Wealth Month | Your Sustainable Wealth: Identify, Leverage and Thrive
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Wealth Month | Your Sustainable Wealth: Identify, Leverage and Thrive

 Export to Your Calendar 9/19/2019
When: Thursday, September 19, 2019
5:30-8:00 pm
Where: BNY Mellon
3000 Sand Hill Rd, Building 3, Suite 290
Menlo Park, California  94025
United States
Contact: Erin Tselenchuk


Online registration is available until: 9/19/2019
« Go to Upcoming Event List  

PRICING*: Prestige Members: Complimentary | Basic Members: $39  | Non-Members: $54
*Autographed copies of the book are available for purchase at the event.

AUDIENCE: OPEN TO ALL; recommended for C-Suite and Senior Executives; Women


Your Sustainable Wealth: Identify, Leverage and Thrive

For Watermark community, we define wealth as our intellectual and financial resources - our network, our growth in leadership and our investable wealth, as well as our inclination to collaborate through our ideas and our resiliency. In the month of September, Watermark invites you to join us for an evening of powerful insights and thought-leadership, brought to you by BNY Mellon Wealth Management. 


The evening starts with a keynote from Lynne Twist, and her book, The Soul of Money. This compelling and fundamentally liberating conversation shows us that examining our attitudes toward money — how we earn it, spend it, invest it, and give it away — can offer surprising insight into our lives, our values and the essence of prosperity.

 

Afterwards, you are invited to attend an exclusive panel for a dynamic discussion comprised of leading experts and high-profile speakers — including Lynne Twist, Dr. Hemalee Patel and Boryana Zamanoff, and moderated by Leigh Wasson who offer an in depth look at using your wealth for good and the positive impact on your health. Hosted by BNY Mellon, join us for an evening in the Peninsula with senior executive looking for some insights and emerging executives on their way up, be inspired and take away practical approaches to better understand where you are in life and where you want to go.


AGENDA AT A GLANCE

 

  • 5:30 PM - Registration/Networking

  • 6:00 PM - Keynote: Lynne Twist, author of The Soul of Money

  • 6:50 PM - Panel: Your Sustainable Wealth: Identify, Leverage and Thrive | Featuring panelists Lynne Twist, Dr. Hemalee Patel, Boryana Zamanoff | Moderated by Leigh Wasson

  • 7:40 PM - Networking/Raffle (amazing raffles prizes from Fearless Wine, Trisha McEnvoy, and more!)

  • 8:00 PM - Close 


DIRECTION - BNY Mellon Wealth Management | 3000 Sand Hill Road, Build 9, Suite 290 | Menlo Park, CA


SPEAKER BIOS

Lynne Twist | Author of The Soul of Money  and Co-Founder, Pachamama Alliance

Lynne Twist is the founder of the Soul of Money Institute and author of the best-selling, award-winning book "The Soul of Money: Transforming Your Relationship with Money and Life.” Over the past 40 years Lynne has worked with over 100,000 people in 50 countries in the arenas of fundraising with integrity, conscious philanthropy, strategic visioning and having a healthy relationship with money. Her clients include: Microsoft, Proctor & Gamble, the International Unity Church, Charles Schwab, United Way, The National Black theater of Harlem, Harvard University and others. A sought-after speaker, she has presented for the United Nations Beijing Women’s Conference, State of the World Forum, Synthesis Dialogues with His Holiness the Dalai Lama and the Governor’s Conference on California Women, among others. A recognized global visionary, Ms. Twist has been an advisor to the Desmond Tutu Foundation, and The Nobel Women’s Initiative. Lynne is the recipient of numerous prestigious honors, including the "Woman of Distinction" award from the United Nations. Lynne is a co-founder of The Pachamama Alliance — a nonprofit organization whose mission is to empower indigenous people of the Amazon rainforest to preserve their lands and culture. In addition, Lynne serves on a number of nonprofit boards including the Fetzer Institute, The Institute of Noetic Sciences, Bioneers, Conscious Capitalism and Women’s Earth Alliance. From working with Mother Teresa in Calcutta to the refugee camps in Ethiopia and the threatened rainforests of the Amazon, Lynne’s on-the-ground work has brought her a deep understanding of the social tapestry of the world and the historical landscape of the times we are living in.

