DEVOTION

MONTCALM’S ANNUAL CONVENING:

COMMITTING TO OUR BUSINESS

AND FINANCIAL RELATIONSHIPS

NOVEMBER 5, 2025

THE PRESIDIO OFFICERS’ CLUB / SAN FRANCISCO


The resonance of DEVOTION is still settling in. More than 150 extraordinary people from investors and funders to philanthropists and movement builders  gathered with us in the Presidio.  From the moment we opened, the room centered around a core Montcalm inquiry:

What becomes possible when money, purpose, and humanity return to right relationship?

A DAY WITH UNUSUAL DEPTH

Though the convening lasted only one day, it carried the density of something much larger.  

Our morning speakers set a powerful foundation:

  • Jed Emerson on the flow of capital as a force for meaning

  • Lynne Twist on the soul of money

  • Rick Farman and Marc Ruxin on the creative spirit driving the music economy

Workshops on flourishing, parenting, and purpose-filled leadership followed, leading into a lively lunch conversation about what an AI devoted to good could enable.

In the afternoon, Syama Bunten and Holly Ruxin of Montcalm explored devotion as a catalyst for personal and financial transformation. Holly shared the frameworks she has developed over the past decade, especially Architecture of Freedom, Montcalm’s approach to aligning a family’s entire financial life with clarity, intention, and regenerative purpose. 

There was a moment when the room felt completely attuned. People were listening with their whole bodies as Holly articulated a truth that resonated across the space: 

Caring deeply for yourself and your family, while investing in alignment with your values, creates a grounded Architecture of Freedom. When wealth is stewarded with devotion rather than fear, new possibilities open.

Visionary reflections followed from:

  • José Corona and Kristen Coates on regenerative financial models

  • Jen Risher and Tim Fredel on the transformative potential of DAFs

An immersive sound bath, afternoon workshops, and Jeffersonian dinners brought the day to a close.  Every conversation, no matter the topic, circled back to relationship: with ourselves, with one another, and with the systems we are reshaping.

THE REAL MAGIC:
THE COMMUNITY

The content was powerful, but the true magic came from the people in the room. Conversations sparkled, dinner discussions went deep, and the sound bath created a shared resonance. Participants showed up with generosity, curiosity, and a willingness to weave personal story with professional insight. 

It felt less like a conference and more like a gathering of peers committed to reimagining leadership, devotion, and values-aligned finance.

LOOKING AHEAD

If you were with us, thank you for your presence and your wisdom.

If you were not able to attend but feel connected to this work, know that Montcalm is building a home for people who want their wealth stewarded from a place of freedom.  A home for people who believe finance, when rooted in intention, can be a force for regeneration for families and transformative systemic change for humanity.

This gathering was just the beginning. More conversations, offerings, and opportunities are ahead. 

We look forward to what unfolds when devotion leads!

It was an honor, joy, and delight for me. Congratulations on pulling off such an awesome event. Truly brilliant. I loved it.

- DEVOTION speaker

Want to dig in more?

Check out this deeper-dive recap with nuggets of wisdom form our speakers and attendees.

MEET THE HOST

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.

2025 DEVOTION SPEAKERS

  • Zubaida Bai

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    Zubaida Bai is the President and CEO of Grameen Foundation, where she leads holistic programming that enables women and families to build financial health and leave poverty. Leveraging her engineering and social entrepreneurship background, she brings systems-level innovation to financial inclusion challenges, with a proven track record from founding healthcare social enterprise ayzh to leading social ventures at CARE International. Recognized as a Young Global Leader by the World Economic Forum and TED Fellow, Zubaida combines institutional leadership with governance experience to drive transformative approaches to sustainable development and financial inclusion.

  • Gary Bolles

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    Gary A Bolles is a Global Fellow for Transformation at Singularity University.  He lectures, writes and consults about the intersection of technology, impact, innovation, and capital to fuel continuous transformation in the Age of AI. 

    He is a co-founder of SoCap Global, the enduring conference helping entrepreneurs and investors to explore strategies for “doing well and doing good.” As a partner in the boutique consulting firm Charrette LLC, Bolles helps organizations intent on scaling their impact, including corporations, entrepreneurs, family offices and corporate philanthropies. A widely-acknowledged expert on the future of work, Bolles is the author of The Next Rules of Work: The mindset, skillset, and toolset to lead your organization through uncertainty.

    As co-founder of eParachute.com, he is a thought leader on co-creating strategies for multi-generational organizations, helping youth to 50+ to develop their own career paths by leveraging insights from “What Color Is Your Parachute?”, the best-selling career book of all time. 

    Bolles is the former COO of Evolve Software, the former VP Marketing for Network Products Corporation, and the former editorial director for six technology magazines, including Inter@ctive Week and Yahoo! Internet Life. 

