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IMPACT CAPITALISM
TRAIN STOP TOUR
GET ON THE BIG PATH
GET ON THE BIG PATH
WV
PACIFIC NORTHWEST
CALIFORNIA
TEXASSOUTH EAST
EAST COAST
Seattle-Portland-Vancouver Nov 3-5
Silicon Valley-Los Angeles- San Diego Jan 26-27
Dallas-Houston-AustinFeb 16-19
Atlanta-Charlotte-Raleigh/Durham
March 15-17
Philadelphia-D.C.-Charlottesville
June 7-9
Dates subject to change
Big Path Capital Impact Experience• 8 years of operating history• 100 Impact Funds• 17 Five Fund Forums• 30 Impact educational events around the world• 3 Certi� ed Trade Missions with the US Department of Commerce• 4 Impact Capitalism Summits
• Trade Mission to Nordics, UK, Switzerland, Netherlands• Summit in The Hague
• SmarterMoney+ semi-annual publication distributed in print and soft copy
MOST EXPERIENCED IN THE SECTOR
BIG PATH CAPITAL GLOBAL DISTRIBUTION
BIG PATH ADVOCACY
BIG PATH IMPACT ACADEMY• Training institutional investors around impact investing
GET ON THE BIG PATH
Big Path Capital Impact Experience• 8 years of operating history• 100 Impact Funds• 17 Five Fund Forums• 30 Impact educational events around the world• 3 Certi� ed Trade Missions with the US Department of Commerce• 4 Impact Capitalism Summits
• Trade Mission to Nordics, UK, Switzerland, Netherlands• Summit in The Hague
• SmarterMoney+ semi-annual publication distributed in print and soft copy
MOST EXPERIENCED IN THE SECTOR
BIG PATH CAPITAL GLOBAL DISTRIBUTION
BIG PATH ADVOCACY
BIG PATH IMPACT ACADEMY• Training institutional investors around impact investing
SmarterMoney+TM
GET ON THE BIG PATH
OVERVIEWBig Path Capital is pleased to host the
Impact Capitalism Train Stop Tour
The Impact Capitalism Train Stop Tour is for family o� ces, high net worth individuals, and family foundations deploying capital across asset classes
for return and impact
• The Tour is an excellent forum to develop relationships, to gain insight into successful strategies across industry segments and to learn from leaders who are mainstreaming
impact investing. A new model of value creation is emerging deploying capital in strategies that leverage the inherent link between natural, social and � nancial capital.
• Participants will include family o� ces, high net worth individuals, private banks, family foundations, and investment advisors who are interested in achieving
impact and return.
GET ON THE BIG PATH
SUPPORTERS
HIGH LEVEL KEYNOTE
PANEL 4 INVESTORS ONE MODERATOR
PANEL 4 EXAMPLE IMPACT & ACTION ACROSS ASSET CLASS- PE FUND DIRECT DEAL LIST EQUITY - & OTHER
GET ON THE BIG PATH
HIGH LEVEL KEYNOTE
PANEL 4 INVESTORS ONE MODERATOR
PANEL 4 EXAMPLE IMPACT & ACTION ACROSS ASSET CLASS- PE FUND DIRECT DEAL LIST EQUITY - & OTHER
STRUCTURE
GET ON THE BIG PATH
MARKETING
IMPACT CAPITALISM PORTLAND
Maximize Impact + Maximize Return
Impact Capitalism Vancouver is an
interactive gathering of decision-makers
with investable assets interested in
deploying capital across asset classes
for impact and return.
LOCATION: TBD
EVENT AGENDA:
8:30am–9:00am: Networking breakfast
9:00am–10:00am: Keynote: Stephen Viederman,
Thought Leader in Sustainable Investing
10:00am–11:00am: Panel – Making Money Through
Values-based Investing
11:00am–12:00pm: Panel – 4 Case Studies
12:00pm–1:00pm: Networking Lunch
RSVPSeating is limited. There is no fee to attend this event,
but registration is required. Please register at events.
mcguirewoods.com/soe. For more information, please
contact Amy Norris at [email protected] or
704.343.2228.
Sponsors:
A myth exists: In order to achieve environ-
mental and social change one must settle
for lower fi nancial returns. Impact Vancouver
provides a peer venue of education and
opportunities debunking this myth. Impact
Vancouver is designed for family offi ces,
family principals, and private foundations and
executive staff directly involved in investment
decision-making who are exploring new ways
to align assets and mission.
Fund managers from various asset classes will
present including public equities and debt,
and private equity.
IMPACT CAPITALISM
TRAIN STOP TOUR
IMPACT CAPITALISM VANCOVER
Maximize Impact + Maximize ReturnImpact Capitalism Vancouver is an interactive gathering of decision-makers
with investable assets interested in deploying capital across asset classes for impact and return.
