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Confluence Philanthropy’s Annual Practitioners Gathering

  • The Hotel Monteleone 214 Royal Street New Orleans, LA, 70130 United States (map)

14 - 15 March 2017, all day at The Hotel Monteleone in New Orleans | #confluencephilanthropy

Confluence Philanthropy’s Annual Practitioners Gathering is a three-day conference for current members of the Practitioner and Advisor programs, prospective members, and invited guests. Sessions are led by funder-practitioners, investment experts, and other thought leaders.

The 7th annual gathering is focused on 'Love & Resilience'. 

Confluence Philanthropy is a non-profit, membership-based association of foundations, high net worth investors and their investment advisors who collaborate in Mission-Related Investing (MRI), the process of integrating investment strategy with social and/or environmental goals. 

Confirmed speakers include:

  • Patricia Farrar-Rivas, CEO, Veris Wealth Partners
  • Jane Goodall, Founder, The Jane Goodall Institute
  • Matthew Patsky, CEO & Portfolio Manager, Trillium Asset Management
  • Dana Lanza, CEO, Confluence Philanthropy
  • Lisa Renstrom, Trustee, Bonwood Foundation                                                                         

See full list of speakers here and program here

Register | visit the website | join the conversation #confluencephilanthropy

Investing in a Woman’s Right to Choose

Organized by The Educational Foundation of America

Resilience is defined by a diversity of choices, and a woman’s right to choose her own reproductive path is crucial to her resilience. Through its grantmaking, The Educational Foundation of America has long supported a woman’s ability to control her own reproductive health by ensuring access to safe, legal abortion and contraception. Investors and foundations are exploring using a suite of financial tools to support this access, including: impact investing through a pooled fund that provides low interest loans to abortion clinics; shareholder activism to ensure that companies cover reproductive health services for their employees; and refinancing debt and extending lines of credit. During this panel, hear from experts in investing through a gender lens; they invite you to think more broadly about the impact that your investments can have in the world.


  • Melissa Beck, ‎Executive Director, The Educational Foundation of America (Moderator)
  • Suzanne Biegel, Founder, Catalyst at Large
  • Bonnie Scott Jones, Senior Policy Advisor, Advancing New Standards in Reproductive Health
  • Ruth Shaber, MD, President, The Tara Health Foundation


Later Event: March 23
Million Dollar Women Summit