The New Table: Values-based Investing

WHAT THIS IS

Not a course on what to buy.

A day to build a framework that is yours.

This is a one-day immersive experience for women who are already investing — or taking their first step — and want their capital to genuinely reflect who they are. You will not leave with stock picks or portfolio tactics. You will leave with something more valuable: a personal framework, rooted in your values, that makes every future investment decision clearer and more confidently yours.

WHO THIS IS FOR

She has already taken the first steps.

She's ready to lead what comes next.

This day was designed for a very specific woman — one who is already in the room and ready to own her seat in it.

THE EXPERIENCE

One day. Six phases.

A framework you leave with.

The day is designed as a journey — not a lecture series. Each phase builds on the last, moving from inward reflection to outward action. You arrive as yourself. You leave as the author of your financial life.

9:00 AM

ARRIVAL · GROUNDING

Setting the tone

A mindfulness practice to open the room — surfacing the money stories and beliefs we carry, and creating space to choose new ones. Safe, peer-led, intentional.

9:15 AM

PHASE I · VALUES

Discovering your relationship with money

We open hearts before we open spreadsheets. A guided exploration of the values, beliefs, and emotional patterns that shape every financial decision — and a reframe: you are not behind. You are already a values-based investor, whether you've named it or not.

11:00 AM

PHASE II · BLUEPRINT

Building your Capital Blueprint

You translate your values into a clear, personal framework — one that defines what you stand for as an investor, what you will and won't fund, and how every future decision gets made. Not a template. Yours.

1:00 PM

MIDDAY · COMMUNITY

Shared table

Lunch with your cohort. Facilitated conversation. The relationships that begin here tend to last.

2:00 PM

PHASE III · LANDSCAPE

Seeing what is possible

A curated look at the values-aligned investing landscape — across public markets, private equity, gender-lens funds, and alternatives. Not to tell you what to buy. To help you recognize what fits your blueprint when you see it.

4:00 PM

PHASE IV · LEADERSHIP

Leading your advisor relationship

The language, questions, and posture to lead your financial advisor conversations — not just attend them. What a strong advisor-client fit looks like. What to ask. What to require. How to hold advisors accountable to your values.

4:45 PM

PHASE V · ACTION

Your 90-Day Action Plan

You leave the room with a concrete, personalized plan — not a list of ideas. Three specific next steps with real timelines. A commitment made to a peer before you walk out the door.

5:30 PM

RECEPTION · CIRCLE

Community, momentum, and collective capital

An evening reception with fireside conversations and peer connection. Community is not an afterthought — it is a strategic investing advantage. The circle that begins today continues well beyond it.

Three tools. One lasting shift.

Every woman leaves with tangible deliverables she can use the morning after — and a shift in how she understands her role as an investor.

WHAT YOU WALK AWAY WITH

Every woman leaves with tangible deliverables she can use the next day and a shift in how she understands her role as an investor.

Ready to Lead with Your Capital?

The table is set.

Your seat is waiting.

Seats are limited to 20 women and filled by invitation and approval. If you're ready to move your capital with clarity, intention, and a circle behind you, this is the room.

Please email Teena (gupta.teena@gmail.com) with any questions or to join the in-person preview salon on April 13th.