Upcoming Events

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…)

Gender lens investing strategies incorporate benefits to women and girls into analysis and decision-making.  Its goal is to profitably invest in firms that help advance gender issues and equality without sacrificing financial returns.  Please join us for a panel discussion on the impacts and opportunities of Gender Lens Investing.   Additional program information forthcoming. (more…)

Macroeconomic trends impact many facets. From the profitability of our industry, growth of personal assets and the political landscape. What does the outlook look like for 2020 and beyond and what is behind it? Additional event details and registration information coming. (more…)

A servant leader shares power, puts the needs of the employees first and helps people develop and perform as highly as possible. Learn how putting both a team and the customer first can benefit your business.  Rhonda Cook, Chief Risk Officer and graduate of the US Military Academy at West Point will share her perspectives (more…)

You mindset matters – the right balance of confidence and drive can position you to lead through all types of changes.  Tools and techniques for navigating change, collaborating in team situations, and reframing challengers can be a springboard for building a growth mindset.   Additional details about this event forthcoming. (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. Registration is open members holding a current 2020 membership. (more…)

Elections and policy changes can have a significant effect on the nation’s economic climate. In this session, we’ll offer a Presidential election outlook, as well as evaluate how recent policy updates, such as ESG disclosures, activist investing, and Board diversity, can influence the investing landscape.   Additional event information and date forthcoming.   (more…)

Finance industry experts are increasingly touting the benefits of design thinking as a tool to adapt to changing customer demands. Learn how human-centric approaches can help you address business, organizational and interpersonal challenges. (more…)

SIG is a global quantitative trading firm with a disciplined, unique approach to decision making. This session will focus on finding new ways to invest. (more…)