1. Hear From Participating
Organizations Like:
proudly present:
UNITUS CAPITAL
MICROPLACE (AN EBAY
Microfinance 2.0
COMPANY)
TM
MYSPACE
LINKEDIN
INTERNATIONAL
Innovative Solutions to Thrive in the Downturn ASSOCIATION OF
MICROFINANCE
INVESTORS
GUGGENHEIM
June 15-17, 2009 • San Francisco, CA PARTNERS
KIVA
DONORS CHOOSE
MEDIA
INVESTMENTS
GRAY GHOST
VENTURES
HOUSING
MICROFINANCE,
LLC
ACCION
INTERNATIONAL
CONSULTATIVE
GROUP TO ASSIST
Attend a unique event that will allow THE POOR (CGAP)
attendees to: SALESFORCE
FOUNDATION
Expand outreach and increase impact in the
•
developing world THE CALVERT
FOUNDATION
Compare and contrast models for reaching
•
BLUE ORCHARD
the Bottom of the Pyramid
SKS MICROFINANCE
Identify meaningful and profitable
•
microfinance investments BANEX (FORMERLY
FINDESA)
Discover important lessons from Silicon
•
FACEBOOK
Valley’s top entrepreneurs
OUTLOOK VENTURES
Move beyond microfinance with mobile
•
banking and other innovative products VODAPHONE
Benefit from unparalleled networking opportunities
•
GLOBOKASNET
AND MORE!
Sponsors: Conference Partner: Media Partners:
1-800-882-8684 • www.iqpc.com/us/microfinance

2. Who You will Meet:
Microfinance 2.0
Private Investors
•
Social Entrepreneurs
•
TM
Innovative tech gurus
•
Family Offices
•
Foundations
•
Innovative Solutions to Thrive in the Downturn Microfinance Practitioners
•
Public Sector Banking Executives
•
June 15-17, 2009 • San Francisco, CA Micro-insurance companies
•
Forward-thinking social
•
entrepreneurs
Microfinance attorneys
•
Public pension funds
•
Venture capitalists
•
Dear Friends and Colleagues, Consultants
•
The leader in conferences, IQPC, is
pleased to partner with the Silicon
Valley
Microfinance Network in 2009 to Sponsorship and
present a conference that will really
stand out
from the crowd. From June 15-17,
Exhibition
2009, Microfinance 2.0 will leverage
the unique
attributes of Silicon Valley and the SF
Opportunities
Bay Area to create a truly unique indu
stry-wide
experience. Don’t fall behind the curv
e--join us in San Francisco as we exp
lore next-
generation strategies to achieve Sponsorships and Exhibits
realistic scalability and lasting soci are excellent opportunities
al impact.
for your company to
This must-attend event will ensu showcase its products and
re you take away a thorough und
erstanding of services to high-level,
where the industry is moving and
a stack of important business card targeted decision makers
s. This is the
only conference that focuses on new attending Microfinance.
innovations in microfinance, and will International Quality &
cover
vital, forward-thinking topics such
as: Productivity Center (IQPC)
helps companies like yours
achieve sales, marketing
Overcoming the economic storm with
•
and branding objectives
innovative techniques and stra
tegies
Learning tools from Silicon Valle
• by setting aside a limited
y’s top fast-growth companies number of event
• Revo
lutionizing technological inventio sponsorships and exhibit
ns that profitably help the Bottom
of
the Pyramid spaces – all of which are
custom-tailored to help
• Shif
ting investor strategies in microfin your company create a
ance
• Eval
uating the impact of venture cap platform to maximize its
ital firms in microfinance exposure at the event. Visit
• Ana
lyzing models for scaling us on the Web and see
• Enga
ging discussions on how the internet what other exciting and
is changing the face of micro-lo information-packed
ans
• Soc
ial networking insights from the conferences are being
bay area’s most innovative entrepre
neurs
• Unp
aralleled networking opportunitie offered by the International
s Quality and Productivity
• And
more Center! To find out more
about upcoming IQPC events,
contact Mario Matulich at
Be sure to meet us at the crossroa
ds of microfinance and innovation 212-885-2719 or via email at
at the event
that is poised to stand out as the sponsorship@iqpc.com.
next generation in microfinance even
ts. Don’t
miss this opportunity—register toda
y!
We can’t wait to host you in our hom Conference Partner
etown!
