Upcoming Events

    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…)

Asset owners look to private markets for alpha and consistency.  Indeed, this area of investments has experienced significant growth over the last decade.  Many believe that private equity, the largest private asset class, will continue to outperform public markets.  What are private markets?  Co-Investments? Direct Investments?  What themes can we derive from the private equity (more…)

WIN Golf Social, with CFA Society of Philadelphia hosted by Join us for a fabulous afternoon at this beautiful private club with activities and networking for golfers of all skill levels. Choose the golf experience the matches your interest level: 9 holes of golf, a clinic with 4 holes, or a golf introduction workshop and (more…)

  Digitalization is disrupting the retirement landscape and creating new delivery models for investors. Digital self-service decreases demand for in-person services but increases demand for more personalized marketing and reporting.  This session will discuss how the digitalization trend is impacting retirement plan services. Speaker, Jamie Ohl Event information and registration coming soon. (more…)

A time-honored WIN tradition enabling members to celebrate the summer season with delicious food and cool cocktails.  A wonderful opportunity to make new friends and catch up with old ones. Event information and details coming soon. (more…)

      Stocks and bonds alone may not be enough to provide investors with returns and diversification necessary to meet their objectives.  Alternative, non-traditional investments tend not to be correlated with the performance the broader stock market thereby providing a hedge to other market investments.  Institutions include them in their asset allocation but what (more…)

    Lean in at a WIN table for the annual PA Conference for Women.  The conference includes a full calendar and spectrum of sessions that will inspire creativity and action both personally and professionally.   Tickets are only available to 2019 WIN members and 2019 Corporate Sponsor Employees.  WIN reserves the right to cancel (more…)

is a global quantitative trading firm with a strong entrepreneurial mindset and a disciplined, unique approach to decision making.   Likely topics include the intersection between computer driven technology and decision making, algorithmic trading or trends in cryptocurrencies. Event information and details coming soon. (more…)

Event details and registration coming soon. (more…)