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Elevating Women in Family Wealth

13 Jul 2022
11:30am - 6:30pm EDT

Event Details

An event dedicated to the women who work in this industry and those we serve. Join us as we focus on opportunities and challenges facing this fast-growing segment of clients and advisors.

Topics will include:

  • How to Sponsor Female Advisors - A Case Study
  • Cultivating Female Leaders: How to Elevate & Retain Women in the Workplace
  • Building a Women & Wealth Initiative at Your Family Office
  • Gender Lens Investing Best Practices
  • The Future Family Wealth Firm: Managing the Next Decade

Event Co-Chairs

Thank you to our event co-chairs for their support planning this event

  • Jennifer Dempsey Fox, President, Wealth Management at Bryn Mawr Trust
  • Shannon Kennedy, Global President, BMO Family Office  
  • Kathleen McQuiggan, Partner, Artemis Financial Advisors
  • Adrienne Penta, Director of Center for Women & Wealth, Brown Brothers Harriman
  • Dune Thorne, Partner, Brown Advisory

 

Who Should Attend?

  • Men and Women are welcome to attend. 
  • Family Wealth Alliance members are allowed two complimentary seats at this event. You must login to register for this event as a member. If you need assistance  please reach out to Emily at emily@fwalliance.com.
  • Non-members are welcome to attend for $795

Please note that registration is required and subject to approval by The Family Wealth Alliance.

 

To view the Event Policies and Attendee Release Agreement, please click here

If you are interested in becoming a member, please contact info@fwalliance.com for more information


COVID Policy

At this time, we are not requiring proof of vaccination or a negative test to attend. Masks are currently not required for gatherings in Boston.  We are monitoring the federal and state guidelines and will adjust our policy ahead of the event as advised.

We expect attendees to consider the health and well-being of fellow attendees, practice good judgement, follow CDC guidelines, and comply with all other rules, regulations, and guidelines when traveling to this event. Our policy is subject to change with short notice and we will communicate any changes with registered attendees directly.

Adrienne Penta

Director of Center for Women & Wealth, Brown Brothers Harriman

Dune Thorne

Partner, Brown Advisory

Jennifer Dempsey Fox

President, Wealth Management at Bryn Mawr Trust

Kathleen McQuiggan

Partner, Artemis Financial Advisors

Shannon Kennedy 

Global President, BMO Family Office  

Elevating Women in Family Wealth

Speakers to be announced soon.

11:30am – 1:00pm: Keynote Lunch: How to Sponsor Female Advisors - A Case Study

Mentorship, both formal and informal, is already a cornerstone practice in our industry. Sponsorship is a different animal entirely. Sponsors use their position and power - their own professional and social capital - to advance a protégé’s career. They have a deep understanding of their protégé’s skills and capabilities, see their potential, and help orchestrate their advancement accordingly. Since they are leveraging their own reputation to provide momentum, sponsors have an incredible impact on (and a vested interest in) their protégé's success.

 

1:00 – 1:15: Break

 

1:15pm – 2:05pm: Cultivating Female Leaders: How to Elevate & Retain Women in the Workplace

According to the latest Women in the Workplace report from McKinsey, the two biggest drivers of disproportionately low female representation are hiring and promotions. Although women earn more bachelor’s degrees than men - and have for decades - they are less likely to be hired into both entry-level jobs and manager-level jobs. They are also less likely to be promoted; for every 100 men promoted to manager, only 79 women are. If this pattern holds, the number of women in management will increase by just one percentage point over the next ten years.

To close these gaps, firms will need to take bold steps to reimagine a culture where all employees, including women, are valued and championed. In this session, we will hear from family offices on how they are attracting, supporting, promoting, and retaining women on their teams.

 

2:05pm - 2:55pm: Building a Women & Wealth Initiative at Your Family Office

Women remain underserved by the wealth management community despite their sizable economic growth. Women own a third of the world’s wealth and outpace market growth overall, adding $5 trillion to the wealth pool globally every year. This has shifted women’s experiences significantly, creating an opportunity for family offices to help women improve their financial lives. Many firms have recognized this and begun personalizing their approach to meet the unique needs and priorities of female clients. Join us in a discussion with executives at the forefront of evolving the client experience with women-focused initiatives that are truly best-in-class, effective, and impactful.

 

2:55pm – 3:10pm: Break

 

3:10pm – 4:00pm: Gender Lens Investing Best Practices

Gender lens investing has increased in recent years, indicating the financial sector is working to balance a legacy of disproportionate investments. (For example, female founders currently receive less than 3% of all venture capital in the U.S.) Gender lens investing is not a philanthropic or compliance process. It is a strategy that blends gender analysis with financial analysis in the investment decision-making process to achieve financial return while delivering a quantifiable impact for gender parity. Just as lenses in a telescope allow us to see things far away, a gender lens can be applied to see the benefits of a gender inclusive society. In this session, we will discuss best practices around how gender lens investing is done, why it works, and the ripple effect of its impact.

 

4:00pm – 4:50pm: The Future Family Wealth Firm: Managing the Next Decade

The family wealth industry is in the middle of massive demographic change. Business models are evolving, firms are merging, leaders are retiring, and technology is leveling the playing field. While the landscape can be confusing, clients have never had so many options. As a result, they are demanding more. In this session, we will dig deeper into the impact these changes may have on the industry at large. How will family offices evolve as more women move into leadership roles and become clients? What will change about the client experience? What impact will increased inorganic growth have on all these initiatives?

Our industry is looking for direction. Join us for a panel discussion with respected leaders for their take on what managing the next decade of wealth will look like for firms, employees, and clients.

 

4:50pm – 5:00pm: Closing Remarks

5:00pm – 6:30pm: Networking Reception

 

The Langham

The Langham, Boston

250 Franklin Street

Boston, MA 02110, USA

 

 

 

 

 

 

 

 

Room block & Reservations:

Room block rate of $380/night for Deluxe King Single/Double Occupancy is available through Monday, June 27. Attendees can call 1-617-451-1900 during normal business hours to reserve their rooms. Be sure to mention the FWA Summer Gathering to receive the reserved group rate. You can also reserve online here.

Rooms are available on a limited basis so be sure to reserve your accomodations today!

About

This iconic property, once the Federal Reserve Bank of Boston, is a national architectural landmark. A prime downtown location, The Langham, Boston offers a unique blend of inspiring historic charm and new American classic sophistication. Overlooking the gardens of Norman B. Leventhal Park Post Office Square, this elegant hotel is steps from Boston’s shops, restaurants and attractions, including Faneuil Hall, the Freedom Trail, the North End, Financial District, the New England Aquarium, and the waterfront. Additionally, this Boston, MA hotel is minutes from the area’s colleges and universities such as Harvard, MIT, Boston University, Suffolk University, and Boston College. The hotel features a charming new destination bar, The Fed, an English-inspired cocktail pub with a New England twist, concierge services and private meeting and event spaces. Other hotel features include complimentary WiFi in all guestrooms and lobby, and twice daily housekeeping with evening turndown service.

Ticket Name Sale Ends Price Quantity
Non-Member Family Wealth Executive 13 Jul 2022 $750.00
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13 Jul 2022
11:30am - 6:30pm EDT

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