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Train Stop Tour

S
Shawn Lesser

The document announces an Impact Capitalism Train Stop Tour hosted by Big Path Capital to educate family offices, high net worth individuals, and foundations on impact investing. The tour will make stops in major cities across the United States from November 2022 to June 2023. At each stop, there will be a keynote speaker and panels of investors discussing strategies for achieving impact and financial returns. Sponsorship opportunities are available for local partners to promote their organizations and engage with attendees interested in aligning investment capital with social and environmental goals.

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IMPACT CAPITALISM TRAIN STOP TOUR
GET ON THE BIG PATH
GET ON THE BIG PATH WV PACIFIC NORTHWEST CALIFORNIA TEXAS SOUTH EAST EAST COAST Seattle-Portland-Vancouver Nov 3-5 Silicon Valley-Los Angeles - San Diego Jan 26-27 Dallas-Houston-Austin Feb 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 Certified 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 Certified 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 OVERVIEW Big Path Capital is pleased to host the Impact Capitalism Train Stop Tour The Impact Capitalism Train Stop Tour is for family offices, 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 financial capital. Participants will include family offices, 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: 8:30am9:00am: Networking breakfast 9:00am10:00am: Keynote: Stephen Viederman, Thought Leader in Sustainable Investing 10:00am11:00am: Panel Making Money Through Values-based Investing 11:00am12:00pm: Panel 4 Case Studies 12:00pm1:00pm: Networking Lunch RSVP Seating 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 anorris@mcguirewoods.com or 704.343.2228. Sponsors: A myth exists: In order to achieve environ- mental and social change one must settle for lower 鍖nancial returns. Impact Vancouver provides a peer venue of education and opportunities debunking this myth. Impact Vancouver is designed for family of鍖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:8:30am9:00am: Networking breakfast 9:00am10:00am: Keynote: Stephen Viederman, Thought Leader in Sustainable Investing 10:00am11:00am: Panel Making Money Through Values-based Investing11:00am12:00pm: Panel 4 Case Studies 12:00pm1:00pm: Networking Lunch RSVP Seating 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 anorris@mcguirewoods.com or 704.343.2228. Sponsors: A myth exists: In order to achieve environ- mental and social change one must settle for lower 鍖nancial returns. Impact Vancouver provides a peer venue of education and opportunities debunking this myth. Impact Vancouver is designed for family of鍖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: TBD EVENT AGENDA: 8:30am9:00am: Networking breakfast 9:00am10:00am: Keynote: Stephen Viederman, Thought Leader in Sustainable Investing 10:00am11:00am: Panel Making Money Through Values-based Investing 11:00am12:00pm: Panel 4 Case Studies 12:00pm1:00pm: Networking Lunch RSVP Seating 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 anorris@mcguirewoods.com or 704.343.2228. Sponsors: A myth exists: In order to achieve environ- mental and social change one must settle for lower 鍖nancial returns. Impact Vancouver provides a peer venue of education and opportunities debunking this myth. Impact Vancouver is designed for family of鍖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 offices, 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 OPTIONS FOR 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 SPONSORS BENEFITS 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 shawn@bigpathcapital.com or Jyoti Aggarwala at jyoti@bigpathcapital.com Ad in regional program book Participation on panel Logo on Train Stop Tour marketing brochure Promotion in social media and on-line audience communication 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 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, 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 acknowledgement of the foregoing. Authors of the reports in theThe Data Is InSection have given permission to include the above links.

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Train Stop Tour

  • 2. GET ON THE BIG PATH
  • 3. GET ON THE BIG PATH WV PACIFIC NORTHWEST CALIFORNIA TEXAS SOUTH EAST EAST COAST Seattle-Portland-Vancouver Nov 3-5 Silicon Valley-Los Angeles - San Diego Jan 26-27 Dallas-Houston-Austin Feb 16-19 Atlanta-Charlotte- Raleigh/Durham March 15-17 Philadelphia-D.C.- Charlottesville June 7-9 Dates subject to change
  • 4. 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 Certified 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 Certified 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
  • 5. GET ON THE BIG PATH OVERVIEW Big Path Capital is pleased to host the Impact Capitalism Train Stop Tour The Impact Capitalism Train Stop Tour is for family offices, 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 financial capital. Participants will include family offices, high net worth individuals, private banks, family foundations, and investment advisors who are interested in achieving impact and return.
  • 6. GET ON THE BIG PATH SUPPORTERS
  • 7. 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
  • 8. 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: 8:30am9:00am: Networking breakfast 9:00am10:00am: Keynote: Stephen Viederman, Thought Leader in Sustainable Investing 10:00am11:00am: Panel Making Money Through Values-based Investing 11:00am12:00pm: Panel 4 Case Studies 12:00pm1:00pm: Networking Lunch RSVP Seating 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 anorris@mcguirewoods.com or 704.343.2228. Sponsors: A myth exists: In order to achieve environ- mental and social change one must settle for lower 鍖nancial returns. Impact Vancouver provides a peer venue of education and opportunities debunking this myth. Impact Vancouver is designed for family of鍖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:8:30am9:00am: Networking breakfast 9:00am10:00am: Keynote: Stephen Viederman, Thought Leader in Sustainable Investing 10:00am11:00am: Panel Making Money Through Values-based Investing11:00am12:00pm: Panel 4 Case Studies 12:00pm1:00pm: Networking Lunch RSVP Seating 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 anorris@mcguirewoods.com or 704.343.2228. Sponsors: A myth exists: In order to achieve environ- mental and social change one must settle for lower 鍖nancial returns. Impact Vancouver provides a peer venue of education and opportunities debunking this myth. Impact Vancouver is designed for family of鍖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: TBD EVENT AGENDA: 8:30am9:00am: Networking breakfast 9:00am10:00am: Keynote: Stephen Viederman, Thought Leader in Sustainable Investing 10:00am11:00am: Panel Making Money Through Values-based Investing 11:00am12:00pm: Panel 4 Case Studies 12:00pm1:00pm: Networking Lunch RSVP Seating 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 anorris@mcguirewoods.com or 704.343.2228. Sponsors: A myth exists: In order to achieve environ- mental and social change one must settle for lower 鍖nancial returns. Impact Vancouver provides a peer venue of education and opportunities debunking this myth. Impact Vancouver is designed for family of鍖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 offices, 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.
  • 9. GET ON THE BIG PATH SPONSORSHIP OPTIONS FOR 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
  • 10. GET ON THE BIG PATH SPONSORS BENEFITS 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 shawn@bigpathcapital.com or Jyoti Aggarwala at jyoti@bigpathcapital.com Ad in regional program book Participation on panel Logo on Train Stop Tour marketing brochure Promotion in social media and on-line audience communication 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 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, 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 acknowledgement of the foregoing. Authors of the reports in theThe Data Is InSection have given permission to include the above links.