Events

The Women’s Finance Exchange – Houston prides itself in providing an exciting line-up of programs, workshops and special events designed to educate, develop and intrigue our members and their guests, as well as have a great deal of fun. We hope you will add our events to your calendar and plan to join us! And if you pre-pay for the year, you’ll enjoy not only a significant discount, but also the chance to participate in several exclusive members-only events.

 

Want a sneak peek into our 2024 events?  Click the link below!

WFE Program Handout – 2024

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Houston Market Overview

Thu Mar 21 2024

Jennifer Ostlind (Interim Director of the Planning & Development Department for the City of Houston) and Marsha Murray (Director at City of Houston Office of Business Opportunity) will provide a Houston market overview.

Jennifer Ostlind

Jennifer Ostlind is Interim Director of the City of Houston’s Planning and Development Department. With over 25 years of service to the city, she has contributed to many of the programs that make Houston a place people proudly call home. Her experience includes community engagement, neighborhood planning, transportation planning, demographic analysis, and administering the City’s platting, off street parking and site plan standards. She serves as Secretary for the Houston Planning Commission and Houston Archeological and Historic Commission. Jennifer earned bachelor’s and master’s degrees in Public Administration from Indiana University and the University of Pittsburgh respectively. She is a member of the American Institute of Certified Planners.

 

Marsha E. Murray

Marsha E. Murray, Esq., was appointed by Mayor Sylvester Turner and confirmed by City Council to serve as the Director of the City of Houston’s Office of Business Opportunity (OBO) in April 2020, after having served as OBO’s Interim Director and Deputy Director. As Director, Ms. Murray is responsible for leading the City’s supplier diversity, workforce development, and inclusion efforts, with a focus on administering programs and initiatives that increase access to economic opportunity for historically underutilized businesses and disenfranchised individuals. Ms. Murray’s commitment to public service spans almost two decades. Prior to joining the City of Houston, she served as legal counsel to New York City’s government for 10 years.

Ms. Murray has a Bachelor of Arts Degree in Political Science and Spanish from Colgate University and a Law Degree from Villanova University School of Law.

Tickets
Log In or Join for Member Prices
Guest - $75
Details
3/21/2024 @ 11:15am - 1pm
Location
The Briar Club
2603 Timmons Ln, Houston, TX 77027
Speaker
Margaret Wallace Brown/Marsha E. Murray
Topic
Houston Market Overview
Sponsored By
  • Attigo Wealth Advisors - UBS

Navigating Work Life Balance

Thu Apr 18 2024

Lindsey Leigh Hohlt, Founder of Lindsey Leigh Jewelry, what it is like starting a business being a female, balancing a family, the struggles of it all, basically anything and everything!

 

 

 

 

 

 

 

 

 

 

 

About Lindsey Leigh Hohlt:

Being a female in a male-dominant industry, Lindsey Leigh Hohlt wanted to set a new standard for custom jewelry design. The industry was in desperate need of an experience that's comfortable and relaxed, but also very chic and elevated. Breaking free of outdated jewelry practices, Lindsey created something fresh, new, and modern. So, in 2018, she launched Lindsey Leigh Jewelry (LLJ) in a duplex in Houston, TX, where both she and her husband lived and worked. Since LLJ's humble beginnings, Lindsey has persevered through the challenges of the COVID-19 pandemic, laid roots in Houston with a brand-new headquarters, grown a team of expert jewelers, and expanded her collection to include elegant, everyday jewelry. Clients who start out with a one-time engagement purchase continually come back for an LLJ-spin on statement pieces, special keepsakes to memorialize milestones, and one-of-a-kind, custom classics. What set Lindsey up for entrepreneurial success: her background in fashion merchandising and business at LSU and her General Manager role at a local Houston jewelry boutique. Well, that, and a lot of grit and determination. While working at a previous employer, she put herself through Gemological Institute of America to receive her GIA certification. Family is everything to Lindsey, including her husband John, son Henry, daughter Lilly, the LLJ team, and their little ones who are frequently seen running around the showroom. Currently, she is involved in She Has Hope, an organization dedicated to restoring a life of hope to vulnerable girls and women in Asia and Africa. As part of She Has Hope, Lindsey has participated in several mission trips to Nepal to teach women how to make jewelry. Lindsey is a frequent public speaker, loves to spend time with her family at the lake, and her work has been featured in Houston Chronicle, Houston Business Journal, The New York Times, and Texas Weddings.

