Put purpose in your portfolio
November 6-8, 2019
Why seek only financial gain, when smart investments can do so much more? Smart investments can tackle social problems, unlock new clean technologies and open the door to an economy with impact.
The Social Finance Forum is Canada’s leading event for those who believe profits can be paired with purpose.
Now in its 12th year, the Forum attracts more than 600 investors, entrepreneurs, finance professionals, charity leaders and public service visionaries who are reshaping markets and ensuring that every dollar makes a difference.
days of programming
Four streams, each featuring high-profile thought leaders, disruptive entrepreneurs and groundbreaking ideas.
SOCIAL FINANCE AT THE GRASSROOTS
Explore how social finance connects to people and empowers communities through bottom-up and place-based models.
FINDING THE RIGHT TRANSACTION
Impact investing is a rapidly growing market – opportunities are plentiful, but the rules are complex. Join us to learn how you can get involved. Investors will be empowered with knowledge and insights to navigate this expanding field.
Learn about the latest innovations in measurement and valuation for risk-return-impact. You’ll come away with tools, case studies and lessons for quantifying the good being created.
TECH FOR GOOD
Discover the entrepreneurs and technologies that are accelerating our progress toward the United Nations’ Sustainable Development Goals (SDGs) in Canada and abroad.
Managing Director, Origin Capital
David leads a team creating high-impact solutions that allow Canadians to invest in the fight against global inequality, particularly for the most vulnerable people in the hardest to reach places. David is also founder of Kind Wealth, a social enterprise providing financial planning to underserved Canadians. He is a frequent speaker at conferences and appears […]
Private Sector Lead, Global Financing Facility, World Bank
As a senior leader at the Global Financing Facility (GFF), Sneha oversees private sector engagement concerning innovative financing and partnerships, as well as technical assistance to country governments employing private sector health systems. Prior to the GFF, Sneha was with the global health investments team at the International Finance Corporation (the private sector arm of […]
Founder, Blended Value Group
Jed Emerson has extensive experience leading, staffing and advising funds, firms, social ventures and foundations pursuing financial performance with social and environmental impact. In addition to his writing, Jed works with families by managing their full net worth for impact. He also advises investment firms on the implications of impact investing for their practice. Jed […]
Anchor, BNN Bloomberg
An award-winning journalist, Amanda has been covering business in North America for more than 20 years. She is the host of Bloomberg Markets for BNN Bloomberg, a global program airing daily from Toronto and New York. She is also host of the weekly radio program and podcast, Exponential with Amanda Lang. Previously, Amanda was CBC’s […]
COO, Thomson Reuters Foundation
Nick focuses on the inclusive economy, designing the Thomson Reuters Foundation’s social enterprise and impact investing legal training courses, as well as leading the organization’s work to stop slavery in supply chains. He is also the director of TrustLaw, the world’s largest legal pro bono service. Prior to joining Thomson Reuters, Nick worked as a […]
Fund Manager, Amplify Capital
Kathryn leads Amplify Capital (formerly MaRS Catalyst Fund), an impact fund based in Toronto focused on investing in Canadian ventures solving social and environmental challenges through technology and business. The fund generates outsize returns from early-stage impact venture investing, targeting investments in clean energy, healthcare and education markets with quantified impact outcome targets for each […]
Deputy Secretary to the Cabinet in the Privy Council Office
Matthew leads the federal government’s Results and Delivery Unit, as well as its Impact and Innovation Unit. Prior to his current role, Matthew was the founding director of the Mowat Centre, a think tank in the School of Public Policy and Governance at the University of Toronto. During that time, he published and lectured widely […]
Corporate Director, RBC
Andrew is a senior leader at RBC and member of the federal government’s Expert Panel on Sustainable Finance. He is also chair of the Ivey Business School Advisory Board, is a board member of Evergreen, and sits on the advisory board of ArcTern Ventures. Prior to that, Andrew spent most of his career at Goldman […]
Liesel Pritzker Simmons
Co-founder & Principal, Blue Haven Initiative
Liesel Pritzker Simmons is co-founder and principal of Blue Haven Initiative, where she oversees, as an investment strategist, a portfolio focused on holdings that generate competitive financial returns and address social and environmental challenges. The portfolio spans asset classes, from traditional equities and direct investments to philanthropic programs. In addition to working closely with entrepreneurs, […]
Vice President, Philanthropic Advisory Services, TD Wealth
Jo-Anne develops corporate philanthropy strategies that help clients in their overall financial and estate plans. She leads TD’s women and philanthropy research efforts, and is the architect and executive director of the Private Giving Foundation, the first donor advised-fund to be launched by a financial institution in Canada. Among her many professional and charitable roles, […]
Chief Data Scientist, Datassist
Heather works on projects for equity and ethics in data. As a statistician (PStat), she takes on the largest questions facing society today, working with non-profit and social sector organizations, local and national governments, and data journalists. Her relentless pursuit of clarity in these projects pushes her beyond pure analysis to mastering the entire data […]
Co-CEO, Grand Challenges Canada
Jocelyn leads all aspects of Grand Challenges Canada’s innovation platform, and plays a key role in the organization’s operations, funder relations, deal structuring and negotiations, risk mitigation, financial management and legal oversight. Prior to Grand Challenges Canada, Jocelyn studied international development, helped create a social enterprise for women in Honduras, and has worked at a […]
Lead, Impact Investing and Social Enterprise, Origin Capital
Mathu plays a key role in realizing Origin Capital’s mission: transforming the lives of the world’s most vulnerable people in the hardest to reach places. Prior to this, Mathu was a business analyst with Purpose Capital, a boutique consulting firm where she worked in the investment advisory and social enterprise strategy practices. Mathu has worked […]
Co-founder and CEO, Corporate Knights Inc.
