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Friday Evening November 17th 5:30 pm
Island Way Grill Restaurant
20 Island Way
Clearwater, FL 33767
Saturday November 18th 10am-4pm
Earthscapes Garden Room
816 Alt. 19 N.
Palm Harbor, FL 33683
Friday Night November 17th
VIP Wine, Women & Wealth
Kick Off
5:30 pm -- 8:30 pm
Island Way Grill, Clearwater
Connect with Powerhouse Women
Enjoy Delicious Wine & Outstanding Food
Stunning Water Views
Empowering Speakers
Luxury Raffle to Benefit The Spring of Tampa Bay
Saturday November 18th
Celebration of Women
10 am -- 4:00 pm
Earthscapes Garden Room, Palm Harbor
10:00am -- Kick Off the Day
10:15am -- Opening Speaker
10:30am -- Women in Professional Sports
11:30am -- Women in Wine & Spirits Panel
12:30pm -- Wine Tasting, Mixed Cocktails & Food Vendors
1:30pm -- Women in Investing Panel
2:30pm -- Women in Wealth Management Panel
3:00pm -- 4:00pm -- Wine & Cocktails/Mixing & Mingling
Event Itinerary
Professional Sports
Wine & Spirits
Professional Sports
Investing
Professional Sports
Wine & Spirits
Professional Sports
Investing
Investing
Investing
Professional Sports
Wealth Management
Featured Panelists
Jan Stephenson
Hall of Fame Golfer
Entrepreneur
Jan Stephenson, LPGA
Professional Golfer/Entrepreneur/Winemaker
Golf
LPGA Statistics:
• Total Victories (42)
• LPGA Victories (16)
• LPGA Legends tour Victories: (10)
• International Victories (15)
• Major Championships: (9)
Holes-In-One: 15 total (9 in LPGA competition)
LPGA Victories:
• 1976 Sarah Coventry Naples Classic, Birmingham Classic.
• 1976 Birmingham Classic.
• 1978 Women’s International.
• 1980 Sun City Classic.
• 1981 Peter Jackson Classic, Mary Kay Classic, United Virginia Bank Classic.
• 1982 Lady Keystone Open, LPGA Championship.
• 1983 Tucson Conquistadores LPGA Open, U.S. Women’s Open.
• 1985 GNA Classic.
• 1987 Santa Barbara Open, SAFECO Classic, Konica San Jose Classic.
Major Victories:
• 1973 Wills Australian Ladies Open
• 1975 Moroccan Open Championship
• 1977 Wills Qantas Australian Ladies Open
• 1981 World Ladies Golf Tournament (Japan), Peter Jackson Classic/Canadian Pacific Women’s Open Championship
• 1981 World Ladies Golf Tournament (Japan)
• 1982 LPGA Championship
• 1983 United States Women’s Open Championship
• 1985 Hennessy French Open
International Victories:
• 1973 Wills Australian Ladies Open
• 1975 Moroccan Open Championship
• 1977 Wills Qantas Australian Ladies Open
• 1981 World Ladies Golf Tournament (Japan)
• 1985 Nichirei Ladies Cup (Japan)
• 1985 Hennessy French Open
Unofficial US Victories (2):
• 1983 JC Penney Mixed Team (with Fred Couples)
• 1990 JC Penney/LPGA Skins Game
LPGA Legend Tour Victories (10)
• 2002 Hy-Vee Championship
• 2005 BJ’s Charity Championship
• 2007 Handa Australia Cup
• 2013 ISPS Handa Cup
• 2015 Legends Tour Open Championship (Major)
• 2015 Walgreens Championship (Delray Beach, Florida)
• 2016 Walgreen’s Championship (Phoenix, Arizona)
• 2016 Legends Tour Open Championship (Major)
• 2016 BJ’s Charity Championship
• 2016 Walgreen’s Championship Delray Beach
LPGA Awards:
• 1974 Rookie of the Year
• 2014 First inductee into the LPGA Legends Tour Hall of Fame
• 2016 LPGA Pioneer Award
International Awards:
• 1985 Sport Australia Hall of Fame
World Golf Hall of Fame
Jan was inducted into The World Golf Hall of Fame in June of 2019. She (1) of only 43 women inducted into The Hall of Fame.
