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

Wednesday, November 5, 2025

10am - 8pm

Presidio Officers’ Club

50 Moraga Ave, San Francisco, CA 94129

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.

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