Join us for an interactive conversation in our ongoing series: Women & Money.

About This Event

On March 4, our esteemed panelists will discuss the role women play in transforming how wealth can be used for good.

By aligning purpose with profits, we can be the trailblazers to forever change how people consume, save, and invest. We’ll learn how to direct our financial attentions to the companies, products and investment vehicles that champion women, corporate social responsibility, and economic development for the most marginalized.

We will discuss women’s role in this heightened era of accountability, the greatest opportunities for wealth creation and transfer, and the impact of innovative thought leadership and social media trends for women and millennials.

Itinerary

6:00pm – Registration, Drinks, Light Fare

6:45pm – Welcome & Panel Discussion

8:00pm – Panel Q&A

Speakers

Randi Engelbrecht – Partner at Brown Advisory, an institutional and private investment management firm with clients in 34 countries.
Former Director at Highmount Capital, served high-net worth individuals, families, and foundations and Vice President of Client Services at Spruce Private Investors.

Danielle Barrett – Private Client Advisor at Brown Advisory with deep expertise in trusts and estate planning.
Former Partner, Wealth Advisory Services at Hillview Capital Advisors, directed strategic grown for the firm.  Board member of New York Estate Planning Council.

Stephanie Grayson – Social Content Journalist, Corporate Trainer, and Advisor for global banking and management consulting firms.
Yahoo Finance’s first Social Strategy Editor.  Strong advocate for women on boards.  Public speaker on financial education for millennials and how social media can be used for investing success.