All Events
Upcoming Events
- June 11, 2020
4:30 pm - 5:30 pm
We are pleased to invite you to the much-anticipated new members only virtual WIN happy hour. You may recall that we had to postpone our in-person happy hour at the beginning of the social distancing mandate; given the continued uncertainty around social gatherings we have decided there is no time like the present to get together virtually. (more…)
- June 6, 2020
9:30 am - 10:30 am
We loved catching up with the WIN community over our first virtual coffee hour! Measured by our attendance and positive feedback, it was a success! Thank you for the many thoughtful suggestions for future virtual coffees. We will use them to shape our agendas moving forward. In particular, we heard the overwhelming interest in having more (more…)
- May 21, 2020
4:30 pm - 6:00 pm
Now that you know the inside scoop on how to look, sound and feel more confident using camera angles, lights, and other tools, it’s time to get down to business! WIN is excited to offer the second part of a webinar with Dr. Laura Sicola, Founder, Vocal Impact Productions. In this webinar, you’ll discover (more…)
- May 14, 2020
4:30 pm - 5:30 pm
LinkedIn has really changed. Today it takes strategy, research, insight, clarity, and focus to optimize your profile and connections on LinkedIn. In this workshop, our presenter, Anne Pryor, will share techniques to create an impactful, branded LinkedIn profile that will help you find and create meaningful connections to grow your business (more…)
- May 2, 2020
9:30 am - 10:30 am
WIN is continuing its member only Saturday networking event and hosting a virtual coffee hour on May 2. Please mark your calendars for 9:30- 10:30 am, bring your coffee and Saturday attire. Investment professional Natalie Marvi-Romeo and career coach Maxine Dotseth will lead the discussion on the workplace shift and how it has impacted our careers and personal lives. (more…)
- April 23, 2020
4:30 pm - 6:00 pm
As we are all learning to embrace Zoom, WebEx and other video conference capabilities that are replacing the way we “meet” due to social distancing, we all have questions and concerns – questions and concerns that admittedly, we may feel awkward talking about. To address some of (more…)
- March 7, 2020
9:30 am - 10:30 am
If you would like to be added to the wait list please email [email protected] WIN and SEI is hosting a career management follow-up to our successful January event focused on networking and strategic relationship building! We invite you to join us for an informal discussion on how P.I.E. (Performance Image and Exposure) can impact our (more…)
- February 27, 2020
5:30 pm - 8:30 pm
Fewer, Shorter, Better: How to Present When Every Moment Counts “If ever there were easy times for asset management sales and distribution professionals, those days are long gone.” Greenwich Associates opened their report on Best Practices in Institutional Distribution with that statement in 2014. Anyone think it has gotten easier since then? Most of us (more…)
- January 28, 2020
5:30 pm - 9:30 pm
This event is sold out, to be placed on the wait list please email Colleen at [email protected] Networking isn’t always at the top of our to-do-list. It can be both rewarding and sometimes awkward. Depending upon your personality, you can be a natural connector or feel challenged to reach out beyond your comfort zone. But (more…)
- December 4, 2019
6:00 pm - 8:30 pm
It’s that time of year and the WIN holiday social is here! Please join your fellow WIN members as we come together to celebrate the season, reflect on 2019 and look ahead to 2020. December 4, 2019 6:00 – 8:30 pm Flemings Prime Steakhouse and Wine Board (more…)