Opal Group’s Investment Trends Summit

Our Founder and CEO, Holly Ruxin, will speak Tuesday, June 16, at Opal Group’s Investment Trends Summit. She will share her perspective, informed by decades in the financial industry, on the equity and fixed income markets in light of current global events. Come hear her thoughts on where to invest now.

When Women Lead

Holly will speak at, “When Women Lead,” a World-Changing Women Workshop in San Francisco, on October 22, before the SOCAP Conference. Join forces with fellow female business leaders to move the needle at When Women Lead, a one-day pre-SOCAP workshop presented by SOCAP and Conscious Company Media.

Come network with mission-driven women, level up your leadership, and hear Holly talk about “Financing the New Economy.”  Learn more and Register.

SVC2019: Welcome to the Next Economy

Join the Montcalm team at Social Venture Circle’s annual convening of business leaders and impact investors. Holly Ruxin will host a lunch table discussion on Modern Portfolio Theory and  building your impact portfolio in the new world.  Dave Cooper is involved in working with the social entrepreneurs at Beyond the Pitch:  SVCs signature national pitch event.  The event is in Berkeley, CA. Learn more and register here.

Reversing the Tide II

Join us for “Reversing the Tide II”, July 17-19, 2019.

This Toniic event combines an eco-excursion with presentations of investment opportunities to support ocean health and sustainability! Montcalm founder David Cooper is a co-host of this event and orchestrating the plastics and ocean tech panels.

If you’re unable to attend the full 3 day event in Santa Barbara, California, please register to hear some of the July 19th presentations via webinar. Date TBD.

Purchase tickets here: https://www.eventbrite.com/e/reversing-the-tide-ii-tickets-53537726782

Women, Purpose & Money Gathering

Montcalm is collaborating with the Women’s Capital Collaborative to host a “Women, Purpose, and Money” Gathering.

We invite you to join RSF Social Finance and Montcalm on Thursday, June 6, 9-11am for an intimate conversation on the steps you can take towards your meaningful money journey. During our time together, you will have a chance to reflect individually and in small groups with other women. You will also learn about RSF and Montcalm’s financial offerings that are creating positive social and environmental impact. Come ready to reflect, share, encourage, and be inspired.


Opal Group Private Debt Forum

Holly is speaking at the Opal Group Private Debt Forum in New York City on June 3, 2019.  She will participate on a panel entitled, “A View Of The Private Debt/ Private Equity Market.”

Opal Group organizes premier conferences catered to top executives and decision makers throughout various industries.

Learn more here.

Transform 2019

Holly Ruxin and Suzanne Andrews will lead a discussion of “Creating Building Blocks for a New Financial System.”

The Transform Series

A rolling, roving digital and in-person convening that debuts Spring 2019. An in-person gathering that takes conferences to the next level. It includes tracks around oceans, land, communities, finance etc. and also includes SEED, the conference for early-stage social investors.



Holly will be co-leading an Innovation Lab addressing “Cracking the Code on Scale” along with Tim Freundlich of ImpactAssets and Dan Luscher of ADAP Capital. A reprise of the successful 2018 gathering, the founders of SOCAP and Impact Hub SF are coming together to join a wide array of leaders for a conference on the seed stage funding and acceleration ecosystem, for a deep dive into what’s working and what’s next; locally, regionally and around the world.
Learn more here.

Humanizing the Future of Work and Money

Join Happiness Hacker Penny Locaso and Finance Architect Holly Ruxin in an intimate dialogue about technology, work, money, and exponential change. Penny Locaso is a graduate of Singularity University and one of Australia’s most influential female entrepreneurs. She believes firmly that it’s time to reframe our mindset from the technological age to the human age. Holly Ruxin is a 25-year veteran of Wall Street and Founder of Montcalm, a family of companies building a new system of capital flow for individual and planetary sustainability. Join these two powerful, passionate women in an exploration of thriving through intentional adaptability, intergenerational connection, and gratitude.

Date and Time:
Monday, April 8th, 2019
8:30 am – 10:30 am PDT

1083 Mission street – 2nd floor
San Francisco, CA 94103

$15 donation to Trevor TCR

Trevor TCR is Montcalm’s non-profit affiliate investing in health, education and grassroots economic development in order to flow the world’s abundant resources to where they are most needed.

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 deeper values around money. Holly will address innovative investing concepts, how to create a financial roadmap aligned with your core values, and how to fully become the source of your financial wellbeing and sustainability.

Thursday, August 23, 2018
6:00 PM 8:00 PM

The Riveter 2236 South Barrington Avenue Los Angeles, CA, 90064