Portfolia Webinars & Events

RSVP BELOW TO SECURE YOUR SPOT TO OUR UPCOMING WEBINARS:

WOMEN’S HEALTH IN 2025: POLICY SHIFTS
& THE POWER OF CAPITAL

Date & Time: 3/6/25 |12:00 PM PST

The landscape of women's health policy is rapidly evolving, and the role of investors and leaders has never been more critical. Join Portfolia for a compelling discussion featuring:

  • Delphine O’Rourke, Women’s Health Legal & Policy Expert, Portfolia FemTech Fund Partner

  • Trish Costello, CEO & Founder, Portfolia

This conversation will explore key changes in women’s health policy, how they impact innovation and investment, and what influential women can do to drive meaningful change. Whether you’re an investor, executive, or advocate, this session will provide actionable insights on leveraging capital and leadership for impact.

 Introduction to Fund Partners &
The Rising America III Landscape

Time: 9:30 AM PST

Date: March 5

Overview:
Join us for a deep dive into Rising America III, where we explore how this high-performing fund is unlocking investment opportunities in emerging U.S. markets and driving outsized returns.

We’re also excited to introduce the newest addition to our Rising America III Fund Partner Team, Sheila D. Collins. An innovation leader in fintech, health tech, and aging innovation, Sheila brings a wealth of experience from Fortune 100 firms and her work as a two-time founder of Capital Curator, helping high-growth startups transform the future of finance, healthcare, and economic mobility.

What You'll Learn:

  • Meet our new fund partner, Sheila D. Collins and hear her vision for Rising America III

  • Explore the fund landscape—including key sectors, portfolio performance, and investment highlights

  • Connect with the Portfolia community and gain insights into how investing in U.S. Emerging Markets is driving both impact and outsized returns

The Power of Research, Investment,
and Clinical Innovation 

Date: March 11th Time: TBD (PST)

Overview:
Women’s health has long been underserved in both research and investment, but that is changing. Join Trish Costello, CEO of Portfolia, and Katy Brodsky Falco, Founder and Executive Director of the Foundation for Women’s Health, for a powerful discussion on the intersection of research, investment, and clinical innovation in advancing women’s healthcare.

What You'll Learn:

  • How investment capital fuels innovation in women’s health

  • The critical role research and clinical trials play in improving outcomes

  • How investors and entrepreneurs can drive meaningful change

FemTech III Fund Pitch Call

(For FemTech III Fund investors only)

Date: March 12th Time: 9:30-10:30 am (PST)

Overview:
Join us every second Wednesday of the month for the FemTech III Fund's pitch call, where the fund will evaluate companies and investment opportunities. We'll hear from 2-3 featured entrepreneurs and our Five Lead Partners of the fund. If you are unavailable to attend, you can access the recordings on your member dashboard.

Green & Sustainability Fund Pitch Call

(For Green & Sustainability Fund investors only)

Date: March 18th Time: 9:30-10:30 am (PST)

Overview:
Join us every third Tuesday of the month for the Green & Sustainability Fund's pitch call, where the fund will evaluate companies and investment opportunities. We'll hear from 2-3 featured entrepreneurs and our Five Lead Partners of the fund. If you are unavailable to attend, you can access the recordings on your member dashboard.

 Reading Your Performance Reports & K-1s

Date: April 3rd, 2025

Time: 1:00 - 2:00 PM (PST)

Overview:
Understanding your investment performance is key to making informed financial decisions. This session is designed to walk members through their new performance reports and K-1 tax documents, ensuring clarity and confidence when it comes to managing and interpreting your financial documents.

What You'll Learn:

  • How to navigate and understand your performance reports

  • Key insights from your K-1 tax forms

  • Practical steps for efficient tax planning and reporting

Portfolia Annual In Person & Virtual Meeting

Date: April 16th, 2025

Time: 1:30 PM - 5:30 PM (PST)

Overview:
Join us for Portfolia’s Annual In-Person & Virtual Meeting, where we’ll reflect on the past year’s successes, highlight key milestones, and share our vision for the year ahead. This annual gathering is an opportunity for our community to connect, hear directly from leadership, and get an exclusive look at what’s next for Portfolia and our funds.

What You'll Learn:

  • Key performance highlights from the past year

  • Updates on fund strategies and portfolio successes

  • Exciting plans for 2025 and beyond