  • Marcus Briggs-Cloud

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    Marcus Briggs-Cloud (Maskoke) is a language revitalizer, scholar, musician and co-director of Ekvn-Yefolecv: an off-grid, climate-positive, income-sharing ecovillage compromised of Maskoke People who, after 180 years of displacement, returned to their homelands for the revitalization of their language and culture, and commitment to ecologically regenerative lifeways. A graduate of Harvard Divinity School, he has a PhD in interdisciplinary ecology from the University of Florida’s School of Natural Resources and the Environment. Marcus serves on the board of directors of Cultural Survival, an NGO defending Indigenous Peoples' rights globally.  He is partnered to Tawna Little (Maskoke) and they have two children, Nokos-Afvnoke and Hemokke, with whom Marcus enjoys speaking exclusively in the Maskoke language.

  • Sara Bronson

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    With over 30 years of small business experience, Sara knows the stages of a small business and the issues encountered as it grows.  Founder and CEO of Amani Financial, the Amani Money Method combines a healthy money mindset with confident money management skills that help her clients claim their wealth and their worth.  

    Sara is committed to bridging the wealth gap/economic divide – through high-quality financial literacy programs that are engaging, impactful, and truly change the conversation of money; dismantling the stigma and myths that create both external and internal barriers to wealth creation and enjoying your relationship with money.  

    Sara's greatest joys are spending time with my son and his family, biking through the wine country or any intriguing adventure near or far. 

  • Robert Browning

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    Robert Browning is Director of Healthcare and Organizational Partnerships at HeartMath and Vice President of the Fyera Foundation. He has trained over 100,000 people in heart-based resilience tools and co-leads healthcare alliances with institutions like Johns Hopkins and Stanford. With a doctorate in Human Caring and experience in UN and G20 diplomacy, Robert brings heart intelligence to peacebuilding and systems change. 

  • Syama Bunten

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    Syama Bunten is an award-winning entrepreneur, investor, and advocate for women’s financial empowerment. As Co-Founder of Big Delta Capital, she’s on a mission to help one million women build wealth through access, education, and community. She is the creator of the Wealth Catalyst Summit, a nationally recognized event that brings together investors, founders, and wealth-builders to reimagine how capital flows. She also hosts the award-winning podcast Getting Rich Together, where she leads candid conversations about money, investing, and values. With a background in fashion and finance, Syama has been featured in Forbes, The New York Times, and speaks on values-aligned investing and financial freedom. 

  • Paul Bradley Carr

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    Paul Bradley Carr is a journalist and author. He has written three memoirs about his adventures in and around Silicon Valley. He was the Silicon Valley columnist for The Guardian, senior editor at TechCrunch, cofounder of PandoDaily, and founder and editor-in-chief of the infamous NSFWCORP in Las Vegas. His writing has also appeared in The Wall Street JournalHuffPostNational Geographic, and much more. He lives in Palm Springs with his family and is the co-owner of The Best Bookstore in Palm Springs.

  • Sheva Carr

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    Sheva Carr is the founding CEO of Heart Ambassadors® and The Fyera Foundation, and Co-Director of HeartMath® Healthcare. She integrates Eastern medicine, emotional intelligence, and diplomacy to advance global wellbeing and sustainable development. With consultative status at the UN and leadership in the G20/C20, Sheva champions heart-based solutions to mental health, leadership, and social transformation. 

  • Jacqueline Chan

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    Dr. Jacqueline Chan, D.O. is the Medical Director, Advanced Hyperbaric Recovery of Marin, San Rafael, CA; Staff Physician, Marin Natural Medicine Clinic, Larkspur, CA; Part-time Faculty, Academy of Intuitive Medicine, Sausalito, CA, and author of “Regenerate Your Brain: A breakthrough plan to regain your brilliance” 

    She is a board-certified holistic medicine physician dedicated to providing compassionate, patient-centered care. Dr. Chan integrates the latest in holistic and functional medicine with a deep understanding of the body’s healing potential. She holds a strong belief that optimal health extends beyond the absence of disease. Dr. Chan focuses on aligning physical, emotional, and energetic well-being to support each patient’s highest vitality. 

    Dr. Jacqueline Chan holds a B.A. in Philosophy from Mount Holyoke College, MBA training from National Westminster Bank, and a Doctorate in Osteopathic Medicine from Ohio University.  She completed her Family Practice Residency in 1997 and is Board Certified in Integrative Holistic Medicine and Neuromusculoskeletal Medicine. Drawn to osteopathic medicine for its holistic and individualized approach, she has spent over two decades blending cutting-edge functional medicine with traditional healing wisdom. 

