M A R C H

N E W S L E T T E R

Have you connected with CWIM in your town? Recently, CWIM Committee Chairs Amrita Tiwari, CFA, and Nancy Vailakis shared a meal in New York City. Have you connected with CWIM in your town? Recently, CWIM Committee Chairs Amrita Tiwari, CFA, and Nancy Vailakis shared a meal in NYC.

Tuesday, March 17, 12:00-1:00 pm ET

Redefining Success- On Your Own Terms

In this installment of An Honest Conversation, we are honored to welcome Marcia Page for a candid, moderated fireside chat exploring the pivotal moments, decisions, and instincts that shaped her career as an investor, leader, and founder.

Marcia will share the moments that changed her trajectory: when she realized she was capable of more, how she learned to trust herself before certainty existed, and what it really takes to step into risk.

Designed for professionals navigating careers in finance and investing, this session offers perspective, clarity, and reassurance for anyone questioning whether their path has to be linear to be successful.

What You’ll Gain

• Confidence to trust your instincts even when the next step isn’t obvious

• A healthier perspective on risk and how it evolves over time

• Insight into starting again after success and why reinvention can be powerful

• Real examples of leadership growth shaped by experience, not perfection

• Permission to step off a narrow path and define success on your own terms

Tuesday, March 24, 1:00-2:00pm ET

Join us for CWIM Connect: Inner Peace, Outer Success, a transformative session designed to help high-achieving professionals unlock clarity, focus, and sustainable performance. Mindset and high‑performance coach Adrienne Grace, CFA will guide us through the powerful inside‑out approach to success—why slowing down accelerates results, how meditation sharpens decision‑making, and how mastering your inner world creates a true competitive edge. Don’t miss this opportunity to elevate both your well‑being and your impact.

CFA Society New York: Wednesday, March 18th, 5:30pm-9pm ET

We’re thrilled to share that CWIM Content Committee Chair Amrita Tiwari, CFA, will be speaking at the upcoming CFANY Defense Tech Investment Forum. 

FEATURED PROGRAMS

Expand Your Network and Make an Impact

We are a passionate team that believes in the ideals of inclusion and equity, and in tangible, positive change.  Expand your professional network and join a committed community of finance leaders of all backgrounds, who are focused on making an impact!

CWIM Ambassador Program

We are proud to introduce the CWIM Ambassadors Program, with goals to further relationships and increase awareness of CWIM's mission- creating opportunities for individuals and local networks to collaborate on a larger scale and achieve greater, together.

CWIM Connect: Coaching Series

With CWIM Connect, you'll have the opportunity to meet like-minded finance professionals from all backgrounds, seniorities, and specializations. Our inclusive and welcoming environment is designed to foster meaningful relationships that can help to advance your career, while expanding your professional and personal networks.

CWIM Returnships

Women like yourself who have taken a career break often find it challenging to return to the workforce in a similar role. CWIM Returnships provides resources to help you fulfill your professional goals of again advancing in your career. CWIM believes that support networks are fundamental to career success. Our mentorship program, as well as inclusive space for women in this stage of their career journey to build their own communities, are open to all who are interested.

CWIM University Relations

As a student interested in a career in the investment industry, you seek to complement your studies with real world experiences. The University Relations initiative at Collaborative WIM aims to support and engage students, educators, and young professionals in the world of finance and investing. You can connect your academic and industry activities through mentorship, knowledge-sharing, and professional development with in-person and virtual events.

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REPLAYS

THANK YOU

Collaborative WIM is a women-founded and volunteer-led 501(c)(3) charitable nonprofit organization, with no employees. Thank you to these generous leaders of the finance industry who make our efforts possible.