Annual Conference 2018

The Exchange 2018, hosted in collaboration with Morgan Stanley, brought together funders, advisors and leaders from across the social sector to share knowledge, learn about innovative co-funding opportunities, and develop a community to help scale top initiatives and build the field. The Conference theme was “How Philanthropy Can Help Lead an Era of Cross-Sector Collaboration.”

Videos from the Exchange 2018

Welcome
Alex Rossides, Social Impact Exchange and Melanie Schnoll Begun, Morgan Stanley

KEYNOTES

Model Program Presentation
Tina Charles, NY Liberty; Founder, Hopey’s Heart Foundation

Re-Weaving Our Social Fabric to Invigorate Our Democracy
Stephen Heintz, CEO, Rockefeller Brothers Fund

Update from Morgan Stanley: Collaboration, Leadership, and Capital
Mandell Crawley, Head of Private Wealth Management, Morgan Stanley

What Collaboration Means to The Walton Family Foundation
Kyle Peterson, Executive Director, The Walton Family Foundation

Communicating to Connect with Others
Alan Alda, actor, writer, and advocate for science communication

PANELS

Racial Equity, Leadership and the Social Sector – Challenges and Opportunities
Moderator: Richard Brown, Vice President for Philanthropy, American Express

Catalyzing a New Era of Cross-Sector Collaboration
Moderator: David Bornstein, Co-Founder, Solutions Journalism Network

Business Unusual: Social Purpose and the New Normal
Moderator: Jaime Martin, Executive Director, Morgan Stanley

Respondent: Rob Densen, Founder and CEO, Tiller LLC

Audacity and the New Normal: Building Transformational Partnerships
Moderator: Melanie Schnoll Begun, Managing Director, Head of Philanthropy Management; Co-Head, Global Sports & Entertainment, Morgan Stanley

Place-Based, Cross-Sector Collaboration
Moderator: John Kania, Global Managing Director, FSG

Update from the Field of Childhood Bereavement
Heather Nesle, President, New York Life Foundation

THE ROBERT S. LEVINE SCALING IN ACTION© PROGRAM

Childhood Bereavement: National Center on School Crisis and Bereavement
David Schonfeld, Director, National Center for School Crisis and Bereavement

Economic Mobility: Leading on Opportunity: Transforming Economic Mobility in Charlotte
Moderator: Devin Murphy, Manager, Bridgespan

Welcome

– Alexander Rossides, Founder and Co-President, Social Impact Exchange
– Melanie Schnoll Begun, Managing Director, Head of Philanthropy Management, Co-Head, Global Sports & Entertainment, Morgan Stanley

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Tina Charles, NY Liberty – Model Program Presentation

– Tina Charles,, NY Liberty; Founder, Hopey’s Heart Foundation

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Stephen Heintz, Rockefeller Brothers Fund – Re-Weaving Our Social Fabric to Invigorate Our Democracy

– Stephen Heintz, CEO, Rockefeller Brothers Fund

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Mandell Crawley, Morgan Stanley – Update from Morgan Stanley: Collaboration, Leadership, and Capital

– Mandell Crawley, Head of Private Wealth Management, Morgan Stanley

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Kyle Peterson, The Walton Family Foundation – What Collaboration Means to The Walton Family Foundation

– Kyle Peterson, Executive Director, The Walton Family Foundation

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Alan Alda – Communicating to Connect with Others

– Alan Alda, actor, writer, and advocate for science communication

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Racial Equity, Leadership and the Social Sector – Challenges and Opportunities

Moderator:
– Richard Brown, Vice President for Philanthropy, American Express
Panelists:
– Ana Marie Argilagos, President, Hispanics in Philanthropy
– B. Cole, Founder and CEO, Brioxy
– Ana Oliveira, President and CEO, The New York Women’s Foundation
– Jackie Zavitz, Principal, Education, Non-Profit and Social Enterprise Practice, Heidrick & Struggles

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Catalyzing a New Era of Cross-Sector Collaboration

Moderator:
– David Bornstein, Co-Founder, Solutions Journalism Network
Panelists:
– Don Howard, President and CEO, The James Irvine Foundation
– Kathleen McLaughlin, Senior Vice President and Chief Sustainability Officer, Walmart, Inc.; President, Walmart Foundation
– Hilary Pennington, Executive Vice President for Program, Ford Foundation

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Business Unusual: Social Purpose and the New Normal

Moderator:
– Jaime Martin, Executive Director, Morgan Stanley
Panelists:
– David Levine, President and Co-Founder, American Sustainable Business Council
– Doug Galen, Co-Founder and CEO, RippleWorks
– Erika Karp, Founder and CEO, Cornerstone Capital Group

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Business Unusual: Social Purpose and the New Normal: Respondent: Rob Densen

Respondent:
– Rob Densen, Founder and CEO, Tiller LLC

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Audacity and the New Normal: Building Transformational Partnerships

Moderator:
– Melanie Schnoll Begun, Managing Director, Head of Philanthropy Management, Co-Head, Global Sports & Entertainment, Morgan Stanley
Panelists:
– Howard W. Buffett, Adjunct Associate Professor of International and Public Affairs; Adjunct Research Scholar, School of International and Public Affairs, Columbia University
– Matt Goldman, Co-Founder, Blue Man Group; CEO, Blue Man Productions; Co-Founder, Blue School
– Hadi Partovi, Founder and CEO, code.org

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Place-Based, Cross-Sector Collaboration

Moderator:
– John Kania, Global Managing Director, FSG
Panelists:
– Jim Herrnstein, Chairman of the Board, PIVOT
– Tomi Hiers, Director, Baltimore Civic Site, Annie E. Casey Foundation
– Jamie Woodson, Executive Chairman and CEO, TN SCORE

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Update from the Field of Childhood Bereavement

– Heather Nesle, President, New York Life Foundation

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Childhood Bereavement: National Center on School Crisis and Bereavement
THE ROBERT S. LEVINE
SCALING IN ACTION© PROGRAM

– David Schonfeld, Director, National Center for School Crisis and Bereavement

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Economic Mobility: Leading on Opportunity: Transforming Economic Mobility in Charlotte
THE ROBERT S. LEVINE
SCALING IN ACTION© PROGRAM

Moderator:
– Devin Murphy, Manager, Bridgespan
Panelists:
– Stephanie Cooper-Lewter, Executive Director, Leading on Opportunity
– James Ford, Public School Forum of North Carolina; Co-Chair, Leading on Opportunity
– Dee O’Dell, Senior Vice President and Group Head, U.S. Bank; Chair, Charlotte-Mecklenburg Opportunity Task Force

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