Greetings WIN community!  We’ve had an ambitious fall with many memorable events to highlight.  We completed two Alternative Investment programs this fall – one with Wharton’s Dr. Chris Geczy’s industry perspective and the other with an industry-focused panel from Hamilton Lane, KPMG, Aberdeen Asset Management, Dechert, and Ulicny Financial Communications and Strategy.  We held a WIN member mixer hosted by WIN’s new industry sponsor Pension & Investments.  We were also pleased to be an exhibitor and participant with two industry galas – the CFA Society of Philadelphia’s 70th Anniversary Celebration and our community outreach partner’s annual fundraiser, Wings for Success.


We have an exciting year lined up for 2014 with upcoming topics on the investment industry, career development, social media, networking, golf, mentoring, and community outreach.  We’d like to get you involved.  Please take a moment to review opportunities for involvement for the coming year and consider engaging with your industry associates in volunteering on one of the many committees that keep our organization and member network relevant and personal to your businesses and to your careers.  Getting involved with WIN will serve to expand your industry profile and personal brand in the investment industry.

Our committees include: Community Outreach, Marketing, Membership, Programs, Social Events and Sponsorship.  For your review we have provided a link to a brief narrative for each of our committees.  Not sure which committee is the right fit for your interests and skills?  Contact the Committee Chair for a personalize tour of the responsibilities.


We look forward to your involvement in WIN!


Tracy & Maxine

Click Here for Committees

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