ROUNDTABLE ON IMPACT INVESTING FOR LONGEVITY INNOVATIONS | NOVEMBER 9, 2018
Thank you so much for participating in the Roundtable for Impact Investing and Longevity Innovations. The discussion was enhanced by your attendance, and we appreciate the many perspectives and ideas that were put forth for opportunities that Longevity presents for innovations and the Longevity Economy.
We plan to issue a summary of our discussion to you in the coming weeks. We appreciate the time you spent and hope you found the morning productive.
Sincerely,
Laura Carstensen
Phil Pizzo
Mike Dorsey
Susan Golden
AGENDA
| 8:00 am – 8:30 am | Coffee, Refreshments |
| 8:30 am – 8:40 am | Overview, Introductions and Roundtable Goals – Phil PIzzo, MD, Founding DIrector Stanford DCI, Laura Carstensen, Director SCL, and Susan Golden, DCI’16 and SCL Fellow |
| 8:45 am – 9:00 am | Perspectives on Impact Investing: What it is? What is it not? – Mike Dorsey, DCI ’18 and Co-Founder Bay Area Equity Fund |
| 9:05 am – 9:25 am | Investing for Good: – Charles Ewald, Stanford Graduate School of Business |
| 9:30 am – 9:50 am | The New Map of Life: Opportunities for Innovation – Laura Carstensen |
| 10:00 am – 10:15 am | Perspectives from Impact Investors: Impact Investing and Caregiving: Surya Kolluri, Managing Director, Thought Leadership and Programs, BACML Retirement and Personal Wealth Solutions |
| 10:15 am – 10:30 am | Perspectives from the Private Sector: Seth Sternberg, CEO and Founder, Honor |
| 10:30 am – 10:50 am | Opportunities for Innovation in Education, Work and Transition Planning: Phil Pizzo |
| 10:50 am – 11:00 am | Break |
| 11:00 am – 11:50 am | Identifying the Roadmap for Impact Investors- Conversation, discussion: All attendees |
| 11:50 am – 12:00 pm | Wrap Up – Next Steps – Roundtable Report – Laura Carstensen, Phil Pizzo, Susan Golden, Mike Dorsey |
ATTENDEES
Laura Carstensen
Stanford University
Director and Founder of Stanford Center on Longevity, Professor of Psychology and the Fairleigh S. Dickinson Jr. Professor in Public Policy
Martha Deevy
Stanford Center on Longevity
Associate Director; Director of the Financial Security Division; Senior Research Scholar
Mike Dorsey
Stanford University
DCI ’18; Founder Bay Area Impact Fund
Charles Ewald
Stanford University Graduate School of Business
Lecturer
Loretta Gallegos
Stanford Graduate School of Business
Associate Director, Center for Social Innovation
Susan Golden
Stanford Center on Longevity
SCL Fellow; Director Innovation Hub; DCI Fellow ’16
Alec Howe
Breaking Trends™ & the Global Formats Incubator
CEO
Cristina Li
Spero Ventures
Associate
Surya Kolluri
BAC/Merrill Lynch
Managing Direcor, Thought Leadership and Programs, Retirement and Personal Wealth Solutions
Anju Patwardhan
Managing Director at Creditease Fintech VC Fund/FoF; Fulbright Fellow & Visiting Scholar ; DCI ’17 Fellow
Phil Pizzo
Stanford University
Founding Director of the Stanford Distinguished Careers Institue; Former Dean of the Stanford School of Medicine; David and Susan Heckerman Professor of Pediatrics and Microbiology and Immunology
Mark Silverman
Amava
CEO
Ken Smith
Stanford Center on Longevity
Director of Mobility Division; Senior Research Scholar; SCL Design Challenge Leader
Ned Spieker
Spieker Properties
Founder and CEO; DCI’16
Ann Bennett Spence
Cambridge Associates, LLC
Managing Director
Seth Sternberg
Honor
Co-Founder and CEO; Founder of the Honor Care Network
Rebecca Trumbull
Stanford DCI
Associate Director
MATERIALS
The Investor View on the $7 Trillion Longevity Economy
Stria News
Venture Capital Review (2013)
National Venture Capital Association and Earnst & Young LLP
The Journey of Caregiving: Honor, Responsibility and Financial Complexity
A Merrill Lynch study, conducted in partnership with Age Wave
A Short Guide to Impact Investing
The Case Foundation
The Longevity Opportunity
Paul Irving in Harvard Business Review
LOCATION
Landau Economics Building
Lucas Conference Center
579 Serra Mall
Stanford, CA 94305
Directions
CONTACT
For inquiries about the November 9th Roundtable, please contact:
Susan Golden
[email protected]