Montcalm Updates

Reengineering Finance to Lead from the Heart

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Reengineering Finance to Lead from the Heart

Authenticity and integrity, values which emanate from the heart, form the foundation of how I lead. This is quite different from the reigning value system in finance, created from a place where the head is dominant. When the head dominates, we tend to get a system based on maximization of profit with less consideration of read more »

David Cooper: How Growing up in Scarcity Led Me to Build a New Model of Finance

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David Cooper: How Growing up in Scarcity Led Me to Build a New Model of Finance

    Read as David Cooper describes the personal and financial journey that led him to partner with Holly Ruxin and co-found Montcalm Capital: Growing up, I didn’t have a lot. My mom was a teen when she gave birth to me and had not yet finished high school. My youth was spent largely on my read more »

Holly Ruxin: How the Market Instability and My Son’s Disability Led Me to Build a Different Kind of Investment Firm

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Holly Ruxin: How the Market Instability and My Son’s Disability Led Me to Build a Different Kind of Investment Firm

    In 2008, two significant events changed the course of my life. Capital markets, where I worked for 20 years, started falling apart – and my five-year-old son stopped talking and walking. Read more here.

Montcalm Capital Fund Launched to Create a New Paradigm of Investing

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Montcalm Capital Fund Launched to Create a New Paradigm of Investing

Montcalm Capital, a new private investment firm, is launching to generate value and well-being for people and the planet through innovative capital solutions.

Holly Ruxin and the Montcalm Capital Fund Featured in Forbes Magazine

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Holly Ruxin and the Montcalm Capital Fund Featured in Forbes Magazine

A recent article in Forbes features Montcalm CEO Holly Ruxin along with Montcalm Capital and its recent partnership with CLEARAS Water Recovery. Focusing on female founders and how “women want to use their financial muscle to advance women,” the article showcases Holly’s journey with Montcalm and explains how Montcalm Capital’s alliance with CLEARAS creates opportunities read more »

The Sustainable Finance Podcast: Introducing the Montcalm Capital Fund

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The Sustainable Finance Podcast: Introducing the Montcalm Capital Fund

We are delighted to present Holly’s most recent podcast introducing Montcalm Capital and the launch of its first fund. “Montcalm Capital introduces an investment that provides regenerative environmental impact and building blocks for a circular economy. We are building a new socio-economic model: how society interacts with capital flow can allow us to get resources read more »

Montcalm Success Recognized by B Corp!

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Montcalm Success Recognized by B Corp!

We at Montcalm are happy to announce that we have been awarded Best for the World and Best for Customers 2018 by the B Corporation! Both awards mean that we have scored in the top 10% of all Certified B Corporations in the world, across all sectors. These awards represent not only our passion to read more »

Holly to host interactive workshop with The Guilde Los Angeles

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Holly to host interactive workshop with The Guilde Los Angeles

This interactive workshop will address the practical aspects of financial health as well as the philosophical underpinnings of the financial system that have historically kept women locked out or uninterested in participating. You will be guided through a process to investigate your personal and familial money story as well as tap into your wisdom and read more »

Smart Cities

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Smart Cities

I recently went ‘down under’ to discuss infrastructure and benefits of “Smart Cities” with business owners, government officials, and family office investors. Smart cities aim to improve urban life by connecting services and constituents more efficiently by integrating multiple tech solutions. And the greatest benefit comes from a thriving community where city dwellers are empowered read more »

JUNE 2018 HOLLY TO SPEAK ON INNOVATIVE STUDENT FINANCING AT GLOBALMINDeD

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JUNE 2018 HOLLY TO SPEAK ON INNOVATIVE STUDENT FINANCING AT GLOBALMINDeD

Collaboration is at the heart of the GlobalMindED conference – among educators, entrepreneurs and business leaders, policymakers in government and nonprofits, and first-generation college students themselves. Hundreds of dedicated professionals and students will come together to learn from world famous keynote speakers and take part in breakout sessions that target educational change. They will share read more »

Invest in a woman, you invest in a nation

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Invest in a woman, you invest in a nation

The Decade of Women is here. Holly’s musings from her experiences in New York City and with the UN celebrating International Women’s Day.