Tickets
Log In or Join for Member Prices
Guest - $75
Details
4/18/2024 @ 11:15am - 1pm
Contact: TBD
Location
The Briar Club
2603 Timmons Ln, Houston, TX 77027
Speaker
Lindsey Leigh Hohlt
Founder of Lindsey Leigh Jewelry
Topic
Navigating Work Life Balance

Venture Capital Market Overview

Thu May 16 2024

Carrie Colbert, Founding and General Partner of Curate Capital

 

 

 

 

 

 

 

 

 

 

 

 

About Carrie Colbert:

Where color and capital gains intersect, you can find Carrie Colbert. The founder of Curate Capital has let her intuition, penchant for risk, and zest for life lead her to personal and professional successes beyond her wildest imagination.

From a small town in the Texas panhandle, Carrie was the first in her family to graduate from college when she received her degree in petroleum engineering from the University of Texas at Austin. She then earned her MBA as a Longhorn as well while pursuing a successful career in the oil and gas industry for nearly two decades. While rising in the ranks at Hilcorp, the largest privately owned oil and natural gas producer in the U.S., having equity and ownership during a time of great company growth was life-changing for Carrie. So life-changing, in fact, that in 2016 Carrie was able to “retire” from that industry at age 38.

The small-town girl who had found success following all the rules was now free to choose her own next steps. Carrie quickly tapped into her creative side, amassing a following of over 85,000 via her @carriec Instagram account and thousands of monthly visitors on her carriecolbert.com website. After discovering a plethora of women-owned businesses in her online endeavors, she began investing her own money into female-founded companies like Packed Party and more. In just five short years, that generated a 10x ROI.

With an overflowing pipeline of great deals, Carrie officially launched Curate Capital in 2021. Curate Capital is a venture capital fund that invests in businesses by women for women. With their first fund closing in the summer of 2022, Carrie and team exceeded their goal by over 50% with a $15million dollar raise. The fund was primarily supported by individual, female investors, further solidifying Carrie’s purpose of helping more women invest in the dreams of other women.

In addition to her work at Curate Capital, Carrie mentors and advises a large community of women in business. Additionally, she proudly serves as an officer for The University of Texas Cockrell School of Engineering executive advisory board. In 2013, she received the Outstanding Young Engineering Graduate Award, a distinguished alumni award reserved for one rising star each year. She is also a sought-after speaker at conferences and events for female entrepreneurs.

She is most proud to be known as mommy to her five-year-old daughter Elle and her two-year-old son, Luke. As they say in their family, “teamwork makes the dream work!” – and she is truly grateful for the partnership she and Mark have in raising their family and building this business.

Tickets
Log In or Join for Member Prices
Guest - $75
Details
5/16/2024 @ 11:15am - 1pm
Contact: TBD
Location
The Briar Club
2603 Timmons Ln, Houston, TX 77027
Speaker
Carrie Colbert
Founding and General Partner of Curate Capital
Topic
Venture Capital Market Overview

Houston Astros Game

Wed Jun 5 2024

 

Please join us for a day at the ballpark. Ticket includes a $20 voucher!

Tickets
Log In or Join for Member Prices
Guest - $100
Details
6/5/2024 @ 1 - 4pm
Location
Minute Maid Park

Branding, Marketing, Media

Thu Sep 19 2024

Samira Salman, Founder and CEO of Salman Solutions

 

 

 

 

 

 

 

 

 

 

 

About Samira Salman:

Samira Salman is a highly accomplished professional known for her ability to forge strong connections and deliver exceptional results. With a diverse range of roles, including CEO of Salman Solutions, founder of Collaboration Circle, and COO of a single family office, she is recognized as a collaboration creator, global connector, business builder, trusted advisor, thought leader, and investor. Samira has an impressive track record, surpassing $5.5 billion in successful ventures across various industries and asset classes. She has developed a proprietary business-growth methodology, earning a reputation as one of the most well-connected professionals in private finance.

Drawing from nearly 25 years of experience in personal development, professional law practice, and global business building, Samira has built a thriving enterprise centered around genuine human connections. Through Collaboration Circle, Samira has curated a network of catalysts, thought leaders, and game changers, focusing on coalitions, transactions, strategies, and best practices among leading families.

Her multicultural upbringing and exposure to diverse countries and cultures have provided her with a unique perspective, enabling her to facilitate better outcomes for investors, founders, and management teams. She strongly believes in the power of connecting, collaborating, and fostering consensus among stakeholders.

