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HerPath Learning Sessions


HerPath Learning Sessions

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Event Details

We will host learning lunch sessions on the following:




Date/Agenda: Tuesday, November 13, 2018

Introductions: 11:30AM – 12:00PM

Lunch: 12:00PM – 12:30PM

Interactive Discussion: 12:30PM – 2:00PM


Location: Pathstone Potomac Office

12505 Park Potomac Ave | Suite 400 | Potomac, MD 20854


What is an ‘asset class’?” “So I’ve got an investment portfolio, but what does that mean and what questions should I be asking my advisor?” “What other investment strategies exist that I have not yet explored?”


Investment Essentials is back by popular demand… Based on the positive feedback and interest we received from the Investment Essentials session at the HerPath conference this past spring, this learning session is being offered in our Potomac, MD office and is designed to enhance your investment knowledge, become more comfortable with investment jargon, and to better understand investment performance reports. Come to this interactive session with all of your investment-related questions. Whether you are a novice seeking a breakdown of the fancy financial terms into plain English or more investment savvy and want to get even more out of your relationship with your advisor, there is something to be gained by everyone in this session. Led by Pathstone’s managing directors Sheila Stinson and Allison Kaplan, and client advisor Michelle Epstein, this will be a highly interactive session with plenty of opportunities to discuss any financial questions that are important to you. We hope you will be able to join us!


Click to read speaker biographies.




***This session has been postponed.***


This session will be an opportunity to “release your inner woman” and explore various approaches to investing with women in mind. Through an interactive conversation with our featured speaker Geeta Aiyer, President & Founder of Boston Common Asset Management, the group will delve into what gender lens investing means, how this space has evolved over time, and how implementing a gender lens can change investment outcomes. Geeta will also share personal stories from her years of experience focusing on this topic as an investor, as well as her perspective as a woman.


Click to read Geeta’s biography.


This event is intended for Pathstone’s female clients, as well as other women among their friends, family, and network. Please feel free to invite other women who may be interested. 





For questions, please contact Anna Veret at or (857) 305-3031.

Have questions about HerPath Learning Sessions? Contact Pathstone




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Pathstone is an independent, family and partner-owned, financial family office firm that offers integrated services and customized investment solutions to multigenerational families and nonprofit organizations nationwide. We are innovative in our thinking and disciplined in our approach, employing leading technology and proven investment processes to capture strategic opportunities and efficiencies for our clients.

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