Independent & fiduciary-focused


Independent & fiduciary-focused

Customized strategies. Thoughtful guidance.

Generational perspective

Preserving what matters. Planning for what’s next.
Ownig your financial stroy - today and for generations
May 11-2026 | 2pm - 11 pm
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Yenisley Pazos
NBC News Senior Consumer Investigative Corrospondent
Author of Boat Baby
Where Your Story Begins
A personal conversatino exploring the experiences that shape how women think about money, risk, and legacy. Yenisley will reflect on how early influencers shaped her resiliance and financial independance, shape her prospective on family and generational impact and discuss legacy, mentorship, and leadership.

Carin Pai
Head of Equities
Investing with Confidence
This session focuses on helping women take more confident in the international approach to managing wealth. Speakers will discuss building connection in investment decision, referring risk for long term growth, reconginising behaviour biases, and aligning strategies with personal goals.