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Investing Beyond the Traditional:
The Future of Money for Women - Private & Public Markets
March 4, 2027

COCREATE. Stamford, CT

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Investing Beyond the Traditional:
The Future of Money for Women- Private and Public Markets

 

Never more important than now. Building on momentum from last year.

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This year, we look beyond traditional investment returns to explore how capital is allocated across private and public markets, and how women investors can position their portfolios for the next systemic shift.

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"The Future of Money" is about a profound reallocation of economic power — shaped by a historic generational wealth transfer, the rise of values-aligned investing, shifting macroeconomic cycles, and new structures for deploying capital, from Donor-Advised Funds to private credit.​

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AGENDA

9:30-10:00 Registration & Breakfast​

 

10:00-10:15 Welcome & Opening Remarks

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10:15-11:00 Fireside Chat: The New Wealth Landscape plus  How Do You Find Impact in Public Markets

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11:00-12:15 Concurrent Breakout Sessions. Choose Your Investment Track - Diversified Asset Classes

Track A — Private Markets 101
Track B — Impact, Philanthropy & DAFs
Track C — Tangible Assets.
Track D — Values-Aligned Portfolio Construction

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12:15-1:15 Net”working” Luncheon

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1:15-2:00 Fireside Chat

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2:00-2:40 Panel: Addressing the Future of Women Through Investing — Health, Future of Work & Wealth

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2:40-3:20 Panel: The New Liquidity Landscape — VC Secondaries & Private-Market Opportunities

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3:20-3:45 Coffee & Connections

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3:45-4:20 Panel: Succession As an Investment Opportunity

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4:20-4:30 Closing: Your Next Investment Journey

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4:45-6:15 Offsite Cocktail Reception & Networking

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