The Social Capital Markets conference (SoCap09) in San Francisco clearly illustrated the tremendous interest we’re seeing internationally around how “money and meaning” can come together.

1. Social Capital Markets Conference 2009: A Review of Advancements, Trends & Key Participants September 15th, 2009 1

2. Contents 1. Introduction to Social Capital Markets 2009 2. Enabling a Social Finance Environment 3. Creating a Supply of Capital 4. Creating Competitive Demand 2 5. Canadian Delegation at SoCap 2009: Key Takeaways

3. Introduction to SoCap 2009 Conference title: “Intersection of Money and Meaning” 900+ participants representing 32 countries 40 panels and over 150 speakers Roughly 50% overall participation growth since SoCap 2008 Diverse representation: Government Private/Public Foundations Entrepreneurs Intermediaries Non Profits Fortune 500 companies including banks, investments companies and various industries 3

4. Contents 4 1. Introduction to Social Capital Markets 2009 2. Enabling a Social Finance Environment 3. Creating a Supply of Capital 4. Creating Competitive Demand 5. Canadian Delegation at SoCap 2009: Key Takeaways

5. Enabling a Social Finance EnvironmentEngagement with Government Challenge: Government needs to play a role raising the profile of social innovation by working with leaders to bring new architecture to the industry in order to achieve growth, continuity and uniformity 5

6. Enabling a Social Finance EnvironmentEngagement with Government Opportunity: Government has the ability to induce systemic change 6

7. Enabling a Social Finance EnvironmentEngagement with Government Leadership: The sector needs political leaders to champion social change 7

8. Contents 1. Introduction to Social Capital Markets 2009 2. Enabling a Social Finance Environment 3. Creating a Supply of Capital 4. Creating Competitive Demand 8 5. Canadian Delegation at SoCap 2009: Key Takeaways

9. Creating a Supply of CapitalEngagement with Mainstream Finance Challenge: The social capital market is not yet efficient. Need to tap into capital markets 9

10. Creating a Supply of CapitalEngagement with Mainstream Finance Opportunity: Need to think about philanthropy as an investment class 10

11. Creating a Supply of CapitalEngagement with Mainstream Finance Leadership: A Network of multi-functional stakeholder groups 11

12. Contents 1. Introduction to Social Capital Markets 2009 2. Enabling a Social Finance Environment 3. Creating a Supply of Capital 4. Creating Competitive Demand 5. Canadian Day: Key Takeaways 12

13. Creating Competitive DemandImpact and Outcome Measurement Challenges: In general, blended value organizations struggle to value their competencies and book value. This precludes investment and resources to scale projects Potential Solution: Defining impact as form of business deal evaluation 13

14. Creating Competitive DemandImpact and Outcome Measurement Opportunities: Flow capital to non profits that demonstrate value and effective use of investment dollars Keep metrics and social analysis aligned to mission to assist investees and help investors understand their social impact 14

15. Creating Competitive DemandImpact and Outcome Measurement Leadership: As impact investment increases, so does impact measurement scrutiny and fragmentation between players in the sector Must set aside personal agendas for collective goals of shared vision 15

16. Contents 1. Introduction to Social Capital Markets 2009 2. Enabling a Social Finance Environment 3. Creating a Supply of Capital 4. Creating Competitive Demand 5. Canadian Delegation at SoCap 2009: Key Takeaways 16

17. Canadian Day Pre-Conference Kick-off hosted by 17

18. What does this Mean for Canada?Brainstorming Opportunities 18

19. What does this Mean for Canada? Key Takeaways and Next Steps 19

20. For more information on Social Innovation Generation or Causeway, please contact: Tim Draimin Adam Jagelewski Executive Director, SiG Program Coordinator tim@sigeneration.caadam.jagelewski@socialfinance.ca 20