Dr. Hemalee Patel | Stanford University, California Pacific Medical Centers | Crossover Heath-Facebook Headquarters

Dr. Hemalee Patel is a Board Certified Doctor of Internal Medicine and Lifestyle Medicine Expert at Stanford University. Dr. Patel believes that we each have the power to control our own health using simple lifestyle modifications that can lead to optimal wellness. Her goal is to help patients realize their ability to make positive, healthy changes, and help guide them through this transformation to achieve successful results. Dr. Patel is board certified in Internal Medicine currently practicing at California Pacific Medical Center. She is also on staff at Stanford University Hospital & Clinics, where she was previously a Clinical Instructor, and is a part-time wellness physician at Crossover Health-Facebook Headquarters. Known as a leader in the lifestyle medicine movement, Dr. Patel is a frequent speaker on topics related to empowering and educating individuals using the latest advances in health and wellness so they can prevent and control the development of chronic diseases and achieve balanced lifestyles. She also speaks about how lifestyle approaches can optimize energy levels and productivity. Dr. Patel is a member of the AMA, has served on the board of the National Consortium of Integrative Medicine and her areas of expertise and research include the effects burnout and stress have in leading to chronic diseases. She is currently based in San Francisco, California and has a BA in Economics and English from UC Berkeley with an emphasis in Preventive Medicine and Nutrition.

Leigh Wasson | Senior Wealth Director, BNY Mellon Wealth Management

Leigh brings 30 years of investment and client relationship management experience to her role as a Senior Wealth Director with BNY Mellon Wealth Management.  She collaborates with team members and advisors to develop and implement comprehensive wealth management solutions for entrepreneurs, executives, founders, innovators and their family members.  Prior to BNY Mellon, Leigh was Regional Managing Director of Northern California for Citi Private Bank. Leigh’s background also includes 16 years at JP Morgan with both the private bank and the institutional investment management division, where she was a Managing Director with assignments in Australia, London, New York, San Francisco, Silicon Valley and Newport Beach.  Leigh is a Board of Director of Watermark; a Board of Director of the San Francisco Chapter of The Association for Corporate Growth; and a Board of Director of The Japan Society of Northern California. Leigh is a Certified Exit Planning Advisor, and has a BBA in Finance from The University of Texas and an MBA from the Wharton School at the University of Pennsylvania. She resides in Sausalito and enjoys sailing and hiking.



Boryana Zamanoff, J.D. | Senior Director, Family Wealth Strategist | BNY Mellon Wealth Management

As a Family Wealth Strategist at BNY Mellon, Boryana Zamanoff works with clients and their advisors to provide comprehensive wealth planning advice. Upon joining the firm, Boryana served as the Senior Fiduciary Officer in California for four years and has extensive experience in trust construction, trust administration and multigenerational families. In addition, Boryana specializes in wealth transfer, business succession, divorce planning, philanthropy, family governance and next generation education. Prior to joining BNY Mellon, Boryana worked as a trust and estates attorney at Katten Muchin Rosenman LLP, where she advised high net worth families, closely held business owners as well as a number of private foundations and public charities. Before becoming an attorney, Boryana worked for Deloitte Consulting implementing brand management solutions for Fortune 500 clients. Boryana frequently lectures on wealth planning topics to forums such as the ABA, Entrepreneurs’ Organization, Vistage, UCLA Law School, USC Business School, Texas Advanced Family Law Conference, New Frontiers in Marital Property Law, Hawaii Tax Institute, STEP and numerous estate planning councils. Additionally, she was named a Southern California Rising Star in Estate Planning and Probate in Los Angeles Magazine and Southern California Super Lawyers Magazine from 2007 to 2011. Boryana serves on the Board of LEAD, the leadership organization of UCLA Law School. Boryana obtained her Juris Doctor from UCLA School of Law where she was an Editor of the UCLA Law Review and her Bachelor Of Arts degree in Economics and German, summa cum laude and Class Valedictorian, from Colgate University. Boryana lives with her husband and five sons in Marina Del Rey, California.
 


Thank you to our Wealth Month and host sponsor: