AGENDA
6:10 – 6:25 pm | Recap: Why Investing is Important for Women
The gender wealth gap and how investing helps close it. Longevity and career challenges: Why women need long-term investment strategies. The economic and social impact of women as investors. Building financial confidence and independence through investing.
The gender wealth gap and how investing helps close it. Longevity and career challenges: Why women need long-term investment strategies. The economic and social impact of women as investors. Building financial confidence and independence through investing.
6:25 – 6:40 pm | Introduction to Asset Classes
Key asset classes: equities (stocks), bonds (fixed income), real estate, cash, and alternatives.
Characteristics, risk/return profiles, and liquidity of major asset classes. Brief interactive review: Matching asset classes to different investor goals.
Characteristics, risk/return profiles, and liquidity of major asset classes. Brief interactive review: Matching asset classes to different investor goals.
6:40 – 7:00 pm | Basics of Asset Allocation
Definition and significance of asset allocation.
The role of diversification in risk management. Determining investment objectives and personal risk tolerance.
The role of diversification in risk management. Determining investment objectives and personal risk tolerance.
7:00 – 7:05 pm | Short Break
7:05 – 7:35 pm | Deep Dive: Portfolio Structures
Common portfolio structures and strategies (e.g., 60/40 allocation, core-satellite, age-based allocations). Passive vs. active portfolio management. Building blocks: stocks, bonds, ETFs, mutual funds. Case studies: Sample portfolio constructions for different risk profiles. Discussion: How portfolio structure aligns with women’s investing priorities (long-term wealth, stability, and value).
Common portfolio structures and strategies (e.g., 60/40 allocation, core-satellite, age-based allocations). Passive vs. active portfolio management. Building blocks: stocks, bonds, ETFs, mutual funds. Case studies: Sample portfolio constructions for different risk profiles. Discussion: How portfolio structure aligns with women’s investing priorities (long-term wealth, stability, and value).
7:35 – 7:50 pm | Interactive Exercise
Small group activity (or pairs): Build a model portfolio given different scenario profiles.
Groups present their allocation and rationale.
Groups present their allocation and rationale.
7:50 – 8:00 pm | Q&A and Closing
Recap of key takeaways.
Distribution of information for further reading.
Distribution of information for further reading.
