Wealth Catalyst Summit
New York • May 14, 2026
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Agenda
| Time | Title | Panelists |
|---|---|---|
| 9:00 AM – 10:00 AM | Connect with Your Peer Matches and Have Breakfast | |
| 10:00 AM | Opening Remarks | Syama Bunten |
| 10:10 AM – 10:40 AM | The Story Behind Every Financial Decision You’ve Ever Made | Syama Bunten, Emily Scott |
| 10:40 AM – 11:20 AM | The Advantage Nobody Talks About: Building a Business After 40 | M. Claire Chung, Cindy Gallop, Fran Hauser, Kim Wileman |
| 11:20 AM – 11:50 AM | Board Seats as a Wealth Strategy: Influence, Income & Optionality | Shaz Kahng, Shelly Lombard, Denny Post |
| 11:50 AM – 12:20 PM | Already Built: The Case for Buying a Business | Heather Kernahan, Carrie Kerpen |
| 12:20 PM – 1:20 PM | Lunch & Curated Conversations | |
| 1:20 PM – 1:50 PM | The Questions You Should Be Asking, But Aren’t | Libby Clark, Alvina Lo |
| 1:50 PM – 2:20 PM | The Portfolio You Haven’t Built Yet: Private Credit, Private Equity, Gold & Crypto | Kelly Ann Winget |
| 2:20 PM – 2:50 PM | Real Estate Without the Landlord: How to Invest Through REITs, Funds & Private Syndications | Andresa Guidelli, Ange Matthews, Kelly O’Brien |
| 2:50 PM – 3:20 PM | The Alpha Nobody Is Talking About: Women’s Sports, Health & Deep Tech | Reema Khan, Elise King, Lorine Pendleton |
| 3:20 PM – 4:10 PM | Facilitated Networking & Champagne Reset | |
| 4:10 PM – 4:40 PM | Fuel the Future: Investing in Private Companies Through Your IRA & DAF | Patrice Brickman, Marcia Dawood, Roberta Hurdy, Holly Ruxin |
| 4:40 PM – 5:10 PM | Stop Writing Checks. Start Building a Giving Portfolio. | Wendy Diamond, Jessyca Dudley, Tuti Scott |
| 5:10 PM – 5:20 PM | Closing Reflections | |
| 5:20 PM – 7:00 PM | Evening Salon: Champagne & Conversation | |
| 7:00 PM | Program Concludes |
