CST & Investing Summit 2026 - Francesco Collaborative

Founder brief

Who should attend

Founders seeking mission-aligned institutional capital should consider attending if their ventures overlap with impact investing, governance, and ethical deployment of assets. It is particularly relevant for leaders aiming to connect with family offices, religious congregations, and values-driven allocators exploring alternative economic paradigms.

What happens

Days are divided into keynote talks, community building, morning prayer, and shared meals. Programming follows five tracks addressing governance, theology, asset classes, capital activation, and ecosystem building. Participants step into small-group discussions, community visioning sessions, and structured breakout tracks across the three-day gathering.

Who's in the room

More than 150 institutional allocators, religious congregations, and family offices assemble for the event. Featured speakers include leaders from Sorenson Impact Group, Rochdale Capital, Abacus Wealth Partners, Spring Point Partners, and The Global Impact Investing Network.

How to prepare

Given the absence of formal pitch stages, focus on relationship building rather than sales decks. Review the core tracks around capital activation and governance to understand how these institutions think about ethics and stewardship, and arrive ready to participate actively in small-group conversations.

At a glance

Theme

Reviving Courage

Attendance

150+ Institutional Investors, Religious Congregations & Family Offices

Sectors

Agnostic

Ticket options

• Investors & Allocators Standard Ticket — 2,500 USD
• Field Builders Standard Ticket — 1,250 USD
• Workshop Alumni Ticket — 1,000 USD (Discounted rate)

Agenda

1. 11:00 am–1:00 pm · Registration and lunch — A community gathering, spiritual grounding and remarks from community leaders.
2. 1:00–3:00 pm · Opening — Gathering as a community, spiritual grounding, remarks from community leaders, processing & connecting
3. 3:00–3:15 pm · Break & transition
4. 3:15–5:15 pm · Breakout sessions
5. 5:15–6:00 pm · Break & transition
6. 6:00 pm · Dinner & discussion — With remarks from community leaders
7. 7:30 am · Breakfast
8. 8:00–8:45 am · Morning prayer
9. 8:45–9:00 am · Break & transition
10. 9:00–10:00 am · Community & Vision — Including in-depth small group discussions
11. 10:00–10:30 am · Break & transition
12. 10:30 am–12:00 pm · Breakout sessions
13. 12:00–1:00 pm · Lunch
14. 1:30–3:00 pm · Shift & Share — Table rotations with community leaders
15. 3:00–3:30 pm · Break & transition
16. 3:30–5:00 pm · Breakout sessions
17. 5:00–5:30 pm · Integration & Reflections
18. 6:00 pm · Dinner groups
19. 7:30 am · Breakfast
20. 8:30–9:00 am · Morning prayer
21. 9:00–9:20 am · Remarks from community leaders
22. 9:30–10:30 am · Open Spaces — Community-led discussions
23. 10:30–10:45 am · Break & transition
24. 10:45–11:30 am · Closing & commissioning
25. 11:30 am–12:30 pm · Bag lunch — Depart after lunch for the optional off-site immersion at The Industrial Commons, Morganton, NC

Speakers, judges and hosts

• Heather Beatty — HCB Capital Advisors (Speaker)
• Jim Sorenson — Sorenson Impact Group (Speaker)
• John Holdsclaw IV — President & CEO, Rochdale Capital (Speaker)
• Kate Barron-Alicante — Abacus Wealth Partners (Speaker)
• Kate Walsh — The Global Impact Investing Network (Speaker)
• Lindsay Zizumbo — Executive Director, Sorenson Impact Foundation (Speaker)
• Margot Kane — CIO, Spring Point Partners (Speaker)
• Matt Ahearn — Ahearn Family Foundation (Speaker)
• Nicholas Banovetz — Better Way Foundation (Speaker)
• Simon Kent Fung — Podcast Creator & Host, Dear Alana (Speaker)
• Sr. Sue Ernster — President, Franciscan Sisters of Perpetual Adoration (Speaker)

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