We are excited to showcase Holly Ruxin, Montcalm CEO, speaking at the Shift Summit and Music Festival, along with forward-thinkers like Marianne Williamson and Deepak Chopra. Holly will share her vision of what finance looks like in the new world that is unfolding. She takes the stage with Joel Solomon, co-author of The Clean Money read more »
Montcalm TCR presents Holly Ruxin leading an inspiring and practical 3-part workshop series designed to transform your relationship with money. We will dive deep and foster a mindful, informed connection to what we have, what we need, and how to get there. The goal is for you to take away actionable knowledge for how to create a holistic financial portfolio. This course will read more »
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.
Montcalm is re-imagining the way our financial system works. The venture capital model prioritizes companies that have the potential for 20x growth and an IPO or other exit strategy. The hunt for the next unicorn leaves many companies undercapitalized–particularly ones that are as driven to create social value as they are financial returns. Montcalm is read more »
Holly Ruxin will be honored as a World-Changing Woman in Conscious Business at this Summit hosted by Conscious Company. The Summit will gather hundreds of mission-driven women leaders who are consciously using the power of business to make the world a better place. Join us in Sonoma, CA, and meet the World-Changing Women Honorees for read more »
We are very proud that our Founder, Holly Ruxin, has been named a World-Changing Woman in Conscious Business! Today’s world needs each of us to bring as much consciousness and intention as possible to our daily execution of a more sustainable world. We appreciate Conscious Company Magazine for shining a light on this way of being. See the full list of read more »
You can now open your own Donor-Advised Fund (DAF) through the Montcalm Donor Fund! DAFs are the fastest-growing charitable vehicle in the country, and for good reason: DAFs are the most powerful vehicle in philanthropy today. There are half a million DAFs in the U.S., comprising $110 billion in assets earmarked for charity. Think read more »
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 »
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 »
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 »
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 »
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 »
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 FIRMmontcalm insights|December 20, 2018
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 »
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 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 »
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 »
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 »
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.
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.
Montcalm is featured in a roundup of practices and goals from B Lab’s 2017 Best for Workers Honorees
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.
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 »
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 »
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 »
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.
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 »
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 »
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 »
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 »
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 »