The Bottom Line of Disabilities: Investing in Social Change
Date: Tuesday, January 20, 2015 - Wednesday, January 21, 2015
Columbus Community Center, 3495 South West Temple
Salt Lake City, UT 84115
Join GIC as we return to Salt Lake City!
- Investing In Social Change: Harnessing Entrepreneurs and Capital Markets to Drive Social Change through Impact Investing
- Social Impact Bonds 101
- The Launch Pad: An Innovation Hub
- Autism at Work
- Investing in Social Change
Investing in Social Change
7:30 a.m. | Registration and Continental Breakfast
8 a.m. | Welcome Remarks
- Stephanie Mackay, Foundation Director at Columbus Community Center
- Michael Drury, Chief Economist at McVean Trading and Investments and GIC Chairman
8:10 a.m. | Opening Remarks
- Ben McAdams, Mayor of Salt Lake County: “A Call to Action: Using ‘Pay for Success’ Impact Investing to Address Large-Scale Social Change”
8:30 a.m. | The Policies that Shape Opportunity, Controversy and Change
- James Lucier, Principal of Capital Alpha: “A Washington Insider’s Look at the American with Disabilities Act”
- Philippa Dunne, Co-Editor of The Liscio Report and Sightlines Bulletin and GIC Board Member: “Disability Benefit Reform: What We Can Learn from OECD Nations”
- Ann Williamson, Executive Director of Utah Department of Human Services: “The Role Utah Non-profits Play in Stewarding Government and Donor Funds to Deliver Disability Services”
- Mike Willhard, Vice President and CIO of the Workers Compensation Fund: “What will the Future Look like for Sarah?”
- William McMahon, Chair, University of Utah Department of Psychiatry: “Healthcare for Individuals with Disabilities: What Works and Where We Can Innovate”
- Moderator: Palmer DePaulis, Former Mayor of Salt Lake City
9:45 a.m. | Harnessing Entrepreneurs and Capital Markets to Drive Social Change through Impact Investing
- Jan Bergeson, CRA Director of Ally Bank: “The Community Reinvestment Act (CRA) in Targeting Community Need”
- Mike McKee, Economics Editor at Bloomberg TV: “Local Governments and Nonprofits Working with Wall Street to Tackle Social Issues through Capital Allocation”
- Steve Sexauer, CIO, US Multi Asset, Allianz Global Investors and GIC Board Member: “A CIO’s Thoughts on Impact Investing: the Risks and Rewards for Investors”
- Lewis Hower, Executive Director of the James Lee Sorenson Center for Global Impact Investing: “The New Venture Capital: Social Impact Investing”
- Moderator: Peter Gold, President of TheGoldGroup, LLC and GIC Vice Chair of Operations
11 a.m. | Collective Impact — Public/Private Partnerships Tackling Autism
- Gary Knapp, Executive Director of the Columbus Community Center: “The LaunchPad Program for Young Adults with Autism: A Collective Impact Initiative”
- Jose Velasco, Head of SAP U.S. Autism at Work Program: “Autism at Work: SAP’s International Commitment”
- Thorkil Sonne, CEO of Specialisterne: “The Power of Different – Employing People with Autism”
- Cheryl Wright, Founder of University of Utah’s NeuroVersity: “Tapping into Tech Talent: How Creativity Unlocks Potential Among Youth with Autism”
- Laura Anderson, President of the Autism Council of Utah: “So Many Questions, So Few Answers: One Family’s Story of Living with Autism”
12 p.m. | Lunch and Tour of Columbus Community Center
With a special photography exhibit from Rosalie Winard. Read more about Rosalie below.
To view the event’s program, please click here.
Laura AndersonPresident, Autism Council of Utah
Laura Anderson is a licensed health facility administrator and has worked as a SNF administrator and consultant for the past 25 years. She has an undergraduate degree in psychology and certificate in gerontology from Utah State University and a master’s degree from the University of San Francisco in rehabilitation administration.
Jan BergesonCRA Director, Ally Bank
Jan Bergeson is a seasoned legal and banking professional with more than 27 years of experience in advising many types of financial institutions, counseling senior management on complex legal and regulatory issues and presenting creative solutions to optimize business goals and minimize legal risk.
Palmer DePaulisFormer Mayor of Salt Lake City
Palmer DePaulis received a Bachelor of the Arts in 1967 from Sacred Heart Seminary in Detroit, Michigan. In 1971 he received a Masters of Arts from Wayne State University also in Detroit. He taught school in Michigan and Utah until 1974 when he joined the Allstate Insurance Company in Salt Lake City. In 1983, he went to work for Salt Lake City Corporation as public works director.
Michael DruryChief Economist, McVean Trading & Investments
Michael Drury is the chief economist for McVean Trading & Investments, LLC. He joined the firm in 1992, after serving for five years as senior economist with Allen Sinai at Shearson Lehman Brothers and its successor firms. Michael began his career in New York in 1982 as senior economist at A. Gary Shilling and Company. He received his B.S. in economics from the Georgia Institute of Technology and did his graduate work at the University of Wisconsin-Madison.
Philippa DunneCo-Editor, The Liscio Report and Sightlines Bulletin
Philippa Dunne is co-editor of two independent macro-economic newsletters: The Liscio Report, with a trading focus, and Sightlines Bulletin, which takes a longer perspective.
