2nd Annual Investment Roundtable DNA – Deliberate, Nimble, Active

Date:
April 28, 2026
Hosted and Sponsored by:
Location:
3749 Bridle Walk
Newtown Square, PA 19073
Cristiane Barbosa, Kaitlin Rogers, Cherish Bergandino, Arcanian Dokolli, Carla Aull & Kourtnaye Lewis

2nd Annual Investment Roundtable DNA – Deliberate, Nimble, Active

WIN of Philadelphia partnered with City of London Investment Group (CLIG) for its 2nd Annual Investor Roundtable, a conference event, held at The Ivy at Ellis Preserve, welcoming a large group of over 150 investment professionals from across the region for an afternoon centered on timely discussions shaping today’s landscape. The program featured three panels led by expert panelists covering key themes relevant to today’s market environment, including geopolitics, asset allocation, and the role of AI technologies within the institutional investment space.

The Roundtable provided a platform for thoughtful dialogue across both internal and external perspectives, with high engagement throughout. The afternoon concluded with a networking reception on site, allowing attendees to continue the conversation.

This Month's Feature Sponsor

The Haverford Trust Company

 

The Haverford Trust Company was founded in 1979 on Philadelphia’s landmark Rittenhouse Square. Since our founding, one thing has remained unchanged…our commitment to quality. Haverford has prospered for more than 45 years in a finance industry dominated by giants through our passion and adaptability. We have traditional and alternative asset portfolio offerings, OCIO solutions for institutional and ultra-high net worth clients, and experienced client support teams to ensure a robust client experience.  Read more …..

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