What we do
The Beam Network is created for women, by women and for investors, by investors. We believe that women deserve greater involvement in the management of their wealth and finances. Our purpose is to be a catalyst for change, a women's network that educates and connects to promote inclusive and sustainable economic opportunities.
* We are not professional investors or certified financial advisors, we concentrate solely on education. For financial advice based on your individual circumstances, we suggest you speak to an independent financial advisor directly.
Women's financial lives are typically more complex than men's with career patterns, parenthood, divorce, and longer life spans. These differences require women wealth owners to be more engaged with the management of their investments through their lifetimes.
WHAT WE OFFER
The Beam Network's education platform is a safe and private financial learning space with a world-class curriculum created for female wealth holders by leading financial practitioners and academics.
The Beam Network creates a community of like-minded women through online forums and in-person events. We work with women wealth holders of all ages, backgrounds and nationalities that realise the need for change, and that believe that change comes through inclusion, education and empowerment so that we can achieve balanced economic growth.
At The Beam Network, we provide access to user-friendly tools and resources that gives you the confidence and ability to make informed and purposeful investment decisions.
Financial Industry Collaboration
At The Beam Network, we have worked with financial institutions, practitioners and academics to create our education programme and develop our learning events. We work with the industry to help advisors and firms understand what women want and need.
OUR EDUCATIONAL PROGRAMME
When you become a member of The Beam Network, you'll have access to our educational programme.
Our Education Programme has two primary levels:
OBJECTIVE: The Beam Network Foundations Course is designed to help you master the basics of financial and investment knowledge: from mapping the industry players to understanding the key concepts, it will help you cut through the jargon and accelerate your investment confidence.
TUTOR: Designed and delivered by Aunnie Patton Power.
COURSE: The Beam's Foundations Course covers six modules:
■ Course Expectations and Finance Basics
■ Breaking Down Financial Statements
■ Investment Deep Dive I - Debt
■ Investment Deep Dive II - Public Equity
■ Investment Deep Dive III - Private Markets
■ Building a Portfolio: Combining Investment
Classes and Opportunities
■ 12 hours of active learning
■ Pre-recorded lectures
■ Quizzes and recommended reading
■ 3 office hours sessions
■ Access to faculty and advisors throughout
All Members need to complete the Foundations Course before they can access the Building Blocks courses.
OBJECTIVE: The Beam Network's Building Blocks courses are designed to create a bespoke learning curriculum around your needs and interests. We offer several courses that you can choose from throughout the year: from Real Estate to Impact Investing. Our options will help solidify your financial and investment knowledge so you can take control of your wealth management.
TUTOR: Designed and delivered by our guest faculty.
COURSE: Some examples of the Building Blocks include:
■ Asset Allocation Strategies
■ Family Offices: What's Right for You?
■ Wealth Succession and Legacy Planning
■ Real Estate: Emerging Trends
■ Effective Wealth Planning
■ Evaluating your Financial Advisors
■ Strategic Philanthropy
■ Impact Investing
■ Building your Impact Thesis
■ Get What You Want From Your Finances
■ Understanding Hedge Funds
■ Tax Structure
New subjects are continuously added.