RIGHT RELATIONSHIP

IN THE NEXT

DIMENSION

Our Second Annual Conscious Capital Convening for Curious Investors and Business Leaders

November 6, 2024

WE INVITE YOU

Our second annual Montcalm conference builds off of the momentum and ideas shared at our inaugural convening in 2023 centered on aligning money and values through right relationship.

This year's discussion will elevate our understanding of right relationship by examining our financial actions, decisions, and beliefs through an updated and modern lens. We will engage with business leaders and investors truly operating in a realm of unconditional connectedness and unparalleled success. While viewing our financial lives in 5D, we will continue to provide discussions and shift in execution from an approach based in fear and extraction to one rooted in love and capital creation. We will learn together how to work together in place of rather than in division as we continue to help us all enter into new, and infinite, and successful relationship with capital and with ourselves. 

TICKETS

Early Registration (2/16 - 6/1) - $455.00

Regular Registration (6/2 - 11/6) - $555.00

Montcalm Clients - $155.00

WHEN + WHERE

Wednesday, November 6, 2024

10am - 8pm

Presidio Officers’ Club

50 Moraga Ave, San Francisco, CA 94129

MEET YOUR COLLABORATORS

  • Founder and CEO, Montcalm

    Holly Ruxin is Founder and CEO of Montcalm, a wealth management firm providing smart, sophisticated investing that blends personal freedom with planetary integrity. Holly’s investing approach combines her deep Wall Street experience in risk management with her intuitive understanding of her clients’ money beliefs, empowering each person to embrace their own customized and unique investment strategy. After 30 years in the finance industry, with many years spent at the biggest and most powerful institutions on Wall Street, Holly is dedicated to creating freedom and value for her clients and the broader community. She accomplishes this through her focus on intelligent and sophisticated investing of her client’s assets, while also creating events and conscious conversations in the Bay Area, New York City, and many more areas to come. She has an MBA in Finance from Columbia University and a BA in Economics from the University of Michigan.

  • Partner, Montcalm

    Robyn focuses on scaling solutions and developing partnerships and opportunities for Montcalm. Prior to joining Montcalm, she founded Sirona Ventures and rePlant Capital, financial services firms developing 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. Her work in the capital markets began at Invesco where she was on a team that managed $20 billion in assets. 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). Robyn is an Executive Producer of the award winning documentary, Common Ground, an adjunct professor at Rice University, co-founder of the Women Transforming Food and Finance Conference, and the 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.”

If you need to know more…

Please provide your contact information so we may share details—such as our agenda, breakout group topics, and keynote speakers—as they become available.

If you’re ready for the Fifth Dimension…

You may register through the link below.
As additional details become available, they will be shared to the email address provided in registration.

HIGHLIGHTS FROM 2023

See what else is going on