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Ownership Capital Lab

Events & webinars

March 20, 2025 | 11:00 AM – 12:30 PM PT (2:00 PM – 3:30 PM ET) — Virtual

Women's growing economic power to scale the ownership economy

Women employee-owners of Yolo Eco-Clean Cooperative in Davis, CA
 

With $54 trillion forecasted to transfer to women by 2048 as part of the Great Wealth Transfer, women investors will become an even more influential driver of economic growth, positioning them as key partners in scaling employee ownership. Given that women tend to invest with a stronger focus on social impact than their male counterparts, this could unlock billions in additional capital for values-aligned investments, such as employee ownership.

There is an unprecedented opportunity in the U.S. today to scale employee ownership—a shared ownership structure where employees own part or all of a business. With the “silver tsunami” of baby boomer retirements on the horizon, roughly 3 million businesses—employing 1 in 5 private sector workers—are expected to change hands. The challenge lies in securing the capital needed to support these ownership transitions.

Women investors could fill this gap, directing billions of dollars toward values-driven investments, like employee ownership.

Our speakers:

Alison Lingane, Founder, Ownership Capital Lab

Founder and CEO of the Ownership Capital Lab, which focuses on capital as a growth and scale lever for impact-first employee ownership. The Lab identifies, pilots, and supports the uptake of strategies for financing employee ownership at greater scale.

Katherine Katcher, Director, Partnerships & Capital Mobilization Initiatives, Ownership Capital Lab

Katherine builds programs and partnerships, drives research, and creates educational programming to move capital into employee ownership, to scale the model nationally.

Tuti Scott, Coach and Catalyst for Women to align Values & Money

Changemaker and catalyst for values-aligned investing, social justice philanthropy, women’s sports, and women’s leadership, and the curator of the community, Women & Money – Making Money Moves that Matter.

Christina Lewis, Founder of Beatrice Advisors

Founder of Beatrice Advisors, an independent, woman and minority-owned multi-family investment firm that provides high-quality services to individuals and families who consider themselves unadvised or under-advised. Christina is also Vice Chair of the Reginald F. Lewis Foundation.

Jensyn Hallett, Director of Strategic Partnerships at Invest for Better

Founder and CEO of Alivest,  Executive Director of Southern Capital Project, and Director of Strategic Partnerships and Business Development with Invest for Better, a nonprofit empowering women through impact investing.

Why attend:

Our expert panelists are all working in new and dynamic ways to advise, support, and guide women investors and philanthropists to create a positive social impact. In our discussion, we will cover: 
 
  • The unprecedented opportunity to scale employee ownership as a solution to wealth inequality in the U.S. and the pivotal role women can play in this movement.
  • Insights on how women wealth holders invest, donate, and leverage their wealth in unique ways.
  • New strategies and innovative models to advise, educate, and create investment vehicles tailored to women.
  • Emerging trends in the economy as women’s economic power grows, with a particular focus on creating positive change for people and the planet.
  • Strategies for building stronger connections between employee ownership funds, businesses in need of investment, women wealth holders, and the advisors and managers who support them.