2010 Canadian Social Finance Symposium

Philanthropic Foundations of Canada and Phillips, Hager & North, in association with Social Innovation Generation invite you to attend the 2010 Canadian Social Finance Symposium.

The day will be broken into two complementary events (with separate registration):

  1. Impact Investing: Game Changer in Social Finance sponsored by Phillips, Hager & North (7:30am-10am) Register
  2. New Thinking about Charitable Funding Models in Canada sponsored by Philanthropic Foundations Canada (10am-3.30pm) Register

These panel sessions follow the launch of the Task Force on Social Finance Recommendations and Report on the evening of November 30. With the support of Ontario’s Provincial Premier Dalton McGuinty, the purpose of this Task Force is to develop recommendations to enhance public and private sector support of social finance. The recommendations should provide a robust framework for the December 1st symposium.

December 1, 2010

MaRS Discovery District in Toronto

Impact Investing: Game Changer in Social Finance (sponsored by PH&N)

7.30 – 10.00am (Breakfast provided)

According to Bitcoin Kaufen, social investors are changing how they view their asset pools in an effort to achieve even greater impact with their financial resources. The emergence of impact investing coincides with a desire by donors for a more meaningful connection to the organizations they support and to have a more significant social impact while still achieving a healthy financial return.

Join us at MaRS from 7:30 am to 10:00 am and attend our panel on Impact Investing, featuring guest speakers from three different perspectives: the demand for money; supply side or those looking for investment opportunities and an intermediary who is working in this space with institutional market-ready products.

New Thinking about Charitable Funding Models in Canada (sponsored by PFC)

10-3:30pm (Lunch provided)

Foundations, donors and social investors are faced daily with the challenge of investing in charities without a clear understanding of their underlying financial models. Charities themselves find it difficult to match their needs to available financing sources. Join us at MaRS for a symposium for funders and investors on  new thinking about funding models and financing mechanisms for charities, featuring speakers from Canada, the U.S. and the UK.


Wednesday, December 1, 2010, 10:00 am to 3:45 pm

MaRS Collaboration Centre, 101 College Street, Toronto

10:00 am – 10:15 am

Introductions – Ilse Treurnicht, CEO of the MaRS Discovery District, Hilary Pearson, CEO, PFC

10:15 am to 11:15 am

New Thinking About Non Profit Funding Models

• William Foster, Bridgespan Group

• Kristin Giantris, NonProfit Finance Fund

11:15 am to 12:15

Analyzing Nonprofit Costs: Overcoming the Barriers

• Seb Elsworth, Association of Chief Executives of Voluntary Organizations, UK

• Lori Holloway Payne, Chief of Operations, Ontario Community Support Association

12:15 to 2:00

LUNCH: Ilse Treurnicht and Tim Brodhead on the Social Finance Task Force

2:15 to 3:15 pm

Funding Beyond the Grant: Canadian Models

• Community Forward Fund, Nora Sobolov

• Accessing Debt Capital from Financial Institutions Kimberley Ney, Alterna Savings

3:15 to 3:45 pm

WRAP-UP: Hilary Pearson, Philanthropic Foundations Canada

About the event speakers:

Impact Investing: Game Changer in Social Finance

Dave Chen is founder & CEO of Equilibrium Capital Group; an investment firm focused on building a portfolio of leading asset management companies, each executing a unique investment strategy in the area of sustainability. From 2000-2007, Dave was a General Partner at OVP Venture Partners focused on early stage tech venture investing. More

Lois Fine, CGA, has over twenty-five years of accounting experience in the non-profit and charities sector.  She is the Director of Finance and Information Technology at YWCA Toronto, and is currently overseeing the finances related to the construction of an $80 million 300-unit green and affordable housing project for women in downtown Toronto.  She currently serves on the Board of Directors for the Social Housing Services Corporation Financial Inc., as well as serving on the Impact Investment Committee through the Social Investment Organization.

