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SUMMARY:Tidal River: Investing Beyond the Traditional: Empowering Women in Alternatives
DESCRIPTION: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. \nJoin the movement. Build the community. Shape the future of women in investing. \nAGENDA\n8:15-9:00 Check-in/Breakfast \n9:00 – 9:15 Welcome Remarks/Expectations for the Day \n9:15 – 9:45 Fireside Chat: The Great Wealth Transfer for Women and Values-driven Investing \nEmily Green (Ellevest)\, Amy Brodsky (Sky Partners) \n9:45 – 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) \n10:30 – 10:45 Break \n10:45 – 11:15 Presentation: Beyond Your Financial Advisor – Asset Classes 101: Marcia Dawood (Author/SEC Advisor) \n11:15 – 12:00 Fireside Chat: Shannon Watts (Author ‘Fired Up’\, Founder Moms Demand Action). Interviewed by Lauren Carmody (Connecticut Innovations) \n12:00 – 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) \n1:00 – 1:45 Breakout Session 1 \n\nAngel Investment v. Venture Capital: Stephanie Fowler (Pipeline Angels)\nHedge Funds/Private Equity: Carrie DiLauro (Hamilton Robinson Capital Partners)\nImpact: Rebekah Saul Butler (Gratitude Railroad)\nDonor Advised Funds (DAFs): Danielle Capalino (Neta Foundation)\nWomen’s Sports: Lorine Pendleton (125 Ventures)\n\n1:45 – 2:15 Fireside Chat: Gender Lens Investing. Geri Stengel (Ventureneer)\, Silvia Mah (She Invests!) \n2:15 – 3:00 Breakout Session 2​ \n\nClimate. Justine Lee (Climate Haven)\nPhilanthropy: Paige MacLean (Yale & MacLean Philanthropic Advising)\nEntrepreneurship: Marie Rocha (Realist Lab)\nArt/Commodities: Dana Prussian (Bank of America)\nEstate Planning: Jevera Hennessey (Wiggin and Dana)\n\n3:00 – 3:15 Break \n3:15 – 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) \n4:00 – 5:00 Pitches. Judges: Morag Grassie (Yale Ventures)\, Alison Malloy (Connecticut Inno
URL:https://bioct.org/event/tidal-river-investing-beyond-the-traditional-empowering-women-in-alternatives/
LOCATION:CoCreate\, 47 John Street\, Stamford\, CT\, 06902
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