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 three segments – a keynote address followed by a panel discussion and then the opportunity to participate in round-table deep dive conversations 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, Founder & CEO Carrot Rewards and co-Founder Green Rewards. Green Rewards was acquired by Airmiles and made into Air Miles for Social Change.

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

Click here for more information about the presenters.

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 September 1st and can be purchased here.

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

For more information & to register

Click Here

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

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Press Release:

National Music Centre announces Crossroads series, a cross-cultural exploration of music in Canada

 

Get your copy of the press release here.

Press Release:

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Get your copy of the press release here.

Podcast:

Moolala - Does GenZ have the same Philanthropic Sense as their Parents?

Image of Bruce SelleryBruce Sellery – author of Moolala 

Video:

Philanthropy 3.0 at TEDxCalgary

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Podcast:

BrainTrust Philanthropy

Listen to the podcast here.

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