This special program will equip attendees with the knowledge base, the analytical tools, the informational resources, and the specialized investment framework necessary to meet the standards of competence and diligence in the field of Impact Investing, which has become especially important given that investment fiduciaries are required to ask client about these social value considerations and to incorporate them into the investment policy. Unique among Impact Investing conferences, the presenters have been selected for their objectivity as much as their expertise: four national-level experts will integrate their presentations into the following agenda: Overview, Opportunities, Due Diligence, and Portfolio Construction. Finally, this event has been timed and located to coincide with the annual International Social Capital (SOCAP12) conference at Fort Mason Center October 1st to 4th, a conference expected to attract 2500 of the worlds pioneering impact investors, social entrepreneurs, philanthropists, civic leaders, and innovators.

About Our Speakers:
Ron Cordes, Co-Chairman, Genworth Wealth Management, Cordes Foundation and ImpactAssets Ron D. Cordes has enjoyed a 30-plus year career in the investment industry, having co-founded and then sold AssetMark Investment Services to Genworth Financial in 2006. He is currently co-chairman of Genworth Financial Wealth Management, which is responsible for over $25 billion in assets under management for individual and institutional clients. He is co-author of "The Art of Investing & Portfolio Management," published in 2004, and was recognized as an Ernst & Young Entrepreneur of the Year in 2005. He holds a Bachelor of Science in business administration from the University of California, Berkeley. Ron speaks and writes extensively on the field of impact investing, including authoring a series of articles for Financial Planning magazine and presenting at Social Capital Markets (SOCAP), Clinton Global Initiative, TakeAction! and the Global Philanthropy Forum. He is a co-founder with his wife, Marty, of the Cordes Foundation and a regent for the University of the Pacific, as well as chairman of the advisory board for the University's Global Center for Social Entrepreneurship. In addition, he serves on the boards of FairTrade USA, the Sarona Frontier Markets Fund, and the East Bay Community Foundation.

Amit Bouri, Director of Strategy and Development, Global Impact Investing Network (GIIN) Amit Bouri serves as Managing Director of the Global Impact Investing Network. He focuses on strategic planning, program development, and external relations. His work in impact investing began when he was a strategy consultant with the Monitor Institute. At Monitor he was part of the team that produced the Investing for Social & Environmental Impact report (2009) and supported the business planning for the GIIN and several of its initiatives. Amit's other projects at the Monitor Institute included strategic planning and organizational development work for nonprofit organizations and foundations. Amit previously worked in the private sector as a strategy consultant with Bain & Company. He left Bain to work in global health at the Elizabeth Glaser Pediatric AIDS Foundation. He also worked in the corporate philanthropy units of Gap Inc. and Johnson & Johnson. Amit holds an MBA from Northwestern University's Kellogg School of Management, an MPA from Harvard University's John F. Kennedy School of Government, and a BA in Sociology and Anthropology from Swarthmore College.

John Goldstein, Imprint Capital Mr. Goldstein co-founded Imprint Capital Advisors in June 2007. Previously, Mr. Goldstein was a co-founder of Medley Capital Management (MCM), a private investment firm that invests in corporate and asset-based financing opportunities globally. Prior to forming MCM, Mr. Goldstein served as Senior Managing Director of Medley Global Advisors, a leading independent policy intelligence firm for the worlds largest financial institutions that was sold to private equity firms in December of 2005. During that time, Mr. Goldstein co-founded and served as the Executive Director of the Medley Institute, where he worked with a variety of development actors globally as a board member, senior advisor or team member, including Global Giving, Distributed Capital, the International Interfaith Investment Group (3iG), Keystone/Access, the Sustainable Food Lab, Synergos/Generon/Monitors Social Capital Market Accelerator, Aquaya, Triple Bottom Line Institute, the Global Exchange for Social Investment, and the United Nations Capital Development Fund.

Marie Jorajuria, VP of Finance and Chief Compliance Officer, Equilibrium Capital Group Marie joined Equilibrium Capital Group in 2012 as the VP of Finance and Chief Compliance Officer. She believes that investments made today impact not only our futures, but those of future generations. Prior to joining Equilibrium, Marie worked in senior management and compliance with a number of innovative financial startups that helped revolutionize financial advisor services (Wealthfront, Inc.), and provided prime brokerage services for the under-$2B hedge fund and private equity marketplace (Merlin Securities, LLC). In addition, she ran her own consulting firm, Compliance Assist, LLC, focused on financial management and compliance for start-up financial firms.

Deb Wetherby, CEO, Wetherby Asset Management As CEO of Wetherby Asset Management, Deb is integrally involved in the firm's investment process and practice management, consults on investment and planning issues for some of the firm's more complex clients, and works on business development. Prior to founding Wetherby in 1990, Deb worked at Morgan Stanley implementing investment strategies utilizing investments from various global markets for portfolios ranging from $1 million to $100 million. She began her professional career in the audit and management consulting departments at Price Waterhouse where she gained expertise in microcomputer modeling, business planning and financial consulting. Deb holds an MBA from the University of California, Berkeley and a BS in Commerce from the University of Virginia. She is a Certified Public Accountant (inactive), Chartered Financial Analyst and a Certified Financial Planner certificant. Deb has taught graduate business courses at Golden Gate University and is active in several community organizations, including the Marin Community Foundation, the National Endowment for Financial Education, and the UC San Francisco Foundation. When she is not busy running the company and serving her community, Deb enjoys reading, ceramics, and outdoor activities.