Tim Brodhead is President and Chief Executive Officer of The J.W. McConnell Family Foundation, Canada’s largest private foundation. The Foundation, based in Montreal, funds national programs that build a “more resilient, inclusive and sustainable society”. Prior to joining the Foundation in 1992, he was for five years Executive Director of the Canadian Council for International Cooperation (CCIC), a national body representing over 120 non-governmental organizations working in international development. In 2001 Tim was appointed an Officer of the Order of Canada.

Moderator: Dr. Tessa Hebb is the Director of the Carleton Centre for Community Innovation, Carleton University, Canada.  Her research focuses on the financial and extra-financial impact of pension fund investment in Canada and internationally with particular emphasis on Responsible Investment and Corporate Engagement and is funded by the Social Sciences and Humanities Research Council, Government of Canada. More

Charitable Funding Models in Canada

William Foster is a Bridgespan Group partner, the head of the Boston office, and has been with the organization since 2002. He has led Bridgespan’s work with some of the country’s most dynamic nonprofit organizations, national networks, and philanthropic funders in planning major expansions, reorganizations, and merger strategies. He has also helped funders to develop more effective approaches to grant making and identify high-potential grantees, and has partnered with both funders and nonprofits to develop the economic imperative for large-scale growth capital campaigns. More

Seb Elsworth is Director of Strategy at ACEVO, the professional body for non profit leaders in the UK which works to connect and support, develop and represent its 2000 members. Seb leads work on the sector’s relationship with government and its role in the transformation of public services, sector funding, and has particular expertise in non profit governance. He also oversees major capacity building programmes and ACEVO’s business development functions.

Kristin Giantris joined Nonprofit Finance Fund (NFF) in September 2007 as Vice President for the Northeast Region. She is responsible for managing and overseeing delivery of NFF’s services and all marketing and fundraising in metropolitan New York and New England. Ms. Giantris’ professional experience combines over 15 years of economic development and debt financing in both the nonprofit and for profit sectors. Most recently, Ms. Giantris was a Vice President at Citigroup Global Markets Inc., where she managed cross-border, US-dollar debt issuance for various financial, corporate and governmental clients. More

Lori Holloway Payne is the Chief of Operations for the Ontario Community Support Association (OCSA) and Director of the Personal Support Network of Ontario (PSNO), a division of OCSA.  The Ontario Community Support Association is the provincial voice of home and community support services in Ontario. Founded by Lori in 2006, the Personal Support Network of Ontario is a network of 4,000 members which supports Personal Support Workers (PSWs) by providing access to training, resources and networking which better support PSWs in their role as professional caregivers in the healthcare system.

Nora Sobolov is a strategic leader and negotiator in the nonprofit, private and cooperative sector, creating and implementing innovative partnerships and collaboration across economic sectors. Nora is a Founder and Managing Director of the Community Forward Fund, a loan and investment fund for Charities and Nonprofits in Canada. More

Kimberley Ney is the Senior Vice President of Marketing, Communications & Corporate Social Responsibility for Alterna Savings.  Alterna operates in the province of Ontario where it serves its 120,000 members and manages assets in excess of $2 billion. Kimberley has been working in the credit union system for the past 19 years, primarily in the marketing area.  Kimberley was recognized by the Ontario Credit Union system when granted the Gary Gillam Award for Corporate Social Responsibility.

About the event partners:

Phillips, Hager & North

Founded in Vancouver in 1964, Phillips, Hager & North has grown to become one of Canada’s leading investment management firms. PH&N is a part of the RBC family.

Philanthropic Foundations of Canada

PFC is a member association of Canadian grant makers, including private and public foundations and charities. PFC promotes the growth and development of effective and responsible foundations and organized philanthropy in Canada through provision of membership services, resources and advocacy.


SiG@MARS offers programs and services for social innovators and entrepreneurs. They provide advisory services for social enterprises and social purposes businesses, convene networking and training events, and accelerate social innovation by collaborating on projects with cross-sector partners in Ontario and across Canada.

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About Geraldine Cahill

Manager, Programs and Partnerships, SiG National


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  1. This post was mentioned on Twitter by Geraldine Cahill, SiG. SiG said: RT @GCahill: RT http://sigeneration.ca/blog/?p=63 Just announced Symposium on Social Finance @marsdd in Toronto Dec

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