A U G U S T

N E W S L E T T E R

This month, we proudly celebrate the 5th anniversary of CWIM

— a powerful milestone that reflects the strength of our global network and the impact of shared purpose. What began as a grassroots effort among CFA societies has grown into a dynamic global movement advancing opportunity, expanding access, and elevating excellence across the investment industry. We’re deeply grateful to the dedicated volunteers, society leaders, and allies who continue to champion this work and move #cfawomen forward.

As we look ahead, we remain committed to shaping a more inclusive future — one where talent rises, leadership reflects the full spectrum of our industry, and opportunity knows no boundaries.

September 10th, 2025 12:00 PM ET

Fear and anxiety are powerful forces — but they don’t have to define you.

Beyond the fear of failing or not fitting in, we face pervasive everyday fears triggered by problems and issues in the world around us, like climate change, pandemics, and wars that often manifest as depression, melancholy, anxiety, and stress. Without managing these lingering fears properly, you risk further physical and emotional damage, keeping you from living a fully functioning and happy life. In this Live Q&A session with Mary Poffenroth, author of Brave New You, uncover “neurohacks” that will help you master everyday fear and anxiety.

Don’t miss out on step‑by‑step instructions for building a practice to manage stress and anxiety. Whether in the boardroom, during transitions, or in daily life — reclaim a greater sense of purpose, peace, and power.

Uncover simple, powerful steps towards healing.

Ask questions and get answers to what-if scenarios in a LIVE Q&A with Poffenroth. You are encouraged to invite your colleagues for this complimentary interactive event.

PARTNER EVENTS

September 17th, 2025 5:30PM-8:00 PM Hybrid-CFA Society NY

Collaborative WIM is proud to partner with CFA Society New York to help bring together voices for their upcoming event, “Women in Finance,” on June 17 — a conversation featuring trailblazing leaders across the investment world.

Their stories are powerful, their insights are real, and their leadership is exactly what this industry needs more of. If you're looking for inspiration, perspective, and practical takeaways — join us, wherever you are.

In-person or virtual

Open to all — not just women!

Quant Strats Europe

The Premier Event for Quantitative Investment Thought Leaders

14 - 15 October 2025 | Convene 22 Bishopsgate, London

With the world of quantitative finance evolving at a breakneck speed, the question is no longer if firms should integrate it into their systems — but how to lead with it. Quant Strats 2025 is Europe’s industry leading event uniting over 600+ quants, portfolio managers, data scientists, academics, regulators, and more to explore the full spectrum of quantitative strategies. The newly released 2025 agenda features fresh insights, timely discussions, and next-generation content designed to address the most pressing challenges and opportunities facing the quant space. Across two informative and interactive days full of thought-provoking sessions and expert masterclasses, you’ll deep dive into cutting-edge modelling techniques, the intersection of AI and quant, and the innovations driving alpha in today’s markets.

Exclusive CWIM discount code - QS25-CWIM

Fixed Income Leaders Summit 2025

14 - 16 October 2025 | Amsterdam

We are delighted to announce that we are partnering with Fixed Income Leader Summit, Europe’s biggest buy side fixed income conference!

Following an incredible sell-out event last year, this year's event in October (14 – 16) looks set to be even bigger and better! Hear from 100+ industry-leading speakers and join 50+ interactive sessions alongside an audience of 1,200+ senior fixed income professionals.

You can save 10% by quoting FILSCWIM10 when registering online now. Buy side can register for free.

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

We are expanding our committee! 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.

CLICK BELOW TO EXPLORE FURTHER!

REPLAYS

THANK YOU

Collaborative WIM is a women-founded and volunteer-led 501(c)(3) charitable nonprofit organization, with no employees.

Thank you to the generous leaders of the finance industry who share our vision for a better, more inclusive world and work tirelessly alongside us to make it a reality.