Tidal River: Investing Beyond the Traditional: Empowering Women in Alternatives

This one-day conference will bring women together, expand access to investment opportunities, and spark lasting change in how we approach personal financial planning. With 100+ women investors expected, it will be a truly transformative experience.

Join the movement. Build the community. Shape the future of women in investing.

AGENDA
8:15-9:00 Check-in/Breakfast

9:00 – 9:15 Welcome Remarks/Expectations for the Day

9:15 – 9:45 Fireside Chat: The Great Wealth Transfer for Women and Values-driven Investing

Emily Green (Ellevest), Amy Brodsky (Sky Partners)

9:45 – 10:30 Panel: Owning a Portfolio to Align with Your Strengths, Passions, and Principles: Julie Johnson McVeigh (NIA Impact Capital), Elizabeth Landau (GreenPortfolio), Patricia Lizarraga (WCEO ETF)

10:30 – 10:45 Break

10:45 – 11:15 Presentation: Beyond Your Financial Advisor – Asset Classes 101: Marcia Dawood (Author/SEC Advisor)

11:15 – 12:00 Fireside Chat: Shannon Watts (Author ‘Fired Up’, Founder Moms Demand Action). Interviewed by Lauren Carmody (Connecticut Innovations)

12:00 – 1:00 NetWORKING Lunch. Identifying and Aligning Your Values. Table Leaders: Marie Rocha (Realist Lab), Emily Green (Ellevest), Silvia Mah (She Invests!), Alison Malloy (Connecticut Innovations), Tanaz Mody (Lerer Hippeau), Chris Gelnaw (Tidal River Fund), Galia Gichon (Tidal River Fund)

1:00 – 1:45 Breakout Session 1

• Angel Investment v. Venture Capital: Stephanie Fowler (Pipeline Angels)
• Hedge Funds/Private Equity: Carrie DiLauro (Hamilton Robinson Capital Partners)
• Impact: Rebekah Saul Butler (Gratitude Railroad)
• Donor Advised Funds (DAFs): Danielle Capalino (Neta Foundation)
• Women’s Sports: Lorine Pendleton (125 Ventures)

1:45 – 2:15 Fireside Chat: Gender Lens Investing. Geri Stengel (Ventureneer), Silvia Mah (She Invests!)

2:15 – 3:00 Breakout Session 2​

• Climate. Justine Lee (Climate Haven)
• Philanthropy: Paige MacLean (Yale & MacLean Philanthropic Advising)
• Entrepreneurship: Marie Rocha (Realist Lab)
• Art/Commodities: Dana Prussian (Bank of America)
• Estate Planning: Jevera Hennessey (Wiggin and Dana)

3:00 – 3:15 Break

3:15 – 4:00 Panel: Investing Successes, Mishaps and Pitfalls to Avoid (how to evaluate deals/due diligence basics, how much to allocate, etc.) Victoria Pettibone (Astia), Heather Henyon (Mindshift Capital), Dana Prussian (Bank of America), Alison Malloy (Connecticut Innovations)

4:00 – 5:00 Pitches. Judges: Morag Grassie (Yale Ventures), Alison Malloy (Connecticut Inno