Hello friend,

We invite you to two important virtual conversations on employee ownership coming up.

Women's growing economic power to scale the ownership economy

March 20th  |  11 a.m. PT / 2 p.m. ET

Join us to explore Women's Growing Economic Power to Scale the Ownership Economy on March 20, 2025, at 11 a.m. PT / 2 p.m. ET. This webinar is part of Ownership Capital Lab's speaker series celebrating the release of its forthcoming white paper, The Silver Tsunami, the Great Wealth Transfer and the future of employee ownership in the United States: Leveraging generational changes and shifting economics to scale a powerful model of shared prosperity (March, 2025).

With $54 trillion forecasted to transfer to women by 2048 as part of the Great Wealth Transfer, women investors will become an even more influential driver of economic growth, positioning them as key partners in scaling employee ownership. There is an unprecedented opportunity in the U.S. today to scale employee ownership—a shared ownership structure where employees own part or all of a business—with the "silver tsunami" of baby boomer retirements on the horizon. Women’s growing economic power could fill this gap, directing billions of dollars toward values-driven investments, like employee ownership.

Our esteemed group of expert panelists include:

• Christina Lewis, Founder of Beatrice Advisors, an independent, woman- and minority-owned multi-family office with a simple mission: to provide high-quality financial services and exceptional value to a new generation of wealthy families and individuals.
• Tuti B. Scott, Curator of the online community, Women & Money - Making Money Moves that Matter.
• Jensyn Hallett , Founder and CEO of Alivest, Executive Director of Southern Capital Project, and Director of Strategic Partnerships and Business Development with Invest for Better.
• Co-hosts Alison Lingane, Founder and CEO of the Ownership Capital Lab, and Katherine Katcher, Director of Partnerships & Capital Mobilization Initiatives. The Lab focuses on capital as a growth and scale lever for employee ownership. The Lab identifies, pilots, and supports the uptake of strategies for financing employee ownership at greater scale.

During this webinar, we’ll cover:

• The unprecedented opportunity to scale employee ownership as a solution to wealth inequality in the U.S. and the pivotal role women can play in this movement.
• Insights from data and research on how women wealth holders invest, donate, and leverage their wealth in unique ways.
• Key lessons our speakers are learning as they develop innovative models, advise, educate, and create investment vehicles tailored to women—and the new strategies required to serve them effectively.
• Emerging trends in the economy as women’s economic power grows, with a particular focus on creating positive change for people and the planet.
• Strategies for building stronger connections between employee ownership funds, businesses in need of investment, women wealth holders, and the advisors and managers who support them.

Register today to be part of this transformative conversation!

We hope to see you there.