Financial Tea with Ann Berry & Mrs. Dow Jones

Explore how women are redefining their role in markets and stepping into financial decision-making with confidence and clarity. From challenging outdated narratives around risk to embracing wealth as agency and influence, this conversation establishes the mindset that fuels everything that follows.

The Modern Investor: Tools, Access, and Ownership in a Self-Directed Era

The investing landscape has rapidly shifted from traditional and financial advisor-led to open, digital and increasingly self-directed. In this conversation, Lindsay Ryan, Head of Products at Webull, explores how access to institutional-level tools, real-time data and AI-powered insights is reshaping who gets to participate and how. We unpack what defines the modern investor in 2026, how younger generations are approaching ownership differently, and why connection and mentorship is just as important today as democratized access to investing.

Building Your Wealth Network: The ROI of Relationships

Wealth isn’t a solo sport. It’s a team game, a group chat, a boardroom you curate on purpose. In this high-impact session, Cate Luzio, founder and CEO of Luminary, unpacks the real ROI of relationships and why the right rooms can accelerate your capital strategy as much as the right assets.

For sophisticated investors and founders, “networking” is not about swapping business cards. It’s about building a circle that expands access to deal flow, sharpens decision-making, opens doors to alternative investments, and compounds confidence. Cate shares how to intentionally architect your wealth network so it fuels smarter risk-taking, bigger opportunities, and long-term financial power.

The 2026 Investment Playbook- Positioning for What’s Next

Before you make a move, you need to understand the terrain. This solo presentation gives a forward-looking view on the macro and market forces shaping 2026. From rate dynamics and equity leadership to structural growth themes and evolving risks, this session outlines the environment investors are operating in and what may define the next phase of the cycle.

Stock Stories: Finding the Signal in the Noise

Once the backdrop is set, we zoom in. This editorial conversation cuts through headlines and hype to focus on where real opportunity is emerging in public markets. Panelists debate sector leadership, earnings durability, crowded trades and overlooked areas of growth, helping investors distinguish structural winners from short-term narratives.

The goal is not broad theory, but actionable insight. Where should sophisticated investors be leaning in and where should they exercise caution?

Portfolio Power-Up: Optimize, Rebalance, and Reimagine

Opportunity means little without the right structure. This tactical session focuses on portfolio architecture, asset allocation and risk management. These speakers explore how experienced allocators are balancing equities, fixed income and alternatives in the current regime, how they think about concentration risk and rebalancing, and where investors may have blind spots in their allocation.

You will leave with practical frameworks to stress-test their own portfolios and make smarter, more disciplined decisions.

Alternative Assets: Moving Beyond the Market to Diversify Your Portfolio

Diversification no longer stops at public equities and fixed income. This session explores how sophisticated investors are evaluating private credit, venture, real estate and other alternative opportunities, including the trade-offs around liquidity, access and risk.

The Great Wealth Transfer- Bridging Generations, Building Futures

As capital shifts into new hands, so does influence. This conversation explores how women are navigating the largest generational wealth transfer in modern history, preparing for liquidity events, managing family transitions and redefining what long-term stewardship looks like.

The Future of Culture and Capital: What We Build When We Build Wealth

Financial success creates optionality and influence. This conversation examines how women are using capital to shape industries, communities and culture, reframing wealth as a tool for alignment and impact rather than accumulation alone.