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Summer Member Meeting

  • The Holy City Collective 142 Sportsman Island Drive Charleston, SC, 29492 United States (map)



Free Eats & Drinks

  • Yobo Fresca Cantina (Katharine Gottfried)
  • Panera Bread (Downtown)


  • Arbonne Gift Basket (Deirdre Sommerkamp)
  • Boudoir Session (Kate Timbers)
  • "Choose Your Course Idea" Mini Course (Donna Ashton)
  • One Free Yearly Membership for On-Call Babysitting Services (Carmen Shaw)

Keynote Speaker Bio & Presentation Summary

Cokie Berenyi has been in financial services and serving the needs of individual and institutional clients and entrepreneurs since 1996. Mother, author, business owner, financial “samurai” and Perfect Day engineer, Cokie loves food, wine, travel, stray dogs, goat cheese, tennis, and alpine mountaineering.

Founder of Alphavest, an industry pioneer that is right- sizing Wall Street one client at a time, Cokie inspires investors and entrepreneurs at-large with her vision and storytelling of her many experiences leading clients through the nancial and work-life-balance maze.

Author of the Liberated Investor, a 40 under 40 recipient and Woman CEO of the Year 2012, Cokie is currently climbing the 7 Summits of the world and beat Stephen Colbert in the Charleston to Bermuda race in 2011. Founder of non-profits Rein & Shine and She CLIMBS, Cokie’s passion for entrepreneurship spans for-profit and not-for profit arenas, alike.

This workshop tackles Lifestyle Deficit Disorder (LDD). Professionals prone to LDD have constructed their whole lives around their businesses. Work comes first, and their hobbies, passions, projects, friends, and family members get what’s left over. Exhaustion and overwhelm become a way of life.

Cokie's presentation will give the LDD cure - the elusive holy grail that practically every entrepreneur wants to find but secretly doubts its very existence: a healthy, balanced lifestyle with a thriving business that makes you want to get out of bed each morning. This cure is the Perfect Day formula, and it has the power to change your life. Whether that means climbing the peak of Kilimanjaro or sailing a distant sea, giving a TED talk in front of hundreds of people, or launching your fifth startup, this is the road-map to launching yourself into the life you’ve always dreamed of.

Helen "Cokie" Berenyi, Alphavest

Helen "Cokie" Berenyi, Alphavest

Non-Member Tickets

Quarterly Learning Intensives are free to all members. We sell a limited number of non-member tickets for $25:

Q3 Learning Intensive Non-Member Ticket
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Later Event: September 25
Q4 Applications Open