New York, NY
Community & Social

THE Q4 FINANCIAL LOCK-IN

When
America/New_York (EST)until 8:30 PM
Where
1285 6th Ave1285 6th Ave, New York, NY 10019, USA

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THE Q4 FINANCIAL LOCK-IN

THE Q4 FINANCIAL LOCK-IN takes place on Thu, Nov 12, 2026 at 6:30 PM (EST) at 1285 6th Ave in New York, NY, and runs until 8:30 PM. Entry is free; the listing is on Luma.

About this event

The Q4 Financial Lock-In is an event at UBS on November 12, 2026, featuring a fireside chat with Emma Usich of Girl Math Capital and Jordan Ricciardi of Katz Wealth Management, focusing on public and private market news, followed by a Q&A and networking session.

Full description from organizer

Why wait until New Year’s resolutions to check in on your investment portfolio? We’re getting a jump start with the Q4 Financial Lock-In, an evening dedicated to making sense of public and private market news and what it means for your money. You’ll also meet Girl Math Capital’s newest partner, Jordan Ricciardi of Katz Wealth Management at UBS, who oversees the team’s women’s segment and works with women and next-gen clients on financial planning, investment analysis, and portfolio building. Come for the wine, hors d’oeuvres, and a packed room of women who are just as motivated to lock in on their portfolios. 📍 ​UBS🗓️ November 12, 2026 | 6:30-8:30pm ET Agenda 6:30 pm: Doors open 7:00 pm: Fireside chat with Emma Usich of Girl Math Capital and Jordan Ricciardi of KWM at UBS on the state of public and private markets today 7:30 pm: Q&A 7:45 pm: Networking with other GMC members 8:30 pm: event concludes Girl Math CapitalGirl Math Capital is an alternative investing community for women that aims to democratize access to investing education and deal flow in the angel, real estate, and crypto ecosystems. Since launching in 2025, GMC has deployed $1.2M+ into alternative investing opportunities and grown to a community of 630+ women. Katz Wealth Management | UBSKatz Wealth Management (KWM) is a boutique wealth management team within UBS Private Wealth Management, based in New York City. This twenty three person team provides investment management and financial planning for their clients while Jordan Ricciardi on the team has a specific niche in Women’s Wealth.

Tickets
Luma
Organizer
Girl Math Capital
Time zone
EST
Updated

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Details

When
Thu, Nov 12, 2026 · 6:30 PM (EST) · until 8:30 PM
Where
1285 6th Ave
Address
1285 6th Ave, New York, NY 10019, USA
Price
Free

Questions

When is THE Q4 FINANCIAL LOCK-IN?
Thu, Nov 12, 2026 at 6:30 PM EST.
How much are tickets for THE Q4 FINANCIAL LOCK-IN?
Entry is free.
Where is THE Q4 FINANCIAL LOCK-IN?
1285 6th Ave, 1285 6th Ave, New York, NY 10019, USA, New York, NY.
Where can I buy tickets for THE Q4 FINANCIAL LOCK-IN?
Tickets are sold on Luma. This page links straight to that listing; no tickets are sold here.
What time does THE Q4 FINANCIAL LOCK-IN end?
It runs until 8:30 PM.

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