A Conscious Capital Convening for Curious Investors and Business Leaders
GETTING INTO RIGHT
RELATIONSHIP—
ALIGNING YOUR MONEY AND VALUES
November 1, 2023
THANK YOU!
Our inaugural Montcalm conference gathered changemakers, capital movers, and strategic leaders who are putting purpose into practice in life, business, and investing.
We shared what it means to live in right relationship with ourselves, each other, and our capital, and to engage in conversations to positively impact the community, economy, and environment in innovative, scalable, and sustainable ways.
We also discussed ideas, tools, and models, including those by underrepresented voices, providing a welcoming container to increase proactive and collaborative investments for the greater good.
EXPERIENCE
Keynotes + Breakouts + Fireside chats
Sound Bath Meditation
Sunset Cocktails + Jeffersonian-style Dinner
DJ Afterparty
WHEN + WHERE
HOW IT WENT
MORNING:
Begin the morning with a series of keynote speaker sessions exploring the meaning of “right relationship,” the power of being in alignment, and strengthening it in your own life
Examine tangible examples of business practices grounded in being in right relationship and share how to integrate these practices into your own life, business, and investment decisions
AFTERNOON:
Network at lunch and expand your understanding through the lived experiences of your fellow participants
Learn how to put purpose into practice in impact investing, philanthropy, Donor Advised Funds (DAFs), public policy, and community development through engaging discussions led by changemakers
Join a late afternoon sound bath meditation session to integrate your learnings from the day and ground yourself in the gift of the present moment
EVENING:
Network over cocktails with fellow participants and speakers
Enjoy a sunset dinner as leaders facilitate specific topics at each table
End the day with a late night DJ party at Montcalm’s offices
MEET YOUR SPEAKERS
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Matt Altman
CEO: Sportiqe
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Senator Josh Becker
Senator, California; Founder; Technologist
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Leah Bernthal
Founder: Every Purpose
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Jan D'Alessandro
Chief Legal and Philanthropy Officer: Pledge 1%
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Santhosh Daniel
Special Advisor: Bill and Melinda Gates Foundation
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Patsy Doerr
Founder: Change for Social Good
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Riane Eisler
President: the Center for Partnership Systems
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Nancy Giordano
Strategist, Business Futurist, Author
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Alisha Griffey
Founder: Daintree Capital
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Joseph Kenner
CEO: Greyston, Workforce Innovator
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Paul Kent
Dis Abled Life Alliance (DALA)
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Peter Kovacs
Executive Coach and Founder
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Josh Langenthal
Managing Partner: The Batchery
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Hope Mago
Partner: HCAP Partners
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Richard Marker
Educator: University of Pennsylvania
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Connie Micale
Proprietor: Anna House Retreat, Mt. Shasta
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Tom Quigley
Co-founder & MD: Superorganism
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Valerie Red-Horse Mohl
Co-founder and President: Known Financial
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Vicki Saunders
Founder: Coralus/SheEo
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Bodhi Setchko
Composer, Sound Meditation Healer
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Sophia Swire
Founder: GEDI and Future Brilliance
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Eva Yazhari
Author; Partner: Beyond Capital Ventures
MEET YOUR COLLABORATORS
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Holly Ruxin is Founder and CEO of Montcalm, a wealth management firm providing smart, sophisticated investing that blends personal freedom with planetary integrity. Holly’s investing approach combines her deep Wall Street experience in risk management with her intuitive understanding of her clients’ money beliefs, empowering each person to embrace their own customized and unique investment strategy. After 30 years in the finance industry, with many years spent at the biggest and most powerful institutions on Wall Street, Holly is dedicated to creating freedom and value for her clients and the broader community. She accomplishes this through her focus on intelligent and sophisticated investing of her client’s assets, while also creating events and conscious conversations in the Bay Area, New York City, and many more areas to come. She has an MBA in Finance from Columbia University and a BA in Economics from the University of Michigan.
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Robyn O’Brien is on Forbes Impact 50 List for her work at the intersection of food, finance and climate. She is the founder of Sirona Ventures and rePlant Capital, financial services firms scaling climate solutions. She is a bestselling author of The Unhealthy Truth, about how our food system is making us sick, and of the upcoming book, Seeding Innovation, A Path to Profit and Purpose in the 21st Century. Her TED talk on our food system has been viewed millions of times and translated into dozens of languages. Robyn is an Executive Producer of Common Ground, a new documentary on the powerful intersection of climate and our food system, and she also teaches innovation and entrepreneurship at Rice University’s business school, is a Fulbright scholar and mother of four.
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Lisa Gralnek is a brand builder and impact advisor with 25-years of experience creating and launching new ideas and initiatives for diverse organizations. She has held strategy, marketing and operations roles at Chobani, Walmart, moo.com, adidas, and the Boston Consulting Group, after beginning her career in the world of high fashion. In 2017, Lisa founded the boutique strategy consultancy LVG & Co.- a corporate member of 1% for the Planet. Today, she is also the Managing Director, US and Head of Impact at iF Design who runs one of the world's most prestigious design awards. Lisa is a frequent contributor on matters of values-led action and conscious capitalism, and her weekly interview series FUTURE OF XYZ is presented in partnership with Rhode Island PBS. Lisa holds a BA in Political Science and French from Bates College and an MBA from INSEAD. She lives in and outside of New York City.
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Having lived and worked in Asia, Europe and the United States, Laura’s experience as a global businesswoman propelled her career trajectory. Laura is a retail executive with a strong creative bent - bringing over 30 years of experience to the business of fashion and retail consumer goods. She left her last corporate role as President of Accessories for Polo Ralph Lauren to help small to mid-market retail consumer goods brands at the intersection of profit and purpose. And in 2018, Laura – along with two other female C-Suite executives – founded WHYZ Partners. A primary mission at WHYZ is to engage and empower the next generation of consumer goods business leaders – under the purpose of promoting the ideals of financially and socially responsible business practices. Laura is active in the industry as a speaker, advisor and thought leader. Laura is also the author of a children’s book ‘The ABCs of Conscious Capitalism for KIDS’ because she believes that “It is easier to build strong children than to repair broken men.”
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Bonnie Lin is an impact investor, speaker, and consultant working at the intersection of public, private, and philanthropic capital. As Managing Director of The Rainmakers Global, she advises US and APAC family offices deploying strategic capital to accelerate innovation and scale impact. Bonnie has spent 25 years driving global growth and transformation in technology, finance, and manufacturing, leveraging her expertise in change leadership, venture capital, and economic development. She has founded four companies and supported hundreds of leaders, from Fortune 500 to Shark Tank, in marketing, cross-border M&A, and advisory roles. An advocate for education, entrepreneurship, and women in leadership, Bonnie is a Trustee of The Fogarty Foundation and advisor at Berkeley Skydeck. Previously, she served on the Investment Committee of Silicon Valley Social Venture Fund (SV2) and the boards of US District Export Council and Pacific Northwest Defense Coalition.
