by David Ruxin, Portfolio Manager Montcalm’s unique municipal and corporate bond strategies, where clients’ portfolios are comprised of direct ownership of individual bonds rather than a
by Lucas Fioretti, Private Markets and Impact Strategist The sustainability-focused private markets are in a very interesting time with the macroeconomic headwinds stemming from slowing
Holly sat down with Haider Nazar, CEO of MAHA Global, to discuss accessing philanthropic capital to fund early-stage startup companies. A Donor Advised Fund (DAF) is
This podcast touches on many of Montcalm’s basic portfolio approaches – the barbell of bonds and private investments, our risk philosophy, our impact offerings, and
Are you grounded with your money? Listen to this conversation with CEO Holly Ruxin and Maria Ross about the rise of empathy in finance, on Maria’s
In honor of International Women’s Day and Women’s History month, Holly Ruxin joined Lisa Gralnek, Founder of LVG & Co, and Kristy Wallace, CEO of
Next Economy Now highlights the leaders who are taking a regenerative, bio-regional, equitable, transparent, and whole-systems approach to using business as a force for good. Holly
