Markets Group’s inaugural Women in Private Wealth Retreat in Nashville brought together leading allocators, chief investment officers, portfolio architects, and private wealth executives to elevate women’s voices and shape the future of capital markets.
➜ Request the agenda for the U.S. Private Wealth Fall Retreat
Key themes driving private wealth allocations
Electrification. Sports investing. Artificial intelligence. Behavioral finance. Emotional intelligence. Private credit.
These weren’t just buzzwords — they were calls to action at Markets Group’s inaugural Women in Private Wealth Retreat in Nashville.
The one-day forum brought together leading allocators, CIOs, portfolio architects, and private wealth executives to define what’s next in capital markets — and what is driving those changes.
Reflections from organizers
“For once, I wasn’t the only woman in the room. There was an unspoken bond in the room. One built on mutual respect, shared challenges, and a commitment to elevating one another.” — Karishna Ramos, Director, Head of U.S. Private Wealth Program Management & Investor Relations at Markets Group.
“Over the course of the Women in Private Wealth Retreat, we heard powerful ideas, shared real challenges, and made meaningful connections. What made this retreat so special wasn’t just the content — it was the community we’re building together.” — Sovaida Noronha, Senior Program Manager & Investor Relations at Markets Group.
Exclusive insights from women leaders — Watch Markets Group’s ‘From the Sidelines’ Interviews:
Stephanie Link, Chief Investment Strategist, Hightower Advisors
“94% of women want a female advisor — and yet only 24% of advisors are women. That’s a growth opportunity hiding in plain sight," said Link.
🎥 Watch the full interview
Victoria Greene, CFA, Chief Investment Officer, G Squared Private Wealth
“I hope one day you look back on how you acted — and feel proud of yourself," said Greene.
🎥 Watch the full interview
Cary Carbonaro, CFP, Author of Women & Wealth, Ashton Thomas Private Wealth
“Our knowledge is high, our empathy is high, and we’re fantastic with clients — that’s what women bring to this industry," said Carbonaro.
🎥 Watch the full interview
U.S. Senator Marsha Blackburn, Tennessee
"You lead people, and you manage assets — and you don’t need an invitation to take a seat at the table," said Blackbur.
🎥 Watch the full interview
Sovaida Noronha, Senior Program Manager & Investor Relations, Markets Group
“It’s a community we’re building here — and everybody’s just so strong and supportive," Noronha said.
🎥 Watch the full video with Karishna Ramos
Join us for our next Private Wealth Forums:
📍 9th Annual Mountain States Forum in Denver, Colorado
📆 October 30, 2025
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