  • Kristin Coates

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    Kristin Coates is the CEO of Regenerative California, a pioneering nonprofit dedicated to transforming California into a regenerative economy through a place-based strategy.  Kristin is a seasoned entrepreneur and leader that has been creating positive change in the private, non-profit, and public sectors for over 20 years. After nearly a decade of working in the nonprofit sector in land conservation, green building, and environmental media, Kristin launched Coates Consulting, a sustainable tourism firm, where she and her team helped to create dozens of award-winning hospitality destinations. For nearly 7 years Kristin held the role of VP of Food and Nature-Based Solutions at SecondMuse, an innovation company that works with visionary corporations, cities, governments, organizations, and startups to create 21st century economies.   Within her portfolio was the Food System Vision Prize funded by The Rockefeller Foundation; the launch of a new regional food system initiative called Urban Food Hives in partnership with Oxfam, and the design and implementation of entrepreneurial and innovation accelerators.  Kristin received degrees in International Environmental Studies at the University of Vermont and Sustainable Tourism at George Washington University and is a 2024 fellow of the With Life Program (a collaboration of Capital Institute and nRhythm). 

  • José Corona

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    Raised in California’s agricultural heartland and a proud son of family farmers, José brings decades of cross-sector leadership to his current role as Chief Agriculture Innovation Officer with the Office of Kat Taylor. His work is rooted in a deep belief in community-led systems change, supporting grassroots investment platforms that build economic resilience in the Central Valley and beyond. Through his work, leading the Agricultural Platform Collective - a flagship initiative of the Office of Kat Taylor - he is helping to transform the agricultural sector by bolstering the economic viability, sustainability, and resilience of under-represented farmers, ranchers, and rural communities at-large.  

  • Amira Diamond

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    Amira Diamond is the Co-Founder and Co-Executive Director of Women’s Earth Alliance (WEA), where she leads global initiatives that equip grassroots women leaders with the tools, networks, and resources to scale community-driven climate solutions. With over three decades of experience advancing climate resilience, gender equity, and economic justice, Amira’s career includes directing philanthropic strategy, cultivating cross-sector partnerships, and movement organizing. She is a dynamic speaker and coach known for integrating music, storytelling, and cultural tradition into her work, including as founder of the Social Prophet Choir.

    Her leadership at WEA has contributed to reaching more than 24 million people and protecting vital ecosystems in some of the world’s most climate-impacted regions across 31 countries. Amira is a co-recipient of the 29th Heinz Award for the Environment. 

  • Meghan Dunbar

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    Meghan French Dunbar is a “business anthropologist” who studies organizations to 

    find solutions that improve work for everyone. As an author, entrepreneur, workplace 

    strategist, and speaker, her work has touched the lives of over a million people worldwide. 

    Her first book, This Isn’t Working: How Working Women Can Overcome Stress, Guilt, and 

    Overload to Find True Success, came out August 5th, 2025 as the #1 Amazon release for Women In Business and #2 in Workplace Culture, becoming a best-seller in both categories. Prior to that, she co-founded the first nationally distributed print magazine in the U.S. focusing on impact-driven business, Conscious Company Magazine, where she interviewed more than 1,000 business leaders worldwide. She led the company through a successful acquisition in 2017 and remained on as CEO until 2020. As a leadership and workplace strategist, she works with leadership teams at companies, like Coach, Kate Spade, Leonard Green, Charter Next Generation, and more while writing for outlets like Forbes, Fast Company, and Inc.about her key insights. Meghan lives in Boulder, Colorado, with her husband, Scott, and kiddos, Jack and Atty. 

  • Jed Emerson

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    Jed Emerson has worked in the arena of purpose driven capital for over 30 years. He has co-authored eight books on impact investing and social entrepreneurship.  

    Jed is the founder of Blended Value Group, a consulting and advisory firm working with investment firms, funds, family offices and foundations to advance more effective wealth management and impact investing strategy and practice.  He currently serves in leadership roles at AlTi Tiedemann Global, Happiness Capital/Hong Kong, Katapult Foundation/Oslo.  He is a Senior Fellow at both Impact Assets and the Blended Finance Initiative at the University of Zurich and is a Senior Research Fellow at University of Heidelberg’s Center on Social Investing in Germany.  Jed has taught at the Harvard, Stanford, Kellogg, and Oxford business schools as well as NYU-Abu Dhabi. 

    Emerson’s last book, The Purpose of Capital: Elements of Impact, Financial Flows, and Natural Being, explores how we may bridge the divide between how we think about doing well and doing good in order to optimize the total, integrative impact of our lives and wealth, creating an inter-generational, living legacy that reflects our values and aligns our wealth with our ultimate life goals. 

