
MONTCALM’S ANNUAL CONVENING:
DEVOTION
INFUSING LOVE INTO OUR BUSINESSES
AND FINANCIAL RELATIONSHIPS
NOVEMBER 5, 2025
THE PRESIDIO OFFICERS’ CLUB / SAN FRANCISCO
DEVOTION—
a deep commitment
to excellence, ethical responsibility,
and lasting relationships
We are thrilled to invite you to Devotion, a transformative event where commitment, purpose, and innovation converge. This year’s conference will bring together thought leaders, entrepreneurs, business professionals, and investors to explore how devotion can drive sustainable business success and financial prosperity.
In a world of rapid change, the true power of devotion lies in its ability to shape business practices and redefine wealth. This conference will focus on how unwavering dedication to values, customers, and long-term goals can foster financial models that generate lasting returns and meaningful impact.
Throughout the event, we will engage in:
Inspirational speaker sessions featuring leading experts in business and finance.
Interactive discussions on how devotion to purpose-driven initiatives can drive success and create resilient economic systems.
Networking opportunities to connect with fellow entrepreneurs and professionals who share a commitment to creating sustainable, impactful enterprises.
We’ll explore the importance of building trust, fostering loyalty, and embedding a sense of duty toward the communities and environments we serve. Together, we’ll redefine wealth not just as a measure of monetary success but as a pathway to a legacy rooted in human dignity, sustainability, and growth for all.
Join us for Devotion—where business meets purpose, and commitment leads to prosperity.
Stay tuned for more details and registration information. We look forward to seeing you there!
TICKETS
Early Bird Registration (3/15 - 6/30) - $550
Early Registration (7/1 - 9/30) - $650
Regular Registration (10/1-11/4) - $750
Montcalm Clients - $200.00
WHEN + WHERE

MEET YOUR HOST
Founder and CEO, Montcalm
—
Holly founded Montcalm in 2012 to provide wealth management services based on intelligent investing, empowerment, and integrity.
After beginning her investment career in fixed income derivatives sales at Goldman Sachs, she proceeded to manage assets, lead private client teams, and trade at Morgan Stanley, Montgomery Securities, and Bank of America.
Her intelligent, values-driven approach to business and finance earned her recognition as a World Changing Woman in Conscious Business by Conscious Company Media in 2022.
Holly has an MBA in Finance from Columbia University and a BA in Economics from the University of Michigan. She lives in San Francisco with her family and enjoys live music, hiking, movies, and spending time in Tahoe.
SPEAKERS COMING SOON
MEET 2024’S SPEAKERS:
-
Senator Josh Becker
SENATOR
Community, Tech, Social Justice -
Sara Bronson
FOUNDER & SPEAKER
Financial Coach -
Ronda Carnegie
FOUNDER & STRATEGIST
Media, Climate, Gender -
Kristin Coates
CEO, REGENERATIVE CALIFORNIA
Economic Development & Climate -
Patsy Doerr
THOUGHT LEADER
Speaker, Coach & Facilitator -
Annie Farman
CLIMATE COMMUNICATIONS
Entertainment & Sustainability -
Sharon Gitelle
ENGAGEMENT STRATEGIST
Digital Media -
Marian Goodell
CEO, BURNING MAN
Innovator, Community Building -
Gary Hirshberg
FOUNDER & ADVISOR
Sustainable Food & Business -
Ashley Ibarra
HUMAN POTENTIAL
Health & Movement Specialist -
Arthur Levitan
FOUNDER & TAOIST MASTER
Technology -
Bonnie Lin
IMPACT INVESTING, STRATEGIST
Philanthropic Capital & Innovation -
Chris Mathias
INNER WILDERNESS EXPLORER
Science, Art, Spirit -
Marcella McColl
ENTREPRENEUR
Consciousness -
Megan Morrice
SENIOR ADVISOR
Impact Investing -
Haider Nazar
FOUNDER & CEO
Leadership & Business -
Kathleen Paylor
FOUNDER & LEADER
Philanthropy & Impact Investing -
Vicki Saunders
FOUNDER & MENTOR
Entrepreneurship -
Kahini Shah
PRODUCT & SOFTWARE
Data & AI-Enabled Solutions -
Stix
ENTREPRENEUR
Music, Dance, Activism -
Kat Taylor
FOUNDER & ACTIVIST
Banking, Economic Justice, Climate -
Philip Taylor
FOUNDER & ECOLOGIST
Regenerative Agriculture -
Jill Tidman
EXECUTIVE DIRECTOR
Film, Environmental Solutions -
Jess Tomlin
CEO
Equality Fund -
Destani Wolf
VOCALIST
Music -
Eva Yazhari
BEYOND CAPITAL VENTURES
Partner, Author
Questions before
registering?
Please reach out using the link below.
We’re happy to connect you with
someone from our team who can answer
your questions.
Ready to share the love?
Please register through the link below.
As additional details become available,
we will share them to the email address
provided in registration.
PAST HIGHLIGHTS

