2014 Sponsors


Serving rural and urban communities throughout a four-state region in the west, Accion is an award-winning nonprofit that increases access to business credit, makes loans and provides training to enable entrepreneurs to realize their dreams and be catalysts for positive economic and social change.


AdvisorShares is one of the leading providers of actively managed ETFs.  As of 4/30/2014, AdvisorShares offers 24 active ETFs with approximately $1,710,000,000 of assets under management. We provide support to help financial advisors and investors understand the benefits of actively managed ETFs and their underlying investment strategies.  Visit to learn more. For educational insight into the active ETF marketplace, visit, follow @AdvisorShares on Twitter and ‘Like’ us on Facebook.

Aravaipa Ventures

Aravaipa Ventures is the only fund investing exclusively in EFFICIENCY-Tech, low-capital-intensive, early-stage companies in Colorado. Founded in 2008, Aravaipa has already invested $8M in eight Colorado companies. Also, uniquely:
• Aravaipa managers work daily with their local portfolio companies.
• Aravaipa builds companies and thereby avoided the cleantech speculative bubble.
• Aravaipa offers a true Impact Investment Fund: Environmental, Local, for Profit.
• Aravaipa managers are uniquely aligned with investors: NO management fee.
• Aravaipa has a proven deal flow with strong ties to Colorado universities, incubators and NREL.
• Aravaipa is an “Eyes wide open” fund, not the normal “Blind” fund; also still open to new investors.


Who they are. They're an innovative wealth management firm engineered to serve affluent clients and their families for generations.

Why they're different.

· Their business model
· Their talent
· Their attitude
· Their investment brain trust
· Their independence

They have 120 team members, 40 of whom are principals and manage over $8 billion.

Brinker Capital

Founded in 1987, Brinker Capital is an independent investment management firm that provides innovative solutions and quality service to financial advisors and their clients. With over $16 billion in assets, Brinker Capital’s portfolio management team delivers a multi-asset class investment philosophy discipline across a wide depth of products with the goal of preserving an investor’s purchasing power.

Calvert Foundation

Calvert Foundation enables people to invest for social good. Through its flagship Community Investment Note, Calvert Foundation has raised almost $1 billion from more than 13,000 investors to invest in hundreds of nonprofits and social enterprises worldwide. Investor dollars empower women, fund the construction of affordable housing, provide loans to small business owners, increase access to healthcare, and support fair trade and sustainable agriculture. Learn more at



RBC Global Asset Management (RBC GAM) is a global investment manager with roots dating back to 1933. Investors around the world have access to our globally integrated investment platform and results-driven investment strategies. We offer the capabilities of our investment teams through local client service investment experts to address each client's specific needs. Our investment solutions include the RBC Access Capital Community Investment Strategy, which helps investors strengthen their targeted low- and moderate-income communities through fixed income investments offering safety, liquidity and competitive returns.


The best client gift you can give. Period.
TisBest Charity Gift Cards are client gifts that really mean something – and support your clients’ favorite charities at the same time.
With a TisBest Charity Gift Card, you make a charitable donation, but your gift recipient gets to pick which charities receive the money.  
It’s a powerful, meaningful, and entirely appropriate way to acknowledge an important business relationship.
See Jon Siegel at the TisBest table, and remember to pick up your free demonstration card.

TriLinc Global

TriLinc Global Impact Fund intends to create a diversified portfolio of strategic debt investments concentrated primarily in trade finance, senior secured loans and collateralized loans to existing, expansion-stage companies in developing economies. TriLinc was designed to provide competitive returns to investors, while at the same time helping to generate positive, measurable impact to people and communities across the globe. TriLinc focuses its investments primarily in locations that display stable governments, sound monetary and fiscal policies and a growing role in global trade and investment.

World Clinic

WorldClinic, a New London, NH based telemedical practice/healthcare company offering private telemedicine services to a client base of high net worth individuals, corporate executives, and touring athletes and performers. 
Operating like a personal medical “On-Star”, WorldClinic’s primary product is the promise to solve any medical problem, on an anytime, anywhere basis. Clients utilize a 24/7 phone/video-link physician hotline to receive immediate actionable guidance for any acute problems, as well as rapid coordination of resources for a crisis or complex issue. This unique, medical mission-control has been in business since 1998.


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