Investing Beyond the Traditional:
Empowering Women in Alternatives
January 22, 2026
COCREATE. Stamford, CT
Stronger Together:
Courageously Charting Your Financial Future
Our mission is to build community and provide education that empowers women in building portfolios that reflect their values.
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)
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)
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)
-
Women's Sports
-
Climate. Justine Lee (Climate Haven)
1:45 - 2:15 Fireside Chat: Gender Lens Investing. Geri Stengel (Ventureneer), Silvia Mah (She Invests!)
2:15 - 3:00 Breakout Session 2
-
Donor Advised Funds (DAFs): Danielle Capalino (Neta Foundation)
-
Philanthropy: Paige MacLean (Yale & MacLean Philanthropic Advising)
-
Entrepreneurship: Marie Rocha (Realist Lab)
-
Art/Commodities
-
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), Alison Malloy (Connecticut Innovations)
4:00 - 5:00 Pitches. Judges: Morag Grassie (Yale Ventures), Alison Malloy (Connecticut Innovations)