Montcalm 2021 Impact Report
Montcalm has always had positive, conscious impact investing as an important part of our value system. Last year, for the first time, Montcalm embarked on
Montcalm has always had positive, conscious impact investing as an important part of our value system. Last year, for the first time, Montcalm embarked on
Recently, Holly Ruxin had an opportunity to join Kevin Edwards on the Real Leaders podcast. They discussed where humanity is headed, and how businesses and investors
This is an interesting discussion between Holly Ruxin and the Linqto team. At Montcalm, we appreciate Linqto because they are working on finance solutions to make private
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
DISCLAIMER
This report does not constitute a recommendation of, and offer to sell, or the solicitation of an offer to buy any particular security, strategy or investment product. Any information here is obtained from what are considered reliable sources; however, its delivery does not warrant that the information contained is correct. This report is for informational purposes only and should not be construed as investment advice. Our views and opinions expressed in this report are current as of the date of this report and are subject to change. Past performance is not indicative of future results. Any reproduction or other distribution of this material in whole or in part without the prior written consent of Montcalm TCR LLC is prohibited.
