All Events
Upcoming Events
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May 2, 2020
9:30 am - 10:30 am
WIN is continuing its member only Saturday networking event and hosting a virtual coffee hour on May 2. Please mark your calendars for 9:30- 10:30 am, bring your coffee and Saturday attire. Investment professional Natalie Marvi-Romeo and career coach Maxine Dotseth will lead the discussion on the workplace shift and how it has impacted our careers and personal lives. … Mastering Today’s Challenges Together – Virtual Coffee HourRead More »
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April 23, 2020
4:30 pm - 6:00 pm
As we are all learning to embrace Zoom, WebEx and other video conference capabilities that are replacing the way we “meet” due to social distancing, we all have questions and concerns – questions and concerns that admittedly, we may feel awkward talking about. To address some of … Get Confident on VideoRead More »
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March 7, 2020
9:30 am - 10:30 am
If you would like to be added to the wait list please email [email protected]. WIN and SEI is hosting a career management follow-up to our successful January event focused on networking and strategic relationship building! We invite you to join us for an informal discussion on how P.I.E. (Performance Image and Exposure) can impact our … Coffee and P.I.E. – Sold OutRead More »
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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 »
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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/
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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/
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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 »
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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
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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
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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/
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There is free, plentiful parking at the Navy Yard. more…