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 »

  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 »

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 »

  The 2001 movie “A Beautiful Mind” introduced game theory as a winning strategy in the game of life. Today, game theory has expanded beyond academia and into the business world. It is now used every day to help in managing risk, investment selection and team management. Annie Duke, World Series Poker Champion and author … Poker, Game Theory and Executive Decision-MakingRead More »

  With the pace of modern business, change is happening faster than ever and has become a mainstay of corporate life. Organizations with effective change management practices are 3.5 times more likely to outperform their peers, and you have an essential role to play in both managing and leading change.  It’s during these times that … Leading Change and Maximizing PerformanceRead More »