Pioneering investor Carol Newell of Renewal Partners coined the term whole-portfolio activation to mission as a call to philanthropist-investors to play BIG with their money. Moderated by Play BIG co-founder Marian Moore, this session features some of their stories: the twenty-year experiment of Vancouver-based Renewal as told by its mastermind, Joel Solomon; Kristin Hull’s swift transformation of her family foundations $20 million portfolio; and Meyer Family Enterprises CEO Patrick Gleeson’s whole-portfolio activation vision and story. Join us for refreshing perspectives from experienced portfolio activists who put a premium on the importance of full transparency to help others move forward with their own portfolio activation.
Whole-Portfolio Activation to Mission: A Way to Play BIG
