8:45 Chairpersons Welcome and Opening Remarks

Chairperson:

Howard Finkelstein
LAW OFFICES OF HOWARD J. FINKELSTEIN

9:00 Part 1 – Models That Work

• Identifying innovative models to reach the BOP market
• Discussing the ground-breaking findings of the Monitor Group’s research on Emerging Models for Emerging Markets
• Looking into models including pay-per-use, person-to-person (P2P), no frills service, paraskilling and shared channels

Moderator:

Robert Katz
Portfolio Associate
ACUMEN FUND

Panelists:

9:50 Part 2 – Reaching The Bottom Of The Pyramid- Through Innovative Technology And Mobile Banking

• Identifying the key stumbling blocks to catalyzing investment in the delivery of essential services to those at the bottom of the pyramid
• Which business models or delivery/ distribution channels are the most promising?
• Which ancillary businesses/services or infrastructure are critical to facilitate essential service delivery to the poor?
• Looking into mobile banking as a catalyst for growth and lowered costs
• Highlighting innovative developments and partnerships
• Enhancing distribution and reaching the next level of the bottom of the pyramid
• Reducing transaction costs (real examples)

Moderator:

Dr. Raul A. Hinojosa
CEO, SF TECH
LLC

Panelists:

11:15 Part 3 - INTERACTIVE ROUNDTABLE DISCUSSIONS

After a jam-packed day of big picture panel discussions, case studies, and presentations, the Microfinance Summit gives you the chance to meet and brainstorm with small groups of your peers during our interactive roundtable discussions. This is a great opportunity to make valuable contacts from your area of interest, and to deep-dive into the tricky details in the areas of greatest interest and concern to you. Discussion topics at the conference include:

Delivery of Essential Private Goods to Those at the Bottom of the Pyramid

1) Healthcare

Moderator:

Inder Singh
Director of Drug Access
CLINTON FOUNDATION

2) Sustainable Energy

Moderator:

April Allderdice
CEO
MICROENERGY CREDITS

3) Insurance

Moderator:

Tom Brunner
General Counsel
LEAPFROG INVEST

4) Financial Education

Moderator:

Stephanie Fischer
Chief Operating Officer
MICROFINANCE OPPORTUNITIES

5) Currency Risk Management

Moderator:

Brian Cox
President
MFX SOLUTIONS

1:15 Water And Sanitation

The poor lack access to high quality private goods and services, which they pay for. Their access to public goods and services can be even more limited

• What water-related services do poor people want most and what role can MFIs play in financing these services?
• What are poor people willing to pay for clean water?
• What are and how can we mitigate the risks in water/sanitation investing?
• What is the role of private investment in the provision of public services, like water and sanitation?
• How do investors view the water and sanitation opportunity?
• How can the public, private, and non-profit sectors work together to ensure that the poor receive clean water?

Moderator:

Bhakti Mirchandani
Vice President
UNITUS CAPITAL

Panelists:

2:15 Innovative Solutions For New Financing

In the face of a constrained credit environment, MFIs and other social enterprises need to be more creative about accessing credit. Learn from recent innovations and novel application of structures.

• Discussing new innovative refinancing techniques
• Responding to regulations against foreign commercial lending
• Securing debt financing
• Looking into warehouse receipt financing
• Supply chain finance
• Looking into warehouse receipt financing and supply chain financing

Moderator:

Howard Finkelstein
LAW OFFICES OF HOWARD J. FINKELSTEIN

Panelists:

3:30 Sourcing From The Poor, Old And New Economy

There is not only a fortune at the bottom of the pyramid due to $13 trillion market (PPP-adjusted) in annual consumer demand, but there is also tremendous opportunity to incorporate low-income producers in the global supply chain of the old economy

• Identifying which sectors lend themselves most effectively to sourcing from the poor
• What infrastructure is required to effectively source from the poor?
• Highlighting which business models that are most promising

Technology allows for a more dispersed and decentralized supply chain, particularly in the new economy. Explore exciting new opportunities in the intersection between the new economy and livelihood generation for the poor

• Identifying the opportunities and threats
• Discussing the red herrings that investors should avoid
• Suggesting how firms in the new economy can train and retain talent among lowincome suppliers

Moderator:

Valeria Budinich
Vice President, Head of the Full Economic Citizenship Initiative (FEC)
ASHOKA

Panelists:

4:30 Microfinance And Sustainable Development In 2020: Toward An Integrated Anti-Poverty Platform

How will the 4.3 billion people who live on <$3/day be integrated into the global economy in 2020?

• Discussing how high quality public and private goods and services will be delivered to the poor
• Suggesting how the poor will harness the global economy to generate their livelihood as employees and suppliers

Antony Bugg-Levine
THE ROCKEFELLER FOUNDATION

5:00 End Of Conference