

2026 West Coast Gathering
Gratitude’s 2026 West Coast Gathering is an intimate multi-day convening of the Gratitude community designed to foster thoughtful dialogue, deepen relationships, and engage with ideas shaping impact investing. Over the course of several days, participants will connect with peers, hear from leading voices, and explore opportunities to collaborate and invest together.
We will begin with a partial day on Wednesday, October 7th, followed by a full day of programming on Thursday, October 8th, and a half day ending with lunch on Friday, October 9th. The majority of our event will be spent on site at the beautiful Asombrosa venue.
The West Coast Gathering will take a more retreat-style approach, bringing together our community for meaningful connection, learning, and exploration. Agenda to come soon.
Event Host
Gratitude Ventures
Gratitude Ventures is an investment manager and community of investors focused on mission-driven businesses. We invest in early to growth stage companies and emerging private market funds dedicated to solving social and environmental challenges.
Event Sponsors
ImpactAssets
ImpactAssets is a leading impact investing firm providing end-to-end solutions designed to help family offices, foundations and individuals align capital with purpose. Through ImpactAssets Capital Partners, our SEC‑registered investment adviser and wholly owned subsidiary, we combine rigorous sourcing and due diligence research with institutional quality portfolio construction, monitoring and reporting to support clients in building and executing on their impact goals. With more than $5 billion in assets and a 15‑year track record of field‑building leadership, including the IA 50, we partner with investors and philanthropists to clarify impact priorities, simplify operational complexity and deploy capital for meaningful and measurable impact.
Fiduciary Trust International
Fiduciary Trust International is an investment and wealth manager, providing personalized solutions to high net-worth individuals, families, endowments, foundations and institutions. Our team works with clients to discover and articulate their values- and mission-based objectives and to construct customized portfolios diversified across all asset classes. We are experienced working with clients across a variety of thematic areas, from allocating capital to a low carbon economy to supporting economic development of underrepresented economies to investing to improve access to capital, products and services among women and minority groups.
Montcalm
Montcalm is a wealth management firm founded by Holly Ruxin, helping high net worth individuals and families align their money with their values and their essence. We pair full-service financial management with money coaching, guided by the belief that capital, thoughtfully directed, is a force for good. Under Holly’s leadership, Montcalm brings together financial sophistication, impact investing, and genuine human connection to help clients architect real financial freedom.
The DocList
The DocList educates and empowers philanthropists to invest in culture-shifting stories. Founded by four women with decades of experience producing, funding, and directing award-winning non-fiction content, The DocList makes bespoke connections between philanthropists and documentary films seeking funding.
Amalgamated Bank
As America’s socially responsible bank, our goal is to be the go-to financial partner for individuals and organizations that strive to make a meaningful impact in our society. Our core products—lending, investment, and treasury management—serve mission-based clients across a range of impact segments and serve their bespoke needs. We seek to advance the mission of our clients as we drive performance and impact for the bank.