ALL IN: Women Rewriting the Playbook of Wealth

When:  Jun 2, 2026 from 12:00 PM to 01:00 PM (ET)
Associated with  CFA Society Virginia

ALL IN: Women Rewriting the Playbook of Wealth

Please join us for a Speaker Luncheon as CFA Society Virginia presents Heidi Nel, COO of New Theory Ventures.

More than $100 trillion will change hands over the next two decades — and women are expected to control approximately 70% of it. In the U.S. alone, women are projected to hold $34 trillion by decade's end. Some are inheriting wealth; others are building it. From founders and next-gen inheritors to family office executives and institutional allocators, women are growing their share and deploying capital with intention.

In this presentation, Heidi Nel, COO of New Theory Ventures, explores how women's growing economic power is reshaping who controls capital and how it flows — and the catalytic moves in confidence, care, connection, and collective action that will define the next era of wealth. For financial professionals, this is not a trend to observe from the sidelines. It is one of the most significant opportunities, and imperatives, of our time.

Heidi Nel

Heidi Nel is a family office executive and seasoned operator with cross-sector experience spanning private capital, public policy, media, and communications. As COO of New Theory Ventures, she built and now leads a single-family office focused on directing capital to women—investing in early-stage female founders and engaging the next generation of women investors. Heidi graduated from North Carolina School of the Arts, holds Venture Capital, Private Equity, and Private Wealth certificates from Berkeley Law and Wharton, was an adjunct instructor at Duke University’s Sanford School of Public Policy, and serves on the board of Startup Virginia, where she lives with her family.

Location

Omni Hotel
100 S 12th St
Magnolia Room
Richmond, 23219