In January 2015, PIN held it's 1st Impact Utah conference at the Living Planet Aquarium in Draper, Utah. More than 250 investors, philanthropists and Utah leaders came to hear Utah's top leadership speak about the Purpose Economy and Impact Investing. 

Get ready for PIN's second annual conference this February by catching up on what you missed last year.

Aaron Hurst - The Purpose Economy

Aaron Hurst is the author of The Purpose Economy, which builds on the work of his uncle Marc Perot who while at Stanford coined the term The Information Economy. A globally recognized entrepreneur and thought leader, he is CEO of Imperative (a technology platform that enables people to discover purpose in their work), founder and an active advisor to the Taproot Foundation where he was the catalyst and lead architect of the $15 billion pro bono service market. He is also a regular blogger for well-known media like the Huffington Post, Stanford Social Innovation Review and LinkedIn.

Lance Fors - Social Venture Parnters: Venture Philanthropy vs. Impact Investing

Lance is Chairman Emeritus of Social Venture Partners International, one of the oldest, largest and fastest growing networks of philanthropists in the world. After receiving his PhD from the California Institute of Technology in molecular biology, he founded and built Third Wave Technologies into a leading DNA diagnostics company, which he later sold. Since Third Wave, Lance has focused on social entrepreneurship, founding and building a special needs housing provider, and venture philanthropy where he serves as Chairman of the Silicon Valley Social Venture Fund (SV2), New Teacher Center, and Reading Partners. He is also an advisor to a number of high-growth nonprofits. 

Jim Sorenson - My Journey to Impact Investing

A world-renowned entrepreneur, business leader, societal innovator and impact investor, James Lee Sorenson serves as president of the Sorenson Impact Foundation, which funds sustainable, scalable endeavors that maximize positive impact on the lives and societies they touch. In 2012 Sorenson contributed $13 million to the University of Utah for the creation of the James Lee Sorenson Global Impact Investing Center. He is chairman of Village Capital, a business incubator for impact companies. Sorenson also serves on several other business and nonprofit boards.

Val Hale - Utah and the Purpose Economy

Val Hale is the executive director of the Utah Governor’s Office of Economic
Development (GOED), which promotes state growth in business, tourism and film. Prior, Hale served for two years as president and CEO of the Utah Valley Chamber of Commerce, was vice president (2010-2012) for university relations at Utah Valley University (UVU) overseeing legislative affairs, marketing and public, media and community relations. From 2006-2010, Hale worked as advancement vice president at the university, responsible for fund raising and all university external activities. Hale started at UVU as the assistant vice president for external affairs (2005-2006), where he served as legislative liaison and oversaw community relations and economic development activities.

Jeramy Lund - Impact Investment Options

Jeramy is the chairman of the Community Foundation of Utah and an active impact investor. He is CEO of Cairn, Inc. a private investment advisory company, Board Chair for Symbiot Business Group, Inc. and is a member of the Kickstart Seed Fund (I&II) Investment Committees.  Prior to his current employment, Mr. Lund worked for JP Morgan (New York), DLJ International (London) and American Stores Company (Salt Lake City, UT). He is the Treasurer of the Lund Foundation, Board Chairman for Recycle Utah, and on the Wild Utah Project Board of Directors. 

Pay for Success Panel
Mayor Ben McAdams, Janis Dubno, Bill Crim, Brenda VanGorder, Andrea Phillips, and Jeremy Keele

Mayor Ben McAdams Mayor | 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. During his tenure as County Mayor, he has championed education, helping the county become the first in the country to partner with the private sector to offer greater access to high-quality preschool for low-income children. Mayor McAdams has also emphasized economic development and job growth, partnering with cities to attract business while being a careful steward of taxpayer dollars. After Columbia Law School, he worked as a corporate finance attorney with firms in New York and Salt Lake City.

Janis Dubno Director of Early Education Policy | Voices for Utah Children
Janis joined Voices for Utah Children in December of 2008.  In partnership with the United Way of Salt Lake and the Goldman Sachs Bank, she co-developed a structure funded by Goldman Sachs and J.B. Pritzker to become the first social impact loan for high quality preschool in the country. She has coauthored several papers on social impact finance, including a paper on Social Impact Finance for Early Childhood and for prenatal care and home visitation. Currently, Janis is providing technical assistance to Salt Lake County for a Pay For Success initiative. Prior to moving to Utah, Janis was an investment banker in New York City for approximately 15 years. She has taught economics at the University of Utah and finance at the Gore School of Business at Westminster College.

