You’ve got resources. You’ve got smarts. You’ve got dreams.
But when it comes money and investing… you’ve got questions.
What if you could discover answers in a community of women just like you?
You can.
Come join a select group of dynamic women who strive to take charge of their money and use their resources for good. Women with Capital is a supportive, pitch-free community.
Becoming financially savvy is life-changing.
Doing it with others is so much easier.
You will be learning from experts who have in-depth personal and professional experience tackling the very issues you are exploring.
In our four-week series and follow-up conference calls, instructors will cover how to grow and protect your assets while achieving your dreams.
You will finally feel in control of your finances.
You will know how to invest in alignment with your deepest values.
You will be inspired by a trusted circle of women with similar goals.
We believe smart investments allow you to take care of your financial future and support the change you want to see in the world.
This program will be highly customized
based on participants’ specific interests and concerns.
The Women With Capital membership includes
A 4-week education series
A follow up group check-in
Ongoing quarterly conference calls with guest experts
A private online forum for sharing ideas, questions, and advice
When I first took over managing my family’s investments I looked for resources to educate myself. I was apprehensive about taking charge of our money. I couldn’t find anywhere to ask questions without getting a sales pitch. I needed a source of unbiased information I could use to make decisions of my own, based on my family’s specific needs.
I feel strongly that we can and should have both the information and the support to make healthy financial decisions.
I’m excited to share my process of education and empowerment, and provide resources, inspiration and a community of like-minded women to learn with.
Barbara E. Pierce
Founder, Women with Capital
Read more about me here.
Our Instructors
Sonya Dreizler
Founder, Solutions with Sonya
Specialty: Impact Investing
Sonya Dreizler, founder of Solutions With Sonya, helps financial firms drive successful rollout and adoption of Impact Investing, SRI, & ESG solutions. She is an expert in Impact Investing and writes Connected Investing, a popular weekly educational newsletter covering the latest developments in Impact and ESG investing.
Sonya was interested in impact investing before it had a name. Growing up with a father who was one of the first socially responsible investment advisors and a mother who was an entrepreneur, she has always championed the idea that businesses can and should benefit the communities they serve.
Marlis Jansen
Founder and CEO, The Money Conversation
Specialty: Psychology of Wealth
Marlis founded The Money Conversation out of a desire to help people increase their emotional awareness and agility with respect to their finances, a need rarely addressed in traditional financial planning.
As a member of a family office and board member of a private foundation, Marlis has both personal and professional insight into how people relate to money, from multigenerational family dynamics to portfolio management.
Lotte Moore
Partner, McGuire Real Estate
Specialty: Real Estate Investments
A native of Denmark, Lotte has lived in San Francisco and Marin for 25 years. A partner at McGuire Real Estate, she has deep personal and professional knowledge of the property investment landscape in California, and especially in the Bay Area.
In addition to working with clients, Lotte has invested in her own portfolio of rental properties in both Southern and Northern California, as well as a special property in her home city of Copenhagen. She believes that real estate investing is distinctly different from home buying and is passionate about sharing her knowledge with women seeking diversity in their investment portfolios.
Lisa St. Claire
CFP, Women’s Financial Education
Specialty: Introduction to Investing
Lisa’s mission is to bring clarity, simplicity and wholeness to women’s financial lives. She has over 25 years’ experience in wealth management, focused on issues related to high net worth women.
The daughter of American diplomats, Lisa has lived in Africa, Asia, the Caribbean and Europe. She lost both her parents by the age of twenty-two, and was thereby thrust into a world of real estate management and investments for which she was not prepared.
How To Apply
The inaugural Women with Capital private educational series will convene in the fall of 2019. This private group, limited to no more than six women, will include all of the topics, experts, and materials that will be offered in subsequent programs.
Eligibility
To create a cohort of women with similar concerns, resources and interests, each person should have a minimum of one million dollars in investable assets (excluding primary residences).
Before the program begins, Barbara will hold an in-person or virtual meeting with each prospective participant. The goal is to create a cohesive group that shares similar concerns, as well as addressing individual questions.
Since the benefits of being part of a learning community come with consistency, participants are expected to commit to attending each of the four in-person meetings.
Confidentiality is fundamental to the success of the program. Participants and expert instructors commit to maintaining absolute confidentiality. This trust forms the foundation of our work together.
Women with Capital is a pitch-free zone, which means pitches for any products, projects, or services are prohibited.
Time Commitment
We will meet this fall from 9am to 2 pm in San Francisco on the following dates: October 1st, 8th, 15th and 22nd.
Members of this series are invited to participate in quarterly educational conference calls.
Frequently Asked Questions
Where are the meetings located?
Meetings will be held in San Francisco. The exact location will be sent to participants beforehand.
What is the cost?
As part of the initial cohort, participants agree to give verbal and written feedback so we may refine the content. For this reason, the inaugural series will be offered at $5,000 versus the standard price of $7,500.
What if I can’t make these dates? When will the series be offered again?
The series will be offered next in mid-January to mid-February 2020.
What makes Women with Capital a pitch-free zone?
The invited speakers are paid for their time and expertise, which is reflected in our fees. 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. We also require each participant to agree to not pitch their services or their favorite projects or investments to the others.
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 as they grow older while, at the same time, giving thought to the difference they want to make in the world.
Since the program is highly customized and based around a cohort of women with similar concerns, we will try to group women in similar life stages.
Can I share this announcement on social media?
We are not advertising the series but are instead sharing it with a network of trusted friends and colleagues who are welcome to refer people to the program individually. In this way, we can better create a trusted community.
Please do share individually with women who meet participant requirements and who want to take control of how their money can make a difference. However, please refrain from posting publicly.
What happens in the quarterly follow-up calls? What do they cost?
The quarterly group conference calls are included in the price--no additional fee-- and will cover a topic of interest for ongoing learning. There will be plenty of time for members to share victories and challenges as well as ask questions of the group.