Friday, November 16, 2018 from 8:00 AM to 12:00 PM MST
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Hotel Blackfoot 
5940 Blackfoot Trail SE
Calgary, AB T2H 2B5

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Gena Rotstein 
Karma & Cents 

4th Annual Capital for Cause -

Impact Investing Summit

What is Capital for Cause?

Capital for Cause - Annual Impact Investing and Strategic Philanthropy Summit 4th Annual Capital for Cause half day summit brings together social impact investors alongside those who are interested in learning more about the What, How and Why of Impact Investing. A multi-layered experience, this summit will provide participants with real examples of successful and unsuccessful social impact investments and what the investor learned.

Keynote address, panel discussion and working group deep-dive exploration including the opportunity to connect with investors who will personally share their experiences with companies.

About the Keynote Speaker:

                   Andreas Souvaliotis, Founder & CEO Carrot Rewards and                 co-Founder Green Rewards 

 Serial social entrepreneur Andreas Souvaliotis was the founder of the world's   first eco rewards program and, more recently, the world's first public wellness   rewards initiative in partnership with the Government of Canada. He has been   recognized globally for his achievements in influencing and rewarding behavior   change on a mass scale. A prolific writer and public speaker, Andreas is a     prominent Canadian thought leader and advocate for innovative approaches to   social change, particularly in the areas of public health promotion, climate   change awareness and citizenship.

About the Panelists from across Canada:

Local Investing YYC - Keeping your dollars local by investing in businesses you care about that are doing good right here in Calgary. A new impact investment cooperative provides everyday investors, the opportunity to use RRSP and TFSA eligible shares.

Keith Martell, CEO - First Nations Bank of Canada - A chartered bank offering a full range of personal and business banking services – with a primary focus on Indigenous customers. Keith will share what impact investing looks like from our First Nation's perspective and how we can best integrate this emerging market into our financial strategy.

Marie Ang, Advisor - Social Venture Exchange - A platform for raising impact capital and making impact investments. SVX is an impact investing platform for ventures, funds and investors seeking social and/or environmental impact alongside the potential for financial return.  It provides a single access point for raising capital and making investments.

JP Harrison, President - Genus Capital - A boutique wealth management firm, Genus Capital designs customized investment portfolios balancing Environmental, Social and Governance values. In a province where our history and wealth are inextricably tied to the energy sector, how do we balance our historical roots with new attitudes towards investing? Genus Capital meets investors where they are at on the impact spectrum aligning values with investments and honouring the past.

Mike Winterfield, CEO & Fund Manager - Active Impact Investments directs funds and talent to companies that are making a difference. Investing in early-stage social ventures, these private companies are innovating to solve important social and environmental issues alongside superior profits.

Who Should Attend?

You should attend if you:

  • Are looking for information on integrating impact into your investment portfolio;
  • Inform the investment strategies for your family foundation and investment portfolio;
  • Help individuals, families, foundations with their investment strategies;
  • Have clients where there are different generations sitting at the table;
  • Are looking for guidance around different ways to measure impact in your investment portfolio;
  • Want to differentiate yourself from other advisors by focusing on social impact;
  • Have questions about Impact Investing and Philanthropy 3.0!

Breakfast and refreshments will be served.


  • $90/person
  • $700/table of eight

Breakfast and refreshments will be served.

Thank you to our sponsors for making this event possible. 

Venue and Community Partners: Hotel BlackfootREAP Calgary.

Corporate Sponsors:


If you are interested in sponsorship, please email grotstein@karmaandcents.com.