2014 Practitioners Workshop in San Francisco

A steering group of representatives from Coady Diemar Partners (Pat Coady), Equilibrium Capital (Dave Chen), The Lyme Timber Company (Peter Stein) and Credit Suisse (Fabian Huwyler/John Tobin) organized a two-day workshop for practitioners to bring together some of the leading players in the transition from donor-driven to investor-driven conservation finance.


The aim of the workshop was to make participants take stock of the field, review and discuss successful conservation finance transactions and innovative transactional structures, and discuss ideas that are scalable and repeatable and that generate returns for investors. The workshop was designed for networking. Some case studies were presented to spark off discussions. The goal was to end the second day with a set of actionable ideas, projects, business models and tasks to move the ball forward on important innovative ideas.

A review of the conference (incl. videos) is available here.

Agenda for Day 1 - January 21, 2014

11.30 am

Registration and Buffet Lunch

1.30 pm

Welcome and Logistics

1.40 pm

Workshop Objectives, Approach and Agenda

2.00 pm

Session 1: Some Big Deals and Business Models

4.00 pm


4.30 pm

Session 2: The Process to Develop A Market - Developing and Applying Conservation Finance Methods

6.30 pm

End of Formal Discussions. Relocation to Dinner Place

7.00 pm

Dinner at One Market Restaurant 

9.30 pm

End of Day 1

Agenda for Day 2 - January 22, 2014

8.30 am

Coffee and Tea

9.00 am

Session 3: Current World of Institutionalized Investments


Objective to define the term "investment grade" in conservation finance and to learn from the experience of actors that have broken through to institutional capital. Also explore the positioning of conservation finance in the traditional asset class framework.

10.30 am


11.00 am

Session 4: The Unique Role of Foundations in Catalyzing Markets 


Objective to explore the full gamut of capital tools (grants > PRI > investment capital) and to challenge the current application of these tools to the transactions and to the development of the markets.

12.00 am

Session 5: Removing Barriers and Moving to Landscape Scale


Objective to identify key barriers that currently prevent the scalability of succesful models and to agree on approaches that can spur major investments.

1.00 pm


2.00 pm

Wrap Up Session 


Moderated Brainstorming Exercise: What is the "great idea" to accelerate the conservation finance market?

4.00 pm


4.30 pm

Next Steps


The conference organizing team puts a set of next steps on the board and asks for reactions and suggestions.

5.30 pm

End of Roundtable. Optional Drinks