Confluence’s annual conference, webinars, trainings, and working groups are all focused on translating learning and connection into concrete action on mission-alignment. We promote mission-alignment through utilization of a variety of asset classes, investment vehicles, and advocacy strategies. These include cash, proxy voting, shareholder engagement, program-related investing, screening public equities, and private equity.
If you are interested in receiving updates, please email info@confluencephilanthropy.org.
To learn more about a Confluence-led event, or one hosted by a network member, please visit our calendar and events listings. To register for an event, click on the event link.
Tuesday, May 2
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10:00pm |
Bay Area Event! Join Confluence CEO Dana Lanza along with Nancy Pfund (Cofounder and Managing Partner, DBL Partners), ... |
Friday, May 5
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1:00pm |
In March Confluence was joined by over 300 impact investors for its seventh annual Practitioners Gathering in New Orleans.... |
Wednesday, May 10
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9:25pm » |
US SIF’s 7th annual conference, A New Climate for Investing in Impact, will be held May 10 – 12 in Chicago. The conference ... |
Thursday, May 11
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All Day |
US SIF’s 7th annual conference, A New Climate for Investing in Impact, will be held May 10 – 12 in Chicago. The conference ... |
Friday, May 12
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« 10:25pm |
US SIF’s 7th annual conference, A New Climate for Investing in Impact, will be held May 10 – 12 in Chicago. The conference ... |
Thursday, June 8
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2:00pm |
Discussions amongst mission investors can often veer toward macro and sectoral trends, or conversely, dive deep into highly ... |
Thursday, June 15
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1:00pm |
Please join Croatan Institute for a special Bay Area convening of the Clean Portfolio Project and learn about the next ... |
Friday, June 30
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2:00pm |
Jonathan Pershing, John Goldstein & Michael Northrup Discuss the Implications of the U.S. Withdrawal
Jonathan Pershing, John Goldstein & Michael Northrup Discuss the Implications of the U.S. Withdrawal of Support from the ... |
Wednesday, July 5
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All Day » |
The premier event of the Sun Valley Institute, the annual Sun Valley Forum was first convened in 2015 to accelerate the ... |
Thursday, July 6
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All Day |
The premier event of the Sun Valley Institute, the annual Sun Valley Forum was first convened in 2015 to accelerate the ... |
Friday, July 7
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All Day |
The premier event of the Sun Valley Institute, the annual Sun Valley Forum was first convened in 2015 to accelerate the ... |
Saturday, July 8
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« All Day |
The premier event of the Sun Valley Institute, the annual Sun Valley Forum was first convened in 2015 to accelerate the ... |
Thursday, July 13
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3:30pm |
Lifting Your Voice: How Philanthropy Can Navigate Lobbying and Advocacy Thursday, July 13, 2017 Updated Time: 12:30 - ... |
Wednesday, July 19
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All Day » |
Celebrating its 10-year anniversary, Big Path Capital is pleased to announce the 9th annual Impact Capitalism Summit and ... |
Thursday, July 20
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« All Day |
Celebrating its 10-year anniversary, Big Path Capital is pleased to announce the 9th annual Impact Capitalism Summit and ... |
Friday, September 8
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4:00pm |
Please join us for an Intentionally Designed Endowment Roundtable presented in partnership with the Center for Responsible ... |
Monday, September 11
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1:30pm |
The impact investing market has grown by leaps and bounds over the last decade. The market continues to evolve at a rapid ... |
Wednesday, September 13
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12:00pm |
330 Madison Avenue #30 New York, NY September 13th, 2017 9:00am - 5:00pm Keynote: David Crane, Former NRG CEO and ... |
Friday, September 15
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1:00pm |
As part of the Climate Solutions Collaborative (C2C) mission to accelerate the flow of philanthropic and family office ... |
Wednesday, October 25
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1:00pm |
This webinar will highlight a range of strategies and tools shareholders can use to support sustainability, diversity and ... |
Tuesday, November 7
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12:00pm » |
The Impact Capitalism Summit is the largest convening of investors globally focused on maximizing impact and maximizing ... |
12:00pm » |
Confluence is currently planning the second of the Water Summit series for October 11-13, 2017 in Minneapolis, MN. With ... |
Wednesday, November 8
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« 8:00pm |
The Impact Capitalism Summit is the largest convening of investors globally focused on maximizing impact and maximizing ... |
« 8:00pm |
Confluence is currently planning the second of the Water Summit series for October 11-13, 2017 in Minneapolis, MN. With ... |
Wednesday, November 15
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2:00pm |
Park Foundation’s Journey to Align Organizational Water Values & Priorities with Investing Practices
