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

Janney Montgomery Scott

 

Janney Montgomery Scott is a leading wealth management firm with a nearly 200-year history of helping individuals, families, businesses, and institutions pursue their financial goals. Our mission is to empower lives through financial advice, providing personalized guidance and comprehensive capabilities to help clients navigate their financial lives with confidence.   Read more …..

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