**Times & Sessions Subject to Change**

MONDAY, AUGUST 1: ARRIVAL

7:00 PM  |  INFORMAL NO-HOST GATHERING AT THE MARRIOTT HOTEL BAR

7:30 PM  |  OPENING DINNER AT MARRIOTT HOTEL


TUESDAY, AUGUST 2: INVESTMENT FOCUS

7:30 AM  |  BREAKFAST & REGISTRATION

9:00 AM  |  WELCOME BY KATHLYN MEAD, CEO, THE SAN DIEGO FOUNDATION

9:15 AM  |  OPENING KEYNOTE BY LESTER SNOW, EXECUTIVE DIRECTOR, THE WATER FOUNDATION        

9:45 AM  |  MORNING PLENARY: PERSPECTIVES ON RESILIENCE AND FINANCE FROM THE CALIFORNIA DROUGHT

The opening session will set the context for the many conversations to follow at the Western Water Briefing. From their own unique expertise and perspectives, each panelist will articulate the circumstances that drive water scarcity in the western United States, and identify challenges faced by different stakeholders in addressing them. This plenary will also help establish a collective framework for considering the various potential investment and grantmaking solutions that will be discussed throughout the conference, and ground participants’ understanding of the issues with shared definitions to guide effective dialogue moving forward.

Speakers:

  • Peter Culp, Managing Partner, Culp & Kelly, LLP
  • Adam Scow, California Director, Food & Water Watch
  • Maureen Stapleton, General Manager, San Diego County Water Authority
  • Allison Harvey Turner, Program Director, SD Bechtel Jr. Foundation (Moderator)

11:00 AM  |  BREAK

11:15 AM  |  TRACKING THE FIELD: ANALYZING RECENT TRENDS IN WESTERN WATER FUNDING

How much money have foundations been giving historically to freshwater issues in the West? Do these trends reflect the worsening water scarcity issues? And how does this compare with other environmental issue areas? Referencing EGA’s Tracking the Field grant research and the Water Funder Initiative, panelists will provide an overview of the state of Western water funding, explore how we can optimize current grant dollars to be more strategic and effective, and encourage discussion on effective ways for increased support and coordination on specific priorities and strategies moving forward.

Speakers:

  • Franny Canfield, Director of Knowledge and Program, Environmental Grantmakers Association
  • Susan Bell, Managing Director, The Water Funder Initiative

12:00 PM  |  NETWORKING LUNCH

AFTERNOON SESSIONS

1:30 PM  |  USING PUBLIC EQUITIES TO ADDRESS WATER SCARCITY IN THE PORTFOLIO

Investors hoping to impact water management may not need to look much further than every-day stocks held in the public equity section of their portfolios. Owning shares in the food and beverage industry, agribusiness, and other industries with significant water footprints offers strategic opportunities to address water scarcity. This session will review various forms of responsible investing in the public equities market, including positive and negative screening, ESG strategies, shareholder engagement & proxy voting, and how to align public equities and mission within a larger investment portfolio.

Speakers:

  • Brooke Barton, Senior Program Director, Water Program, CERES
  • Julie Goodridge, CEO, Northstar Asset Management
  • Bruce Kahn, Trustee, Robert and Patricia Switzer Foundation (Moderator)
  • Liz Michaels, Chief of Staff & Director of ESG/SRI, Aperio

2:15 PM  |  BREAK

2:25 PM  |  RECHARGING WATER & COMMUNITY USING GREEN INFRASTRUCTURE

As traditional water supplies dwindle due to the record-setting drought and poor management practices, communities are exploring new approaches to building more resilience in local groundwater supply. This session will introduce simple ways that cities in California are revitalizing and improving local water supply using green infrastructure, and how the benefits of these projects extend to the local environment, families and communities.

Speakers:

  • Ricardo Bayon, Partner & Member of the Board of Directors, Encourage Capital
  • Adel Hagekhalil, Assistant Director, Bureau of Sanitation, City of Los Angeles
  • Cynthia Koehler, Co-founder & Executive Director, WaterNow Alliance
  • Diane Schrauth, Program Consultant, Funders' Network for Smart Growth and Livable Communities (Moderator)

3:15 PM  |  BREAK

3:30 PM  |  FLASH TALK, WITH CYNTHIA KOEHLER, CO-FOUNDER & EXECUTIVE DIRECTOR, WATERNOW ALLIANCE

3:45 PM  |  COMMUNITY REFLECTIONS, FACILITATED BY DANA LANZA

Confluence CEO Dana Lanza will facilitate an open dialogue for all participants to share their experiences and reactions to the issues raised throughout the day. Designed to promote reflection and conversation, this town hall-style meeting will be a useful opportunity to connect with other attendees and process what we’re all learning together.

