Pennsylvania Conference for Women – October 2017
The PA Conference for Women continued its mission to educate and inspire in 2017. WIN members represented 50 of the 12,000 women in attendance seeking to gain career and personal insights into topics such branding yourself to achieve career goals, authentic leadership, and power, parity, and influence.
The conference‘s special distinction: a fireside chat with Hollywood producer Shonda Rhimes and former First Lady Michelle Obama. Always well spoken, the former First Lady described her pre-White House years as a balancing act of working and raising two daughters. She credited the flexibility she had with work hours that enabled her be there for her daughters on a day-to-day basis. She also discussed her belief in instilling strength in women at a very early age by listening to them actively and encouraging them to assert their voices. In addition, she relayed the importance of taking a seat at the table – with confidence, speaking without fear – as well as her belief that diversity at the problem-solving table is crucial to decision making. Attendees were also treated to a brief video of the former President, Barack Obama, offering a wedding anniversary tribute to the former First Lady.
Smart Beta – September 2017
Summer Social – August 2017
A special thank you to our host for the 2017 Summer Social, WIN member and Program Committee volunteer, Christine Walker. Her beautiful home and garden was a wonderful setting for our annual WIN summer networking soiree. For those of you who joined us, thank you for making the evening memorable and fun.
Economic Update with Lara Rhame – July 2017
The WIN mid-year economic update with Lara Rhame, Senior Economist at FS Investments was a great success. In attendance for Lara’s engaging analysis were over 90 WIN members and FS Investments employees who enjoyed pre- and post-event cocktails and conversation at FS Investments’ offices located in the Philadelphia Navy Yard. The environment was festive and was influenced by bright and open spaces, modern art and delicious hors d’oeuvres prepared by FS Investments’ in-house chef and catering team. Lara’s delivery of economic indicators was both upbeat and succinct and included 3 takeaways: the current 2% GDP growth – which is also expected to remain the same through 2018, is the “new” 3%; business pending is key to further GDP expansion; and the financial markets have gotten ahead of fundamentals.
Forecasting Emerging Markets – April 2017
The Power of Influence – March 2017
WIN’s March 23 event, located at the Harvest Grill in Radnor, was a great success. With a focus on personal development, the event featured Sara Canuso, seminar leader and author of You’ve Always Had the Power. Sara discussed internal and external skills behaviors needed to generate positive influence, which are built upon the foundation of being comfortable with who we are and knowing what we can bring to the table. While confidence, leadership and influence lead us on the way to reaching our fullest potential, we must be mindful of first impressions that are influenced by dress, body language and posture.
Crafting a Career in Financial Services – February 2017
WIN held its 10th Anniversary celebration on February 23 with an engaging panel of women in finance professionals highlighting Crafting a Robust Career in Financial Services. Hamilton Lane graciously offered their corporate headquarters as WIN’s event venue. Alice Lindenauer, GHRO of Hamilton Lane, served as panel moderator and opened the meeting with perspectives on the state of female executive advancement in the financial services arena. Alice reported that there is a lack of role models at the top serving at executive committee and senior levels of investment firms. She highlighted initiatives to move the needle on closing the career advancement gap such as creating work flexibility, returnship programs, family support benefits, promotion and equal pay, networking, mentorship, leadership programs and targeted recruiting. A copy of Alice’s industry perspective is available here.
WIN Co-Founders and panel members, Tracy Musser of Thompson, Siegel and Walmsley and Sharon Hayman of Jackson Square Partners, provided their personal motivation stories on their career journeys and WIN’s founding in 2007. Their mission to empower women in investments throughout their careers has created a nucleus to promote professional development, industry education and networking opportunities for industry women. Panel members Cindy Axelrod of Temple University’s Fox School of Business and Tricia Rotella of the SEI Private Banking Group, also shared their stories of career growth in taking on new roles, working with mentors, and advancing their careers in going beyond comfort zones.
WIN’s Co-Founder and Co-President, Tracy Musser, highlighted her vision for WIN for the next 10 years – helping young women in finance through mentoring, continued growth in creating value for key firms and individuals in the region, and expanding WIN’s goals to include broadening the inclusion of male colleagues in the industry.
The event registered a record attendance of over 90 members, guests and women in finance college students from Temple University, Drexel University and Villanova University. Please view our photo gallery here for further highlights of the 10th Anniversary event.
Learn with Leaders: Conversation with Ellen Cooper – February 2017
On 2/1, WIN had its kickoff event of 2017. There were over 50 registrants eager to hear Ellen’s market insights and career advice.
In regards to the market, Ellen conveyed that she is feeling generally optimistic, although she expects a lot of volatility along the way. She said she is relieved that rates are where they are with inflation around 2% and unemployment around 4.7%.
Ellen gave some great advice and professional guidance to attendees. She recommended owning your mistakes; get in front of them, communicate and execute a plan to fix the mistake. She is an advocate of continuous learning and stays up on current events focusing on the three most important things that are going each day. She also noted that it is incredibly important to reflect on feedback and to be open and willing to change.