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