All Events
Upcoming Events
-
February 27, 2020
5:30 pm - 8:30 pm
Fewer, Shorter, Better: How to Present When Every Moment Counts “If ever there were easy times for asset management sales and distribution professionals, those days are long gone.” Greenwich Associates opened their report on Best Practices in Institutional Distribution with that statement in 2014. Anyone think it has gotten easier since then? Most of us … Delivering Compelling PresentationsRead More »
-
January 28, 2020
5:30 pm - 9:30 pm
This event is sold out, to be placed on the wait list please email Colleen at [email protected]. Networking isn’t always at the top of our to-do-list. It can be both rewarding and sometimes awkward. Depending upon your personality, you can be a natural connector or feel challenged to reach out beyond your comfort zone. But … Strategic Networking and Relationship Building – SOLD OUTRead More »
Venue: Merion Cricket Club
Venue Phone: 610-642-5800
Venue Website: https://www.merioncricket.com/
Address:
Description:
more…
-
December 4, 2019
6:00 pm - 8:30 pm
It’s that time of year and the WIN holiday social is here! Please join your fellow WIN members as we come together to celebrate the season, reflect on 2019 and look ahead to 2020. December 4, 2019 6:00 – 8:30 pm Flemings Prime Steakhouse and Wine Board … Holiday Social – Members Only EventRead More »
Venue: Flemings Prime Steakhouse and Wine Bar
Venue Phone: 610-688-9463
Venue Website: https://www.flemingssteakhouse.com/locations/pa/radnor/
Address:
Description:
more…
-
November 20, 2019
5:30 pm - 8:00 pm
While many people mistakenly believe that negotiations are “all or nothing” and usually result in a winner or a loser, nothing could be further from the truth. While the goal of a negotiation is to get what you want the best outcomes incorporate ideas and from both parties. Please join us on Wednesday, November 20 for “Negotiation Strategies and … Negotiation Strategies and Conflict ManagementRead More »
-
October 24, 2019
5:30 pm - 8:00 pm
Event Phone: 215-255-1200
In sharp contrast to the overconfident and somewhat naïve view of leadership during the 1990s, researchers have found that leadership, culture, and teamwork are top priorities for investment firms. Please join us on Thursday, October 24 as we welcome Jim Ware, founder of Focus Consulting Group and an author of one of the best business and leadership books … Lessons on LeadershipRead More »
Venue: Macquarie Investment Management
Venue Phone: 215-255-1200
Venue Website: www.delawarefunds.com
Address:-
October 2, 2019
8:00 am - 5:00 pm
Lean in at a WIN table for the annual PA Conference for Women. The conference includes a full calendar and spectrum of sessions that will inspire creativity and action both personally and professionally. WIN tables are sold out, if you would like to be added to our wait list please email Colleen at [email protected]. … PA Conference for Women – Sold OutRead More »
Venue: Pennsylvania Convention Center
Venue Phone: 1-800-428-9000
Venue Website: http://www.paconvention.com
Address:
Description:
more…
-
September 19, 2019
6:00 pm - 8:30 pm
Endowments and foundations have allocated to alternative investments for decades to diversify their investment portfolios and add return potential. In the past several years, individual investors have begun to employ alternative investments to meet today’s investment challenges. Join us for a panel discussion on trends in institutional investing and what individuals may learn from how … Invest Like an InstitutionRead More »
Venue: FS Investments - Navy Yard
Venue Phone: 215-339-0100
Venue Website: http://www.fsinvestments.com/
Address:
Description:
There is free, plentiful parking at the Navy Yard. more…
-
August 7, 2019
6:00 pm - 8:30 pm
Member only event Join us on Wednesday, August 7 for our Summer Social, a celebration of the summer season and a favorite annual tradition for WIN member. This year’s social will be held at Overbook Golf Club – a perfect place for networking and catching up with old friends. As always, bring your appetite, as there … Summer Social – Member Only EventRead More »
Venue: Overbrook Golf Club
Venue Phone: 610-688-4000
Venue Website: https://www.overbrookgolfclub.com/
Address:-
July 16, 2019
6:00 pm - 8:30 pm
Whether you’re an emerging leader focused on making your team more efficient or a seasoned vet who is turning around an underperforming organization, we are all capable of leading transformation and change. Jamie Ohl, President of Retirement Plan Services and head of Life and Annuity Operations at Lincoln Financial Group, has been leading change for … Transformational LeadershipRead More »
Venue: Lincoln Financial Group
Venue Phone: 484-583-6000
Venue Website: https://www.lfg.com
Address:
Description:
Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more…
-
June 25, 2019
6:00 pm - 8:30 pm
If you’ve ever wondered what’s really happening at your firm and where it’s going, the corporate earnings call can answer some of your questions. Understanding your firm’s corporate earnings can help you develop the business, strategic and financial acumen to be successful within your organization. Here’s what you’ll learn from our lively panel discussion on corporate earnings: How … Behind the Scenes of Corporate Earning CallsRead More »