MONEY TALKS. wealth whispers. How women build wealth: strategies, decisions & mindsets
ALL EYES ON US, in partnership with Northern Tier Wealth Management at UBS, invites you to a morning conversation about how women build, grow and shape wealth over time.
By 2030, American women are expected to control nearly $30 trillion in financial assets. Women are building companies, leading organizations, receiving equity and creating unprecedented economic value — but earning money and building wealth are not the same thing.
At a certain point, the questions change.
How much capital should stay in your business? When does concentration become risk? How do you move from earning money to owning assets? And how do you make decisions around investing, liquidity, diversification and long-term financial independence?
Bringing together perspectives from wealth management, entrepreneurship, investing and academia, we’ll explore three bigger questions:
-How do you turn income, business success and equity into long-term personal wealth?
-How should women think about ownership, investing and risk as their wealth grows?
-What changes when the goal moves beyond earning more - toward financial independence, optionality and generational wealth?
EVENT FLOW
9:00 AM – 9:30 AM
Doors Open + Networking
Coffee, light bites and time to connect with founders, executives, investors, business owners and ambitious women across the world. The morning will also be professionally captured by our photographer and videographer, with high-quality photo and video content from the panel and the room shared after the event.
9:30 AM – 10:30 AM
Panel Conversation
A one-hour conversation on the decisions that become more important as wealth grows — from ownership and investing to diversification, risk, liquidity and long-term planning.
10:30 AM – 11:00 AM
EYE CONTACT — Guided One-on-One Exercise
We’ll close the morning with a structured one-on-one conversation.
You’ll be paired with another guest and given a few thoughtful questions around money, ownership and the financial decisions shaping your future.
A chance to exchange perspectives, challenge your own thinking and leave with a different way of looking at wealth.
Speakers:
Jodi-Lynn Weber is a Senior Vice President–Wealth Management and Financial Advisor at UBS, where she advises clients on asset allocation, retirement and legacy planning, portfolio management and customized tax strategies.
With more than 30 years of experience in financial services, Jodi has held roles at J.P. Morgan Private Bank, Goldman Sachs, Merrill Lynch and other leading financial institutions. Her experience spans private wealth management, municipal securities, restricted stock and complex financial planning for high-net-worth individuals, venture capital firms and their limited partners.
Nancy Davis founded Quadratic Capital Management in 2013. She is the firm’s managing partner and serves as portfolio manager for the Quadratic family of funds. Before starting Quadratic, Nancy worked at Goldman Sachs for nearly a decade, where she spent the majority of her time with the proprietary trading group and became Head of Credit, Derivatives and OTC Trading for Goldman Sachs Principal Strategies. She was also a Portfolio Manager at JP Morgan’s hedge fund Highbridge Capital Management.
Nancy has received numerous industry recognitions. Barron’s named her to its inaugural list of the "100 Most Influential Women in U.S. Finance." Institutional Investor called her a "Rising Star of Hedge Funds," and The Hedge Fund Journal named her one of "Tomorrow's Titans."
Nancy writes and speaks frequently about markets and investing. She has been profiled by The Wall Street Journal and Forbes and is a frequent guest on financial television.
Yihui Wang is an Associate Professor of Finance at Fordham University's Gabelli School of Business, where she studies how financial institutions, credit markets, and new technologies shape the way wealth is built and managed. Her research covers financial institutions, structured credit, corporate finance, AI, and fintech, and has appeared in leading journals including the Journal of Finance, the Journal of Financial Economics, and the Review of Financial Studies.
Beyond research, Professor Wang serves on Fordham's Retirement Investment Committee, which oversees the university's retirement plan offerings. She teaches Introduction to Finance and Fintech to MBA, master's, and undergraduate students.
She has received several research awards at Fordham and competitive grants from the Research Grants Council of Hong Kong. She reviews grant proposals and faculty evaluations for institutions in Asia and Europe, and referees for major finance journals. Before joining Fordham, she taught at the Chinese University of Hong Kong. She holds a PhD in finance from the University of North Carolina at Chapel Hill.
Jenny Liu is the Founder and Managing General Partner at Crush It Ventures, an early-stage fund investing in mission-driven founders (particularly women and underrepresented entrepreneurs) across fitness, wellness, beauty, mental health, and lifestyle.
Before Crush it, Jenny was angel investor and CEO of DOGPOUND, the celebrity-favorite NYC fitness lifestyle brand. She is also a mentor and advisor to several women founded companies including ALTA, Divine Time, and Tenpo.
Moderator:
Julia Kolodkina is an award-winning brand strategist and creative entrepreneur with 10+ years of multicultural experience across the U.S. and Europe, working with global brands including Visa, Pepsi and Vodafone. Her work has been recognized by the Effie Awards, Awwwards and CSS Design Awards.
She is the Founder & CEO of Aliiiens, a New York-based Brand Venture built around one idea: in the AI era, the strongest advantage is individuality. As technology makes it easier for companies to look and sound alike, Aliiiens helps businesses identify what is distinctly theirs — and turn it into brand, visibility and growth.
Julia is also the author of Tasteology, a new marketing methodology for the AI era, and the founder of ALL EYES ON US, a 3,000+ member NYC community for women entrepreneurs that has partnered with Shopify, BrainStation etc.
Hosts:
UBS is the world’s largest truly global wealth manager, with more than 160 years of experience helping individuals, families and entrepreneurs protect, grow and manage their wealth. With a global perspective and highly personalized approach, UBS helps clients navigate the financial decisions that matter today, tomorrow and across generations.
ALL EYES ON US is a New York-based community bringing together ambitious women across entrepreneurship, business, academia, technology and culture.
We create rooms where people with very different expertise can meet, challenge each other’s thinking and have conversations that go deeper than the usual industry talking points.
By attending this event, you consent to photography and video recording that may be used across ALL EYES ON US and UBS communications and social channels.