A Conscious Capital Convening for Curious Investors and Business Leaders

GETTING INTO RIGHT

RELATIONSHIP—

ALIGNING YOUR MONEY AND VALUES

November 1, 2023

THANK YOU!

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.

EXPERIENCE

Keynotes + Breakouts + Fireside chats

Sound Bath Meditation

Sunset Cocktails + Jeffersonian-style Dinner

DJ Afterparty

WHEN + WHERE

Wednesday, November 1, 2023

10am - 8pm

Presidio Officers’ Club

50 Moraga Ave, San Francisco, CA 94129

HOW IT WENT

MORNING:

  • Begin the morning with a series of keynote speaker sessions exploring the meaning of “right relationship,” the power of being in alignment, and strengthening it in your own life

  • Examine tangible examples of business practices grounded in being in right relationship and share how to integrate these practices into your own life, business, and investment decisions

AFTERNOON:

  • Network at lunch and expand your understanding through the lived experiences of your fellow participants

  • Learn how to put purpose into practice in impact investing, philanthropy, Donor Advised Funds (DAFs), public policy, and community development through engaging discussions led by changemakers

  • Join a late afternoon sound bath meditation session to integrate your learnings from the day and ground yourself in the gift of the present moment

EVENING:

  • Network over cocktails with fellow participants and speakers

  • Enjoy a sunset dinner as leaders facilitate specific topics at each table

  • End the day with a late night DJ party at Montcalm’s offices

MEET YOUR SPEAKERS

  • Matt Altman

    CEO: Sportiqe

  • Senator Josh Becker

    Senator, California; Founder; Technologist

  • Leah Bernthal

    Founder: Every Purpose

  • Jan D'Alessandro

    Chief Legal and Philanthropy Officer: Pledge 1%

  • Santhosh Daniel

    Special Advisor: Bill and Melinda Gates Foundation

  • Patsy Doerr

    Founder: Change for Social Good

  • Riane Eisler

    President: the Center for Partnership Systems

  • Nancy Giordano

    Strategist, Business Futurist, Author

  • Alisha Griffey

    Founder: Daintree Capital

  • Joseph Kenner

    CEO: Greyston, Workforce Innovator

  • Paul Kent

    Dis Abled Life Alliance (DALA)

  • Peter Kovacs

    Executive Coach and Founder

  • Josh Langenthal

    Managing Partner: The Batchery

  • Hope Mago

    Partner: HCAP Partners

  • Richard Marker

    Educator: University of Pennsylvania

  • Connie Micale

    Proprietor: Anna House Retreat, Mt. Shasta

  • Tom Quigley

    Co-founder & MD: Superorganism

  • Valerie Red-Horse Mohl

    Co-founder and President: Known Financial

  • Vicki Saunders

    Founder: Coralus/SheEo

  • Bodhi Setchko

    Composer, Sound Meditation Healer

  • Sophia Swire

    Founder: GEDI and Future Brilliance

  • Eva Yazhari

    Author; Partner: Beyond Capital Ventures

MEET YOUR COLLABORATORS

Ready to See More?