SOCAP Goes Local

Tuesday, Sept 13, 2016
Fort Mason Center
San Francisco, CA



Since the very beginning of SOCAP, we have been betting that a movement is stirring all around the world that intersects money and meaning towards an economy that supports the kind of world we all believe should exist.

Over the last few years we have been inspired how local innovators are pioneering the future. From inner city neighborhoods of Baltimore to rural agriculture towns of California, local innovators are discovering that it’s not only jobs that are important, but growing local ownership, access to capital, and especially local wealth creation.

Join the people creating the new local economy, building an inclusive system that works for all. Here you will meet the people making it happen, the leaders who are taking back the economy from Wall Street to Main Street.  We are thrilled to host this first of its kind one day event the day before SOCAP that will highlight the new funding tools, the best practices, the pioneering failures, and the success stories we can all learn from. 

You will meet and get to know the people who are just like you, making it happen in their economies that you can learn from and stay in touch with, the valuable strangers who will become unlikely allies, the peers you’ll call when you need to figure something out or need help. Join us on Tuesday, September 13th and engage with hundreds who are grounding impact investing and social entrepreneurship in their own neighborhoods, towns, and cities.

We will be featuring the nation's leading practitioners, entrepreneurs, activists and community investors to explore together how to create a local economy that creates wealth for all neighborhoods, revives local food systems and heals the planet.

This one day event was designed for SOCAP attendees who want to apply SOCAP‘s unlikely ally and impact investing principles to their local economy. We have been hearing from so many of you that this is what you want – a way to take SOCAP home with you.

Finally, if you’ve always wanted a taste of SOCAP, this is a perfect first step. For those of you who stay for the entire SOCAP this theme will continue to build through the three days of Socap. You will also receive a significant discount for a full SOCAP pass.  

We expect even more momentum to build in this space in the months and years to come, we also expect this will timely new offering will sell out quickly.

In partnership with Balle, SOCAP is inviting you to come to the event that’s about the people who are taking it to the next level. Come to Neighborhood Economics and learn and find your people.

• Find out about the new funding tools that are letting local people invest in businesses in their communities and states, from direct public offerings to new crowdfunding of real estate through a community lens.

• See new ways to democratize ownership, like the new style employee and producer cooperatives working with anchor institutions that are creating community wealth in isolated places all over the country. Discover how investors are learning how to invest in cooperatives and still have a seat at the table.

• Find new investment tools for investing in businesses that matter, that are creating just economies that work for everybody in your city, from affluent neighborhoods to the marginalized.

Thrilled to welcome these brilliant minds into the discussion.

Michelle Long

Michelle Long

Jessica Norwood


Amy Cortese


John Katovich


Kevin Jones


Derrick Braziel


Michael Shuman


Jase Wilson

Jase Wilson

Connie Evans


Konda Mason


Rodney Foxworth

Echoing Green

Marjorie Kelly


Laurin Hodge

Laurin Hodge Photo_sq

Tim Soerens


Rosa Lee Harden


Jan Baker


Tomas Duran

Tomas Duran_Headshot 200x

Matt Stinchcomb

Matt Stinchcomb hirez 200x

Mariela Cedeño


Kali Akuno

Kali-Akuno_Solo_2016 200x


8:00 to 9:00 am: Registration and coffee

9:00 to 9:15 am: Welcome
Kevin Jones, Rosa Lee Harden, & Tim Soerens

9:15- 9:30 am: Pioneering stories from the leading edge:
Derrick Braziel: Mortar & BALLE fellow
Rodney Foxworth: Invested Impact & BALLE fellow
Laurin Hodge: Mission Launch


9:35 to 9:45: Michelle Long
9:50 to 10:00: Michael Shuman
10:05 to 10:30: Jessica Norwood

10:30 to 10:45: Coffee break

10:45 to 11:00: Pioneering stories from the leading edge:
Trisha Charkrabarti: Mandela Marketplace & Mariela Cendeño: Mandela Foods
Matt Stinchcomb:
Kali Akuno: Cooperation Jackson

Mainstage Conversations:

11:00 to 11:30:
Why must we “go local” and why is now the time?

Moderator: Jan Baker
Michelle Long
Marjorie Kelly
Jim Schorr
John Katovich
Amy Cortese

11:30 to Noon:
How do we make this transition? How can we act our way into a new future?

Moderated by Kevin Jones:
Konda Mason
Connie Evans
Michael Shuman
Matt Stinchcomb

12:00 to 1:00: Lunch

1:00 to 1:20: Pioneering stories of emerging tools
Pitichoke Chulapamornsri: Neighborly
Annie McShiras: Self Help Credit Union
Arno Hesse: Credibles
Craig Sharton: Fulton Street Investors

Breakout Sessions – 1:20 to 2:20 pm

Growing Access to Capital for Main Street:

Main Street is a critical engine of the economy. Small businesses create jobs, wealth, and social capital— which are imperative for thriving, equitable communities. Yet too often, small business owners are unable to access capital and resources they need to grow and hire. AEO, the premier voice of innovation in microfinance and microbusiness in the United States, will lead a dialogue about opportunities to close the capital and resource gap for small businesses on Main Street in every neighborhood.

Session leaders:
Connie Evans: AEO
Derrick Braziel: Mortar
Galen Goldofi: Justine Petersen

Investing in a local future: Anchor institutions and systemic change

The growing role of anchors institutions such as hospitals and universities are showing incredible promise to nurture, extend, and grow our local economies. These locally rooted organizations with substantial influence are stepping up to reimagine how they function to accelerate and leverage their systemic footprint to build and enhance community wealth. Join us for what’s sure to be a rousing conversation on the potential and promise of this growing movement.
Session Leaders
Tyler Norris: Kaiser Permanente
Marjorie Kelly: Democracy Collaborative
Karin Cotterman: Universithy of San Francisco
Markese Bryant: Remix (SOI)

2:20 to 2:45: Break

Breakout Sessions – 2:45 to 3:45

Emerging tools to accelerate capital

While access to capital remains a critical issue, especially in neighborhoods that have historically experienced under investment, new tools are emerging to accelerate capital into our neighborhoods. Join this session and meet the change makers who are designing and spreading innovative new ways to increase the flow of money to those who need it the most.

Session leaders:
Kevin Jones: SOCAP
Konda Mason: Impact Hub Oakland
Jase Wilson: Neighborly
John Katovich: Cutting edge Capital

2:45 to 3:45: BREAKOUT #4
Building Businesses for Local Economies That Work for All
: Room 2

BALLE Local Economy Fellows are working to eliminate systemic barriers, invest in good jobs and build opportunity within communities that have been historically oppressed. In this session, BALLE executive director Michelle Long will be joined by Fellows Hilary Abell, Tomas Duran and Donovan Woollard who will share strategies for building the capacity to support worker-owned co-ops and bring a non-traditional focus to entrepreneurial development. As a capstone to the discussion, Fellows Kali Akuno, Derrick Braziel and Matt Stinchcomb will join in a Q&A to share further insights from their morning talks.

Session leaders:
Michelle Long: BALLE
Hilary Abell – Co-Founder, Project Equity
Tomas Duran – Concerned Capital
Donovan Woollard – Radius Ventures

3:45 to 4:00: Closing words, next steps, and introduction to the evening with SOCAP

A special thank you to these sponsors: