2022 Investor Gathering Program

Investor Gathering A collaborative convening of impact leaders.

Sunday, November 6th – Wednesday, November 9th Sundance, Utah

WELCOME

“Individually we are one drop.

Together we are an ocean”.

Welcome to the 2022 Gratitude Investor Gathering!

For nearly a decade we have gathered our community of mission driven investors, entrepreneurs, fund managers, advisors, and collaborators, to learn, connect, energize, and inspire. We are grateful to once again convene in person among the majestic mountains of Utah.

This year is about the ripple effect of our impact: how our actions touch those around us and radiate outward much further than our initial point of contact.

“Individually we are one drop. Together we are an ocean”.

This beautiful metaphor from Japanese writer Ryunosuke Satoro describes a simple yet practical idea, that we can accomplish far more together than we can alone.

This gathering is about growing and learning collectively, building bridges that will create deep and meaningful change. This convening is a moment for us to consider all those who have influenced us in this journey, and how we can influence many more going forward.

During our time together, we’ll explore impact areas that address the nexus of environmental and social justice , learn practical tools for activating impact across different pools of capital, and engage in deep and meaningful dialogue exploring how we can all culture joy and gratitude in our changing world. There will be time and space to connect deeply with one another and our natural surroundings. We look forward to convening our collective brilliance. Thank you for joining us.

AGENDA

AGENDA

Sunday, November 6th

Monday, November 7th

1 pm - 4 pm

Check In Rehearsal Hall

7 am - 7:30 am

Meditation Rehearsal Hall

5:30 pm

Welcome Reception Rehearsal Hall

7:30 am - 8:30 am

Breakfast Redford Center

6:30 pm

Reflections on Impact Investing: A Conversation with Howard Fischer and Joshua Mailman Rehearsal Hall

7:30 am - 8:30 am

Women in Impact Breakfast Rehearsal Hall

9:00 am

Opening Keynote: Shifting the Trillions to Invest in Climate Justice Now with Dan Chu, Executive Director of the Sierra Club Foundation Redford Center

10:00 am

Decoding Carbon Markets and Nature-Based Solutions Nik Mittal, Molecule Ventures and Nan Pond, NCX Redford Center

7:30 pm

Dinner Rehearsal Hall

11:00 am Insecurity and Instability: An Investing Perspective on Building a Resilient Food System David Barber, Astanor Ventures, Renske Lynde, 1st Course Capital, and Therese Dalebrant, Re:food Ventures Redford Center

AGENDA

AGENDA

3:30 - 5:00 pm

Monday, continued 12pm-1:15pm

Afternoon Activities Group Hike Location: Meet in Redford Lobby Art Classes Location: Sundance Art Studio

Working Lunch Rehearsal Hall

Leather Journal Making Class 7 person capacity | 2h Make and Take Art Projects Walk-ins | 30 minutes

WORKING LUNCH TOPICS The role of storytelling in climate and social impact

Foundation House: Convening Creative, Impactful Community

Total portfolio activation: aligning portfolios with a mission can enhance risk-adjusted returns, generate positive impact, and catalyze systemic change.

Access to above market returns in Venture capital because of standing for diversity, equity and inclusion.

Clean and Green Technology: The mutual benefits of partnering with mission-driven companies like POWDR to build data sets and proof of concept models

“Culture Eats Strategy for Breakfast” Peter Drucker.

Behavior + Culture Change = Sustainable / Climate Friendly Future – REV+ALL

SheMoney: Financial Wellbeing for Women (and everyone!)

… and the rest will be announced in person!

1:30 pm

Early Childhood Education and the Gap Between Children’s Inherent Potential and Achievement Henry Wilde, Acelero Redford Center

2:30 pm

Why We Need to Build a Sustainable Reintegration System.

Amy King, Pallet Redford Center

5:00 - 6:00 pm

Portfolio Company Social Owl Bar

5:30 - 6:30 pm

Sustainable Wine Tasting Rehearsal Hall

6:30 pm

Dinner Rehearsal Hall

9:00 pm

Trailblazers in Impact: A Conversation with Lisette Cooper & Jenn Kenning Rehearsal Hall

AGENDA

AGENDA

Tuesday, November 8th 7:00 am - 7:45 am

Morning Yoga Rehearsal Hall

7:30 - 8:30 am

Breakfast Redford Center

8:45 am - 9:15 am

2:15 - 3:15 pm

Workshops: Activating Across Different Pools of Capital Philanthropy and Impact Investing: The Right Kind of Capital for the Right Kind of Purpose Howard Fischer, Gratitude Railroad, Beth Sirull, Jewish community Foundation of San Diego, and Brad Liebov, EarthShare Redford Center Shared Ownership: Redistributing Wealth and Power Zoe Schlag, Common Trust Redford Center

A Shift in Orientation: Integrating a Trauma-informed Lens to Investing Keynote: Liz Dozier, Chicago Beyond

Is Impact Investing In Public Markets Possible?

Jeff Finkelman, Fiduciary Trust International Rehearsal Hall

9:15 am - 11:30 am

Workshop: Hannah Whisler, Capital Collaborative Shruti Jayaraman and Steve Gates, Chicago Beyond Redford Center

12:00 - 1:15 pm

Lunch Rehearsal Hall

3:30 - 4:30 pm

Afternoon Hike Meet in Redford Lobby

12:15 -1:00 pm

ImpactAlpha Presentation & Discussion Redford Center

5:30 pm - 6:30 pm

Joy and Hope in Challenging Times: A Conversation with Doug Abrams Sundance Screening Room

1:30 pm

Impact & Your Investments: When Does Taking an Impact-First Lens Matter?

Margot Kane, Spring Point Partners Redford Center

6:30 pm - 8:30 pm

Cocktails, Conversation and Casual Dinner Rehearsal Hall

8:45 pm

Film Screening: Mission : Joy - Finding Happiness in Troubled Times Sundance Screening Room

Speakers List

AGENDA

Wednesday, November 9th 8:00 am - 9:00 am

Breakfast

9:00 am - 10:00 am

Closing Reflections Redford Center

10:00 am - 10:45 am

KEYNOTES

Investing in Indigenous Innovation Lakota Vogel, Four Bands Community Fund Eric Jacobsen, Gratitude Railroad Redford Center

TED TALKS

Liz Dozier

Margot Kane

Founder and CEO

Chief Investment Officer

Chicago Beyond

Spring Point Partners LLC (SPP)

Doug Abrams

Amy King

Author and founder

Founder and CEO

of Idea Architects

Pallet Shelter

Dan Chu

Henry Wilde

Executive Director

CEO

The Sierra Club Foundation

Acelero Learning and Shine Early Learning

PANELISTS

Therese Dalebrant

Dr. Nan Pond

Investment Manager & Head

Director of Certification

of US for Gullspång Re:food

at NCX

Renske Lynde

David Barber

General Partner

Co Founder,

1st Course Capital

Astanor Ventures

Co-Founder & Board President Food System 6

Nik Mittal

Lakota Vogel

Co Founder

Executive Director

Molecule Ventures

Four Bands Community Fund

WORKING LUNCHES

WORKSHOPS

FIRESIDE CHATS

Rob Brown

Elana Berkowitz

Zoe Schlag

Lisette Cooper

Founder

Co-Founder

Co founder

Vice Chair

Atlas Impact Partners

Springbank Collective

Managing Partner

Fiduciary Trust International

Common Trust

Richard Zimmerman

David Beatty

Steve Gates

Joshua Mailman

Partner, WE Family Office

Co-Founder

Growth Director

Founder, Social Venture

Foundation House

Gaingels

Chicago Beyond

Network

Raj Basi

Ashley Bittner

Shruti Jayaraman

Jenn Kenning

Founding Partner

Chief Investments Officer

CEO & Co-Founder

Powdr

Firework Ventures

Chicago Beyond

Align

Kunle Apampa

Anna Robertson

Jeff Finkelman

Director and Head of Client

Founder

CFA, Managing Director,

Advisory & Partnerships

The Cool Down

Senior Research Analyst

VP Sustainability

Capricorn Investment

Fiduciary Trust International

Howard Fischer Co Founder Gratitude Railroad

Management

Elliot Hoffman

Aaron Walker

Hannah Whisler

Eric Jacobsen

Founder

Founder

Senior Associate

Co founder

Rev+All

Camelback Ventures

Capital Collaborative

Gratitude Railroad

Rose Maizner

Lenore Champagne Beirne

Brad Leibov

Investment Consultant,

Managing Partner

CEO

ShePlace

Bright Ventures

EarthShare

Beth Sirull President and CEO Jewish Community Foundation

MUSIC

San Diego

Tom Wall is an American sing-

This synergistic relationship with

er-songwriter, musician and activist

nature and music led Tom Wall to

from Grand Rapids, Michigan. Wall

discover a new music genre, playing

is known for being the lead singer,

improvisational music with the

guitarist, and bandleader of Cosmic

accompaniment of plants through

Knot. The music of Cosmic Knot is

the aid of an electronic device:

propelled by the sounds of nature.

Florganoleptic Music.

THANK YOU TO OUR SPONSORS

Event Sponsor

Fiduciary Trust International is an investment and wealth manager, providing personalized solutions to high net-worth individuals, families, endowments, foundations and institutions. The team works with clients to discover and articulate their values- and mission-based objectives and to construct customized portfolios diversified across all asset classes.

In Kind

Venue Map