WIN is proud to host Carol Rollie Flynn, one of the first women to rise to the top ranks of the CIA’s Directorate of Operations, which oversees clandestine operations overseas. Drawing on personal and professional experiences during her 30-year CIA career, she will share her view of the world and address the dilemmas and global … Around the World in 60 Minutes – A look at hot spots and global trends through the eyes of a spyglassRead More »

Expanding Our Mindset from Liability to Performing Asset Thinking Self-leadership is increasingly recognized as central to career success. This session is an opportunity to learn and apply a practical way to lead and coach oneself in support of your growth and resilience. Join us for a discussion with Terry Charlton of Once Source Solutions. Terry is … Self Leadership: Expanding Our Mindset from Liability to Performing Asset ThinkingRead More »

  4:30 Welcome and Introduction – Cindy Axelrod, CFA, Associate Professor and Deputy Finance Department Chair, Fox School of Business 4:40 Part 1: The Bull Economy – Maris A. Ogg, CFA and President of Tower Bridge Advisors As we continued record highs in equities, Maris thinks this buil market might have some legs.  What does … 2021’s bullish investing environment AND being a woman in a (traditionally) male-dominated business with Maris OggRead More »

Join fellow WIN members for our first happy hour social event of 2021, featuring a fun night of trivia, networking, and prizes. Recognizing National Women’s History Month in March and International Women’s Day on March 8, Tracy Marrocco will host several rounds of trivia featuring inspiring, innovative and intrepid women throughout the ages. You can … Happy Hour & Trivia – Member OnlyRead More »

Sally Stalcup, Founder and Principal Consultant, will provide best practices for new business presentations, consultant reviews, and client cross-sell opportunities. Partnering with Stalcup Consulting means working with a skilled, knowledgeable and insightful consultant with over 25 years of experience within the investment management industry. For speaker bio click here. Zoom was sent to all registered … Higher Quality Communications – Package Your Plan and Personal PresenceRead More »

Macroeconomic trends impact many facets. From the profitability of our industry, growth of personal assets and the political landscape. What does the outlook look like for 2020 and beyond and what is behind it? Additional event details and registration information coming. … Global Economy, Monetary Policy, and TradeRead More »

Join WIN to close out 2020 on a sweet note! It’s been a year like no other and this year’s WIN holiday gathering will be like no other! Our member-only virtual holiday gathering this year will take place on Thursday, December 10 beginning at 4:45 pm. Each registrant will receive an assortment of four chocolate … Holiday PartyRead More »

This year’s Conference on November 11 will deliver the same quality you’ve come to love and expect in a highly interactive virtual experience.  Be advised Women in Investing Network of Philadelphia (WIN) will not be purchasing tickets as a group.  You should mark your calendar for Wednesday, June 17th at 9:00 to purchase your tickets … PA Conference for WomenRead More »

SIG is a global quantitative trading firm with a disciplined, unique approach to decision making. This session will focus on finding new ways to invest. … Geopolitics, Cryptocurrencies & Sports Betting: Beyond Traditional Investment OptionsRead More »

Finance industry experts are increasingly touting the benefits of design thinking as a tool to adapt to changing customer demands. Learn how human-centric approaches can help you address business, organizational and interpersonal challenges. … Design ThinkingRead More »