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 »

A Tale of Two Careers WIN leaders are often asked about career evolution.  What do you do? And How did you get there?  Every career path has a unique narrative.  Understanding this story can help you frame your path as a leader.  Lincoln Financial, a long-time WIN sponsor will host 2 speakers in a TED-talk … A Tale of Two CareersRead More »

Elections and policy changes can have a significant effect on the nation’s economic climate. In this session, we’ll offer a Presidential election outlook, as well as evaluate how recent policy updates, such as ESG disclosures, activist investing, and Board diversity, can influence the investing landscape.   Additional event information and date forthcoming.   … Elections and Government: Investing ImpactRead More »

  With the rise of ESG investing , Gender Lens investing, which deliberately incorporates gender into financial analysis to achieve better outcomes, is quickly becoming one of the most exciting areas of impact and sustainable investing. Join us for a virtual gathering in partnership with Glenmede on Tuesday, September 15th from 4:00 pm to 5:00 pm. … Gender Lens InvestingRead More »

We are pleased to invite you to a members only virtual WIN happy hour.  Our own Tracy Marrocco will be hosting the event with lots of trivia categories, no expertise required.  Let’s gather virtually, share backgrounds and ideas and make new friends. We will host the event on Zoom on Wednesday, August 26th from 4:30 … Happy Hour & Trivia – Member onlyRead More »