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Tue, Oct 27 @ 9:00am PT (1 hrs)
10/27/2020 9:00am10/27/2020 10:00 amAmerica/Los_AngelesInvesting: Own Your Worth - Women, Wealth and a Path to Financial IndependenceThe face of wealth is changing—and it’s becoming more female. Align your wealth and spending with your purpose in this informative and engaging session with two UBS execs—Carey Shuffman, Head of the Women’s Strategic Client Segment and Jennifer Povlitz, Divisional Director for Wealth Management USA. We will focus on why women are (or are not) involved in the financial decisions that impact their family’s futures and how to become more involved in the process, regardless of your current level of involvement. You will learn how to leverage your own financial story while also learning how to make more strategic financial decisions to help you navigate your financial future.Virtual
Virtual (Join us remotely! RSVP for link)

Virtual Salons - Join us remotely!

Investing

Own Your Worth - Women, Wealth and a Path to Financial Independence

Wed, Oct 28 @ 9:00am PT (1 hrs)
10/28/2020 9:00am10/28/2020 10:00 amAmerica/Los_AngelesInvesting: A Step-by-Step Guide: How Institutional Investors Outsmart Small-Cap CompaniesUnlike for large public companies, capital formation for middle market companies is a minefield for the unwary. Varying degrees of trading liquidity, equity research coverage, and C-Suite and director experience often lead to equity capital market transactions that are sometimes needlessly dilutive. To make matters worse, there are no report cards issued for capital raising in the public company ecosystem. A public company seeks $50 million in growth financing, and secures it. The officers and directors think the financing was terrific. In fact, their investment bankers confirmed it. But down the street, the hedge funds that supplied the growth capital are literally laughing all the way to the bank. This happens hundreds of times a year, to the tune of $30b+. We’re going to hear precisely how and why from the perspective of someone who co-managed an investment fund that invested in more than 500 such small-cap growth financings.Virtual
Virtual (Join us remotely! RSVP for link)

Virtual Salons - Join us remotely!

Investing

A Step-by-Step Guide: How Institutional Investors Outsmart Small-Cap Companies

Thu, Nov 05 @ 9:00am PT (1 hrs)
11/05/2020 9:00am11/05/2020 10:00 amAmerica/Los_AngelesInvesting: Women & Wealth | Money & RelationshipsIn 2017, Tama Smith partnered with financial planning and advisory firm Brighton Jones to launch the Women Living a Richer Life division, focused on empowering women to meet their unique financial challenges. A graduate of the Wharton Business School and UC Berkley, Tama's research over the past 3 years into the relationship that whip smart, highly successful professional women have with their money uncovered some strong - and sometime surprising - themes. In this dynamic event, Tama will share these powerful insights. Joined in this event by her colleague Manisha Thakor (author of GET FINANCIALLY NAKED: How to Talk Money with Your Honey) they will cover a wide range of topics including investing, pay equity, having "the money talk"—be it with your partner, your aging parents, or your young adult children—and how to invest in your emotional wealth in tandem with your financial health. Join us for an engaging discussion about the essential building blocks to create the financial future you want for your life.Virtual
Virtual (Join us remotely! RSVP for link)

Virtual Salons - Join us remotely!

Investing

Women & Wealth | Money & Relationships