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

Thursday, November 7, 2024

10am - 8pm

Presidio Officers’ Club

50 Moraga Ave, San Francisco, CA 94129

MEET YOUR COLLABORATORS

  • 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.

  • COO, Montcalm

    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.

  • Co-founder, WHYZ Partners

    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

  • 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.

HIGHLIGHTS FROM 2023