Dancing With the Stars (Australia) 2013
Jan was a contestant on Dancing with the Stars (Australia) 2013. She was eliminated on the 3 round of voting. But, notwithstanding, her performances were worthy of high praise from all of the judges.
Jan Stephenson’s Crossroads Foundation
"I started Jan Stephenson’s Crossroads Foundation to provide assistance and emotional healing to those who protect our freedoms every day. I have been blessed with the opportunity to travel the United States and the world in my golfing career. During these travels, I have come to deeply appreciate the extraordinary gift of freedom the United States Military provides to this great country and to the world. Recognizing this, I felt compelled to create the Crossroads Foundation with the express purpose of: “Giving to Those, That Have Given So Much”
I am also very excited to announce that our Foundation has been recognized as a partner organization by the Military Order of the Purple Heart Service Foundation. “We are indeed honored by this recognition.,” said Jan Stephenson, President of Jan Stephenson’s Crossroads Foundation.
The proceeds are used to fund initiatives for handicapped and disabled golf programs in support of disabled veterans and first responders.
Golf Course Design
Jan was the first LPGA Player to own a golf course design company. After working with Landmark Land and Dye designs, she built her first US golf course in Florida. She was one of the first advocates for tee options for all levels of golfers. She now does renovation. She now renovates with new “green” technologies & is a member of the Audubon Society. She is always aware of the need to protect the environment.
Jan Stephenson Wine & Spirits
Jan’s love for fine wine has prompted her to develop her own line of Jan Stephenson Signature Series Wines. Her wineries are in Paso Robles, California and Italy. Jan has taken a “hands on” approach to wine making. She makes frequent visits to the wineries and during harvest, actually gets into the vineyard and harvests grapes, crushes, and supervises all aspects of the wine making process. Jan is currently producing, Cabernet Sauvignon, Reserve Cabernet Sauvignon, Chardonnay, a very fine Merlot and a red and white blend called 3 Majors. Enjoy!
Inspired by the flavors of her native country, Australia, Jan has produced some of the finest flavored liquors available. Her love of fruit has produced, Passion Fruit Flavored Rum, Pineapple Flavored Rum and Mango Flavored Rum, Peach-Mango vodka, Funnel Cake Vodka and Blueberry vodka. Her rum’s have been awarded 6 medals including 2 gold medals and 4 silver medals. See why Jan Stephenson Spirits is soon to become everyone’s favorite.
Entrepreneur
Jan Stephenson, LPGA
Professional Golfer/Entrepreneur/Winemaker
Golf
LPGA Statistics:
• Total Victories (42)
• LPGA Victories (16)
• LPGA Legends tour Victories: (10)
• International Victories (15)
• Major Championships: (9)
Holes-In-One: 15 total (9 in LPGA competition)
LPGA Victories:
• 1976 Sarah Coventry Naples Classic, Birmingham Classic.
• 1976 Birmingham Classic.
• 1978 Women’s International.
• 1980 Sun City Classic.
• 1981 Peter Jackson Classic, Mary Kay Classic, United Virginia Bank Classic.
• 1982 Lady Keystone Open, LPGA Championship.
• 1983 Tucson Conquistadores LPGA Open, U.S. Women’s Open.
• 1985 GNA Classic.
• 1987 Santa Barbara Open, SAFECO Classic, Konica San Jose Classic.