Silicon Valley
Microfinance
Network
(SVMN)'s
mission is to
harness the Bay
Marie-Louise Adlercreutz Area's unique resources and mobilize people to
Jeremy Turpen
&
Divisional Director, Finance IQ address the challenges of extending financial
Conference Director services to the poor and thereby to reduce global
A Division of IQPC poverty. The organization does this by connecting,
IQPC
marielouise.adlercreutz@iqpc.c educating, and engaging people in microfinance.
om SVMN hosts top-tier monthly speaker programs and
networking events, offers training courses, provides
microfinance information and presentations on its website
PS. SVMN & IQPC are committed
to making this confer ence afforda (www.SVMN.net), and connects individuals with job and
ble
for as many people in the industr volunteering opportunities in the enterprise development
y as possible. Register early to space. The network consists of microfinance practitioners,
tak e advantage of a $799 registr
ation fee! investors and funders, professors and students, technology
experts, and other business professionals from around the
Bay Area and beyond.
1-800-882-8684 • www.iqpc.com/us/microfinance
2

3. Pre Conference Workshops
Monday, June 15, 2009
9:00 - 12:00 8:00-9:00 Registration and Morning Networking
A Microfinance 101: Small Loans, Big Impact: A Pre-Conference Primer on Microfinance
Interested in learning more about microfinance? Learn the basics of Conquering Issues in the Microfinance Landscape
Microfinance or brush up on the topics! Join Sean Foote as he • Evaluating country contexts and variations
condenses his popular Berkeley business school class on Microfinance • Gaining liquidity for investors
into a few short hours. Why does group lending work? Why are there • Effectively applying entrepreneurship
differences in geographic penetration of microfinance? Is gender bias
Offering Other Microfinance Products—Beyond Credit
ethical? Don’t miss this pre-conference workshop that will maximize • Introducing savings products
your understanding for the main event! • Understanding the importance of education
Introduction to Microfinance • Mitigating risk with insurance
• Building a foundation with a history of informal savings
Investing in MFIs
• Dissecting major components of microfinance’s ecosystem
• Measuring impact
• Overcoming challenges in microfinance: gender, impact, alternatives
• Selecting an investment vehicle and process
Designing a Structure that Works—Group Lending and Variations • Assessing Sustainability
• Analyzing microfinance’s unique structure
Workshop Leader:
• Exploring rates of return and the cost of money
Sean Foote, Partner
• Comparing and contrasting individual vs. group lending
LABRADOR VENTURES, Professional Faculty, UC-BERKELEY HAAS
Overcoming Management Challenges at MFIs—Compensation and SCHOOL OF BUSINESS
Structure
• Overcoming scale issues
• Addressing the issue of mission drift
• Realizing techniques for realistic sustainability
1:15 – 4:15 12:00 - 1:15 Networking Luncheon
B Utilizing Microfinance Investment Vehicles to Achieve your Goals
Learn directly from the experts on how to structure MIVs from incubating PART 3: INCUBATING, GROWING AND MANAGING A SUCCESFUL MIV
an MIV to selecting an investment. You’ll walk away with a thorough Structuring Best Practices
understanding of everything MIV • Determining the optimal structure—tax & structural issues
• Establishing a reasonable fee structure
PART 1: CURRENT STATUS • Evaluating reinvestment criteria
Building a Foundation—An Overview of Microfinance Investment
Vehicles Fundraising for Successful MIVs
• Defining microfinance investment vehicles (MIVs) and key terms • Identifying and carving out a niche for new funds
• Understanding the distribution of current MIV assets under management: • Expanding the investment scope with follow-on funds
- Regional, asset class, and domicile considerations • Selecting the appropriate investors for your fund
- Direct MFI investments vs. MIVs
Lessons Learned from HR, Operations, and Administration
Comparing and Contrasting MIV Segmentation by Structure
Mastering the Investment Process
Diving Deeper into an MIV
Sourcing Deals Successfully
• Exploring the anatomy of fund-of-funds, bank-supported funds, local
• Entering new markets
currency funds, secondary funds, owner/operator holding companies, • Deal-making best practices
greenfield funds
- Emerging trends
• Structuring MIVs to maximize growth and achieve sustainability
- Learning from new case studies
• Exploring the current microfinance investment landscape
- Coupling M&A activity with investments
Understanding the Impact of MIV growth - Investing in convertibles
• Assessing the growth of assets under management and number of funds
Assessing the Importance of Effective Exits
• Comparing relative growth rates of equity, debt, and hybrid funds
