Wealth & Impact Breakfast Forum
You’re Invited
Cash with Purpose
Join us for a timely conversation exploring the intersection of wealth, cash, and impact—and how financial decisions can create meaningful outcomes beyond the portfolio. We will discuss the lifecycle of an impact dollar in the KEEP deposit network and follow its journey from client deposit to local community reach.
Date: Wednesday, November 4, 2026
Time: 8-10am
Location: 22 Vanderbilt (335 Madison Avenue, NYC)
We look forward to bringing together leaders across wealth management and impact investing for an engaging morning of conversation and connection.
Breakfast will be served.
Panel Discussion Featuring:
Joshua Siegel
Co-Founder, StoneCastle
Liz Sessler
Co-Founder, President, CapShift
Mark Berryman
Partner, Investments, Capricorn
Diane Hoops
President/ Chief Executive Officer, The Corn City State Bank
John Barbalaco
Executive Vice President, Chief Banking Officer, DR Bank
Please RSVP by filling out the form below by October 1st.
Space is limited.
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