In partnership with BlackRock
September 25th
7 - 9 pm
An immersive gathering to empower the future of women’s wealth.
Today, women are earning, inheriting, and investing more than ever — yet too often, financial conversations overlook how women actually live, lead, and care. It’s time for a more human, more holistic approach that connects financial health with overall well-being.
Your financial well-being impacts everything — from daily choices to long-term peace of mind. This event is about gaining the knowledge and confidence to take control of your finances on your own terms, creating space to enjoy what you love and care for yourself consistently.
Join us for an intimate, thoughtfully curated experience designed to support your well-being, deepen your financial confidence, and connect you with a community of women rewriting the rules of wealth. Expect a grounding wellness moment, an actionable financial education workshop led by Samantha Yalof of BlackRock, and a feel-good happier hour to close the evening in conversation and community.
itinerary
Meditative Sound Bath
Financial Wellness Workshop
Lite Bites, Mocktails, + Cocktails
Who this is for:
Women across industries and life stages who want to feel more confident, informed, and in control of their financial futures — all while tending to their whole selves.
Whether you’re building wealth, inheriting it, or redefining what financial security means to you, this event welcomes you exactly as you are. No finance background, net worth minimum, or perfect plan required — just your curiosity and readiness to learn and grow.
Speaker
Samantha Yalof
Samantha Yalof, CIMA, is a Director and iShares Market Leader partnering with financial advisors in the state of New Jersey. Prior to her current role, she was a Market Leader covering financial advisors in NJ, CT, NY, PA, DE, and MD as well as the RIA community in Northern California, Oregon and Washington. Samantha was an External Consultant with BlackRock covering wirehouse financial advisors in Northern California and Nevada. She was also an Internal Advisor Consultant with BlackRock in the Princeton, NJ and San Francisco, CA office locations. Prior to joining BlackRock, Samantha was a Financial Advisor with Wells Fargo Advisors in Essex, CT. She graduated with honors, from Southern Connecticut State University in New Haven, CT. Samantha was the 2023 Mega RIA Market Leader of the Year. Samantha resides in New Jersey and has been with the firm since 2010
Lucia Peyser
Lucia is a Senior Portfolio Manager on Morgan Stanley's Outsourced Chief Investment Office (OCIO) team, where she leads investment strategy for ultra-highnet-worth international clients. With two decades of experience in asset and wealth management, she brings deep expertise in multi-asset class portfolio construction, asset allocation, and global investment strategy.
Prior to joining Morgan Stanley, Lucia was a Senior Portfolio Manager at Citi Private Bank, managing a $2 billion discretionary portfolio and serving on the firm's Global Investment Committee. From 2005 to 2022, she held a range of senior investment roles at J.P. Morgan, including Senior Portfolio Manager at J.P. Morgan Asset Management, where she oversaw $10 billion in long-duration strategies for institutional pension plans, and Investor in the International Private Bank, advising ultra-high-net-worth clients.
Lucia holds the Chartered Financial Analyst® designation, an M.S. in Statistics from the University of Leuven in Belgium, and a B.S. in Economics from ITESM in Mexico. Fluent in Spanish, Lucia is part of Bloomberg's New Voices and was honored with the 2018 State of Mexico Award for her global contributions.
Wellness Director
Loopwell’s Director of Spiritual Well-being and Licensed Psychotherapist.
Kanan Kapila
In Partnership with