• Exiting strategies—best practices and lessons learned
• Dissecting important drivers for MIV growth
• Dissecting case studies of past effective MIV exits
Analyzing MIV Performance - Profund
• Contrasting debt returns, equity returns, indices, and synthetic returns - MIV investors in ACCION
• Balancing index providers and rating organizations - Indian MIV investments in multiple rounds of financing for the same
MFI
Predicting Future Trends for the Next Wave of MIVs
Assessing, Mitigating and Monitoring MIV Risk
PART 2: ANALYZING MIVS FROM THE INVESTORS’ PERSPECTIVE Market risk
•
Exploring MIV Features: What do Investors look for? • Credit risk
• Exploring liquidity, foreign currency risk, expense ratios, and track records
• Operational risk
• Comparing and contrasting the pros and cons of:
• Legal/regulatory risk
- Large MIVs vs. Small MIVs
- Captive MIVs vs Non-captive MIVs Workshop Leaders:
- Regional Specialization Howard J. Finkelstein, Founder
- Debt MIVs vs. Equity MIVs vs. Hybrid MIVs LAW OFFICES OF HOWARD J. FINKELSTEIN
Selecting the Right MIV to Achieve your Investment Goals Bhakti Mirchandani, Associate Vice President
• Insuring appropriate due diligence UNITUS CAPITAL
• Selecting investment criteria
• Considering perspectives of commercial, commercially-oriented, and
Roland Dominicé, Executive Director
development investors SYMBIOTICS
1-800-882-8684 • www.iqpc.com/us/microfinance 3

4. Main Conference Day One
Tuesday, June 16, 2009
8:00 Registration & Coffee 12:30 Networking Luncheon
9:00 A Special Welcome from the Silicon Valley Microfinance Network 1:30 Mitigating Foreign Exchange Risk with these Innovative
The Silicon Valley Microfinance Network is a grass-roots organization that Techniques
leverages the unique attributes and characteristics of the bay area to What new players are successfully tackling the forex risk issues and how?
connect, educate and engage people in the field of microfinance. • Unraveling how the global recession is affecting currencies
• Predicting upcoming currency fluctuations
Sean Foote, Board • Applying forex lessons to the microfinance industry
SILICON VALLEY MICROFINANCE NETWORK, LABRADOR VENTURES, LLC, • Comparing and contrasting investor forex strategies
Professional Faculty, BERKELEY HAAS SCHOOL OF BUSINESS • Tackling difficult forex issues for MFI’s
April Newman, Executive Director
Moderator:
SILICON VALLEY MICROFINANCE NETWORK
Rupert Ayton, Chairman & Co-Founder
CENTER FOR THE DEVELOPMENT OF SOCIAL FINANCE
9:20 KEYNOTE PRESENTATION: Explosive Growth and Impressive
Outreach: What the Microfinance Industry can Learn from Silicon Panelists:
Valley about Scale Brian Cox, Executive Director
Join the visionary leader of this fast-growth company on scaling microfinance MFX SOLUTIONS
to reach ALL of the world’s poor by accessing the retail investor. Art Avedisian, Executive Director
Tracey Turner, Founder CYGMA
MICROPLACE (AN EBAY COMPANY)
2:30 Mid-Afternoon Refreshment & Networking Break
10:00 Mid-Morning Refreshment & Networking Break
3:00 Microfinance Dot Com: Leveraging the Unique Powers of the
10:30 Learning Lessons from the Social Networking World Internet to Scale Effectively, Improve Efficiency, and More!
Meet us at the crossroads of innovation as we learn lessons from the • Analyzing online marketing strategies for microfinance
world’s leading social networking sites about expansion and outreach to • Learning how donors and investors alike are increasingly utilizing the
reach the next billion! web
• Leveraging the unique powers of the internet to increase scale • Monetizing traffic and successfully converting clicks to profitability
• Monetizing social networks to increase outreach and impact
Moderator:
• Utilizing Silicon Valley business models for outreach marketing in the
Tracey Turner, Founder
developing world MICROPLACE, AN EBAY COMPANY
Moderator: Panelists:
Dave McClure, Founder & CEO Premal Shah, President
500 HATS KIVA
Panelists: Randy Paynter, Founder & President
Jason Oberfest, Senior Vice President CARE2
MYSPACE
Brita Lombardi, Executive Vice President, Marketing & Expansion
Adam Nash, Sr. Director – Product & User Experience DONORS CHOOSE
LINKEDIN
Dennis Whittle, CEO
Hunter Walk, Director—Product Development GLOBAL GIVING
YOUTUBE (A GOOGLE COMPANY)
Roland Dominicé, Executive Director
Meagan Marks, Director SYMBIOTICS
FACEBOOK
4:00 Picking Winners: What Microfinance Investors can learn from
11:30 Investor Strategies in Challenging Times: Impact Investors Share Sand Hill Road
their Perspective Join Silicon Valley’s top Venture Capitalists and Private Equity Firms as
Capital flows into microfinance registered astounding growth during they discuss how to apply tried and true investment strategies to
2004-07. In this panel, leading impact investors share their views on development finance.
