Montcalm Updates

B Corp Best for the World 2019

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B Corp Best for the World 2019

Montcalm has been recognized as “Best for the World” and “Best for Customers” among Certified B Corps in 2019. We are incredibly proud to be acknowledged alongside the exceptional teams in this year’s review and would like to thank all the inspired teams for their continued leadership and dedication. See the full lists here and read more »

When Women Lead

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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 read more »

David Shantz Joins Montcalm as Chief Growth Officer

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David Shantz Joins Montcalm as Chief Growth Officer

Montcalm is pleased to announce that David Shantz has joined the firm as Chief Growth Officer for our suite of businesses. David Shantz brings extensive experience in impact investing from a wide variety of perspectives, including retail impact investing, syndication, and ESG fund management. In his role, he will work to expand Montcalm’s investor and client community and read more »

Inspiring Woman Founders

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Inspiring Woman Founders

Montcalm believes in woman founders. Women are creating amazing and unique solutions that address global challenges and market needs. Yet, startup capital is not flowing fast enough to these founders. 2.2% of venture capital funding goes to women. We are changing this by partnering with inspiring women to empower them to reach success. Montcalm has read more »

An Interview with Dave Cooper

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An Interview with Dave Cooper

Social Venture Circle sat down with Dave Cooper to talk about investment philosophy, investing in companies using debt instead of equity, and why VC Money is not the only funding available (contrary to popular belief). Read on to learn more from Dave about what other funding options are available for mission-driven companies. The complete interview read more »

REENGINEERING FINANCE TO LEAD FROM THE HEART

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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 »

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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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. I have loved capital markets since my first internship on a currency trading desk in London, which led me to become a fixed income read more »

DAVID COOPER: HOW GROWING UP IN SCARCITY LED ME TO BUILD A NEW MODEL OF FINANCE

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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 own as read more »

A New Paradigm of Investing

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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 »

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.

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.

SVC2019: Welcome to the Next Economy

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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 read more »

Reversing the Tide II

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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 read more »

Women, Purpose & Money Gathering

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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 read more »

Opal Group Private Debt Forum

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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

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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, read more »

SEED 2019 GATHERING

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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 read more »

Humanizing the Future of Work and Money

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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. 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 »

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 »

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.