12:30 PM - 6:00 PM MST | Welcome Intensive (open to investors only)
Recommended for new members, those new to values-aligned investing, and Gathering newcomers.
Organized with AlTi Tiedemann Global and Global Endowment Management

Location: Gary Community Ventures

The Welcome Intensive provides an introduction to the concepts of values-aligned investing in an expert-led, small-group setting. This program is for asset owners new to values-aligned investing and offers a unique opportunity to dive into the Confluence community with a cohort of new peers and allies. Facilitators will lead an afternoon discussion about fiduciary duty, engaging investment advisors, and other topics critical to a new values-aligned investor. The Welcome Intensive will conclude with a special dinner hosted by the facilitators and Confluence staff.

Speakers:

• Jennifer Ayer​​​​, Managing Director/Co-Head of Impact Strategy, Wealth Management, AlTi Tiedemann Global

• Meredith Benton, Principal and Founder, Whistle Stop Capital

• Meredith Heimburger, Partner, Head of Impact, Global Endowment Management (GEM)

• Kristi Petrie, Co-Executive Director, AJL Foundation

• Tom Scriven, Senior Counsel, RPCK Rastegar Panchal

6:30 PM - 8:30 PM MST | Welcome Intensive Dinner (by invitation only)

6:30 PM - 9:00 PM MST | Gratitude Dinner: Confluence Philanthropy’s Annual Donor Appreciation Dinner (by invitation only)