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All Events


 

Upcoming Events

Retiring the “Old Age” Story

  • May 23, 2019
    5:30 pm - 8:00 pm

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 (more…)


Finding Opportunity in Private Markets

  • April 25, 2019
    5:30 pm - 8:30 pm

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 (more…)


The New Networking: Building Relationship Capital Online and In Person

  • March 21, 2019
    5:30 pm - 8:30 pm

    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 (more…)


Find your voice and live your authentic life

  • 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 (more…)


CFA High Net Worth & Family Wealth Conference

  • 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.     (more…)


WIN Holiday Party – Member exclusive

  • 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 (more…)


Poker, Game Theory and Executive Decision-Making

  • 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 (more…)


Leading Change and Maximizing Performance

  • 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 (more…)


Pennsylvania Conference for Women – 2018 SOLD OUT

  • 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 (more…)


Social Impact Investing Today and Tomorrow

  • 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 (more…)


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Upcoming Events

  • Strategic Networking and Relationship Building
    • January 28, 2020
      5:30 pm - 8:30 pm

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