Confluence Recommends: Ceres Speaker Series Featuring Park Foundation Join Ceres next month on Wednesday 11/15 at 11:00 ... |
Tuesday, November 28
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1:00pm |
Foundations, endowment managers, family offices, and high net individuals are currently well-positioned to play catalytic ... |
Thursday, November 30
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All Day |
Since 2013, High Water Women's Investing for Impact Symposium has evolved into an important gathering for impact investors ... |
Friday, December 8
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2:00pm » |
A member-facilitated discussion among investors to explore bubbles and gaps in this sector. The purpose is to share ... |
Wednesday, December 13
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1:30pm |
Across the social and political spectrum, Americans agree on the most important aspect of justness in Corporate America: ... |
Wednesday, December 20
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3:00pm |
As our country — and the world — reels from the devastating impacts of climate change, the need to accelerate clean energy ... |
Monday, January 8
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3:00pm |
By Invitation Only A meeting of the Rainmaker's Collborative Working Group at Santa Fe Community Foundation Santa Fe, ... |
Thursday, January 11
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3:00am | |
Thursday, January 25
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1:00pm » |
OPEN TO CONFLUENCE MEMBERS ONLY Join us for a comprehensive view, from strategy through execution, of a Confluence ... |
Friday, January 26
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« 2:00am |
OPEN TO CONFLUENCE MEMBERS ONLY Join us for a comprehensive view, from strategy through execution, of a Confluence ... |
Thursday, February 1
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12:00pm | |
Monday, February 12
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1:00pm |
Scaling climate solutions will require increased investment across the "innovation continuum," from conceptual ideas to ... |
2:00pm |
Confluence Recommends: Webinar for money managers, nonprofits, foundations, individuals, and institutions seeking to ... |
Tuesday, February 13
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2:30pm |
What a difference a proxy season makes! In this changing political, legislative and regulatory landscape, shareholder ... |
Wednesday, February 14
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11:00am |
Confluence Recommends: Cornerstone Capital Webinar: Oceans in Peril: What Can Investors Do? Wednesday, February 14, 2018, ... |
2:30pm |
The Bay Area, driven by the tech economy, has become a symbol of disruption and dynamism. The region’s economic engine is ... |
Thursday, February 22
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1:00pm |
The recently passed Tax Cuts and Jobs Act (TCJA) is making headline news. A sweeping update to the US tax code, the TCJA ... |
Monday, March 12
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12:00pm |
The Welcome Intensive is a one and a half day retreat style introduction to the concepts of impact investing in an ... |
Tuesday, March 13
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12:00pm » |
Confluence Philanthropy's 8th Annual Practitioners Gathering will be held in the Bay Area in 2018. Save the date now! |
Wednesday, March 14
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All Day |
Confluence Philanthropy's 8th Annual Practitioners Gathering will be held in the Bay Area in 2018. Save the date now! |
Thursday, March 15
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« 8:00pm |
Confluence Philanthropy's 8th Annual Practitioners Gathering will be held in the Bay Area in 2018. Save the date now! |
Thursday, March 22
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3:00pm » |
Confluence Recommends the event "Transforming Philanthropy" with Resource Generation Transforming Philanthropy is a ... |
Friday, March 23
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All Day |
Confluence Recommends the event "Transforming Philanthropy" with Resource Generation Transforming Philanthropy is a ... |
Saturday, March 24
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All Day |
Confluence Recommends the event "Transforming Philanthropy" with Resource Generation Transforming Philanthropy is a ... |
Sunday, March 25
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« 6:00pm |
Confluence Recommends the event "Transforming Philanthropy" with Resource Generation Transforming Philanthropy is a ... |
Thursday, March 29
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2:00pm |
Thursday, March 29, 11am - 12pm PT / 2-3 pm ET As part of the Climate Solutions Collaborative (C2C) mission to accelerate ... |
Wednesday, April 11
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1:00pm |
Are you interested in practical learning about investable opportunities with other Confluence Members in a safe, private ... |
Tuesday, April 17
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9:00pm » |
Hosted by Dana Lanza, Confluence Philanthropy & Patricia Farrar-Rivas, Veris Wealth Management This event is invite-only.... |
Wednesday, April 18
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« 12:00am |
Hosted by Dana Lanza, Confluence Philanthropy & Patricia Farrar-Rivas, Veris Wealth Management This event is invite-only.... |
Tuesday, April 24
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1:00pm |
Hosted with The Forum for Sustainable and Responsible Investment 10:00 - 11:00am PT / 1:00 - 2:00pm ET Robo-advisors ... |