Major Victories:
• 1973 Wills Australian Ladies Open
• 1975 Moroccan Open Championship
• 1977 Wills Qantas Australian Ladies Open
• 1981 World Ladies Golf Tournament (Japan), Peter Jackson Classic/Canadian Pacific Women’s Open Championship
• 1981 World Ladies Golf Tournament (Japan)
• 1982 LPGA Championship
• 1983 United States Women’s Open Championship
• 1985 Hennessy French Open
International Victories:
• 1973 Wills Australian Ladies Open
• 1975 Moroccan Open Championship
• 1977 Wills Qantas Australian Ladies Open
• 1981 World Ladies Golf Tournament (Japan)
• 1985 Nichirei Ladies Cup (Japan)
• 1985 Hennessy French Open
Unofficial US Victories (2):
• 1983 JC Penney Mixed Team (with Fred Couples)
• 1990 JC Penney/LPGA Skins Game
LPGA Legend Tour Victories (10)
• 2002 Hy-Vee Championship
• 2005 BJ’s Charity Championship
• 2007 Handa Australia Cup
• 2013 ISPS Handa Cup
• 2015 Legends Tour Open Championship (Major)
• 2015 Walgreens Championship (Delray Beach, Florida)
• 2016 Walgreen’s Championship (Phoenix, Arizona)
• 2016 Legends Tour Open Championship (Major)
• 2016 BJ’s Charity Championship
• 2016 Walgreen’s Championship Delray Beach
LPGA Awards:
• 1974 Rookie of the Year
• 2014 First inductee into the LPGA Legends Tour Hall of Fame
• 2016 LPGA Pioneer Award
International Awards:
• 1985 Sport Australia Hall of Fame
World Golf Hall of Fame
Jan was inducted into The World Golf Hall of Fame in June of 2019. She (1) of only 43 women inducted into The Hall of Fame.
Dancing With the Stars (Australia) 2013
Jan was a contestant on Dancing with the Stars (Australia) 2013. She was eliminated on the 3 round of voting. But, notwithstanding, her performances were worthy of high praise from all of the judges.
Jan Stephenson’s Crossroads Foundation
"I started Jan Stephenson’s Crossroads Foundation to provide assistance and emotional healing to those who protect our freedoms every day. I have been blessed with the opportunity to travel the United States and the world in my golfing career. During these travels, I have come to deeply appreciate the extraordinary gift of freedom the United States Military provides to this great country and to the world. Recognizing this, I felt compelled to create the Crossroads Foundation with the express purpose of: “Giving to Those, That Have Given So Much”
I am also very excited to announce that our Foundation has been recognized as a partner organization by the Military Order of the Purple Heart Service Foundation. “We are indeed honored by this recognition.,” said Jan Stephenson, President of Jan Stephenson’s Crossroads Foundation.
The proceeds are used to fund initiatives for handicapped and disabled golf programs in support of disabled veterans and first responders.
Golf Course Design
Jan was the first LPGA Player to own a golf course design company. After working with Landmark Land and Dye designs, she built her first US golf course in Florida. She was one of the first advocates for tee options for all levels of golfers. She now does renovation. She now renovates with new “green” technologies & is a member of the Audubon Society. She is always aware of the need to protect the environment.
Jan Stephenson Wine & Spirits
Jan’s love for fine wine has prompted her to develop her own line of Jan Stephenson Signature Series Wines. Her wineries are in Paso Robles, California and Italy. Jan has taken a “hands on” approach to wine making. She makes frequent visits to the wineries and during harvest, actually gets into the vineyard and harvests grapes, crushes, and supervises all aspects of the wine making process. Jan is currently producing, Cabernet Sauvignon, Reserve Cabernet Sauvignon, Chardonnay, a very fine Merlot and a red and white blend called 3 Majors. Enjoy!
Inspired by the flavors of her native country, Australia, Jan has produced some of the finest flavored liquors available. Her love of fruit has produced, Passion Fruit Flavored Rum, Pineapple Flavored Rum and Mango Flavored Rum, Peach-Mango vodka, Funnel Cake Vodka and Blueberry vodka. Her rum’s have been awarded 6 medals including 2 gold medals and 4 silver medals. See why Jan Stephenson Spirits is soon to become everyone’s favorite.
Mara Smith
Founder of Inspiro Tequila
Mara Smith is a former attorney, corporate strategist and stay-at-home mom who is the founder of Inspiro Tequila. After studying accounting in undergrad and then attending Northwestern University School of Law, Mara began her legal career at a large law firm in Chicago. She then decided to switch gears and apply her business degree as part of the corporate strategy and business development team at a Fortune 500 Company. Mara was put on emergency bedrest while pregnant with her twins and when they were born prematurely, Mara decided to leave the corporate world to focus on her family and charitable work.
She never stopped thinking about what was next. Mara always envisioned running her own company and in February of 2020 she set out on her journey to create a new tequila brand.
