All Events
Upcoming Events
- September 13, 2017
6:00 pm - 8:30 pm
You’ve probably heard the term “smart beta” tossed around by colleagues and clients. But what does it really mean? And how can you apply it to benefit investors? Find out at WIN”s September 13 event, where a panel of investment experts will share how the investment strategy works, how it’s changing the active investing (more…)
- August 16, 2017
6:00 pm - 8:00 pm
Join us for a time-honored WIN annual tradition, our Summer Social. Time to network with friends, make new acquaintances and celebrate the summer season! We will enjoy the warm hospitality of one of our WIN members, Christine Walker. As typical of our events, there will be a generous supply of food and beverages. We (more…)
- July 12, 2017
7:00 pm - 9:00 pm
Event Phone: 215-339-0100
Lara Rhame, Senior Economist, Fund Strategy, FS Investments Please join us in July for a mid-year economic update from FS Investments’ Senior Economist Lara Rhame. Lara will discuss long-term trends in the U.S. economy, the challenges and opportunities they present for investors and what near-term economic indicators may imply for the future. FS Investments will (more…)
- June 29, 2017
7:00 pm - 9:00 pm
Ticket sales closed Wednesday, June 28 at 12:00 pm Join WIN on Thursday, June 29, for an event that hits the heart of our core purpose-to bring women in the investing field together so that we can learn from and support each other through professional and personal growth. Two experts from SEI, a firm known (more…)
- May 10, 2017
6:30 pm - 9:00 pm
Whether it’s speaking to a few key decision makers in a board room or giving a Ted Talk-style speech to a packed auditorium, presenting your message effectively creates impact that can propel you forward. Perhaps you raise the profile of your latest project or spark a senior leader to see your promotion-worthy potential. (more…)
- April 18, 2017
7:00 pm - 9:30 pm
With change the only constant when it comes to emerging markets, staying on top of what’s happening and how it affects the investing environment is crucial. Both asset flows and returns can shift quickly based on whether conditions are sunny-a surging economy, stable government-or stormy-economic upheaval, natural disasters, corrupt political structures. Get some expert guidance (more…)
- March 23, 2017
7:00 pm - 9:30 pm
Event Phone: 484-584-4975
Sara Canuso, certified seminar leader and author of You’ve Always Had The Power! will share practical tools that inspire confidence, provide clarity and ignite the power to achieve our fullest potential. Sara will also discuss avoiding hidden challenges that might inhibit the ability to influence, demonstrate how to exhibit leadership with indirect authority and create (more…)
- February 23, 2017
6:00 pm - 8:30 pm
Celebrate 10 years of WIN with this event, which presents an opportunity to learn from the successes of these women leaders in the investment industry. WIN cofounders Tracy Musser of Thompson, Siegal & Walmsley, and Sharon Hayman, Jackson Square Partners, will be joined by Patricia Rotella McDonough, SEI, and Cindy Axelrod, Temple Fox School of (more…)
- February 1, 2017
6:00 pm - 8:00 pm
Event Phone: 484-583-6000
Gain market and professional development insights from one of the most successful professionals in the investment and insurance industry—Lincoln Financial Group CIO Ellen Cooper. From insights on the macro economy and investing to professional development and strategic communication, Ms. Cooper offers WIN members the opportunity to learn from her on February 1. Moderators Maria Ma (more…)
- WIN Annual Holiday Party
December 1, 2016
6:00 pm - 8:00 pm
Event Phone: 484-344-5668
Please join us as we kick off the Season and celebrate a fabulous, fun and content-filled 2016 among members and their guests. Southern Cross is known for its delectable Southern Cuisine and festive ambiance during the holidays. We have a private section for our group and will enjoy cocktails, special treats, desserts, and coffee. Looking (more…)