On Tuesday, April 21, The Haverford Trust Company hosted the WIN Women Run Funds Panel  and welcomed Tracy Musser, Sandra Ackermann-Schaufler, Kristina Koutrakos, Kelley McKee, and Allison Mortensen to discuss their investment strategies and how they approach their roles and responsibilities.


One panelist thinks women are not necessarily risk averse as some studies say. However, she believes they tend to be risk aware and tend to incorporate multiple facets of risk management into their decision making process.


All panelists have mentors of some sort - formal or informal and this has had a positive impact for many of the women on the panel. Panelists acknowledged that, in just a short period of time, a lot of positive changes in the asset management industry have occurred for women  and cited the existence of organizations like WIN aides to this movement. 


The panel was well received by the attendees. Panelists answered many questions from the audience during the discussion. Before and after the session, WIN members, The Haverford Trust Company employees and guests were able to network over wine and hors d’oeuvres.

WIN thanks all the panelists for sharing their insights and thank The Haverford Trust Company for hosting the event.


WIN continues to provide outstanding programming and network opportunities to all its members.  If you enjoyed this event, consider joining WIN as a full-member.  Members enjoy benefits such as invitations to member-only events, reduced event fees, priority registration for capacity constrained events, and access to the WIN job board. 

Attendee comments:

"Thoughtful, well informed panel.  Moderator was effective in keeping all on topic.  Would highly recommend.  

"I thought it was a great event.  The panel was impressive.  Thoroughly enjoyed the topics, I would love more events like that.  Thank you for hosting and putting together a great event."


For any questions about our organization, non-members who are interested in learning about WIN, or volunteering interests, email us at  wiiphila@gmail.com.

Thanks to the support of our sponsors! 


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