Mara Smith is a former attorney, corporate strategist and stay-at-home mom who is the founder of Inspiro Tequila. After studying accounting in undergrad and then attending Northwestern University School of Law, Mara began her legal career at a large law firm in Chicago. She then decided to switch gears and apply her business degree as part of the corporate strategy and business development team at a Fortune 500 Company. Mara was put on emergency bedrest while pregnant with her twins and when they were born prematurely, Mara decided to leave the corporate world to focus on her family and charitable work.
She never stopped thinking about what was next. Mara always envisioned running her own company and in February of 2020 she set out on her journey to create a new tequila brand.
Alana Matthews
Former COO & General Counsel, Dallas Stars Hockey Team
Alana C. Matthews is the founder of Alautus Clothing Company, a women’s custom luxury clothing company. Prior to Alautus, Alana spent over a decade practicing law and over eight years as a top executive with the Dallas Stars of the NHL. During her time as Executive Vice President Business Operations and General Counsel for Dallas Stars, Alana noticed the power and prevalence of custom suiting in men’s professional sports and wanted to make this luxury serve women. She was the first female executive at the C-suite level for the franchise and the youngest General Counsel in all the major leagues when she took on the role with the Dallas Stars. Alana and her husband Grant live in Frisco, Texas and have three young sons, Declan, Thatcher and Alston.
Alana C. Matthews is the founder of Alautus Clothing Company, a women’s custom luxury clothing company. Prior to Alautus, Alana spent over a decade practicing law and over eight years as a top executive with the Dallas Stars of the NHL. During her time as Executive Vice President Business Operations and General Counsel for Dallas Stars, Alana noticed the power and prevalence of custom suiting in men’s professional sports and wanted to make this luxury serve women. She was the first female executive at the C-suite level for the franchise and the youngest General Counsel in all the major leagues when she took on the role with the Dallas Stars. Alana and her husband Grant live in Frisco, Texas and have three young sons, Declan, Thatcher and Alston.
Wendi McGowan-Ellis
CEO & Founding General Partner at Cassandra Capital
Wendi McGowan-Ellis is the CEO & Founding General Partner at Cassandra Capital - a female-founded venture capital firm Investing in early growth-stage, women-led companies and whose mission is to "Punch Past the 3 Percent Point" of all VC investments.
Wendi's investment thesis for Cassandra Capital is that 80% of the firm's capital is invested in multiple other U.S. women-led venture capital firms, and 20% of our portfolio is allocated to early revenue, scaling, and growth-stage women-owned and women-led companies in North Texas.
As a founder/operator turned investor, her vision is to put women at the core of creating, building, and investing in new innovation and wealth. Wendi is all about “proximity to problems,” knowing that when women found and lead companies and when women invest, we’ll have better business, stronger teams, and more effective products and services that enhance all our lives.
Wendi McGowan-Ellis is the CEO & Founding General Partner at Cassandra Capital - a female-founded venture capital firm Investing in early growth-stage, women-led companies and whose mission is to "Punch Past the 3 Percent Point" of all VC investments.
Wendi's investment thesis for Cassandra Capital is that 80% of the firm's capital is invested in multiple other U.S. women-led venture capital firms, and 20% of our portfolio is allocated to early revenue, scaling, and growth-stage women-owned and women-led companies in North Texas.
As a founder/operator turned investor, her vision is to put women at the core of creating, building, and investing in new innovation and wealth. Wendi is all about “proximity to problems,” knowing that when women found and lead companies and when women invest, we’ll have better business, stronger teams, and more effective products and services that enhance all our lives.
THANK YOU TO OUR 2023 SPONSORS!
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JW Marriott Hotel room rate is $359 per night
Not including resort/valet | Deadline to reserve is 10/25
Wyndham Grand Hotel room rate is $289 per night
Not including resort/valet | Deadline to reserve is 10/31
2nd Annual 2-Day
Wine, Women & Wealth Event
While most of our events are exclusive, invitation only -- this event is a Celebration of Women!
We are bringing together Wine created by women winemakers, cocktails created by women owned Spirits companies, luxury brands and talented panelists sharing wisdom regarding wealth management, investing, a career in professional sports and wine & spirits.
Set in the backdrop of Water at the Island Way Grill in Clearwater and a botanical garden at The Garden Room in Palm Harbor, come enjoy a
Girls Clearwater Beach Weekend
on November 17th and 18th.
