MARCH 4 TO 6, 2027
The program
Wealth Creation & Preservation
| Time | Session | Description |
|---|---|---|
| 6:30 AM - 7:30 AM | Morning Movement | Pick from a choice of activities in the 20,000-sq ft, state-of-the-art fitness facility. Pool HIIT, Aerial yoga, spinning, TRX. etc |
| 7:30 AM - 8:30 AM | Breakfast | Healthy breakfast with plenty of custom options and made-to-order dishes |
| 8:30 AM - 9 AM | Registration & Exhibitor Lounge | Grab your essentials for the day, and head over to the main stage. Explore the exhibitors' lounge. Grab that cup of coffee, your notepad, your laptop, and find your way to your table. |
| 9 AM - 9:05 AM | Welcome Remarks | Hear from the Founders on their Why. Why we are here, why it is important to gather, what to expect, what to take away. |
| 9:05 AM - 9:15 AM | The State of Women | Get up to speed on the state of women globally. What are the key facts and stats impacting women today around our wages, health, wealth, demographics, pyschographics. Get the data on what policies are helping and hurting women, and what you can do in your own world to futher the cause for gender equity |
| 9:15 AM - 9:35 AM | Keynote Address with Kathy Fields | A powerful and compelling monologue on the urgent need for women to own their Wealth Creation, participate in the Wealth Flywheel, and create a Wealth Legacy. |
| 9:35 AM - 10:25 AM | Global Economic Outlook: Navigating Growth, Risk, and Opportunity | Macroeconomic forces are shaping today’s business environment, from labor markets and trade flows to geopolitical risk and monetary and fiscal policy. These interconnected factors influence investment decisions and capital allocation. Key structural shifts—such as demographic change, technological adoption, and evolving regulatory frameworks—are reframing perspectives on productivity, resilience, and sustainable growth. This session will highlight balancing short-term volatility with long-term value creation in an increasingly complex and fragmented global economy. |
| 10:25 AM - 10:35 AM | Break | |
| 10:35 AM - 11:25 AM | The where and how of investing in a dynamic landscape: Equity, Fixed Income and Alts | Fundamental insights and analysis in global equities, fixed income, currency and commodities. As well as in the private markets with alternatives and direct investments - Cryptocurrency, Credit & Debt, Private Equity, Venture Capital and Real Estate. |
| 11:25 AM - 11:50 AM | Group Share & 1-1 Discussion with Experts | Capture top-of-mind thinking and what's surprising from what you heard this morning. Our morning panelist and experts will sit with you 1-1 and in small groups to answer burning questions and guide action items and next steps. |
| 12 PM - 1 PM | Lunch at the Rose Garden | Step outdoors into a beautiful rose garden for an elegant but insightful lunch. You can join a table based on discussion topics or just simply sit next to a friend. |
| 1 PM - 1:30 PM | Personal Time & Exhibitor Lounge | Time to finish conversations with new friends, check messages, and explore Exhibitors Lounge. |
| 1:30 PM - 2:15 PM | Alterntative Investments | A deeper dive into alternative investments such a Real-Estate, Private Equity, Venture, Crypto |
| 1:30 PM - 2:15 PM | Philanthopy & Multi-generational Giving | Hear from experts on how you think about giving and making an impact. Whether you are starting out or have a plan but want to learn new ways. Topics covered will be DAFs, Family Foundation, Planned, Restricted, and Legacy Gifts |
| 2:15 PM - 2:30 PM | Break | |
| 2:30 PM - 3:15 PM | Trust & Estate Planning | Expert advice on trust and estate planning for yourself, your partner, your children. Even if you have a plan, how can you revisit it with new strategies, latest policy, and your changing goals and needs. |
| 2:30 PM - 3:15 PM | Money and Marriage | Learn from Family law experts and relationship coaches on how to talk about mone and protect yourself, your heirs, and your assets in a domestic partnership. |
| 3:15 PM - 3:30 PM | Break | |
| 3:30 PM - 4:15 PM | Maximizing your productivity in the age AI | Tactical session on the latest and greatest in AI tools and tips that help manage your wealth, health, and family. Come prepared with your devices. |
| 3:30 PM - 4:15 PM | Entrepreneurship as Wealth Creation | Women are starting businesses at record rates. They are building copmanies to solve what coporate America cannot. Evaluate whether buying a business or starting a business, and growing it for future wealth creation or passive income is the path for you. |
| 4:15 PM - 6:30 PM | Spa, Pool or Relax | Time to relax at the pool, spa, catch up with a new friend, or take a nap |
| 6:30 PM - 8 PM | Cocktail Reception & Dinner | Meet new friends and share insights and highlights from the day |
| 8 PM - 9 PM | Zarna Garg Live on Stage | Zarna will make us laugh with her sharp humor, we can all relate to. Followed by a off-the-record fireside chat on how she went from a mother of three and a housewife to a global entertainment phenomenon. |
| 9 PM - 10 PM | Fireworks, Dessert & Nightcaps |
Attire for Thursday is resort chic. Friday is business casual. Friday evening, resort dressy. Saturday is weekend comfy.