Building for the Future
An intimate multi-day convening of the Gratitude Ventures community designed to foster thoughtful dialogue, deepen relationships, and engage with ideas shaping impact investing.
This year’s theme, Building for the Future, explores how investors, entrepreneurs, and leaders can help shape what comes next. As technological change accelerates, markets evolve, and communities face new opportunities and challenges, we’ll examine the ideas, partnerships, and investments that are building a more resilient, innovative, and prosperous future.
Over the course of several days, participants will connect with peers, hear from leading voices, and explore opportunities to collaborate and invest together. We will begin with a partial day on Wednesday, October 7, followed by a full day of programming on Thursday, October 8, and a half day ending with lunch on Friday, October 9. The majority of our event will take place at the beautiful Asombrosa venue.
While the East Coast Gathering focused on updates to our investment work and strategy, this West Coast Gathering takes a more retreat-style approach, creating space for meaningful connection, thoughtful conversations, immersive experiences, and collaborative exploration around the opportunities that lie ahead.
The Venue
Asombrosa
“aw-suhm-bro-suh”
adjective: Spanish for amazing; a sensation of astonishment, awe, wonder, and surprise
Nestled in the hills of Petaluma, California, Asombrosa is an open-air, malleable estate, studio, and summit owned and operated by California native and Gratitude Ventures LP, Grace Ann Belangia.
An abode for adventurers around the world, Asombrosa boasts 63 acres of 360 degree vista views of Sonoma County, with uninhibited opportunity. A destination as unique as it is magical. We’re excited for you to experience it with us.
West Coast Gathering Schedule
Wednesday, October 7
2:30pm-5:00pm
Regional Excursions
–Hog Island Oysters:
Dive into regenerative aquaculture at Hog Island Oyster Co. with a behind-the-scenes tour, tide flat walk, and hands-on oyster shucking clinic highlighting the connection between sustainable food and marine conservation.
OR
–Point Blue Conservation Science:
Tour Novato Baylands, a former airfield being restored to tidal wetlands along San Pablo Bay, led by Point Blue’s Students and Teachers Restoring A Watershed (STRAW) program. See large-scale tidal marsh restoration, visit the native plant nursery, and learn how these wetlands reduce flooding and buffer sea level rise, with opportunities for birding to spot some of the more than 200 species documented in this ecologically important area.
5:30pm-7:00pm
Welcome Drinks
Sponsored by Fiduciary Trust International
Thursday, October 8
9:00am-9:45am
Breakfast and Check-in
9:45am-10:30am
Welcome: Building for the Future
10:30am-11:15am
Interactive Keynote: Strategy in the Age of Chaos
Marina Gorbis, Executive Director of Institute for the Future
11:15am-12:00pm
Portfolio Updates
Nevoya
12:00pm-1:00pm
Lunch: Community-Led Content
1:15pm-2:00pm
Beyond Transactions: Capital as a Tool for Systems Transformation
Sandra Osborne Kartt, Deputy Chief Investment Officer of ImpactAssets Capital Partners
Susie Lee, Mission Driven Investments at W.K. Kellogg Foundation
2:00pm-2:20pm
Nuclear TED Talk
2:30pm-3:45pm
Workshops
– Architecting Your Financial Freedom
Holly Ruxin, Founder & CEO, Montcalm TCR
3:45pm-4:00pm
Break
4:00pm-5:00pm
Interactive Activity
5:30pm-6:30pm
Ideas on Tap: Pitch Session and Happy Hour
6:30pm-8:00pm
Dinner
Sponsored by The DocList
Friday, October 9
9:00am-10:00am
Breakfast
10:00am-10:30am
Climate Resilience Discussion
10:30am-11:30am
Workshop: Industries Yet to Be Created
Darlene Damm, Faculty and former Vice President of Community and Impact, Singularity University
11:30am-11:45am
Closing Remarks
11:45am-1:00pm
Closing Lunch
Speakers

Damian Fagan
Founder & CEO, Almanac Beer
Damian Fagan is the founder and CEO of Almanac Beer Company in Alameda, California. Since 2011, he has pioneered “farm to barrel” brewing — building a portfolio of award-winning beers around local, sustainably grown ingredients. Almanac has since grown into a significant regional brewery producing more than 15,000 barrels annually, and earlier this year became the first brewery in the world to carbonate and package beer using CO2 captured directly from ambient air on site.

Darlene Damm
Faculty and former Vice President of Community and Impact, Singularity University
Darlene Damm has over two decades of experience working at the intersection of social impact, innovation and technology. She co-founded two of the world’s first impact technology companies in aerospace and drone transport, and as Faculty Chair and Vice President of Community and Impact at Singularity University, taught and mentored thousands of founders and executives who went on to build impact technology companies in every industry including Ag Tech, Food Tech, Ed Tech, Climate Tech, Gov Tech, Health Tech, and more.
Darlene served in leadership, strategy, operational, and expert roles with Singularity University, Ashoka, Matternet, the World Bank, nonprofits in Vietnam and Myanmar, and has spoken about impact technology at the United Nations, the World Food Programme, SXSW, Google, Salesforce, Intuit, WalMart, Sony, Aramco and delivered TedX talks in Vilnius and Budapest. She has written articles for Harvard Business Review, Forbes, the St. Louis Post Dispatch, Spiceworks, the OECD Forum, the Qatar Foundation and GRIT Daily. A number of news outlets including TechCrunch, Fast Company, Venture Beat, Wired, Popular Science, Aviation Week, NPR, Gigacom, Forbes, MoonandBack, engadget, The Denver Post, Le Monde and 60 Minutes have covered her work in drones, rocketry and Singularity University impact technology projects.
Darlene received her bachelor’s degree from Stanford University, her master’s degree from Johns Hopkins University’s Paul H. Nitze School for Advanced International Studies (SAIS), was a fellow with Japan-US Community Education and Exchange, is an advisor to the UN World Food Programme Innovation Accelerator, was a mentor with Google’s impact accelerator, a judge for Stanford BASES, and served on the Biden Administration’s Working Group on Cross Border Trade. She holds patents in drone technology and Authority Magazine featured her as a social impact hero. She currently teaches social innovation at Singularity University and Santa Clara University and consults with impact organizations and companies solving systemic problems.

