The Rules of Negotiation – January 2018
Hamilton Lane hosted an incredibly insightful and sold out 100+ person event “The Rules of Negotiation” last Thursday. Alice Lindenauer of Hamilton Lane’s Global Human Resources Group kicked off WIN’s fist event of 2018 and noted that all registration proceeds from the event went toward Girls Who Invest. The total donation amount was over $1,400 which will aid in their mission to increase the number of women in portfolio management and executive leadership in the asset management industry.
Event speakers, Senior Corporate Counsel Laura Warren and Corporate Counsel Kristin Jumper provided four clear steps for attendees to consider when negotiating professionally and personally. Key steps are below with one point noted for your review:
1) Prepare: Identify your “must haves” and list your objectives.
2) Propose / Discuss: Be clear, listen carefully, ask questions and identify opportunities for mutual gain.
3) Bargain: Conserve your concessions. Don’t give too much away too soon and don’t be afraid to say “no.”
4) Agree: Summarize results to confirm agreement and memorialize them in writing.
Laura and Kristin also noted that the way you say it is almost as important as how you say it. The two rounded out the conversation by stressing the importance building relationships with negotiating counterparts to engender trust and positivity.
All attendees received a WIN notebook and WIN pen!
WIN Annual Holiday Party – December 2017
The holiday season is the perfect time to celebrate your professional and personal accomplishments for 2017 and look ahead to where you want to go in 2018 and beyond. Attending the WIN Holiday Party at Fleming’s Radnor is a great way to do both.
Enjoy delicious bites and wine, a festive atmosphere, and, most importantly, the company of WIN members.
Blockchain and Investment Opportunities in Digital Currencies – November 2017
On Thursday, November 16 SIG hosted the Women in Investing Network at their offices in Bala Cynwyd with a popular and engaging topic – “Blockchain and Investment Opportunities in Digital Currencies”. This topic attracted a diverse audience as WIN members were joined by male colleagues and new or aspiring members. The crowd of well over a hundred was introduced to Blockchain by Tom Alex a Principal Consultant and Director of Technology at Meradia Group. Tom helped us gain a greater appreciation for the relatively simple but difficult-to-conceptualize technological underpinnings of blockchains in general and how this technology makes crypto-currencies, like bitcoin, possible. Stacey Gilbert, Head of Derivative Strategy for SIG, picked up the conversation delving into investment opportunities and, in particular, the opportunity and magnitude of the digital currency market. We were all impressed (and somewhat astounded) by the size and growth of the digital currency trading market. We went well-beyond our planned end-time as audience members peppered our presenters and other members of SIG’s technology team with questions. We thank SIG for their generous hospitality and all their efforts to make this fantastic event a reality.
SIG was proud to welcome the Women in Investing Network of Philadelphia to our headquarters. Over 100 guests and SIG employees enjoyed a catered reception, networking, and talks on blockchain and cryptocurrency. Our own Stacey Gilbert shared her knowledge of how blockchain technology is applied to cryptocurrencies like Bitcoin and Ethereum. Thank you to everyone who joined us!
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.