What does membership in Women with Capital® include?
Most of all, membership means you are part of a community where smart, passionate, socially progressive women connect with and support each other in using our personal and financial capital for good.
Benefits include:
Core Educational Series: With monthly meetings spread over six months, you'll build a great foundation beginning with how you relate to wealth and then exploring the many ways you can have impact with your capital. You'll learn from leading experts in the fields of psychology of wealth, impact investing, strategic philanthropy, and angel investing. During the year, you'll have the chance to build on your knowledge alongside your cohort in several additional momentum meetings.
Guest Speaker Meetings are where the whole Women with Capital community meets to have private discussions with pioneering women investors and philanthropists. Together, you'll have access to expert instructors and speakers who are enthusiastic about supporting you and your goals.
Women with Capital® Member Retreat: A new tradition, we'll meet in person to have a retreat focused on connection, inspiration and new insights.
Complimentary access to Values Advisor, a curated collection of values-aligned financial advisors, suggested by peers in other high net worth networks. It is free to our members (otherwise, it is a $1,000 fee).
Confidential Member Forum to ask others for personal recommendations, share successes and challenges.
Membership in a powerful network of socially progressive women dedicated to making a difference.
What does it cost?
The first year of membership is $9,500 which includes the above benefits, plus the new addition of an in-person member Member Retreat this fall. We are a pitch-free zone and pay our instructors and speakers for sharing their expertise and time, which is reflected in our fee. We are not money managers and do not pitch any products or services.
Are the meetings held online?
The Fall 2023 signature educational series , along with guest speaker meetings, will be held online. This allows for women to participate from across the country and the world.
When will the series be offered next?
The new meeting dates for the core educational series are Sept 28th, October 12th, December 7th, 2023 and January 11, Feb 8th and March 21st, 2024. These sessions will all be online from 10-11:30 a.m. and 1-2:30 p.m. PST. The in-person retreat in Sonoma, CA will be held on Nov 2-3rd.
We are dedicated to creating and sustaining a community of passionate, socially progressive women with wealth, focused on providing deep personal attention and connection. For this reason, we accept new members into small cohorts only once a year.
What is the invitation-only speaker series included in the membership?
We have pioneering women in investing share their opinions and advice on topics such as values-aligned investing, the gender investing gap and innovative ways to use your capital for change. Our inaugural speaker was Sallie Krawcheck, CEO of Ellevest and former CEO of leading Wall Street investment firms including Smith Barney, US Trust and Citi Private Bank among others.
For example, we had an illuminating and inspiring discussion with Sonya Dreizler and Rachel Robasciotti about what we can do as women with wealth to support racial justice in this country through our investment choices. Other speakers have included Margo Cook, former co-president of Nuveen Investments, one of the largest asset managers in the world and Jen Risher, author of We Need To Talk: A Memoir About Wealth. We have also heard from leading venture capitalists such as Maria Velissaris, founder of Steelsky Ventures, and Lorine Pendleton of Portfolia’s Rising America Fund.
What makes Women with Capital® a pitch-free zone?
Unlike other venues where speakers either pay for the opportunity to reach a desirable audience or expect to get business from the engagement, our speakers do not have the goal of securing your business. The instructors are paid for their time and expertise, which is reflected in our fees.
We maintain strict confidentiality and do not share or sell any data at all--ever.
Is this program designed for any particular age group?
Topics are tailored to the concerns of women who want to build and preserve wealth for themselves and their families while, at the same time, giving thought to the difference they want to make in the world. The program is highly customized and based around a cohort of women with similar concerns and is open to all ages.
Can I share this announcement with other women?
You are welcome to refer people to the program individually or in forums for socially progressive, philanthropic women. In this way, we seek to create a diverse and trusted community. We are looking for a select group of women who meet the participant eligibility and who want to take control of their money and use it to make a difference.
This information is provided for educational purposes only and is not intended to be a substitute for individualized financial advice or consultation. Because every situation is unique, you are encouraged to consult with a personal financial advisor or consultant for personalized advice.