All Events
Upcoming Events
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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/
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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
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Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more…
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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 »
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June 4, 2019
3:00 pm - 7:00 pm
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 »
Venue: Bluestone Country Club
Venue Phone: 215-646-2300
Venue Website: https://www.bluestonecc.com/
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May 23, 2019
5:30 pm - 8:00 pm
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 »
Venue: Hartford Funds
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Directions to Hartford Funds more…
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April 25, 2019
5:30 pm - 8:30 pm
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 »
Venue: Hamilton Lane
Venue Phone: 610-934-2222
Venue Website: http://www.hamiltonlane.com/
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March 21, 2019
5:30 pm - 8:30 pm
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 »
Venue: Convene City View
Venue Phone: 888.730.7307
Venue Website: https://convene.com/directions/get-commerce-square/
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January 31, 2019
5:45 pm - 8:45 pm
Understanding the power dynamics and decision-making processes at work can be critical to your success. But they can inhibit authentic self-expression. How do you strike a balance between being authentic and leveraging political savvy while attempting to get ahead? Click here for bio Join WIN for a members-only event featuring Ginny Palmieri, business consultant and … Find your voice and live your authentic lifeRead More »
Venue: Main & Vine California Bistro
Venue Phone: 484-380-3688
Venue Website: http://mainandvinebistro.com/
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December 6, 2018
8:30 am - 5:00 pm
There are a number of conference sponsorship opportunities available. E-mail [email protected] for more information. Click here to register for the conference. CFA Society is going to extend the discounted rate to WIN members again for the 2018. … CFA High Net Worth & Family Wealth ConferenceRead More »
Venue: Convene Cira Centre
Venue Website: http://thehub.com
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Attached to 30th Street Station, so you won’t even need to brave the elements to get to your meeting. more…
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December 4, 2018
6:00 pm - 9:00 pm
It’s that time of year! Join WIN members at the annual holiday party for an evening of laughter and good cheer as we sip cocktails, enjoy hors d’oeuvres and toast the holidays and coming year! Tuesday, December 4, 2018 6pm – 9pm Event host and location Hosted by CBRE, catered by Flemming’s Steakhouse 555 East … WIN Holiday Party – Member exclusiveRead More »