From New York to San Francisco, our team is hitting the road.

This fall and winter, CapShift is joining conversations that are shaping the future of philanthropy, wealth management, and impact investing. If you’re attending any of the events below, let’s connect!

Members of the CapShift team will be in:

Boston, MA

Innovations in International Philanthropy Symposium | September 18–19

CapShift Team Member: Jesse Simmons, Managing Director, Client Experience and Impact Investments

Tiburon CEO Summit XLIX | October 27–29

CapShift Team Member: Adam Rein, CEO and CIO

Denver, CO

Schwab IMPACT | November 4–6

CapShift Team Member: Liz Sessler, President and COO

Minneapolis, MN

Open for appointment in Minneapolis | September 23–25

CapShift Team Member: Liz Sessler, President and COO

New York, NY

Climate Week NYC | September 22–26

CapShift Team Members: Adam Rein, CEO and CIO, Jordana Pleat, Managing Director, Impact-First Investments

Open for appointment in New York | November 18–20

CapShift Team Member: Jesse Simmons, Managing Director, Client Experience and Impact Investments

Orlando, FL

The Heckerling Institute on Estate Planning | January 12–16

Philadelphia, PA

Open for appointment in PA | November 10–11

CapShift Team Member: Jordana Pleat, Managing Director, Impact-First Investments

San Francisco, CA

SOCAP | October 27–29

CapShift Team Members: Jesse Simmons, Managing Director, Client Experience and Impact Investments; Jordana Pleat, Managing Director, Impact-First Investments; Javier Monterroso, Senior Director, Impact Investments

Seattle, WA

Open for appointment in Seattle | November 19–21

CapShift Team Member: Liz Sessler, President and COO

Wherever you are this season, there’s a good chance we’ll be nearby. Let’s make the most of it.

Want to connect with our team at any of these events?

Reach us to schedule time to meet. We’d love to talk strategy, share insights, and hear what’s top of mind for you.