$90 – $700

4th Annual Capital for Cause - Social Impact Summit

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Location

Hotel Blackfoot

5940 Blackfoot Trail SE

Calgary, AB T2G 2G9

Canada

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Refund Policy

Refund Policy

No Refunds

Event description

Description

4th Annual Capital for Cause Impact Investing 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:

  • Keynote presentation
  • Panel discussion
  • 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 Speaker: Andreas Souvaliotis, Founder & CEO Carrot Rewards and co-Founder of Green Rewards.

Serial social entrepreneur Andreas Souvaliotis was the founder of the world's first eco-rewards program and, more recently, the world's first public wellness rewards initiative in partnership with the Government of Canada. He has been recognized globally for his achievements in influencing and rewarding behavior change on a mass scale. A prolific writer and public speaker, Andreas is a prominent Canadian thought leader and advocate for innovative approaches to social change, particularly in the areas of public health promotion, climate change awareness and citizenship.

Green Rewards was acquired by Airmiles and made into Air Miles for Social Change.

About our Panelists:

Local Investing YYC - Keeping your dollars local by investing in businesses you care about that are doing good right here in Calgary. A new impact investment cooperative provides everyday investors, the opportunity to use RRSP and TFSA eligible shares.

Keith Martell, CEO - First Nations Bank of Canada - A chartered bank offering a full range of personal and business banking services – with a primary focus on Indigenous customers. Keith will share what impact investing looks like from our First Nation's perspective and how we can best integrate this emerging market into our financial strategy.

Marie Ang, Advisor - Social Venture Exchange - A platform for raising impact capital and making impact investments. SVX is an impact investing platform for ventures, funds and investors seeking social and/or environmental impact alongside the potential for financial return. It provides a single access point for raising capital and making investments.

JP Harrison, President - Genus Capital - A boutique wealth management firm, Genus Capital designs customized investment portfolios balancing Environmental, Social and Governance values. In a province where our history and wealth are inextricably tied to the energy sector, how do we balance our historical roots with new attitudes towards investing? Genus Capital meets investors where they are at on the impact spectrum aligning values with investments and honouring the past.

Mike Winterfield, CEO & Fund Manager - Active Impact Investments directs funds and talent to companies that are making a difference. Investing in early-stage social ventures, these private companies are innovating to solve important social and environmental issues alongside superior profits.

Breakfast and refreshments will be served.

Family Office and Corporate pricing available for table purchases. Includes reserved seating.

Interested in sponsoring? Please email grotstein@KarmaAndCents.com to discuss how your firm can get involved.

FAQs

How can I contact the organizer with any questions?

Please email grotstein@karmaandcents.com with any questions or if you would like a Sponsorship Package.

What's the refund policy?

Ticket sales are final purchase.

Is my registration fee or ticket transferrable?

Yes. Please email us with who we should be expecting and if there are any dietary concerns. We will need this information by November 8th.

Is it ok if the name on my ticket or registration doesn't match the person who attends?

Yes. Please make sure you have informed us as to who will be using your ticket so we can have a smooth registration process.

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Date and Time

Location

Hotel Blackfoot

5940 Blackfoot Trail SE

Calgary, AB T2G 2G9

Canada

View Map

Refund Policy

No Refunds

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