IMPACT CAPITALISM
TRAIN STOP TOUR
GET ON THE BIG PATH
GET ON THE BIG PATH
PACIFIC NORTHWEST
Seattle-Portland-Vancouver
Nov 3-5
EAST COAST
WV
CALIFORNIA
Silicon Valley-Los Angeles
- San Diego
Jan 26-27
TEXAS
Dallas-Houston-Austin
Feb 16-19
Dates subject to change
SOUTH EAST
Atlanta-CharlotteRaleigh/Durham
March 15-17
Philadelphia-D.C.Charlottesville
June 7-9
GET ON THE BIG PATH
MOST EXPERIENCED IN THE SECTOR
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
BIG PATH CAPITAL GLOBAL DISTRIBUTION
• Trade Mission to Nordics, UK, Switzerland, Netherlands
• Summit in The Hague
BIG PATH ADVOCACY
• SmarterMoney+ semi-annual publication distributed in print
and soft copy
BIG PATH IMPACT ACADEMY
• Training institutional investors around impact investing
SmarterMoney+
TM
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.
GET ON THE BIG PATH
SUPPORTERS
GET ON THE BIG PATH
STRUCTURE
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
MARKETING
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.
IMPACT CAPITALISM
TRAIN STOP TOUR
Maximize Impact + Maximize Return
OP TOUR
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Sponsor
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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
GET ON THE BIG PATH
SPONSORS
BENEFITS FOR REGIONAL (3 CITIES) OR
NATIONAL SPONSOR (5 REGIONS)
Ad in regional program book
Participation on panel
Logo on Train Stop Tour marketing brochure
Promotion in social media and on-line
audience communication
REGIONAL (3 CITIES) $9,000
NATIONAL SPONSOR $9,000 PER REGION
For additional inquiries, contact Shawn Lesser at [email protected]
or Jyoti Aggarwala at [email protected]
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.