Wealth Catalyst Summit
New York • May 14, 2026
A private gathering for women building, preserving, and deploying wealth creatively.
The Wealth Catalyst Summit convenes women who have built wealth, or are building it, and want a more candid, strategic conversation about what comes next.
Investors. Founders. Wealth managers. Real estate operators. Philanthropists. Inheritors. Women stepping into financial leadership for the first time.
This is a peer-led room. Everybody was a peer. Anybody in that room could have been on stage. -Marcia Dawood
Why We Gather
By 2030 nearly 40% of U.S. investable assets, $34T, will be controlled by women. While 94% of women full expect to be in control of their finances at some point in their life, only 28% feel confident in managing their capital.
Many successful women still describe feeling:
- Alone in financial decision-making
- Intimidated in traditional investment rooms
- Unsure about risk
- Without a peer group where money can be discussed candidly
We gather to change that, not by simplifying money, but by strengthening how women think about it together.
Bank of America 2022 Study
What Happens in the Room
The conversation is candid and non-transactional. Women compare notes on what they’re doing, what they’re considering, and what they’ve learned the hard way across private markets, real estate, philanthropy, public equities, and the creative edges of ownership
- How to preserve wealth without stagnation
- How to take intelligent, aligned risk
- How to build conviction
- How to think creatively about ownership and influence
Who This Is For
If you’ve built wealth, or you’re stepping into real responsibility for it and want a more candid conversation than most rooms allow, this room was designed with you in mind.
For those who want signal over noise and a room where the conversation can go further.
The Invitation
Many women don’t talk about money because they lack the confidence, the language, or the permission.
This is a room designed to change that without posturing and without anyone trying to sell you something.
If you’re ready for a more candid, strategic dialogue about how to grow, protect, and deploy your wealth, we invite you to join us.
Everybody was a peer. Anybody in that room could have been on stage.
MARCIA DAWOOD
Venture Investor & Author
I thought I had a solid handle on my financial path. The Summit revealed blind spots I hadn’t considered.
VICKY BOUDREAU
Founder & CEO
As an immigrant and first-time business owner, having a space to rewrite my money story has been a game-changer.
SACHI SINGH
Founder & CEO
It was generous, tactical, powerful, and rare.
MOLLY MCDERMOTT WALSH
Corporate Executive
HEATHER UDO
Founder and CEO
KRISTIN O’KEEFFE MERRICK
Financial Advisor & Partner
Capital, Influence, and Long‑Term Vision
The New York Summit convenes women thinking seriously about how capital shapes outcomes over time.
Conversations in this room are strategic, grounded, and forward‑looking, focused on responsibility, clarity, and the long arc of wealth.
Working Agenda
9–10:00 AM
Connect with Your Peer Matches and Have breakfast
10:00 AM
Opening Remarks
Reinvention Is a Strategy: Entrepreneurship in Your 40s, 50s & 60s
Entrepreneurship Through Acquisition: Defining your next act
Alternatives: Investing in Private Credit, Private Equity, Gold and Crypto
12:00 PM
Lunch
1:00 PM
The Questions You Should Be Asking, but Aren’t: Estate planners, wealth managers, tax advisors & attorneys
Board Seats as a Wealth Strategy: Influence, income & optionality through board service
1:00 PM (cont.)
Real Estate in a New Cycle: REITs, funds, and alternative property strategies for 2026
Where Culture Meets Capital: Investing in Sports, Entertainment & Deep Tec
3:00 PM
Champagne Reset
3:30 PM
Unlocking Private Markets: Investing through IRAs & DAFs
Capital With Consequence: Designing a giving strategy that reflects your values and power
5-7 PM
Cocktails and Connecting
The summit sparked new collaborations and inspired possibilities — I walked away ready to take bold new steps.
JOANNE HEYAN
Founder & CEO
This was by far the strongest networking jumping-off point I’ve had across all conferences and summits. The post-event connections have been game changing.
DR BETTY MURRAY
Founder & CEO
The summit expanded my comfort with new areas of wealth creation and connected me withe women who will help fuel my future growth.
DR BETTY MURRAY
Founder & CEO
This was a life-changing room to be in. Full stop.
GINA G.
CEO & Founder
SHENA PATEL
Creative Executive & Brand Strategist
AMY PARKER
Co-Founder & CEO
The Catalyst Campus
The Mastercard NYC Tech Hub is a modern, light-filled innovation space located in the heart of Manhattan. Designed to inspire progress and creativity, it’s the perfect setting for bold ideas and game-changing conversations.
Expect cutting-edge architecture, energizing vibes, and a setting that mirrors the ambition of the women in the room.
May 14, 2026 | Mastercard Tech Hub, New York
Tickets are limited and will sell out.
