“Moving Mountains, Moving Forward”
Marigold’s Industry Report

“Partner with Marigold Day”
2019 Conference

November 6 | 11:00am - 3:00pm | Artscape Daniels Launchpad

EVENT OVERVIEW

Please join us on the afternoon of November 6th 2019 for “Partnering with Marigold for the Day” – a mini-conference which will include an interactive impact and equity lab. Spend an afternoon co-creating and innovating with the Marigold team, getting a chance to see first-hand the culture and philosophy behind one of Canada's leading impact investing firms.

 

Get introduced to Marigold Partners Jonathan Hera and Abigail Slater, learning about the firm's origin story and philosophy. Then Zahra Ebrahim and Kofi Hope, leading thinkers and practitioners in the field of equity and social impact, will facilitate our lab. Together we'll explore the barriers that exist within current financial systems to empower entrepreneurs and communities from under-represented groups. We'll think about how identity and unsaid assumptions within the field influence investment behaviour in ways that exclude many. Then we will co-create potential solutions.

At Marigold we are committed to nurturing the Canadian social finance and impact investing ecosystem. Join us for an opportunity to connect and create with other like-minded professionals and help us to build this movement.

AGENDA 

11:00 - 11:45 Working Lunch: The Marigold Story

Facilitated fireside chat over lunch about how Marigold came to being, Abby's and Jonathan's personal stories, the patterns in the sector that they are responding to, and the call to action for the day.

12:00 - 12:20 Welcome, Introductions, Cadence of the Day

12:20 - 12:50 Identifying Orthodoxies

How does our unchallenged wisdom about self, our organization, our sector, shape blind spots and create real barriers to accessing capital for equity-seeking groups? Participants will work individually and as a group to identify orthodoxies at three levels (self, organization, sector) that shape investment behaviour.

12:50 - 1:50 Identity Wheel

How do our identities contribute to both creating and entrenching problematic orthodoxies in our sector? Participants will work on an Identity Wheel, looking at the intersectional elements of their own identity, and explore how it manifests in their professional spaces.

1:50 - 2:15 Flipping Orthodoxies

As a group, participants will review the orthodoxies generated in the first exercise. They will identify which ones are most problematic,and therefore need to be flipped in order to create more inclusive investment behaviours. (Participants will also identify orthodoxies that need to be maintained/protected.) Participants will speculate steps that need to be taken to explore the 'flip' of the orthodoxy.

2:15 - 2:35 Share Out

Groups share out the orthodoxy they have chosen to flip, and their accompanying speculations around how to build momentum around the 'flipped' orthodoxy.

2:35 - 2:50 Ask Us Anything

Abby and Jonathan will answer any questions emerging from the fireside chat and the day’s activities.

2:50 - 3:00 Call to Action

With their original partner, participants will put their business cards on the wall under the category they want to engage with moving forward: Learn with Us, Invest with Us, Partner with Us, Work with Us.

OUR SPONSORS

We are happy to announce that this year's event will take place at Artscape Daniels Launchpad, and would like to thank our most generous sponsors Artscape Daniels LaunchpadDUCA impact lab and Relay Medical - this event wouldn't be possible without your support!

 

Our Inaugural New Power Investing Forum, 2018

SPEAKERS 

Jan Campbell | Forum Facilitator

Founder and Chief Executive Officer, StrategiSense Inc.

Jan is a certified and accredited executive coach, facilitator/trainer, consultant and speaker. She has close to 20 years of experience partnering with thousands of leaders, staff teams, and boards in over 200 organizations globally to bring about transformative change. She launched StrategiSense Inc. in 2000 to provide strategy, leadership and organizational development services that include clarifying strategic intent and planning, organizational change management, governance development, leadership development and coaching, and team effectiveness.

Jan is passionate about supporting leaders to express their talents and abilities to achieve individual and organizational results. She works with individuals to deepen the quality of thinking around challenges and organizational changes, clarify and align vision and values, and to define strategic goals and to support resilience: increasing engagement, communication, trust, productivity and overall impact.

Danièle Henkel | Facilitator

President, Danièle Henkel Inc.

Danièle is a caring and capable businesswoman that managed to position her personal and entrepreneurial brand in Quebec. Her eponymous brands have helped pave the way to well-being and position “beauty in truth” as a new social norm in the business world. Danièle is a genuine person of influence who lends her voice to many causes that are dear to her. She focuses, among other things, on molding a stronger and outward-looking Quebec. A strong advocate for the promotion of women entrepreneurship in Quebec, she does not hesitate to finance, support, mentor and invest in businesses in which she believes in, as demonstrated during her five seasons on Quebec’s “Dans l’oeil du Dragon”.

In hopes of a solid and well-trained succession — on human and economic levels — Danièle capitalizes on education. In addition to establishing her own medical cosmetic academy, she shares her knowledge by giving impactful conferences at home and abroad, notably in Europe and Africa. Danièle is a woman who transforms every challenge into professional and personal achievements. Resettlement, immigration, emancipation, her best-selling autobiography, has empowered several generations of proud and strong women. A mother of four and a family woman, Danièle manages her companies with the help of her children. While life has not always been easy for the intuitive entrepreneur, her obsession to create a softer, more caring world remains.

In 2018, Danièle received the Medal of Honor of the Quebec National Assembly. She was named Knight of the National Order of Merit of the French Government last year.

Devon Krainer | Facilitator

Project Manager, Global Programs, MEDA

Devon Krainer is a Project Manager at MEDA specializing in gender lens investing, blended finance, women’s economic empowerment, market systems and impact measurement. Having worked in seventeen countries globally, Devon has a wide range of experience delivering gender inclusive ESG technical assistance to companies and fund managers for sustainable economic growth. Notably, she is a co-author of MEDA's Gender Equality Management (GEM) Framework, a step-by-step manual for investors and capacity builders to enhance company growth and impact. Devon holds an honours bachelor's degree in Business Administration from the Ivey Business School and a post graduate diploma in Social Innovation from University of Waterloo. She serves on several boards including a regional social services agency and renewable energy investment cooperative.

Bill Young | Facilitator

President, Social Capital Partners

Prior to founding Social Capital Partners in 2001, Bill spent twenty years in the private sector leading high growth, entrepreneurial organizations. He was CEO of Hamilton Computers, a publicly traded company that grew from $15 million to $250 million under his leadership and was sold to GE Capital. Bill was also the CEO and subsequently the Chairman of Optel Communications Corp. (later Axxent). Bill began his career as a Chartered Accountant with Ernst & Young and holds an Honours BA from the University of Toronto and an MBA from the Harvard Business School. He currently sits on a variety of boards for social enterprises and community organizations, and is a member of the Canadian Task Force on Social Finance. In 2013, Bill was appointed as a member of the Order of Canada for his contributions to Canadian society and his innovative achievements as a social entrepreneur and philanthropist.

PARTICIPANTS

VENUE

Located in a culturally vibrant west-end Toronto neighbourhood, the Gladstone Hotel is one of the very few Certified B Corporation hotels. The hotel’s commitment to community, the environment and people made it a natural choice as the venue for our event.