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?
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 five part 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 5-part educational series
Quarterly conference calls with guest experts for one year
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.
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.
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.
Principal, Semba and Lead Investor, Next Wave Impact Fund
Specialty: Impact Investing
Janine Firpo is a values-aligned investor, angel investor, and social innovator. In 2017 she left her 35-year career in technology and international development to focus on how women can create a more just and equitable society through their financial investments. In 2018 Janine launched a club to help women invest all their assets – from cash to public equities to private investments – in ways that align with their values.
Founding Partner, Wingpact
Specialty: Angel Investing
Suzanne Andrews is an angel investor and an ecosystem builder in the finance innovation space, with a particular focus on women and money. At Montcalm, Suzanne develops partnerships and creates programs to advance new finance and spread the word about the power of healthy wealth management and investing. Previously, Suzanne worked for 10 years as a software engineer at Apple and a midwife’s assistant. Along with her Wingpact colleagues, she co-authored the historic first book for women about angel investing, Impact With Wings.
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 eight women, will include all of the topics, experts, and materials that will be offered in subsequent programs.
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 participate in each of the in-person meetings and group follow-up call.
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.
Frequently Asked Questions
Where are the meetings located?
Meetings will be located in either San Francisco or Southern Marin. The exact location will be sent to participants beforehand.
When will the series be offered next?
The series will be offered next in late February to March 2020.
What is the cost?
There is one flat fee of $7,500, which includes four days of in-person sessions, a post-series conference call and invitations to quarterly meetings for one year.
It also includes access to a confidential online forum limited to Women with Capital members.
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 for one year and will cover a topic of interest for ongoing learning with guest experts. There will be plenty of opportunities for members to share victories and challenges as well as ask questions of other members.