.sinha@icaew.com Rachel works in the sustainability think tank of ICAEW, is one of the four original co-conveners of The Finance Innovation Lab. Rachel has 9 years of business experience spanning the consumer goods, property, financial services, ICT and design industries and worked for companies including Orange, GuestInvest and CapGemini. She has worked for 5 years on sustainable business in the UK and Sydney, Australia. Prior to ICAEW she worked at Futerra Sustainability communications, where she led projects for clients including L'Oreal and the London Development Agency. She speaks regularly at events, recently including the TBLI investor salon, Carbon Trust Standard, KPMG, Environment Agency road show on the Carbon Reduction Commitment, the ICAEW SME conference and the ESRC sponsored seminar series 'When worlds collide: contested paradigms of corporate social responsibility'. She is secretary of the ICAEW CR Committee and sits on a Green Futures Social Entrepreneurship Advisory Group for Unltd*. Rachel is an experienced convener and facilitator on sustainability issues and has led roundtables on issues including; ‘Tomorrow's Global Company’ report for UK Finance Directors; on David MacLeod’s independent review on employee engagement for BIS; how to embed sustainability into the ACA qualification for ICAEW members; and for The Finance Innovation Lab she has led a work stream looking at how the Lab can communicate about its work effectively, facilitated at the internalising externalities workstream and at Lab Assemblies. Experienced in academic writing and trained in Research Methods and market research Rachel has a BA in Psychology, an MA in Marketing, specialised in CSR for which she won the Brian Francis Memorial Award and was invited to present findings at various conferences including the Academy of Marketing and European Marketing Academy in 2007. Linda Scott, DP World Chair for Entrepreneurship and Innovation, University of Oxford linda.scott@sbs.ox.ac.uk Professor Linda Scott is DP World Chair for Entrepreneurship and Innovation at the Said Business School, University of Oxford. Her research, which focuses on market-based approaches to women’s economic empowerment, has ranged widely. She has studied various “entrepreneurship networks,” including Avon’s operation in Africa as well as the CARE Rural Sales Programme in Bangladesh. As an experienced researcher in consumer behavior, she has begun studying the impact of consumer goods on rural communities in development settings, including, for example, determining the impact of sanitary pads on girls’ retention in African schools. Before coming to the Said School, Professor Scott was at the University of Illinois, where she was appointed in Communications, Women’s Studies, Art & Design, and Advertising. Her concentration was the interaction between women, commercial messaging, and consumer culture. She has published a number of articles, as well as books, such as Persuasive Imagery 10 (2000), an edited collection on response to advertising images, and Fresh Lipstick: Redressing Fashion and Feminism (2004), a critical history of the birth and growth of American feminism alongside that of the fashion industry. Her book, Consumption and Spirituality, edited with Diego Rinallo and Pauline Maclaran, was published by Routledge in summer 2012 and she has a new single-authored book in development, The Double X Economy: Women, Power, and the Global Marketplace. Professor Scott has worked with a number of multinational corporations, such as Procter & Gamble, as well as not-forprofits, such as CARE, Plan, and UNICEF. She is on the board of the Advertising Educational Foundation, is the editor of Advertising & Society Review, and has recently joined a US State Department subcommittee on women’s access to markets. Professor Scott blogs regularly on her website: www.doublexeconomy.com. Suki Laniado Smith, Partner, Shirlaws UK Ltd ssmith@shirlawscoaching.com I am a partner at Shirlaws UK Ltd. We are a global business coaching organisation which focuses on supporting businesses to understand their intent. We understand that business that use this a main driver have a far more sustainable future. I specifically focus on working with businesses and social entrepreneurs who are committed to building their business models based on triple bottom line economics. At this time I am supporting the Finance Innovation Lab to develop a strategy to scale the lab globally as well as working with other businesses with a sustainability agenda. Richard Spencer, Head of Sustainability, ICAEW Richard.spencer@icaew.com Dr. Richard Spencer is Head of Sustainability at ICAEW. He joined ICAEW in 2005 and set up the sustainability practice within the Technical Strategy department, ICAEW’s think-tank. Richard leads on the Institute’s thought leadership programme Sustainable Business. This has included designing a conference in Beijing on Environmental Corporate Responsibility with Peking University and the Chinese State Environmental Protection Administration, acting as content lead on the Institute’s Business Sustainability Programme and running a session on sustainability for Cass Business School executive MBAs, producing technical guidance on environmental reporting written in conjunction with the Environment Agency. Richard is also one of the co-conveners of The Finance Innovation Lab, an initiative designed to cocreate a new model of capitalism, one that serves society and the environment. This is a project that ICAEW has undertaken with WWF-UK. The aims of the Lab are: to create a community of innovators who can bring about breakthrough change in the financial sector; to innovate and prototype a portfolio of solutions that can tip the finance system so that it better serves humanity and the environment; to support our community to build the knowledge, skills, attitudes and resources they need to innovate and change and to build a system of influence by leveraging from the relationships created in the Lab community to influence others and create wider system change. 