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.
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 ... |
Monday, May 21
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1:00pm |
#MeToo, 'March for Our Lives,' and 'Delete Facebook' are social movements that have energized and empowered activists and ... |
Wednesday, May 23
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10:30am » |
We are excited to partner with The Exchange 2018 conference on May 23-24 in New York City, presented by the Social Impact ... |
Thursday, May 24
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« 6:30pm |
We are excited to partner with The Exchange 2018 conference on May 23-24 in New York City, presented by the Social Impact ... |
Thursday, May 31
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12:00pm » |
At Play BIG, we gather people with significant discretionary wealth who are motivated by the urgency of the world’s ... |
Friday, June 1
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All Day |
At Play BIG, we gather people with significant discretionary wealth who are motivated by the urgency of the world’s ... |
Saturday, June 2
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All Day |
At Play BIG, we gather people with significant discretionary wealth who are motivated by the urgency of the world’s ... |
Sunday, June 3
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« 3:00pm |
At Play BIG, we gather people with significant discretionary wealth who are motivated by the urgency of the world’s ... |
Tuesday, June 19
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1:00pm |
*Invitation Only Event* Navigating Climate Engineering as an Investor Join the Climate Solutions Collaborative (C2C) on ... |
4:00pm » |
Confluence Philanthropy's Advisors Forum will convene Confluence members and colleagues to explore how we can work together ... |
9:00pm » |
Through facilitated dialogue, women in the values-aligned investing industry are invited to join us for a fun and ... |
9:00pm » |
*Invitation Only* Climate Solutions Collaborative (C2C) Dine-Around Please join us for a small private dinner to discuss ... |
Wednesday, June 20
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« 7:30pm |
Confluence Philanthropy's Advisors Forum will convene Confluence members and colleagues to explore how we can work together ... |
« 12:00am |
Through facilitated dialogue, women in the values-aligned investing industry are invited to join us for a fun and ... |
« 12:00am |
*Invitation Only* Climate Solutions Collaborative (C2C) Dine-Around Please join us for a small private dinner to discuss ... |
Wednesday, July 18
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6:23pm » |
Big Path Capital's Impact Capitalism Summit July 18-19, 2018 Nantucket The Summit will explore the progress of leading ... |
Thursday, July 19
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« 7:23pm |
Big Path Capital's Impact Capitalism Summit July 18-19, 2018 Nantucket The Summit will explore the progress of leading ... |
Tuesday, July 31
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3:00pm |
Navigating the field of mission investing can be challenging. The field is rapidly growing and the range of terms used, ... |
9:00pm » |
Confluence Recommends: Sun Valley Forum, Turning Risk Into Opportunity: Vision, Courage & Innovation
Sun Valley, Idaho Limelight Hotel, 151 S. Main Street, Ketchum, ID 83340 The Sun Valley Forum accelerates the ... |
Wednesday, August 1
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All Day |
Confluence Recommends: Sun Valley Forum, Turning Risk Into Opportunity: Vision, Courage & Innovation
Sun Valley, Idaho Limelight Hotel, 151 S. Main Street, Ketchum, ID 83340 The Sun Valley Forum accelerates the ... |
Thursday, August 2
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All Day |
Confluence Recommends: Sun Valley Forum, Turning Risk Into Opportunity: Vision, Courage & Innovation
Sun Valley, Idaho Limelight Hotel, 151 S. Main Street, Ketchum, ID 83340 The Sun Valley Forum accelerates the ... |
Friday, August 3
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« 9:00pm |
Confluence Recommends: Sun Valley Forum, Turning Risk Into Opportunity: Vision, Courage & Innovation
Sun Valley, Idaho Limelight Hotel, 151 S. Main Street, Ketchum, ID 83340 The Sun Valley Forum accelerates the ... |
Thursday, August 9
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2:00pm |
Nearly every community in the United States is home to families who have been separated—most often children from their ... |