Wealth Month | Your Sustainable Wealth: Identify, Leverage and Thrive
Register Tell a Friend About This EventTell a Friend
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: To Be Announced - Peninsula
Peninsula, California 
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. 


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 Dr. Hemalee Patel and Boryana Zamanoff, who offer an in depth look at using your wealth for good and the positive impact on your health. Whether you are a senior executive looking for some insights or an emerging executive on your 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 Dr. Hemalee Patel, Boryana Zamanoff | Moderator anda additional panelist to be announced

  • 7:40 PM - Networking/Raffle

  • 8:00 PM - Close 


SPEAKER BIOS (MORE COMING SOON)

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 | Senior Wealth Strategist and Fiduciary Officer, BNY Mellon Wealth Management (coming soon)


 

 

 

 

 

 

Thank you to our Wealth Month sponsor: