Montcalm’s second annual convening will gather thoughtleaders, entrepreneurs, business professionals, and investors to co-create tangible, boundary-breaking 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 defy previous imagination and are rooted in care and collaboration at heart.

By approaching our work through this developed perspective, participants will grow in their ability to align financial interests with the needs of humanity, learn to operate with accountability and integrity, shift their priorities for greater personal and professional satisfaction, and diversify their skillsets for longterm success.

This conscious conversation brought to you by Montcalm will elevate your financial well-being to a place of empowerment and freedom.

Through discussion with the group, you will explore the unique strengths women bring to finance and investing, challenge preconceived and self-limiting beliefs, and construct the foundation required to architect your own financial freedom.

Leaning into the skills, perspective, and self-reliance she has developed over her 20+ year career in finance, Holly (CEO and Founder, Montcalm) will share her experiences and wisdom as she leads this intimate, women-only discussion. Joining Holly will be Robyn O'Brien (COO, Montcalm), whose courage and thought leadership in the food and finance industries have inspired incredible change.

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Led by Holly Ruxin of Montcalm and Eva Yazhari from Beyond Capital Ventures, this enlightening discussion invites you to explore your personal journey towards financial abundance. Through introspection and interactive engagement, you'll discover how to shift your mindset from scarcity to abundance, empowering every aspect of your life.

During the conversation, Eva will also offer insights into her investment endeavors at Beyond Capital Ventures, spanning financial services, healthcare, and climate in East Africa and India. We'll delve into how these ventures not only benefit humanity but also contribute to the flourishing of our planet.

Additionally, Stephanie Bonham from Montcalm will share firsthand reflections from her visits to portfolio companies in Rwanda and Kenya, providing tangible examples of how strategic investments can foster abundance in local communities.

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Please join us at the home of Sharon Gitelle, who has graciously offered to host this conscious conversation on the skills and tools required to ensure the architecture of your financial life is set up to support your freedom and your future.

Holly has developed these skills and market expertise over her 20+ career in finance, and Robyn O’Brien has developed thought leadership in the food an finance industry. The discussion will also bring in elements of Robyn’s new book Seeding innovation. Patsy Doerr brings her expertise from a long career in sustainability and diversity at large institutions. Leah Bernthal is also joining us and brings us her expertise in purpose and impact.

The discussion will be facilitated in Montcalm’s signature style of conscious conversation, allowing the group to engage in a collaborative discussion to enhance success through permission to break out of programmed thinking patterns and explore the topic from new perspectives.

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In today’s public markets that prioritize short-term profit, is it possible to self-organize for maximum contribution that uplifts everyone?

How can we use new proxy voting technology to transform corporate governance?

We invite you to join Holly Ruxin (Montcalm) and Gabriel Grant, PhD, in reimagining our participation in the public equity markets with love and care at the center of our decisions. In this expansive conscious conversation, we will discuss the evolution of capital markets, question the mechanisms of the current model, examine our perceived vs actual ownership in market outcomes, and collaborate for solutions oriented toward collective well-being.

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Water is quiet. Water is a requirement. Water is the ultimate connector because it underpins everything: our lives, our economies, our communities, and our ecosystems.

Rivers and streams are our largest source waters, yet more than 50% of U.S. rivers, streams, and tributaries are not fishable, swimmable, or drinkable.

In this intimate conscious conversation, we will explore the multi-faceted, all-reaching nature of one of our most precious and endangered resources: water.

Join Holly Ruxin (Montcalm), in collaboration with Molly McCabe (Board Member, the Freshwater Trust) and Arthine Cossey van Duyne (Advisor, the Freshwater Trust) to elevate your understanding of the importance of and issues surrounding source water, the bodies of water allowing for safe and life-sustaining consumption of the resource by communities.

We will identify the widespread and time-sensitive problems in our source water systems, share our unique relationships with the resource with the group, and collaborate for effective solutions.

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This conscious conversation is brought to you by Montcalm TCR to elevate your financial well-being to a place of empowerment and freedom.

Leaning into the skills, perspective, and self-reliance she has developed over her 20+ year career in finance, Holly (CEO and Founder, Montcalm) will share her experiences and wisdom as she leads this intimate, women-only discussion. Joining Holly will be Robyn O'Brien (Partner, Montcalm), whose courage and thought leadership in the food and finance industries have inspired incredible change. Through conversation with the group, you will explore the unique strengths women bring to finance and investing, challenge preconceived and self-limiting beliefs, and architect your own financial freedom.

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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.

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Join us at the VOZ Sanctuary for conscious conversation about how we express our values through fashion.

Engage in an artistic exploration of creating personal and collective power in what we wear, in our collaborations, and in our investments.

Learn how to express your value(s) through style and ecology, and creating a positive impact.

Curated elixirs offered by Suamy Upegui from HealHaus.

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Eva Yazhari and Holly Ruxin will talk about their experiences in investing, business, and leadership, as well as how those arenas are changing rapidly to meet the important needs of humanity around the globe. There will be plenty of time for everyone gathered to share their thoughts and perspectives and we plan to have an intriguing and inspiring collaborative discussion!

Beyond Capital Ventures invests in companies that create access to healthcare, financial services, secure food sources, and energy for the millions of household across India and Africa that do not have satisfactory solutions for these daily needs. BCV is one of the elite funds that Montcalm offers on our platform of private funds for our clients to invest in – they meet our high standards for financial integrity as well as positive impact for the planet.

Our goal is for everyone to come away with new ideas and inspirations, and have your contributions inspire others.