As head of Corporate Knights Inc., and publisher of Corporate Knights magazine, Toby is a tireless champion of what he calls “clean capitalism.” A graduate of McGill university, he spearheaded the first global ranking of the world’s 100 most sustainable corporations.
Director of Operations and Innovation, Origin Capital
Josh supports the development of innovative social finance tools that used philanthropic dollars for increased private investments — all of it offering a financial return and a measurable social and environmental impact. Josh has more than fifteen years’ experience in the development and humanitarian sector. He’s engaged in academic research, rapid onset emergencies, long-term development programming, […]
Co-founder and Chief Ecosystem Officer, Impak Finance
With more than 20 years’ experience managing, marketing and funding innovative companies — particularly in the media and technology sectors — Paul is respected leader in the world of responsible investment. Ad the head of Impak Finance, Paul has made it his mission to channel capital towards a positive impact economy to bolster its growth. […]
Senior Engagement Officer, ImpactAssets
Sally helps individuals and organizations activate their philanthropy with grants and impact investments. Prior to joining ImpactAssets, Sally was responsible for individual constituent relationship building, as well as capital raising at the Wilson Center, Calvert Foundation, and the Bonner Group. Sally also served as the development director for the Child Guidance Center of Southern Connecticut, […]
Co-founder and Managing Partner, Maycomb Capital
Andi leads Maycomb’s Community Outcomes Fund, the largest U.S. outcomes-based financing fund to date. She has over 25 years’ experience leading, designing and implementing large-scale, public-private partnerships that leverage private investment to address pressing social challenges. Previously, Andi launched and managed the Goldman Sachs Social Impact Fund, and led signature social impact bond investments for […]
Senior Director of Impact Solutions, Y Analytics
Diane helps investors make more effective, evidence-based decisions around allocating capital to drive measurable impact. Before joining Y Analytics, Diane was director of international development at Social Finance Ltd., where she worked on structuring financing mechanisms to address development challenges. She also worked in the investment banking division of Citigroup, focusing on the consumer and […]
Co-founder & Principal, Blue Haven Initiative
Ian Simmons is co-founder and principal of Blue Haven Initiative, where he oversees a portfolio focused on investments that generate competitive financial returns and address social and environmental challenges. A champion and practitioner of impact investing for two decades, he is particularly passionate about pursuing solutions to complex challenges, such as clean energy and affordable […]
Author, Real Impact: The New Economics of Social Change
Morgan Simon has close to two decades of experience making finance a tool for social justice. She has influenced over $150 billion and is a regularly sought out expert on impact investing. Her book, Real Impact: The New Economics of Social Change, has been featured everywhere from Harvard Business School to the United Nations. She […]
+ many more to be announced!
Who you'll meet at Social Finance Forum
Major banks, investment funds & angel investors
Global thought leaders
Government representatives & educators
What people are saying
Social Finance Forum was a perfect opportunity to meet and chat with folks in the industry. I always love the energy of the event.Jory Cohen, Director of Social Finance & Investment Inspirit Foundation
So great to see Social Finance Forum was so well attended – and there were lots of new faces.Bill Young Social Capital Partners
The Social Finance Forum provided me the perfect opportunity to meet like-minded individuals with whom I could explore my passion and ideas. I met truly remarkable individuals and landed my current job with Corporate Knights after sharing research I did during my master's degree with their CEO.Maury Rubin Corporate Knights
The Social Finance Forum brought together the best and brightest from Canada and beyond. The format was just right to hear relevant content while also making many useful connections.Benjamin Overton Thomson Reuters Foundation
The Social Finance Forum is a great event with lots of great people and conversations!Serge LeVert-Chiasson, Senior Partner, Managing Director of Operations & CCO Sarona Asset Management
The Social Finance Forum was expertly executed. I was extremely impressed with the quality of content, the venue, the hospitality and attention to detail. To all involved, well done!Machelle Denison Strong Start® Charitable Organization
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