microfinance investing in light of: the current financial market turmoil, • Discovering how Silicon Valley Venture Capital Firms will enjoy
microfinance industry performance and global economic realities. We’ll emerging market returns in the sector, in any market
cover important topics such as: • Identifying countercyclical investments that won’t be affected in the
• What the industry is doing right to attract capital in this economy
downturn
• What the industry could do to attract more commercial capital to the • Learning different opportunities from Venture Capital and Private
industry Equity experts
• Examining the changing roles of the various sources of microfinance • Evaluating the impact of different investor roles
capital during the global recession
Moderator:
Moderator: Maya Chorengel, Managing Director
Joan Trant, Executive Director UNITUS EQUITY FUND
INTERNATIONAL ASSOCIATION OF MICROFINANCE INVESTORS
Panelists:
Speakers: Randy Haykin, Managing Director
Raul Pomares, Vice President OUTLOOK VENTURES
GUGGENHEIM PARTNERS
Elizabeth Clarkson,
Gerhard Pries, President DRAPER FISHER JURVETSON
MEDA INVESTMENTS
Taylor Jordan, Managing Director 5:00 End of Day 1
IMPRINT CAPITAL ADVISERS
Alex Hartzler
1-800-882-8684 • www.iqpc.com/us/microfinance
PRIVATE INVESTOR 4

5. Main Conference Day Two
Wednesday, June 17, 2009
8:00 Registration and Coffee 12:00 Revolutionizing Microfinance with Exciting Technology Innovations
Don’t fall behind the curve! Join us for a lively discussion of cutting-edge
technology solutions, such as mobile banking, that are changing the face of
8:45 Welcome & Re-Cap from Day One
microfinance. These cutting-edge devices designed for the bottom of the pyramid are
Silicon Valley Microfinance Network Representative: • Reducing transaction costs
Sean Foote, Board, SILICON VALLEY MICROFINANCE NETWORK, • Providing emerging market returns in any market
Partner, LABRADOR VENTURES, LLC, Professional Faculty, BERKELEY • Expanding outreach
HAAS SCHOOL OF BUSINESS • Alleviating poverty in a timely manner
Moderator:
9:00 KEYNOTE PRESENTATION: NextGen: Utilizing Microfinance as a
Gautam Ivatury, Strategic Adviser
Distribution Channel for Multiple Products to the Poor
CONSULTATIVE GROUP TO ASSIST THE POOR (WORLD BANK)
• Utilizing existing distribution panels for multiple products to the poor
• Comparing and contrasting different scaling strategies
Panelists:
• Identifying market-rate investments with new products
Gino Picasso, Founder & CEO
GLOBOKASNET
Vikram Akula, Founder
Dr. Nick Hughes, Global Head of International Mobile Payment Solutions
SKS MICROFINANCE
VODAFONE
9:30 Expanding Outreach with Corporate Perspectives on the Jesse Moore
Bottom of the Pyramid GSMA DEVELOPMENT FUND
• Assessing the social impact of profit-seeking corporations focusing
on the bottom of the pyramid 1:00 Networking Luncheon
• Comparing and contrasting scaling models from different companies
• Analyzing risk on scaling operations throughout the developing
2:00 Microfinance in a Macroeconomic Mess! Evaluating how the Current
world Financial Crisis Affects the Microfinance Industry
Thriving during the recession with cutting-edge solutions to complex issues
• Anticipating future growth and profit through BoP focus •
• Exploring the counter-cyclical nature of microfinance
Moderator: • Investor strategies—prioritizing when your ability to invest just shrunk
Vikram Akula, Founder • Overcoming negative investor sentiment
SKS MICROFINANCE
Moderator:
Panelists: Jim Bunch, Director of Investments
Steve Wright, Director of Innovation OMIDYAR NETWORK
SALESFORCE FOUNDATION
Panelists:
Shari Berenbach, President & CEO
Stephen Goodman, Executive Communications
CALVERT FOUNDATION
SUN MICROSYSTEMS
Ann Miles, Director
Lee Valkenar, Co-chair Board of Directors
BLUE ORCHARD
WHOLE PLANET FOUNDATION (WHOLE FOODS)
Tomas Miller, Senior Investment Officer
10:30 Mid-Morning Refreshment & Networking Break MULTILATERAL INVESTMENT FUND
11:00 Beyond Microfinance: Innovative Financial Products Hitting the 3:00 Recession?! What Recession?! Evaluating Strategies and Best Practices from
Industry MFI’s and Investors who are Successfully Weathering the Current Economic
• Defining the next generation of microfinance with new
Storm
opportunities in private schools, health, youth, energy, post-conflict • Discovering innovative methods that successful MFIs are utilizing
areas and more! • Learning how to profit during the downturn
How long can we lend without collateral?
