MONTCALM’S ANNUAL CONVENING:
EVOLUTION
CO-CREATING THE NEXT LEVEL OF BUSINESS AND FINANCE
NOVEMBER 7, 2024
THE PRESIDIO OFFICERS’ CLUB / SAN FRANCISCO
EVOLUTION :
the process by which new species or populations of living things develop from preexisting forms through successive generations
Montcalm’s second annual conference will gather thought leaders, entrepreneurs, business professionals, and investors to co-create tangible, boundary-breaking executable solutions in business and finance.
Building off of our inaugural convening’s immensely successful and inspiring exploration of right relationship, this year’s gathering seeks to elevate our work through the spirit of evolution. In doing so, we will address challenges in our social, economic, and environmental systems by developing business and finance solutions that acknowledge our rapidly growing global economy and our own shifting values and how we can execute those decisions rooted in care and collaboration to affect maximum positive change.
By approaching our work through this developed perspective, participants will grow in their ability to align their financial interests with their own values and the needs of humanity, learn how to operate thier business and personal life with accountability and integrity, shift their priorities for greater personal and professional satisfaction, and diversify their skillsets for long term personal and professional success that also makes our planet better.
TICKETS
Early Registration (7/1 - 9/14) - $455.00
Regular Registration (9/15 - 11/7) - $555.00
Montcalm Clients - $155.00
WHEN + WHERE
MEET YOUR COLLABORATORS
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Founder and CEO, Montcalm
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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.
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COO, Montcalm
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Robyn focuses on scaling solutions and developing partnerships and opportunities for Montcalm.
Her work in capital markets began at Invesco where she was on a team that managed $20 billion in assets. Prior to joining Montcalm, Robyn founded Sirona Ventures and co-founded rePlant Capital, financial services firms established to develop agricultural and climate solutions. She also founded the AllergyKids Foundation, an organization focused on the impact our food system is having on the health of our children.She is a bestselling author of The Unhealthy Truth, How Our Food Is Making Us Sick and What We Can Do About It (Random House 2009) and Seeding Innovation, The Path to Profit and Purpose in the 21st Century (Wiley Publishing April 2024).
She is an Executive Producer of the award winning documentary, Common Ground, an adjunct professor at Rice University, and co-founder of the Women Transforming Food and Finance Conference.In 2020, Robyn was recognized for her work by Forbes' Impact 50 List.
Robyn received a Fulbright fellowship and an MBA from Rice University. She loves hiking, running and anything to do with music, and she is the proud mother of four incredible adult children.
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Co-founder, WHYZ Partners
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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.”
MEET YOUR SPEAKERS
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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 Action -
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 join the
next evolution?
Please register through the link below.
As additional details become available,
we will share them to the email address
provided in registration.