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 »

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 »

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 »

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 »

WIN Golf Social, with CFA Society of Philadelphia hosted by Join us for a fabulous afternoon at this beautiful private club with activities and networking for golfers of all skill levels. Choose the golf experience the matches your interest level: 9 holes of golf, a clinic with 4 holes, or a golf introduction workshop and … WIN Golf Social – Women on Course – SOLD OUTRead More »

As investment professionals, we focus on the markets and economy, trends in investment products and the changing landscape of financial services. But what do we know about the people who are investing with the companies we work for? In partnership with MIT Lab, Hartford Funds challenges the idea of “old age”, including how the idea … Retiring the “Old Age” StoryRead More »

On the heels of fourth quarter volatility, investors may be reconsidering how they allocate across private and public investments. Join Hamilton Lane for a Market Overview to learn about the trends, challenges and opportunities found in today’s global financial and private markets. Hamilton Lane’s Managing Director Andrea Kramer and Head of Taft-Hartley Emily Nomeir will offer … Finding Opportunity in Private MarketsRead More »

    Forming lasting connections can help you grow in your career, and networking is the first step toward those relationships. To navigate both professionally and socially, the best networkers are likable, helpful, emotionally intelligent and thoughtful. Join Sameer Somal, Co-Founder of Blue … The New Networking: Building Relationship Capital Online and In PersonRead More »