America’s confidence in the stock market is crumbling

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America’s confidence in the stock market is crumbling

Main Street’s confidence in the stock market is crumbling at the fastest pace since at least 1987.

Interview with SCN Corporate Connect

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Interview with SCN Corporate Connect

Holly talks sustainable investing with Gregg Greenberg of Small Cap Nation

Environmental Disruption

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Environmental Disruption

The United Nations’ Sustainable Development Goals were ratified at the U.N. General Assembly in September 2015, when 193 governments agreed to 17 bold goals to help eradicate poverty, address climate change and create sustainable development across the globe. The plan was to do this by 2030…

Terri Mead podcast “Piloting Your Life”

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Terri Mead podcast “Piloting Your Life”

Episode 45 – Holly Ruxin explains her journey to creating a wealth management company that invests in alignment with values

Rethinking How Capitals Flow: Creating Sustainability

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Rethinking How Capitals Flow: Creating Sustainability

As a panelist, Holly shares her thoughts at the Quantum Impact and Digital Frontier Collaboratory in NYC, hosted by Thomson Reuters and Fifth Element Group.

Women Leaders In Sustainable Finance: Modeling The Future–Part 2

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The women leaders interviewed for this series are clear about today’s capital market opportunities and risks. They are embracing both as the investment industry transitions toward a low carbon economy with greater emphasis on the economic value of intangible corporate assets and social impact enterprises.

Thirteen Ways to Abundance This Holiday Season

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Thank you for engaging in our event “Thirteen Ways to Abundance This Holiday Season”! We had an amazing discussion that approached this topic in a myriad of thoughtful and diverse ways. We wanted to share those thoughts with those of you who could not make it, and provide a reminder articulation for those that did. read more »

Montcalm made B Lab’s “Best for the World 2017”

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Check out B Lab’s Comprehensive List of Certified B Corporation Honorees that are leading the way to a shared and durable prosperity for all.

The Best Companies to Work for Share their Employee-First strategies

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Montcalm is featured in a roundup of practices and goals from B Lab’s 2017 Best for Workers Honorees

Keynote: An Elegant New Business Model

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Keynote: An Elegant New Business Model

Innovative Ways to Finance an Evolving World

Even Wall Street Warns: This Market Is ‘Weird’

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The bull-minded optimists that gravitate toward Wall Street are herded and fed by the major investment banks and brokerages, which because of their commission-based business models, try to encourage broad participation in the financial markets.

Keynote: Impact Investing Isn’t Enough, We Need a New Value System

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Keynote: Impact Investing Isn’t Enough, We Need a New Value System

Holly Ruxin was the keynote speaker at the Re$earch Money Conference “Building a Global Finance Marketplace” in Toronto, Canada on June 29th, 2016. Building a global finance marketplace means building a new socio-economic model. How? Focus on sustainability of people.

MAY 2018 HOLLY TO DELIVER KEYNOTE SPEECH AT THE AUSTRALIAN SMART COMMUNITIES CONFERENCE

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MAY 2018 HOLLY TO DELIVER KEYNOTE SPEECH AT THE AUSTRALIAN SMART COMMUNITIES CONFERENCE

The conference will take place May 9th-11th in Melbourne.

NOVEMBER 2017 PARTNER EVENT WITH TREVOR TCR – BURRATA MAKING WORKSHOP!

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NOVEMBER 2017 PARTNER EVENT WITH TREVOR TCR  – BURRATA MAKING WORKSHOP!

Join us and our friends at Umpqua Bank for a burrata cheese-making workshop with community cooking school 18 Reasons! This unique event spotlights our new community enterprise focus and connect a great community of people through a one of a kind food experience: cheese!

NOVEMBER 2017 HOLLY SPEAKING AT THE SRI CONFERENCE

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NOVEMBER 2017 HOLLY SPEAKING AT THE SRI CONFERENCE

The SRI Conference on Sustainable, Responsible, Impact Investing (formerly SRI in the Rockies) is the premier annual gathering of investors and investment professionals working to make money and direct the flow of investment capital toward a truly sustainable future.