Peter A. Gold, Esq.Principal, TheGoldGroup LLC
Peter A. Gold, Esquire is the founder and president of TheGoldGroup, LLC ( www.thegoldgrp.com). The consultancy brings businesses, colleges and universities, governments and not-for-profits together to create value, seize new opportunities, leverage assets, and reduce exposure to the risks created by today’s global economy principally through identifying “high value” initiatives and stakeholders in new institutes, centers of excellence and other initiatives. TheGoldGroup, LLC assists its clients to obtain their individual objectives better, quicker and in a more cost effective and efficient manner.
Lewis HowerExecutive Director, James Lee Sorenson Center for Global Impact Investing
Lewis Hower is the executive director of the James Lee Sorenson Center for Global Impact Investing (SGII). Prior to the creation of SGII, Mr. Hower served as the marketing manager for the Sorenson Housing Opportunity Fund, an affiliate of Huntsman Gay Capital Impact, where he focused on fundraising and finance operations for the project which invests in the creation of affordable housing and finance products for the working poor of India.
Gary KnappExecutive Director, Columbus Community Center
Gary Knapp has a 30-year history working in disability services. For the past 10 years he has served in senior leadership positions of two large and well-respected nonprofit agencies in Utah. He joined the Columbus Community Center in 2010 as the director of business operations, and in 2012 he was named executive director.
James LucierManaging Director, Capital Alpha
James Lucier is a managing director at Capital Alpha, where he leads the energy, environmental, & tax practices. Lucier provides predictive, insightful analysis of trends in Washington energy and climate policy for an array of clients including asset managers, private equity investors, commodity traders, and investment bankers.
Stephanie MackayChief Innovation Officer, Columbus Community Center
Stephanie is the chief innovation officer for Columbus Community Center, a Salt Lake County-based nonprofit organization that provides programs and services for 420 individuals who have developmental and physical disabilities. Stephanie joined Columbus in 2004, and in her role, she is involved in fundraising, donor relations, board development, strategic planning, community events, marketing, and public relations.
Ben McAdamsMayor, Salt Lake County
Ben McAdams was sworn into office as Salt Lake County Mayor on Jan. 7, 2013. Mayor McAdams pledged to work collaboratively, across party lines, to find efficiencies in County government and to be open and accountable to citizens.
Mike McKeeInternational Economics and Politics Correspondent, Bloomberg Radio/TV
Michael McKee is the International Economics and Policy Correspondent for Bloomberg TV and Radio, covering market and political developments, economic trends and central banks in the United States and around the globe.
William McMahonChair, Department of Psychiatry, University of Utah
As chairman of the psychiatry department since 2007, Dr. William McMahon has worked to build excellent clinical services and systems of care at the University of Utah. He is board certified in adult psychiatry and in the sub-specialty of child and adolescent psychiatry.
Stephen SexauerChief Investment Officer, The San Diego County Employees Retirement Association
Stephen Sexauer is SDCERA’s Chief Investment Officer and oversees SDCERA’s $12 billion Trust Fund, investment team, and investment consultants. In addition to the day-to-day operation of SDCERA’s Investment Division, he also assists SDCERA’s Board with determining the Fund’s investment policies, strategy and asset allocation.
Thorkil SonneFounder, Specialisterne and the Specialist People Foundation
Thorkil Sonne is internationally recognized for his work founding Specialisterne (Danish for “The Specialists”) and the Specialist People Foundation. In partnership, these two organizations are working towards the goal of creating job opportunities through social entrepreneurship, corporate partnerships and innovative employment models for individuals with Autism Spectrum Disorder (ASD).
Jose H. VelascoHead, Autism at Work, SAP
Jose H. Velasco is vice president of product management and head of the Autism at Work initiative in the United States at SAP. Mr. Velasco’s 28-year IT/Software career spans public and private sectors in companies ranging from startups to Fortune 50 enterprises. During his tenure of more than 17 years at SAP, Mr. Velasco has occupied roles in product management, consulting, development, strategy, go-to-market and HR/diversity functions.
Mike WillhardVice President and CIO, Workers Compensation Fund
Mike Willhard is currently the vice president and chief investment officer (CIO) for the Workers Compensation Fund (WCF), where he has worked for the last 19 years. In his current position, he is responsible for WCF’s $1.7 billion investment portfolio.
Ann Silverberg WilliamsonExecutive Director, Utah Department of Human Services
Ann Silverberg Williamson was appointed executive director of Utah Department of Human Services in October 2013. Prior to this position she was the president and CEO of Louisiana Association of Nonprofit Organizations (2009-2013) and led the Louisiana Department of Social Services (DSS, now Department of Children and Family Services) from 2001-2008.
Rosalie Winard is an acclaimed photographer whose interests range from avian primitives to landscapes to portraits of individuals with autism. Early in her professional life, she worked as a caregiver in the northeast, where she started photographing intimate portraits of individuals with autism, their families and their caregivers.
Cheryl WrightFounder, NeuroVersity at the University of Utah
Cheryl Wright is an associate professor in the University of Utah’s Family and Consumer Studies. She received her Ph.D. in human development and family studies and early childhood education from Oregon State University. Her primary research focuses on creativity and the social emotional development in young children.