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.     (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 (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 (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 (more…)

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 (more…)

  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 (more…)

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 (more…)

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 (more…)

That the Tax Cuts and Jobs Act of 2017 will have long-reaching effects on the economy is certain.  However, policymakers, corporations, and individuals are still sorting out what those effects will be. For perspective on what could be ahead for the economy, as a result of the U.S. as well as global tax reform, come (more…)