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.
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:
8:30am–9:00am: Networking breakfast
9:00am–10:00am: Keynote: Stephen Viederman,
Thought Leader in Sustainable Investing
10:00am–11:00am: Panel – Making Money Through
Values-based Investing
11:00am–12:00pm: Panel – 4 Case Studies
12:00pm–1:00pm: 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 financial returns. Impact Vancouver
provides a peer venue of education and
opportunities debunking this myth. Impact
Vancouver 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.
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:8:30am–9:00am: Networking breakfast
9:00am–10:00am: Keynote: Stephen Viederman,
Thought Leader in Sustainable Investing
10:00am–11:00am: Panel – Making Money Through
Values-based Investing11:00am–12:00pm: Panel – 4 Case Studies
12:00pm–1:00pm: 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 financial returns. Impact Vancouver
provides a peer venue of education and
opportunities debunking this myth. Impact
Vancouver 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.
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:
8:30am–9:00am: Networking breakfast
9:00am–10:00am: Keynote: Stephen Viederman,
Thought Leader in Sustainable Investing
10:00am–11:00am: Panel – Making Money Through
Values-based Investing
11:00am–12:00pm: Panel – 4 Case Studies
12:00pm–1:00pm: 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 financial returns. Impact Vancouver
provides a peer venue of education and
opportunities debunking this myth. Impact
Vancouver 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.
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 the“The Data Is In”Section have given permission to include the above links.
