One key connection was with Jed Emerson. Ten years ago, Jed was the head of REDF, the famous social enterprise foundation in San Francisco. Jed's just published a new article in Forbes.com entitled Steady Returns With Social Impact. His point is:
The little secret of this past year's capital crisis is that while many mainstream investments incurred significant losses in value, one category remained steady--with some investors significantly outperforming the mainstream market. It's called impact investing.