11 Before joining the ICAEW Richard worked as a strategy consultant in the Natural Resources division of Accenture. Prior to that he worked at N M Rothschild & Sons Ltd for eight years in the bank’s treasury and project finance teams with a year at Rothschild Australia. He began his career at the Bank of England in the banking supervision arm which regulates banks in the UK. He sits on the technical working group of the Carbon Disclosure Standards Board, FEE Sustainability Working Party and the Advisory Group for the Social Return on Investment Project for the Cabinet Office- Office of the third sector. Richard is a visiting fellow at Cass Business School and a fellow of the Royal Society of Arts. He holds a degree from Leeds University, an MA from the Courtauld Institute in History of Art, a PhD in History and a post-graduate certificate in economics from University of London. Hendrik Tiesinga, Co-Founder, Natural Innovation hendrik@natural-innovation.net Hendrik is an experienced developer and facilitator of collaborative learning and innovation programs and projects. He is a co-founder of Natural Innovation and a co-initiators of the Finance Innovation Lab. His projects range from multi-stakeholder dialogues on nano-technology, culture change in the NileBasin, trainings on sustainable innovation and creative labs with artists and the cultural sector. Hendrik is currently pursuing a Phd on the topic of systems transitions and societal innovation labs at the Warwick Business School. He is currently based in Cairo to do fieldwork as well as to support the development of the Nile Project. Find out more about his research on www.societal-innovation.org. Marc Ventresca, University Lecturer and Fellow, University of Oxford, Said Business School marc.ventresca@sbs.ox.ac.uk Marc J Ventresca is an organisational and economic sociologist at Oxford University. He is on faculty at the Saïd Business School and a Fellow of Wolfson College, with research and teaching focus on innovation, organizations, and markets. He is also an affiliated research associate professor of global public policy at the Naval Postgraduate School. His research investigates cases at the intersection of economic sociology, strategy and innovation: Market-building strategies in ecosystems services markets in Amazon Peru and for inclusive markets in Bangladesh, emerging models of venture funding and incubators, security and innovation regimes, and diffusion of governance innovations in global financial markets and in U.S. higher education His industry expertise is based in knowledge- and -information-intensive organizations with emphasis on emerging energy and mobile sectors. Recent research and views are published in Academy of Management Journal, Environmental Science and Policy, Journal of Business Venturing, Organization Science, Theory & Society, as well as in blogs and Twitter postings (@marcventresca) and a TEDxOxbridge video. His teaching focuses on strategy and innovation, social networks and market creation, implementation, and entrepreneurial leadership and leadership for complex operations. At Oxford, he is Academic Director for the Science Innovation Plus initiative, supports many student and research activities for the Skoll Centre for Social Entrepreneurship, and serves as a core faculty member for the Goldman Sachs 10K Women Entrepreneurs Programme in China. He is advisor/mentor to several 'system-changing' startups founded by recent Oxford alumni, and a strategic advisor for Oxford Entrepreneurs, Global Thinkers, Local Insight/Global Impact, and the Oxbridge Biotechnology Roundtable. 12 He earned degrees in political philosophy/governance, education policy analysis and organizational sociology at Stanford University, held a postdoc at the Center for International Security and Cooperation at Stanford University, and served on faculty at Kellogg/ Northwestern University before joining Oxford. Shelagh Wright, Mission Models Money, ThreeJohnsandShelagh, Demos, Independent shelagh.wrightg@demos.co.uk I work with a diverse range of people and projects around the world on developing cultural and creative economy policy and sustainable practice, wearing many hats - as a Director of Mission Models Money, an Associate of the think tank Demos, a Director of ThreeJohnsandShelagh or just as me. I've written a bit on this stuff: Creativity Money Love; After the Crunch; So.What Do You Do?; Making Good Work and Design for Learning; as well as research work on sustainable cultural and creative enterprise, skills and investment policy. At the moment I'm working on trying to model and then illuminate places where people are working with values and creativity to subvert the dominant market and create the enabling conditions for renewal. Soushiant Zanganehpour, Strategy & Operations Manager, Skoll Centre for Social Entrepreneurship soushiant.zanganehpour@sbs.ox.ac.uk Soushiant joined the Skoll Centre in May 2012 to help scale up the centre’s outputs and refine its focus, craft future strategy whilst also running the centre’s day-to-day operations. Soushiant’s experiences span the fields of management and strategy consulting, policy and entrepreneurship. He has helped both non-profit (universities and NGO’s) and for-profit (health care and global extractive industries) clients overcome strategic and operational challenges. In London, he was an Associate at Adam Smith International and advised government officials from developing countries on governance reforms for the extractive industries. Prior to this, Soushiant was Consultant at Volans, where he co-authored a background policy paper with Chairman John Elkington for the European Commission assessing natural resource management and CSR uptake by multinational corporations in emerging markets as well as contributed research to Elkington’s latest book, The Zeronauts. Between 2006 and 2009, Soushiant led a policy program at a leading Canadian disarmament and non-proliferation think tank (The Simons Centre) exploring the motivations and implications of Iran’s nuclear technology advancements, and advised the Canadian and US governments on appropriate policy responses. With regards to this workshop, Soushiant is deeply interested in entrepreneurial ventures and initiatives that attempt to correct and rebalance the inequities that the market system and predominant capitalist economic development paradigm generate. In particular, he is interested in better understanding and devising disruptive initiatives to unhinge inequitable systems that benefit a minority of people at the expense of the broader majority. He’s broadly interested in change initiatives; in particular the clever use of language to support policy/regulatory change as well as building "business cases", economic logic and new analytical frameworks supportive of systemic change. Lastly, he is interested in designing systemic instruments/mechanisms to support greater risk taking and leadership for the benefit of public good. 13