$550 Tickets for 2 Days
$350 Saturday Only
Meeka Crabb
Investment Professional at Permira Investment Advisers
Tami joined Northern Trust in 2009 as Senior Corporate Attorney and trust counsel. Most recently she served as the Trust Practice Executive and Chief Fiduciary Officer for the East Region. Prior to joining Northern Trust, she was in private law practice for over 18 years. Her practice was focused exclusively on advising individuals and multi-generational families on tax and estate planning, administration of estates and trusts, trust and estate litigation, and charitable planning and administration, As a practicing attorney, she held Board Certification in Wills, Trusts and Estates by the Florida Bar Board of Legal Specialization
Tamo was elected as a Fellow of the American College of Trust and Estate Counsel in 2006. She currently serves as Chair of the State Laws Committee and is also a member of the Fiduciary Litigation Committee. She is a member of The Florida Bar and an active member of the Real Property, Probate and Trust Law Section, where she serves on the Section's Executive Council. She is the author of Chapter 10, Practice Under Florida Probate Code. Tami is a frequent lecturer on topices of wealth transfer planning, estate and trust administration, and trustee responsibilities.
Meeka Crabb is an investment professional at Permira Investment Advisers, a British global investment firm specialized in buyout, growth equity and credit funds. Meeka focuses on Permira’s Growth Opportunities strategy (PGO), which makes large-scale minority, non-control investments. She also covers investment opportunities in the Technology sector. Prior to joining Permira, Meeka worked at two multinational law firms, Holland & Knight and DLA Piper, and served as a Junior Analyst at HealthEdge Investment Partners, a middle-market, healthcare-focused private equity firm. Meeka has a degree in Economics from the University of South Florida, and a Master's in Finance from the University of Tampa. In addition to her work at Permira, she enjoys volunteering with charities, singing, spending quality time with her husband, Jacob, and playing tennis or pickleball with friends.
Tami joined Northern Trust in 2009 as Senior Corporate Attorney and trust counsel. Most recently she served as the Trust Practice Executive and Chief Fiduciary Officer for the East Region. Prior to joining Northern Trust, she was in private law practice for over 18 years. Her practice was focused exclusively on advising individuals and multi-generational families on tax and estate planning, administration of estates and trusts, trust and estate litigation, and charitable planning and administration, As a practicing attorney, she held Board Certification in Wills, Trusts and Estates by the Florida Bar Board of Legal Specialization
Tamo was elected as a Fellow of the American College of Trust and Estate Counsel in 2006. She currently serves as Chair of the State Laws Committee and is also a member of the Fiduciary Litigation Committee. She is a member of The Florida Bar and an active member of the Real Property, Probate and Trust Law Section, where she serves on the Section's Executive Council. She is the author of Chapter 10, Practice Under Florida Probate Code. Tami is a frequent lecturer on topices of wealth transfer planning, estate and trust administration, and trustee responsibilities.
Meeka Crabb is an investment professional at Permira Investment Advisers, a British global investment firm specialized in buyout, growth equity and credit funds. Meeka focuses on Permira’s Growth Opportunities strategy (PGO), which makes large-scale minority, non-control investments. She also covers investment opportunities in the Technology sector. Prior to joining Permira, Meeka worked at two multinational law firms, Holland & Knight and DLA Piper, and served as a Junior Analyst at HealthEdge Investment Partners, a middle-market, healthcare-focused private equity firm. Meeka has a degree in Economics from the University of South Florida, and a Master's in Finance from the University of Tampa. In addition to her work at Permira, she enjoys volunteering with charities, singing, spending quality time with her husband, Jacob, and playing tennis or pickleball with friends.
Leah Bennett
President of Westwood Wealth Management, Co-Founder of CFA Women in Investing Management Initiative
Ms. Bennett joined Westwood Holdings Group (WHG) in 2016 and is currently serving as President of Westwood Wealth Management. Westwood manages approximately $17 billion in assets. Ms. Bennett is the lead portfolio manager on a variety of investment strategies for the firm (totaling $1 billion in AUM), including tax-managed Select Equity, High Alpha and an Electric Vehicle strategy. Prior to joining Westwood, she was co-chief investment officer at South Texas Money Management; managing director and chief investment officer at King Investment Advisors, Inc; and a research analyst for Capital Research & Management. From July 2017 to 2022, Ms. Bennett served on the CFA Global Board of Governors where she chaired the Society Partnership Advisory Committee and worked on the Audit and Risk Committee. She is a co-founder of the CFA Women in Investment Management initiative and the CFA Institute Global Research Challenge.
