Welcome to Newport Living and Lifestyles Wealth Strategy series where we meet, drink 🥂and discuss. 📈. The wealth strategy series was born from a small group expressing our wanting to be more active traders in the stock market. Our first meeting was at 41N looking out onto the yacht filled ocean with wine and hors d’oevre’s sharing our visions of what wealth means to each of us. The NL&L Wealth strategies investment club is one of the philanthropic arms of NL&L. The goal for these series of speakers and meetings is to empower women in the financial market and become more confident, educated, independent, and most importantly, independently wealthy financial investors.
About this event
Caroline Lewis, Managing Partner of Rogue Women’s Fund kicked off the first Wealth Strategies Series at Newport’s historic and prestigious Tennis Hall of Fame. A light lunch was served as Caroline discussed the benefits of venture capital as an investment diversification strategy and the impact and return potential of investing in women-led technology companies.
By 2030, American women are expected to control much of the $30 trillion in financial assets — a potential wealth transfer of such magnitude that it approaches the annual GDP of the United States. Women-led companies represent 46% of all US businesses and is growing at a rate of 112%. However, only 2% of all venture capital dollars are invested in women-led companies. Women are being left out of a massive wealth generating asset class with only 8% of venture partners and 4% of venture fund investors being women.
Caroline Lewis is the Managing Partner of Rogue Women’s Fundand Kauffman Fellow. Caroline joined Rogue Venture Partners in 2018, leading a new strategy to focus on women-led tech companies. Rogue was founded in 2011 and has continually performed in the top quartile for all venture funds – returning ~300% on Funds I and II. In just two years, Rogue Women’s Fund I invested $2MM in 11 companies that have gone on to raise over $30MM, employ over 100 people, and provide a 20% base return to investors. Capitalizing on the success of Fund I – Rogue Women is building towards a larger Fund II to 10x its impact and returns. Caroline currently sits on two non-profit boards and six portfolio company boards.
A special thank you to Curt Meyer for helping to kick off our first guest speaker and organizing the space and speaker before I even realized it was happening. He is a connector who is relationship-focused in his approach to life, to people, and to business. I should have realized he has a degree in communications, because folks, he is witty! But not only does he have great sense of humor and outlook on life he has a strong business acumen with Over 25-years in asset management, and instrumental in the business development of over $6 Billion of assets across the collective industry. 2ndly Curt is also the Founder and Managing Partner of Truscott Partners, LLC which is active in philanthropy and private investments and has invested in many local schools, non-profits and start ups. BUT more importantly – Curt is an avid tennis player, played 4 years of Varsity tennis, is a member of the Tennis Hall of Fame and currently serves on the Advisory Board of The International Tennis Hall of Fame’s youth development program for under privileged children in our community- located at the Canfield house. I am sure we will be seeing you at the annual fundraiser.
Newport’s finest celebrate canine friendly shopping with style.
You don’t have to be a Vanderbilt or a Carnegie to shop like one! That’s the motto, and the attitude of this year’s Bellevue Bow WOW. A one-of-a-kind, dog friendly shopping event that took over Bellevue Avenue last week to the delight of retailers, tourists and all involved.
Newport’s Bellevue Avenue Mansions District took center stage as a dozen local businesswomen and influencers donned their spring finery and held court with their precious pooches along the toney avenue.
Après “dog-walk” the group retired to the veranda at La Forge Restaurant & Casino for glasses of bubbly and a chance to rest weary feet.
Come join Newport’s most fashionable along Bellevue, Spring Street, upper and lower Thames and Broadway for world class shopping that’s easily accessible on either two or four feet.
Newport RI provides a host of family friendly museums, art galleries, food, beverage, and shopping options to satisfy any taste. See you there!
Winter, spring, summer, fall, Newport is a great place to visit and to live. A great way to spend a winter afternoon and capture moments with family and friends is ice skating and hot toddy’s hosted by Gurney’s Resort in Newport.
Grab a hot cider, cozy up to one of the many fire pits and take in the afternoon sun with epic views of Narragansett Bay, two lighthouses and the Newport bridge. When you are ready to warm up you can retire to one of several heated “igloos” for a blanket wrapped bite or head inside to the whisky bar and sample one of the best selections in town.
Join us in all the lifestyle activities here in Newport through the NL&L Courier
We got the GRANDE tour at The Vanderbilt, Auberge Resorts Collection. It has an entirely new feel. Elegant and dapper with floor to ceiling navy blue in sportsman style. The former mansion built by Alfred Vanderbilt is filled with new and vintage furnishings, custom hand-drawn wallpaper with a modern pop.The property also debuted a new gastronomy and mixology program: a fully reconceptualized signature restaurant, The Dining Room, alongside new menus and eye-catching designs at the resort’s three additional dining destinations; The Conservatory, The Garden, The Roof Deck with views of downtown and the bay.The renovations by SWOON are a must see. It is quickly becoming a vibrant social hub for Newport and is walking distance to downtown.