

THE Q4 FINANCIAL LOCK-IN
Why wait until New Year’s resolutions to check in on your investment portfolio?
We’re getting a jump start with the Q4 Financial Lock-In, an evening dedicated to making sense of public and private market news and what it means for your money. You’ll also meet Girl Math Capital’s newest partner, Jordan Ricciardi of Katz Wealth Management at UBS, who oversees the team’s women’s segment and works with women and next-gen clients on financial planning, investment analysis, and portfolio building.
Come for the wine, hors d’oeuvres, and a packed room of women who are just as motivated to lock in on their portfolios.
📍 UBS
🗓️ November 12, 2026 | 6:30-8:30pm ET
Agenda
6:30 pm: Doors open
7:00 pm: Fireside chat with Emma Usich of Girl Math Capital and Jordan Ricciardi of KWM at UBS on the state of public and private markets today
7:30 pm: Q&A
7:45 pm: Networking with other GMC members
8:30 pm: event concludes
Girl Math Capital
Girl Math Capital is an alternative investing community for women that aims to democratize access to investing education and deal flow in the angel, real estate, and crypto ecosystems. Since launching in 2025, GMC has deployed $1.2M+ into alternative investing opportunities and grown to a community of 630+ women.
Katz Wealth Management | UBS
Katz Wealth Management (KWM) is a boutique wealth management team within UBS Private Wealth Management, based in New York City. This twenty three person team provides investment management and financial planning for their clients while Jordan Ricciardi on the team has a specific niche in Women’s Wealth.