Holly Ruxin
Founder & CEO, Montcalm TCR
Holly Ruxin is a money shaman and capital markets veteran who has spent her career at the intersection of financial mastery and human transformation. She began on Wall Street in fixed income derivatives at Goldman Sachs, then trading and managing assets at Morgan Stanley, Montgomery Securities, and Bank of America before founding Montcalm TCR, a San Francisco-based impact wealth management firm she has led for over a decade. But the deeper current running beneath all of it has always been this: money is not a spreadsheet, it is a mirror. It reflects our wounds, our worth, our conditioning, and our capacity to claim what we truly deserve. Holly brings both the rigorous analytical precision of a seasoned capital markets professional and the grounded, intuitive presence of a spiritual guide; creating a rare and potent space where people can face their financial lives with honesty, courage, and sovereignty. She is also the Founder of Trevor TCR, a philanthropic foundation rooted in unconditional love and dedicated to supporting health, education, enterprise, and the arts. Holly holds an MBA in Finance from Columbia University and a BA in Economics from the University of Michigan, and she has been recognized as a World Changing Woman in Conscious Business.

Marina Gorbis
Strategy in the Age of Chaos, Institute for the Future

Sandra Osborne Kartt
Deputy Chief Investment Officer, ImpactAssets Capital Partners
Sandra Osborne Kartt is Deputy Chief Investment Officer at ImpactAssets Capital Partners, where she leads the Investments team, overseeing investment research and portfolio management. Her team is responsible for investment sourcing, due diligence and investment selection of impact investment opportunities that seek to generate both financial and social or environmental returns. Most recently, Sandra worked for Developing World Markets, where she spearheaded their initial private equity valuation work before focusing on private debt investments in financial inclusion-focused businesses throughout Asia, Africa & Latin America. Sandra began her career as a sell-side equity research analyst at Keefe Bruyette & Woods, a boutique investment bank, covering the U.S. banking industry. Sandra received an MA in Economics from New York University, a BS in Economics from Louisiana State University and holds the Chartered Financial Analyst (CFA®) designation.
Event Sponsors
ImpactAssets Capital Partners (IA Capital) is an SEC-registered investment management and advisory firm specializing in impact investing for institutional investors, including foundations, corporations, and family offices. IA Capital offers a full range of custom services, including investment and impact strategy design, sourcing and origination, due diligence, portfolio construction, monitoring, risk management, and reporting. IA Capital also structures and manages bespoke fund vehicles for aligned investor cohorts, providing support from mandate design and formation to capital raising, deployment, and administration. As a subsidiary of its non-profit parent entity, ImpactAssets, IA Capital works across both market-rate and impact-first investing approaches to help clients align capital with mission.
Fiduciary Trust International is an investment and wealth manager, providing personalized solutions to high net-worth individuals, families, endowments, foundations and institutions. Our team works with clients to discover and articulate their values- and mission-based objectives and to construct customized portfolios diversified across all asset classes. We are experienced working with clients across a variety of thematic areas, from allocating capital to a low carbon economy to supporting economic development of underrepresented economies to investing to improve access to capital, products and services among women and minority groups.
Montcalm is a wealth management firm founded by Holly Ruxin, helping high net worth individuals and families align their money with their values and their essence. We pair full-service financial management with money coaching, guided by the belief that capital, thoughtfully directed, is a force for good. Under Holly’s leadership, Montcalm brings together financial sophistication, impact investing, and genuine human connection to help clients architect real financial freedom.
The DocList educates and empowers philanthropists to invest in culture-shifting stories. Founded by four women with decades of experience producing, funding, and directing award-winning non-fiction content, The DocList makes bespoke connections between philanthropists and documentary films seeking funding.
As America’s socially responsible bank, our goal is to be the go-to financial partner for individuals and organizations that strive to make a meaningful impact in our society. Our core products—lending, investment, and treasury management—serve mission-based clients across a range of impact segments and serve their bespoke needs. We seek to advance the mission of our clients as we drive performance and impact for the bank.
Event Host
Gratitude Ventures is a community-driven impact investment firm championing innovative businesses that generate compelling financial returns and enduring impact. We convene, educate, and inspire high-net-worth individuals, family offices, advisors, and foundations who contribute their expertise and resources to our collective work. Over the past decade, we have seeded and built a large portfolio of companies and funds, catalyzing hundreds of millions of dollars into impact-focused enterprises.
Travel
The nearest airports to Petaluma are Santa Rosa (STS), Oakland (OAK), and San Francisco (SFO). Santa Rosa is closest while the others are about an hour away.
Accommodations
We recommend that out-of-town guests book at Hotel Petaluma, Tapestry Collection by Hilton. We will provide round-trip bus service from Hotel Petaluma to our excursions on the 7th and to Asombrosa on the 8th and 9th, returning guests to the hotel after each day’s programming has concluded.
Contact
This event is restricted to accredited investors. Space is limited and the Gratitude Ventures community has priority access. We also welcome newcomers. Please reach out to events@gratitudeventures.com if you are interested in attending.