• Enjoying emerging market returns in new products •
• Exploring the social outreach of these products
Moderator
Jonathan Lewis, Chairman
Moderator:
MICROCREDIT ENTERPRISES
Steve Hardgrave, Partner
GRAY GHOST VENTURES Panelists:
Gabriel Solorzano, Founder & CEO
Panelists:
BANEX (FORMERLY FINDESA)
James Magowan, Founder
HOUSING MICROFINANCE, LLC Vikram Akula, Founder
SKS MICROFINANCE
Monica L. Brand, Vice President and Program Manager
ACCION INTERNATIONAL 4:00 End of Event, See you next year!
* All prices include lunches, refreshment and MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC
Registration Information detailed conference materials. Contact us at 1- Details for making payment via EFT or wire transfer:
800-882-8684 for special dietary requirements. JPMorgan Chase
* Discount cannot be combined Penton Learning Systems LLC dba IQPC: 957-097239, ABA/Routing #:
Register and pay Register and pay Register and after
Pricing TEAM DISCOUNTS 021000021
by 04/17/09 by 05/15/09 by 05/15/09 Contact Customer Service at 1-800-882-8684 Reference: Please include the name of the attendee(s) and the event
for the following discounts: number: 17288.001
TEAM: Only one discount may be applied per
Conference (save $200) (save $100) Payment Policy: Payment is due in full at the time of registration.
registrant. Your registration will not be confirmed until payment is received and
Only $799 $899 $999
NON-PROFIT, GOVERNMENT, ACADEMIA: Call may be subject to cancellation.
for more information. For IQPC’s Cancellation, Postponement and Substitution Policy,
Workshop $500 $500 $500
PAYMENT INFORMATION: please visit www.iqpc.com/cancellation
Day Only Details for making payment via EFT or Special Dietary Needs: If you have a dietary restriction, please contact
wire transfer: Customer Service at 1-800-882-8684 to discuss your specific needs.
All Access (save $200 (save $100) A $99 processing charge will be assessed to all
©2009 IQPC. All Rights Reserved. The format, design, content and
$1,299 $1,399 $1,499 registrations not accompanied by credit card
arrangement of this brochure constitute a trademark of IQPC.
payment at the time of registration
Unauthorized reproduction will be actionable under the Lanham Act
1-800-882-8684 • www.iqpc.com/us/microfinance and common law principles.
5

6. International Quality & Productivity Center
REGISTRATION CARD 535 5th Avenue, 8th Floor
New York, NY 10017
YES! Please register me for
Microfinance 2.0
TM
Innovative Solutions to Thrive in the Downturn
❑ Conference Only ❑ Workshop Day Only ❑ All Access Pass
See Page 5 for pricing details.
Your customer registration code is:
When registering, please provide the code above.
Name__________________________________ Job Title ________________________
Organization____________________________________________________________
Approving Manager______________________________________________________
Address_______________________________________________________________
City__________________________________State______________Zip___________
Phone________________________________Fax_______________________________
5 EASY WAYS TO REGISTER:
E-mail__________________________________________________________________
❑ Please keep me informed via email about this and other related events. Web: www.iqpc.com/us/microfinance
1
❑ Check enclosed for $_________ (Payable to IQPC) 2 Call: 1-800-882-8684 or 1-646-378-6026
❑ Charge my __Amex __Visa __Mastercard __Diners Club Email: info@iqpc.com
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preceding page. 535 5th Avenue, 8th Floor,
New York, NY 10017
❑ I cannot attend, but please keep me informed of all future events. 17288.001/KA
Get ready for a conference that
really stands out from the
crowd! Attend to:
proudly present:
Expand outreach and increase
•
Microfinance 2.0
impact in the developing world
TM
Compare and contrast models
•
for reaching the Bottom of
the Pyramid
Innovative Solutions to Thrive in the Downturn Identify meaningful and
•
profitable microfinance
investments
June 15-17, 2009 • San Francisco, CA Discover important
•
lessons from Silicon
Valley’s top
entrepreneurs
Move beyond
•
microfinance with
mobile banking and
other innovative
products
Benefit from
•
Sponsors: Conference Partner:
unparalleled
networking
opportunities