4:30 PM  |  FREE TIME

6:30 PM  |  RECEPTION

7:30 PM  |  GROUP DINNER AT THE MARRIOTT HOTEL


WEDNESDAY, AUGUST 3: GRANTMAKING FOCUS

 

7:30 AM  |  BREAKFAST & REGISTRATION

8:30 AM  |  WELCOME: RECAP OF DAY 1

We will begin the morning by revisiting the major themes that emerged from our first day together, and connect those threads to the topics and issues that will be raised as the Briefing continues.

Speakers:

  • Margaret Bowman, Consultant, Walton Family Foundation

8:40 AM  |  WHAT TO DO ABOUT WATER: REGIONALLY-BASED FOUNDATIONS ADDRESS SCARCITY

The Western U.S. is in the fourth year of a historic drought. In a recent statewide survey, the Public Policy Institute of California found that for the first time Californians see water and drought as the most important issue facing the state, above jobs and the economy. Considering projected climate change trends, coupled with over-use and other exacerbating problems, this phenomena is projected to expand across Western States. It is clear that immediate action is needed to curtail the spread of this problem. Special attention must be given to the most vulnerable communities, whose voices are underrepresented in water policy and planning efforts. This plenary will bring together several regionally-based foundations that support sustainable water management solutions through regional land use planning with an eye towards social equity, from the continental U.S. to Hawaii.

Speakers:

  • Remy Goldsmith, Senior Community Leadership Officer, Silicon Valley Community Foundation 
  • Judi Larsen, Senior Program Manager for Enterprise, The California Endowment
  • Josh Stanbro, Program Director, Strategies, Initiatives & Networks, Hawaii Community Foundation
  • Nicola Hedge, Director, Environment Initiatives, The San Diego Foundation

9:40 AM  |  TRANSITION BREAK

SMALL SESSIONS (CHOOSE ONE)

9:45 AM  |  IMPROVING WATER QUALITY AND QUANTITY BY INVESTING IN FOREST HEALTH AND AGRICULTURE

Protecting natural resources and improving environmental health are critical components of successful water management, but traditional funding models may not adequately support this important work. The future of conservation is a combination of innovative philanthropy and diversified investment strategies that can fill the gaps and provide double or triple-bottom line returns. This session will introduce how improvements in forestry and agriculture sustainability practices connect to effective water management, and suggest ways investors can support conservation efforts while making the most of them.

  • Dr. Barbara K. Buchner, Executive Director, Climate Finance, Climate Policy Initiative
  • Leigh Madeira, Co-founder and Partner, Blue Forest Conservation 
  • Kelli McCune, Senior Project Manager, Sustainable Conservation
  • Marc Rand, Senior Partner, Avivar Capital (Moderator)

9:45 AM  |  WATER WIDGETS

More and more, new projects and businesses are emerging that use technology and data collection to address our relationships to water, scarcity, and resource management in innovative ways. From allowing consumers to monitor their water usage through smartphones to helping farmers maximize water retention in soil, data and new technology can be effective tools to enhance water sustainability. This session will provide helpful context about ongoing developments in 21st century water management, and discuss how investors can support innovations that are bridging the public and private sectors in exciting new ways.

Speakers:

  • Geoffrey Eisenberg, Principal, Ecosystem Integrity Fund
  • Alvar Escriva-Bou, Research Fellow, Water Policy Center, Public Policy Institute of California 
  • Chip Krotee, Partner, Asset Management, Perella Weinberg Partners, & Executive Director, Perella Weinberg Foundation and Incubation Fund (Moderator)
  • Kathryn Viatella, Program Officer, The Water Foundation

10:45 AM  |  BREAK

11:00 AM  |  FUNDER ONLY AND ADVISOR/RESOURCE EXPERT BREAKOUT GROUPS: DISCUSS STRATEGIC NEXT STEPS AND COLLABORATION

Funders and advisors/resource experts (NGOs and governmental representatives) will have the opportunity to meet separately as cohorts to discuss specific takeaways relevant to their respective roles, and consider avenues for carrying this work forward. This will be an opportunity to imagine action-oriented follow-ups large and small, from potential macro initiatives and collaborative projects to micro commitments and individualized progress plans. The goal of this session will be for both funders and advisors to step out of the conference armed with new possibilities and ready to keep pushing forward, in concrete ways, together.

  • Funder Facilitator: Lynn Lohr, Executive Director, The Consultative Group on Biological Diversity
  • Advisor/Resource Expert Facilitator: Dana Lanza, CEO, Confluence Philanthropy

12:30 PM  |  NETWORKING LUNCH

1:15 PM    |  ADJOURN