Bill Crim Senior Vice President | Collective Impact and Public Policy for United Way of Salt Lake
Bill Crim is the Senior Vice President of Collective Impact and Public Policy for United Way of Salt Lake. He has been a research fellow for the Coalition on Human Needs in Washington, D.C. and a researcher, policy analyst, community organizer, lobbyist, and executive director for Utah Issues. In 2013, Bill helped facilitate the first “pay for success” transaction for early childhood education. He has been appointed by Utah’s Governor to serve on the Utah State Health Data Committee, the Utah State Homeless Coordinating Committee, and the Utah Commission on Volunteers, and previously served on the Utah State Workforce Investment Board.

Brenda VanGorder - Director | Granite School District Preschool Services
Brenda Van Gorder is the director of Granite School District Preschool Services in Salt Lake City Utah, where nationally recognized high quality practices are implemented under her direction and works in partnership with investors in the first Social Impact Bond in a preschool setting. Ms. Van Gorder presents regularly at the local, state, and national level regarding numerous topics related to early childhood and special education issues including legal foundations for special education, best practices, and program compliance.  Brenda is involved in leadership capacities with numerous state level committees and workgroups.

Andrea Phillips Vice President | Urban Investment Group of Goldman Sachs
Andrea Phillips is a Vice President in the Urban Investment Group of Goldman Sachs. She leads the GS Social Impact Fund and deal teams with a focus on social impact bonds and economic development financing, and also developed the Access to Capital program as part of the 10,000 Small Businesses Initiative. Ms. Phillips has been an innovator in social impact bonds, including the Rikers Island Social Impact Bond, the first such transaction ever executed by a financial institution and in the US market. More recently, she led the application of the approach to financing early childhood education in Utah and Chicago and recidivism reduction and job creation in Massachusetts. Previously, Ms. Phillips was President of Seedco Financial, a $54 million Community Development Financial Institution(CDFI).

Jeremy Keele - Executive Director | Policy Innovation Lab at the Sorenson Global Impact Investing Center 
Jeremy Keele is Executive Director of the Policy Innovation Lab at the Sorenson Global Impact Investing Center at the David Eccles School of Business of the University of Utah dedicated to facilitating innovative cross-sector and evidence-based policies and programs throughout the Western US. Prior to joining the Lab, Jeremy was senior advisor to Salt Lake County Mayor Ben McAdams from 2013 to 2015 on his key policy initiatives, including results based financing, transportation, homelessness, criminal justice, health, culture and the arts and economic development. Prior, Jeremy practiced corporate transactional law in New York, London and Los Angeles with the law firms of Cleary Gottlieb and Latham & Watkins, from 2006 to 2012.

Kevin Simister - “Not Just Business, It’s Personal”
Mr. Simister, a partner with Hawkins Cloward & Simister (a 75 member accounting firm serving businesses and individuals in nine western states), was named Utah’s Outstanding CPA in 2007.  He is a Certified Public Accountant, Accredited in Business Valuation, and Certified in Financial Forensics. A charter member of the UVU National Advisory board for the Woodbury School of Business, he chaired their Business Faculty Development Committee for five years and co-founded The Journal of Business Inquiry, a peer-reviewed journal. Kevin is past President of the Utah Association of CPAs and served on the governing council of the American Institute of Certified Public Accountants.  Mr. Simister co-authored the Utah State Quality Review requirements for CPA licensing in Utah.

Scott AndersonCEO | Zion’s Bank
A. Scott Anderson is president and chief executive officer of Zions Bank. Active in community affairs, Anderson serves on a number of business an non-profit boards and is chairman of many of these, including United Way of Salt Lake, Beneficial Financial Group, Citizens for Education Excellence, Governor’s Education Commission, Huntsman Cancer Foundation, Intermountain Healthcare, Salt Lake Convention and Visitors Bureau, Southern Utah University Museum of Art, Governor’s Advisory Team, USTAR, Utah Sports Commission, Utah Technologies Council, Westminster College National Advisory Council, World Trade Center Utah and the Economic Development Corporation of Utah.

Curt Bassett - CEO | Impact Investment Leaders, Chairman | Purpose Investor Network
Curt serves as the interim Executive Director of the Purpose Investor Network. He is a tax attorney and founder and CEO of Impact Investment Leaders. Prior, he was with Merrill Lynch in New York City and Princeton, New Jersey where he was the National Director of Foundations and Strategic Philanthropy, a Director of the Family Office Group and Senior Vice President of ML Trust. Additionally, Curt has served as faculty for Cannon Financial Institute and NYU’s Institute on Federal Taxation and authored numerous articles for national trade journals and textbooks dealing with effective foundation management.