Agenda

(agenda is subject to change)

Day 1 - Wednesday, September 9

12:00 PM - Ann and Bill Payne Angel University - Fundamentals of Angel Investing ($$)

Additional Registration Required ($$): Should you include angel investments in startup companies in your asset portfolio?  Are you prepared for the fundraising process as a startup? This course provides a comprehensive overview of the asset class of angel investing. Program participants learn about the motivations and characteristics of angel investors as well as the potential of angel returns. Course faculty provide an introductory overview of the angel funding process: deal flow and screening, due diligence, term sheets, valuation, and the post-investment relationship. Faculty also share their critical lessons learned and explain the benefits of angel investing in a group format.

     Instructors: Chris Gelnaw, Tidal River; Kristina Montague, The JumpFund

3:00 PM - Women and Sports Ownership
Women's ownership in professional sports is growing rapidly, creating exciting new opportunities for investors and leaders. Join us for a conversation about the business of sports, what it takes to become an owner, and why this evolving industry represents an exciting frontier for women.

     Featured Speakers: Heather Henyon, Owner, Vermont Wild Football Club; Alain Mathieu, Foley Hoag

4:00 PM - Human-Centered AI: Leading and Investing in an AI-Driven World
Artificial intelligence is transforming how we work, invest, and make decisions. We will discuss practical ways to integrate AI into your daily workflow, helping you work more efficiently, evaluate opportunities more effectively, and make more informed decisions. Discover how combining AI with human curiosity, judgment, and creativity can give you a lasting advantage as an investor and leader.

     Featured Speaker: Dr. Felicia Newhouse, Founder of AI-Powered Women @MIT

5:00 PM - Welcome Reception

Casual networking over drinks and light appetizers. Let the conversations begin. 

Day 2 - Thursday, September 10th

9:00 AM - Networking Breakfast

10:00 AM - What Comes Next? Women, Wealth, and the Future of Capital

Women are becoming the primary stewards of an unprecedented amount of wealth, but the most important questions begin after the assets change hands. This fireside chat explores how women are redefining wealth through intentional investing, preparing future generations, and using capital to shape businesses, communities, and lasting legacies.

    Featured Speaker: Terry Charron, BNY Wealth

10:45 AM - AI and Trust: Investing, Innovation, and the Future of Decision-Making

Artificial intelligence is changing nearly every aspect of business, from how companies operate to how investors evaluate opportunities. Join us for a conversation about building trustworthy AI, understanding emerging risks, and identifying the opportunities that will shape the next generation of innovation.

     Featured Speakers: Jacqueline Neugue, Shield Capital and Kara Peterson, Building AI Boston

11:30 AM - Let's Talk Exits: Creative Paths to Liquidity for Angel Investors

For many angel investors, making an investment is only the beginning of the journey. This session explores the many ways companies can achieve successful exits beyond the traditional acquisition or IPO, giving investors a broader perspective on how value can be realized over time.

     Featured Speaker: Gina Schaefer, exited ESOP founder; Barbara Klepper, Foley Hoag; Darcy Valenti, Ownership Capital Lab

12:15 - Networking Lunch

1:15 PM - Investing Through Philanthropic Capital
This discussion explores how philanthropic capital can complement traditional investing while also supporting innovative for-profit companies. For many women, charitable giving is already a familiar way to create impact. This session will demonstrate how philanthropic capital can become a powerful gateway to investing in the innovations, entrepreneurs, and solutions they want to see in the world.

     Featured Speakers: Patrice Brickman of Inspire Access and Danielle Capalino of the Neta Foundation

2:00 PM - Roundtables: Women and Wealth
These facilitated small-group conversations create space for honest discussions about the opportunities and challenges women face in building wealth. Together, we'll explore the stories we've inherited about money, the beliefs that influence our financial decisions, and practical ways to become more intentional with our capital.

Inspired by the themes of Unapologetic Wealth by Marcia Dawood, these conversations are designed to move beyond investment strategies alone. You'll leave with fresh perspectives, stronger connections, and greater confidence to make financial decisions that align with your values, your goals, and the impact you want to create.

 4:00 PM - Event Closing