A Virtual Summit You Can’t Afford to Miss

An inclusive wealth and financial educational experience,
uniquely designed to bring together champions and channels
that’ll foster prosperity for Black lives.

ATTENDEES

New Investor
$1,000 to $49,000 of Investable Capital

Emerging Investor
$50,000 to $99,000 of Investable Capital

Intermediate Investor
$100,000 to $249,000 of Investable Capital

Seasoned Investor
$250,00+ of Investable Capital

Accredited Investor
Meets SEC requirements

EDUCATORS

 

Celebrity Wealth Role Models

Wealth Industry Leaders

Wealth & Financial Advisors

Wealth-Building Influencer

Academics

Black Wealth Historians

SPONSORS

 

Major Financial Institutions

Private Equity Firms

Wealth Management Firms

Insurance Companies

Tax Advisors

Estate Planning Advisors

Hedge Funds

PARTNERS AND ALLIES

 

Traditional Media Partners
(BET, OWN, TV One, Radio One, etc.)

Social Media Partners
(Black Travel Movement, etc.)

Non-Profit Social and Professional Org. Partners
(ELI, NABA, NSBE, ITSMF, Sororities & Fraternities, etc.)

CHANNELS

 

In-person Summit

Virtual Summit

Webinars

Social Media Channels

Books

SUMMIT AMBASSADORS

 

Hand-picked committee members,
made up of richly networked, world-class
Black industry leaders.

Summit Target Audience

500 INAUGURAL PARTICIPANTS

With Tailored Marketing to Engage Each Segment

New Investors
($1,000 to $49,000)

Emerging Investors
($50,000 to $99,000)

Intermediate Investors
($100,000 to $249,000)

Seasoned Investors
($250,00+)

Accredited Investors
Meets SEC requirements

Key Summit Benefits

CURATED INVESTMENT INSIGHTS ON

• ENTREPRENEURSHIP
• SECURITIES (STOCKS & BONDS)
• REAL ESTATE
• PRIVATE EQUITY

RARE ACCESS TO INSTITUTIONAL KNOWLEDGE & EXPERTISE

It is said that people perish from the lack of knowledge. So, from influential speakers to the inventive program content, BWS will assemble industry giants in the world of wealth building and financial literacy. Whose singular aim is to generously share knowledge that will enduringly transform the lives and finances of BWS attendees.

TRUSTED PEER-TO-PEER COMMUNITY & POWER NETWORK

At BWS, we recognize that power is in one’s network. Therefore, cultivating a trusted, inclusive BWS community that attendees can leverage to strengthen their approach to wealth building is an essential part of the mission.

INDUSTRY TOOLS, BEST PRACTICES & EDUCATIONAL RESOURCES

Beyond the engaging summit experiences on offer at BWS, there is a dedicated focus on arming the BWS attendees with an arsenal of invaluable tools, resources, and best practices that can either establish or reimagine the way they build wealth for themselves and generations to come.

BWS Wealth Tracks

Attendees of the Black Wealth Summit will enjoy curated learning experiences that are tailored to their interests, investing experience, and opportunity appetite. These wealth tracks will be managed closely to make sure that we meet attendees where they are, and match them with world-class educators and opportunities that truly result in growth for all.

New Investors:
Investors with investable capital of $1,000 to $49,000

Wealth Track includes sessions like:

  • Buying Your First Share of Stock
  • Finding Undervalued Homes. Buying Right
  • Building a Diverse Securities Portfolio
  • The ABCs of Obtaining Business Capital

 

Emerging Investors:
Investors with investable capital of $50,000 to $99,000

Wealth Track includes sessions like:

  • How, Why, & When to Invest in Bonds
  • Dollar Cost Averaging Explained
  • Flip 2 Win: Finding the Deal
  • Business Infrastructure – The Right Setup

Intermediate Investors:
Investors with $100,000 to $249,000

Wealth Track includes sessions like:

  • ReBalancing Your Portfolio
  • Sustainable & Impact Investing
  • Profitable Property Management
  • Funding Business Expansion

 

Seasoned Investors:
Investors with $250,000 to $499,000

Wealth Track includes sessions like:

  • Cyber Security Awareness
  • Multi-Family Properties: The Lay of the Land
  • Death & Taxes: Wealth Transfer Strategies
  • Business Exit Strategies

Accredited Investors:
Investors who meet the SEC’s rule 501 Regulation D qualifications

Wealth Track includes sessions like:

  • The Secrets of Generational Wealth
  • Real Estate Syndications: How They Work
  • Successful Angel Investing
  • Building a Winning Board of Directors

Be a part of this transformational
legacy-defining experience

Attend the Black Wealth Summit
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