Workshops for Advisors

A list of upcoming events

4th Annual Capital for Cause

November 16th, 8:30am – noon – Calgary, AB

4th Annual Capital for Cause summit is a half-day event for impact investors, portfolio managers, family office executives and family foundation investment committee members. This year we are focusing on the role that platforms play in supporting impact investing efforts. We have also added a new component – the voice from our First Nations investment community.

The morning is broken into two segments – a panel discussion followed by round-table deep dives with industry experts, family offices and impact investors. We believe that knowledge is best shared when different perspectives are brought together and welcome diverse opinions on this broad topic.

Keynote: Andreas Souvaliotis, CEO Carrot and co-Founder Airmiles

Panel: SVX, First Nations Bank of Canada, Thrive YYC Fund, Genus Capital, Active Impact Investments

You should attend if you:

  • Help individuals, families, foundations with their investment strategies;
  • Have clients where there are different generations sitting at the table;
  • Are looking for guidance around different ways to measure impact in your investment portfolio;
  • Have questions about Impact Investing and Philanthropy 3.0!

Tickets on sale in September. To be sent a link to purchase tickets please sign up for our newsletter.

Thank you to Calgary Economic Development, SVX, Genus Capital and Active Impact Investments for their support of this event. 

Registration coming soon!

Are you ready to take the
next step to Philanthropy 3.0?

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Karma & Cents™ supports family foundations and family enterprises in attaining their social and legacy objectives by assisting them with Facilitation, Planning, Documentation and the one of a kind Karma & Cents Social Impact Lab

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