All Events
Upcoming Events
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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 »
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November 14, 2018
5:30 pm - 8:00 pm
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 »
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October 25, 2018
6:00 pm - 9:00 pm
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 »
Venue: Brandywine Global Investment Management
Venue Phone: 215-609-3500
Venue Website: http://www.brandywineglobal.com
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Parking Information Link: Click here more…
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October 12, 2018
8:00 am - 8:00 pm
One of the top benefits of attending the Pennsylvania Conference for Women is the opportunity to get to know others empowered dedicated to making a difference. The benefits are compounded when others share professional interests and goals. That’s why now is the perfect time to reserve your seat at the WIN table for … Pennsylvania Conference for Women – 2018 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, 2018
5:30 pm - 8:00 pm
Over the past two years, funds with an intentional ESG mandate increased by 42% for a total of 273 funds as the industry competes to access the next generation of wealth.* As an array of options hit the market, we can benefit from gaining a deeper understanding of the ways to maximize investment returns as well … Social Impact Investing Today and TomorrowRead More »
Venue: Hartford Funds
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Directions to Hartford Funds more…
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August 22, 2018
6:00 pm - 8:30 pm
Catch up with friends and make new contacts during a highlight of WIN’s schedule, our Summer Social. A WIN member will open her lovely home in Wayne to WIN members once again, providing the perfect backdrop for the festivities. As always, bring your appetite, as there will be a delicious array of food and beverages … Annual Summer Social – Member Only EventRead More »
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July 12, 2018
6:00 pm - 9:00 pm
In all markets, but especially during periods of volatility, investors can let their worries and fears drive their decisions. The intensity of these emotions and disconnection from rational thought can cause investors to make changes to their portfolios that negatively impact their long-term outcomes. Join us to learn how tapping into behavioral finance can help … Behavioral FinanceRead 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…
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June 14, 2018
6:00 pm - 9:00 pm
Exchange Traded Funds (ETFS) have captured advisors’ and investors’ attention and their assets. ETFs have exploded in the past decade to reach over $5 trillion globally in assets under management growing on average by 24% year after year. How have they evolved since they became available? Come to this educational session to learn abut industry … ETF Momentum: The Accelerated Use of Exchange Traded FundsRead More »