Conference of the Early Childhood Social Impact Performance Advisors March 27-‐28, 2014 Charlotte, NC THURSDAY, MARCH 27 Hilton Charlotte Center City – 222 East Third Street 2:00 – 4:30 PM | Opening Session | Hilton Charlotte Center City – Charlotte Hall • Welcome  Philip Peterson, Partner, Aon Hewitt, and Advisory Board Co-‐Chair, ReadyNation/America’s Edge • Sharing Knowledge from Lessons Learned – Teams from Colorado, Connecticut, North Carolina, and Oregon will describe their efforts to develop a PFS model, timetable, and lessons learned.  Moderated by Philip Peterson 5:00 -‐ 6:30 PM | Reception | Bank of America Corporate Center -‐ 60th Floor (100 N. Tryon St.) Hosted by the Institute for Child Success • Welcome  Kerry Sullivan, President, Bank of America Charitable Foundation 7:00 -‐ 9:00 PM | Dinner | Hilton Charlotte Center City – Charlotte Hall • Introduction  Rob Dugger, Managing Partner, Hanover Provident Capital, LLC, and Advisory Board Co-‐Chair, ReadyNation/America’s Edge • Remarks  Surya Kolluri, Managing Director, Policy and Market Planning, Retirement & Personal Wealth Solutions, Bank of America Merrill Lynch Global Wealth & Investment Management  Jonathan Greenblatt, Special Assistant to the President, Director, White House Office of Social Innovation and Civic Participation  Moderated by Kenneth Dodge, Director, Center for Child and Family Policy, William McDougall Professor of Public Policy, Professor of Psychology and Neuroscience, Duke University • Keynote  Jeffrey Liebman, SIB Lab Director, Social Impact Bond Technical Assistance Lab, Kennedy School of Government, Harvard University | Conference of the Early Childhood Social Impact Performance Advisors FRIDAY, MARCH 28 1BAC Conference Center – 6th Floor (150 N. College St.) 7:30 – 8:00 AM | Registration and Breakfast 8:00 – 8:15 AM | Welcome and Background  Jeff Schoenberg, Advisor, J.B. & M.K. Pritzker Family Foundation  Charles Bowman, Charlotte and North Carolina Market President, Bank of America 8:15 – 8:25 AM | Review Agenda  Sara Watson, Director, ReadyNation/America’s Edge, Council for a Strong America 8:25 – 8:45 AM | Framing Pay for Success  Toby Eccles, Founder, Social Finance UK 8:45 – 9:45 AM | Evidence of Feasibility  Rob Dugger  Janis Dubno, Senior Policy Analyst, Voices for Utah Children  Joe Waters, Vice President, Institute for Child Success  Moderated by Rhett Mabry, Vice President, The Duke Endowment 9:45 – 10:00 AM | Break 10:00 – 11:00 AM | The Data You Need And How To Get It  Max Crowley, Ph.D., National Institutes of Health Fellow, Center for Child and Family Policy, Duke University  Erica Brown, Harvard SIB Lab Fellow, South Carolina Department of Health and Human Services  Moderated by John Thomas Tambornino, Ph.D., Director, Economic Support for Families, Office of the Assistant Secretary for Planning and Evaluation, U.S. Department of Health and Human Services 11:00 – 12:00 PM | Pay for Success Contracting Process  George Overholser, Co-‐Founder and Partner, Third Sector Capital Partners  Hanna Azemati, Social Impact Bond Government Innovation Fellow for New York, Harvard Kennedy School Social Impact Bond Technical Assistance Lab  Marilyn Sonnie, Partner, Jones Day  Moderated by Nima Krodel, Associate Director, Nonprofit Finance Fund 12:00 – 1:15 PM | Lunch • Opening Remarks  The Honorable Bob Kerrey, Managing Director, Allen and Company; Former United States Senator; Former Governor, State of Nebraska • A Path Forward for PFS: U.K. Perspective on Successes and Challenges  Toby Eccles | Conference of the Early Childhood Social Impact Performance Advisors 1:15 – 2:30 PM | Potential Financing Structures  Cristina Shapiro, Vice President, Urban Investment Group, Goldman Sachs  Tracy Palandjian, CEO and Founder, Social Finance US  Kirsten Hill, Managing Director, Bank of America Merrill Lynch  Niko Klein, Head of Research, Imprint Capital  Rick Edwards, Partner, Capital Markets, Third Sector Capital Partners  Moderated by Ian Galloway, Senior Research Associate, Community Development, Federal Reserve Bank of San Francisco 2:30 – 3:30 PM | Policy & Legislative Issues at the State and Federal Levels  The Honorable Thomas Alexander, South Carolina State Senate, Chairman, Labor, Commerce, and Industry Committee, and Chairman, Finance Subcommittee on Health and Human Services  Gary Glickman, Senior Policy Advisor, U.S. Secretary of the Treasury  Bill Crim, Senior Vice President, United Way of Salt Lake  Moderated by David Wilkinson, Senior Policy Advisor, White House Office of Social Innovation and Civic Participation 3:30 – 3:45 PM | Break 3:45 – 4:45 PM | Breakout Session: Case Studies  Led by Social Finance US and Third Sector Capital Partners 4:45 – 5:15 PM | Summary and Next Steps  Moderated by Philip Peterson 5:15 PM | Adjourn We greatly appreciate the support of the Pritzker Children’s Initiative, a national project of the J.B. and M.K. Pritzker Family Foundation, for sponsoring this event. Hosted by