Ms. Bennett joined Westwood Holdings Group (WHG) in 2016 and is currently serving as President of Westwood Wealth Management. Westwood manages approximately $17 billion in assets. Ms. Bennett is the lead portfolio manager on a variety of investment strategies for the firm (totaling $1 billion in AUM), including tax-managed Select Equity, High Alpha and an Electric Vehicle strategy. Prior to joining Westwood, she was co-chief investment officer at South Texas Money Management; managing director and chief investment officer at King Investment Advisors, Inc; and a research analyst for Capital Research & Management. From July 2017 to 2022, Ms. Bennett served on the CFA Global Board of Governors where she chaired the Society Partnership Advisory Committee and worked on the Audit and Risk Committee. She is a co-founder of the CFA Women in Investment Management initiative and the CFA Institute Global Research Challenge.
Taylor Erwin
World Championship Contender Women’s Jamaican National Lacrosse
-Women’s Jamaican National Lacrosse, 2022 World Championship Contender Women’s Jamaican National Lacrosse
-2023 PALA (Pan American Lacrosse Association) Qualifiers Contender
-U20 Girls Jamaican National Lacrosse, Head Coach -2021/22, 2022/23 Berkeley Preparatory School Varsity Girls Lacrosse Assistant Coach
-Women’s Jamaican National Lacrosse, 2022 World Championship Contender Women’s Jamaican National Lacrosse
-2023 PALA (Pan American Lacrosse Association) Qualifiers Contender
-U20 Girls Jamaican National Lacrosse, Head Coach -2021/22, 2022/23 Berkeley Preparatory School Varsity Girls Lacrosse Assistant Coach
Tami Conetta
Regional MGR, Wealth Strategies Northern Trust
Tami joined Northern Trust in 2009 as Senior Corporate Attorney and trust counsel. Most recently she served as the Trust Practice Executive and Chief Fiduciary Officer for the East Region. Prior to joining Northern Trust, she was in private law practice for over 18 years. Her practice was focused exclusively on advising individuals and multi-generational families on tax and estate planning, administration of estates and trusts, trust and estate litigation, and charitable planning and administration, As a practicing attorney, she held Board Certification in Wills, Trusts and Estates by the Florida Bar Board of Legal Specialization
Tamo was elected as a Fellow of the American College of Trust and Estate Counsel in 2006. She currently serves as Chair of the State Laws Committee and is also a member of the Fiduciary Litigation Committee. She is a member of The Florida Bar and an active member of the Real Property, Probate and Trust Law Section, where she serves on the Section's Executive Council. She is the author of Chapter 10, Practice Under Florida Probate Code. Tami is a frequent lecturer on topices of wealth transfer planning, estate and trust administration, and trustee responsibilities.
Tami joined Northern Trust in 2009 as Senior Corporate Attorney and trust counsel. Most recently she served as the Trust Practice Executive and Chief Fiduciary Officer for the East Region. Prior to joining Northern Trust, she was in private law practice for over 18 years. Her practice was focused exclusively on advising individuals and multi-generational families on tax and estate planning, administration of estates and trusts, trust and estate litigation, and charitable planning and administration, As a practicing attorney, she held Board Certification in Wills, Trusts and Estates by the Florida Bar Board of Legal Specialization
Tamo was elected as a Fellow of the American College of Trust and Estate Counsel in 2006. She currently serves as Chair of the State Laws Committee and is also a member of the Fiduciary Litigation Committee. She is a member of The Florida Bar and an active member of the Real Property, Probate and Trust Law Section, where she serves on the Section's Executive Council. She is the author of Chapter 10, Practice Under Florida Probate Code. Tami is a frequent lecturer on topices of wealth transfer planning, estate and trust administration, and trustee responsibilities.
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