December 12, 2017
Next Stops....
Train Stop Tour 2017
Making Stops in...
Palo Alto, New York, Boston
SmarterMoney
December 6, 2017
The Train Stop Tour is an interactive gathering of decision-makers with investable assets interested in deploying capital across asset classes for impact and return
December 12, 2017
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About

Big Path Capital is proud to present the Impact Capitalism Train Stop Tour: a national tour in select cities and regions to advance the impact investing discussion locally, regionally, and beyond. Big Path Capital is convening a series of conversations across the country around how impact investors can contribute to the long-term health and prosperity within their respective regions.

We invite you to join the discussion and help connect the dots between the place that we live and those who are committed to generating substantial yet sustainable financial results alongside vitally important social and environmental benefits. We call this SmarterMoney+. The train stop tour is designed for family offices, family principals, and private foundations & executive staff directly involved in investment decision-making, who are exploring new ways to align assets and mission. We invite you to join the discussion.
Presented by
Big Path Capital's signature TST events are designed around broad themes...

-- Mainstreaming Impact to bring the message of Maximum Return + Maximum Impact - SmarterMoney+ to new audiences
-- Highlighting one of many impact themes such as Diversity & Climate Change Solutions


Who's Attending?
Family Offices, Foundations, Institutional Investors & Wealth Advisors

Big Path Capital is convening a series of conversations in Atlanta, New York, Boston and Europe around how impact investors can contribute to the long-term health and prosperity of the region, and beyond.  We invite you to join the discussion and help connect the dots between the place that we live and those who are committed to generating substantial yet sustainable financial results alongside vitally important social and environmental benefits.  We call this Smartermoney+

The train stop tour is designed for family offices, family principals and private foundations and executive staff directly involved in investment decision-making, who are exploring new ways to align assets and mission.  We invite you to join the discussion.
GET ON THE BIG PATH!

Celebrating 10 Years of Leadership
Big Path Capital was founded in 2007 in response to the old economy driven by the single gear of profit maximization reaching a dead end.  It was a moment of reckoning during which Big Path Capital was formed to advance an expansive economy built on natural, social, and financial capital. This new path, conducting business for profit and impact, represents the largest investment opportunity of our era.

Today, Big Path Capital is the leading boutique impact financial services firm delivering the most effective, efficient and successful capital raising experience and merger/acquisition services for impact focused companies, funds and investors.   Below are Big Path's four core services:

Companies:  assists owners in business sales and in equity and debt capital raising
Funds:  provides capital raising services to private fund managers
Convenings: organizes several marquee events for impact investors
Education:   curates and aggregates top impact research and content to facilitate easy access around impact themes and topics
Education

Copyright 2017 Big Path Capital
Other Events Presented by Big Path Capital

Investing banking services are provided by Intellivest Securities, Inc. a member of FINRA (www.finra.org) and SIPC (www.sipc.org). The presentations given by fund managers at the Summit do not constitute an offering of securities. Such an offer may only be made in compliance with disclosure 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, affiliates, and agents are in no way responsible for any loss suffered 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 acknowledgment of the foregoing. Authors of the reports in the "The Data Is In" Section have given permission to include the above links.
Article:  Big Path Capital: Impact Investing's Investment Bank

Liesel Pritzker-Simmons
Co-Founder & Principal
Blue Haven Initiative
Christina Lewis Halpern
Founder & Executive Director
All Star Code
Miljana Vujosevic
Director - Impact Investments
Prudential Financial
Patsy Doerr
Global Head, Corporate Responsibility & Inclusion
Thomson Reuters
Sheila Herrling
Sr Vice President, Social Innovation
The Case Foundation
David Enriquez
Sr Investment Officer - Private Equity
Bureau of Asset Management, NYC Comptrollers Office
Glen Macdonald
Sr Vice President, Institutional Client Advisor
US Trust, Bank of America Private Wealth Management
Scott Reeves
Vice President & Portfolio Manager
US Trust, Bank of America Private Wealth Management
Mina Pacheco Nazemi
Founder & Managing Parther
Aldea Capital Partners
Elizabeth Chou
Parther
New Markets Venture Partners
KEYNOTE
Michael Lent
CIO
Veris Wealth Partners
Previous Speakers
Quinn Moss
Corporate Partner
Orrick Herrington & Sutcliffe LLP
Lauren Pully
Associate
McKinsey & Company
Jennifer Benn
Assistant Director
Sponsors for Educational Opportunity
Sunwoo Hwang
Founder & CEO
Sixup
Previous Sponsors