  • Rick Farman

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    Rick Farman co-founded Superfly in 1996, becoming one of the creators behind iconic experiential properties like Bonnaroo, Outside Lands and The Friends Experience in addition to other various landmark experiences for clients including Intel, Citi, Bravo, Google, Nike, Apple and more. He plays a leading role in business development, identifying key opportunities to grow and expand Superfly's capabilities through strategic partnerships and investments. Rick also invests opportunistically in businesses that are similarly evolving culture - many of which align with his personal interests towards wellness, technology and entertainment. Description goes here

  • Janine Firpo

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    Janine Firpo is an accomplished speaker, author, and social entrepreneur, with a long history of working at the intersection of women and their money. From the early years of Apple Computer to senior positions with Hewlett-Packard, the World Bank, and the Bill & Melinda Gates Foundation, Janine has always found herself making an impact. 

    In 2017 she left a successful 35+ year career in technology and international development to focus on how women can create a more just and equitable society through their financial investments. Her book, Activate Your Money: Invest to Grow Your Wealth and Build a Better World, was published by Wiley in May 2021. Later that year, she co-founded Invest for Better, a nonprofit that is catalyzing a movement in which millions of women are educated, enabled, and empowered to activate the power of their money for themselves and for the world. 

    Janine walks her talk. She is taking action to move all her own assets into investments she feels good about and is watching them grow with market-rate returns. She is also a lead investor in Next Wave Impact, a venture fund designed to help more women become angel investors. In 2024, Forbes named Janine one of “50 Over 50” female leaders who continue to make impact later in life. 

  • Timothy Fredel

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    Timothy Fredel’s journey from a Wisconsin dairy farm to Silicon Valley is a testament to resilience, adaptability, and the power of access to the right opportunities. Raised in a family that valued hard work and education, Tim started his career far from the world of venture capital—milking cows twice a day—before earning his place among the leading minds in technology. He worked for Apple, Cray Research, and Sun Microsystems, gaining deep expertise in technology, business strategy, and innovation. 

    Tim’s career took a pivotal turn when he joined Jennifer Carolyn King as co-CEO of BioSpace.com.  Together, they built a platform that supported some of the most critical advancements in life sciences, directly impacting the search for cures for devastating diseases. 

    After winding down BioSpace they invested in Baidu, gaining invaluable insight into what it takes to scale exponential impact on a global level.  Now at The Butterfly Effect Fund Tim is focused on paying forward his experience and success. He works alongside Jennifer to support founders from historically overlooked communities, ensuring they have access to the capital, knowledge, and networks necessary to thrive. He believes that every underdog deserves a shot—because he’s been there, and he knows firsthand what it takes to rise. 

  • Elizabeth Funk

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    Elizabeth Funk is the Founder and CEO of DignityMoves, an innovative nonprofit dedicated to ending unsheltered homelessness using private-sector practical approaches. She has been a tireless advocate for the impact investing movement, serving as a fund manager for several impact funds, a mentor to social entrepreneurs, and an angel investor. Most recently she served as the Senior GP at Dev Equity, an impact fund investing focused on economic development, low-income housing and sustainable agriculture in Latin America. 

    Elizabeth started her career as a founding member of both the Microsoft Office and Yahoo product teams.  She later served as President and CEO of CML Global Capital, a global public company with operations in Belize, Hong Kong, Canada and the US.  She chairs the YPO San Francisco Gold chapter and the YPO Impact Investing Initiative as well as Peak Power, a climate technology company at the forefront of the energy transition. She is a member of Toniic (an impact investors network) Battery Powered, Campden Wealth’s Institute for Private Investors, among many other prominent impact-focused organizations. 

    Elizabeth holds a BA from Stanford University and an MBA from Harvard Business School as a Baker Scholar. She is a proud single mother of two children and lives in San Francisco

  • Rafe Furst

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    Rafe Furst is an entrepreneur, investor, bestselling author and World Series of Poker champion. With a background in artificial intelligence and cognitive science, Rafe’s expertise spans a wide range of fields, including venture capital, blockchain, complex adaptive systems, and game theory. His success in both business and poker is rooted in his ability to make strategic decisions under uncertainty—an ability he has honed over decades of experience. 

    Rafe holds a master’s degree in Computer Science and a bachelor’s degree in Symbolic Systems from Stanford University. He co-founded his first company, Pick’em Sports, in 1996, which he later sold to a public company. Since then, he has co-founded several startups, helped launch multiple venture funds, and advised over 200 founders. He has helped raise over $40 million in charitable donations and investment capital and has helped generate over $450 million in liquidity for investors. 

    Rafe’s book The Future of Venture Capital (forward by Tim Draper) hit #1 on Amazon in 2025 in Venture Capital, Private Equity and Portfolio Management.  

    Rafe is Co-Founder and Chief Strategy Officer of The Crypto Company (OTCID:CRCW).