Forum Agenda

8:15 amBREAKFAST and Registration
9:00 amWelcome
Roy Bahat — Bloomberg Beta
9:10 amApproaches to Impact: Two Illustrations — Participant Interviews
Jessica Mah — InDinero
John Wolthuis — Twilio
Interviewed by Denise Hearn — The Myth of Capitalism
9:35 amBuilding Connections — Framing Questions
Ryan Burke — Schmidt Futures
10:00 amBREAK
10:15 am“Lean Leverage” Conversations — Round One
Economic Development in Cities and States
Lenny Mendonca — California Office of the Governor
Guidance for Choosing the Right Donor Networks
Gretchen Sisson — University of California SF, Women Donors Network Action Fund, and
Emerge America
One Couple’s Example: Practical Donation Tracking and Making Philanthropic Decisions as a

Rick Klau — GV and Robin Klau
Public Interest Technology
Ginny Hunt — Chan Zuckerberg Initiative
Social Impact Delivered Through the Workplace
Elizabeth Tse — Upwork
Scarcity, Inequality, and Health: How AI Can Help Rather Than Hurt
Sendhil Mullainathan — University of Chicago Booth School of Business
Climate Change
Jonathan Foley — Project Drawdown
Housing in the Bay Area
Kay Fernandez — San Francisco Foundation
Group Coaching: working in small groups to offer insight into specific problems
11:15 am“Lean Leverage” Conversations — Round Two
12:05 pmLUNCH
1:05 pmJust Giving: Why Philanthropy is Failing Democracy and How it Can Do Better
Rob Reich — Stanford Center on Philanthropy an
1:55 pmBREAK
2:10 pmSeminars — Round One
A. Managing Wealth for Impact: First decisions about foundations, donor advised funds, family
offices, impact investing, and tax implications
Greg Nelson — Parker Media and Sean Parker Foundation
Dana Reid — Davis Wright Tremaine LLP
B. Introduction to Strategic Philanthropy: Outcome-oriented philanthropy, crafting a theory of
change, monitoring, and evaluation (two hour seminar — continues in Round Two)
Paul Brest — Former President, William and Flora Hewlett Foundation
Erinn Andrews — Stanford PACS
C. Philanthropy Moonshots: The role of 21st century philanthropy in pursuing ambitious,
achievable goals
Tom Kalil — Schmidt Futures
D. Political Investing 101: How insiders make their donations count
David Slifka — Bluem Ventures
E. Angel Investing for Impact
Ellen Levy — Silicon Valley Connect
3:00 pmBREAK
3:20 pmSeminars — Round Two
4:15 pmImpact at Scale — Mainstage Interview
Matt Rogers —
Interviewed by Roy Bahat — Bloomberg Beta
4:50 pmClosing Discussion and Next Steps
5:30 pmCocktail Reception