LOCATION: TBDEVENT AGENDA:8:30am–9:00am: Networking breakfast9:00am–10:00am: Keynote: Stephen Viederman,
Thought Leader in Sustainable Investing10:00am–11:00am: Panel – Making Money Through
Values-based Investing11:00am–12:00pm: Panel – 4 Case Studies
12:00pm–1:00pm: Networking LunchRSVPSeating is limited. There is no fee to attend this event,
but registration is required. Please register at events.
mcguirewoods.com/soe. For more information, please
contact Amy Norris at [email protected] or
704.343.2228.
Sponsors:
A myth exists: In order to achieve environ-mental and social change one must settle for lower fi nancial returns. Impact Vancouver
provides a peer venue of education and opportunities debunking this myth. Impact Vancouver is designed for family offi ces, family principals, and private foundations and
executive staff directly involved in investment
decision-making who are exploring new ways
to align assets and mission. Fund managers from various asset classes will
present including public equities and debt, and private equity.
IMPACT CAPITALISMTRAIN STOP TOUR
IMPACT CAPITALISM SEATTLE
Maximize Impact + Maximize Return
Impact Capitalism Vancouver is an interactive gathering of decision-makers with investable assets interested in deploying capital across asset classes for impact and return.
LOCATION: TBDEVENT AGENDA:8:30am–9:00am: Networking breakfast9:00am–10:00am: Keynote: Stephen Viederman, Thought Leader in Sustainable Investing10:00am–11:00am: Panel – Making Money Through Values-based Investing11:00am–12:00pm: Panel – 4 Case Studies12:00pm–1:00pm: Networking Lunch
RSVPSeating is limited. There is no fee to attend this event, but registration is required. Please register at events.mcguirewoods.com/soe. For more information, please contact Amy Norris at [email protected] or 704.343.2228.
Sponsors:
A myth exists: In order to achieve environ-
mental and social change one must settle
for lower fi nancial returns. Impact Vancouver
provides a peer venue of education and
opportunities debunking this myth. Impact
Vancouver is designed for family offi ces,
family principals, and private foundations and
executive staff directly involved in investment
decision-making who are exploring new ways
to align assets and mission.
Fund managers from various asset classes will
present including public equities and debt,
and private equity.
IMPACT CAPITALISM
TRAIN STOP TOUR
Participants will include family o�ces, high net worth individuals, private banks, family foundations,and investment advisors who are interested in achieving impact and return. Active local partners will
help drive the local and regional crowds at each stop.
GET ON THE BIG PATH
SPONSORSHIP OPTIONSFOR OUR LOCAL PARTNERS AND MEDIA SPONSORS, THERE IS A MUTUAL EXCHANGE OF BENEFITS FOR BOTH PARTIES.
THERE IS NO MONETARY COST.
YOUR BENEFITS:
Your logo on the Train Stop Tour page of the bigpathcapital.com website
Your logo on the Train Stop Tour marketing brochure Discounted, early bird rate, to members of the Media Sponsor to register
To select Media Partners, 1 complimentary attendee on a reciprocity basis
GET ON THE BIG PATH
SPONSORSBENEFITS FOR REGIONAL (3 CITIES) OR
NATIONAL SPONSOR (5 REGIONS)
REGIONAL (3 CITIES) $9,000 NATIONAL SPONSOR $9,000 PER REGION
For additional inquiries, contact Shawn Lesser at [email protected] Jyoti Aggarwala at [email protected]
Ad in regional program book
Participation on panel
Logo on Train Stop Tour marketing brochure
Promotion in social media and on-lineaudience communication
Investing banking services are provided by Intellivest Securities, Inc. a member of FINRA (www.� nra.org) and SIPC (www.sipc.org). The presentations given by fund managers at the Summit do not constitute an o� ering of securities. Such an o� er may only be made in compliance with discl osure and delivery requirements under applicable, securities laws and will be limited to prescribed categories of investors. Some of the Presenters have paid Big Path Capital a fee to present. If any attendee at the event enters into a relationship with anyone met at this event, including without limitation, any presenter, and regardless of the nature of the subsequent relationship, including, without limitation, as customer, supplier, lender, investor, employee, independent contractor, the attendee does so at her or his own risk and must do their own due diligence as Big Path Capital, LLC, Intellivest Securities, Inc. and their employees, a� liates, and agents are in no way responsible for any loss su� ered by you if the relationship does not work out. Our responsibility is limited to providing a comfortable venue for your education and entertainment at the event. Attendance at this event is your acknowledgement of the foregoing. Authors of the reports in the “The Data Is In” Section have given permission to include the above links.