With a background as a mergers and acquisitions tax attorney at prestigious firms such as Shell Oil Company, Arthur Andersen, KPMG, and Deloitte, as well as serving as Vice-Chair of the American Bar Association Energy and Environment Taxes Committee, Samira possesses the technical expertise and structural acumen necessary to navigate today's dynamic business landscape.

Her specialties include facilitating co-investment and capital, structuring organizations and transactions, improving operations, identifying underutilized assets, increasing revenues, and providing valuable board leadership and advisory services.

Samira was raised overseas and is a first-generation Arab-American. Her father is Lebanese, and her mother is of Sicilian, French, and Irish descent. She grew up in U.A.E, Saudi Arabia, Turkey, Switzerland, Syria, and London. Travel and exploration of the culinary arts are two of her passions. She travels globally to dine, share meals, attend culinary festivals, experience food markets, savor street food, and build connections while breaking bread.

Tickets
Log In or Join for Member Prices
Guest - $75
Details
9/19/2024 @ 11:15am - 1pm
Contact: TBD
Location
The Briar Club
2603 Timmons Ln, Houston, TX 77027
Speaker
Samira Salman
Founder and CEO of Salman Solutions
Topic
Branding, Marketing, Media

Tax Panel Discussion

Thu Oct 17 2024

Thomas Horton, Houston Trust Manager at the Bank of Texas

 

 

 

 

 

 

 

 

 

 

 

About Thomas Horton: 

Thomas Horton establishes strong trusting relationships with families to advise them on fiduciary and wealth management planning needs. He administers all types of trusts such as Charitable Trusts, Multi-Generational Trusts, Court Created Trusts, Revocable Trusts, Investment Management Accounts and Retirement Accounts. Thomas practiced law at a boutique estate, trust and guardianship litigation firm before joining the Bank of Texas. Thomas received his bachelor's degree in economics from Baylor University and Juris Doctorate from South Texas College of Law. He is a member of Houston Estate and Financial Forum, Attorneys in Texas an Probate, and Disability and Elder Law Attorney’s Association. He is board certified in Estate Planning & Probate Law by the Texas Board of Legal Specialization.

 

Ashley Van Osdel, Partner at Melton & Melton, LLP

 

 

 

 

 

 

 

 

 

 

 

 

About Ashley Van Osdel:

Ashley has 14 years of experience working with a variety of individual, partnership and corporate tax clients. Her tax experience is within various industries that include real estate, construction, automobile, manufacturing, wholesale/retail, trade and others, including those with family offices. Ashley graduated from Grand Valley State University in December 2007 with a Bachelor of Business Administration in Accounting and in 2008 with a Master of Science in Taxation. She joined Melton & Melton in January 2009 and was promoted to partner in July 2018. Ashley serves as a member of Melton & Melton’s DE&I and Recruiting Committees. She is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants and the Houston Chapter of the Texas Society of Certified Public Accountants.

 

Marcia Mazingo, Senior Financial Advisor at Merrill Lynch

 

 

 

 

 

 

 

 

 

About Marcia M Mazingo:

Since 1993, Marcia has provided her clients with unique financial strategies and guidance, focusing on retirement and legacy planning services, tax efficient strategies for asset allocation, and families with special needs. She has extensive and personal experience in dealing with challenges and opportunities faced by these families and are passionate about working alongside them to successfully plan for their unique financial futures. Within the realm of personal wealth management, Marcia focuses on retirement and estate planning services. She holds designations as a Retirement Accredited Financial Advisor, RAFA, Certified Plan Fiduciary Advisor, and Certified Divorce Financial Analysis. On a personal note, Marcia is deeply involved in the Houston community, as exemplified by her leadership, membership, and support of local programs like the Houston Chemical Association, Conroe Noon Lion's Club, the Women's Energy Network, and St. Ignatius Loyola Catholic Church among others. In her spare time, Marcia enjoys jazzercise, volunteering with the National Charity League, and traveling with her husband, Tommy, and their two children, Madeleine and Thomas.

Tickets
Log In or Join for Member Prices
Guest - $75
Details
10/17/2024 @ 11:15am - 1pm
Contact: TBD
Location
The Briar Club
2603 Timmons Ln, Houston, TX 77027
Speaker
Thomas Horton, Ashley Van Osdel, Marcia Mazingo
Houston Trust Manager at the Bank of Texas, Partner at Melton & Melton, LLP, Senior Financial Advisor at Merrill Lynch
Topic
Tax Panel Discussion