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Collaborative WIM

N O V E M B E R

N E W S L E T T E R

3rd Annual CWIM Global Summit: β€œConnect, Collaborate, Celebrate” 2024
Thursday, November, 2024 12:00PM - 4:30PM EST

Overview

Collaborative WIM’s final event of the year will take place on Thursday, November 7th between 12:00PM - 4:30PM EST, co-hosted by CFA Societies spanning 3 continents!

Key takeaways:

  • Gain actionable insights to guide your career journey and personal development as you gather for an inspiring virtual half-day event: the third annual Collaborative WIM Global Summit!

  • Interact with change makers who are delivering results for individuals and organizations on a global level. 

  • Engage in live discussions with your peers from your region and around the world.

Featured Speakers

  • James Rhee, Founder, Investor/CEO, Johnson Chair of Entrepreneurship at Howard University, Bestselling Author of red helicopter

  • Marina Severinovsky, Head of Sustainability North America, Schroders

Special Guests

  • Sarah Maynard, Global Senior Head, Diversity, Equity and Inclusion, CFA Institute

  • Marlene Timberlake D’Adamo, Chief Diversity, Equity and Inclusion Officer, CalPERS; Chair, CFA Institute DEI Steering Committee

  • Kathryn Valentine, Founder of Worthmore Strategies

  • Andy Molinsky, Professor, Bestselling Author, Thought Leader

  • Melissa Hahn, Intercultural Consultant, Adjunct Professorial Lecturer, Bestselling Author

  • Paul Olshwanger, Founder of Wendell Rhoads Consulting

  • Dr. Andrea L. Eisfeldt, Laurence D. and Lori W. Fink Endowed Chair in Finance, UCLA Anderson School of Management

  • Jade Scipioni, Senior Reporter and Journalist

  • Lindsey Rubinstein, Chief Marketing & Investor Relations Officer, Opus Capital

  • James Brown, Founder of Vedic Path Meditation


The Opening keynote speaker, James Rhee, is the author of a global bestseller currently ranked alongside Elon Musk's biography as one of the top two business nonfiction books on Amazon.

Collaborative WIM is honored to highlight an incredible lineup of truly outstanding industry leaders and diverse experts for your professional and personal advancement. You are encouraged to invite your colleagues for this complimentary interactive event.

Thank you to the many sponsors, friends, and allies around the world, whose vision, leadership and heart have transformed our conversations and collaborations into the CWIM global community. We extend special gratitude to our co-hosts, CFA Societies Nashville, Serbia, and Uruguay. 
 REGISTER HERE 
 AGENDA 
 SPEAKER BIOS 
 JAMES RHEE TED TALK 

PARTNER EVENTS

Quant Strat New York 2025 March 11, 2025 | Quorum at Avenue of Americas, New York

On March 11th , 2025, at the Quorum by Convene, New York, the Quant Strats community will reconvene. Quant Strats New York will bring together an unrivalled audience of professionals from data, quant, and investment functions, following the entire investment decision-making lifecycle. Last year, 63% of attendees were from the buy side!

Sign up here today to join the 350+ attendees: Discount code for 20% off: CWQS20 
 AGENDA 
 REGISTER HERE 

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!
 VOLUNTEER WITH CWIM 

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.
Learn more about the program, leadership development opportunities and outcomes. 

CWIM Connect

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

CWIM Returnships provides resources to help you fulfill your professional goals of again advancing in your career. While our focus is on returnshipsβ€”programs similar to internships, with extra training, mentorship and a cohort group to help navigate the return to workβ€”you will find a welcoming forum here to help you locate and prepare for both returner-friendly and traditional job opportunities, through a broad range of resources.

CLICK THE IMAGES BELOW TO EXPLORE FURTHER!

REPLAYS

What does it mean to have a rich life? If a β€œnever enough” mindset is holding you back from a happier and more meaningful life, you need to reimagine your relationship with work and money. Bestselling author Manisha Thakor reveals lightning rod concepts and tools for scaling back to create more time for the things that really matter. Learn how to free yourself from toxic and self-sabotaging behaviors so that you can effectively invest in both your financial health and emotional health. Uncover why less really is more.

Are you new to public speaking or looking to pursue more speaking roles? Sonya Dreizler, Co-Founder of Choir will light a fire in you, equipping you with strategies for defining your speaking profile and crafting a compelling pitch to conference organizers, committee groups, and any audience you are looking to captivate.

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. 
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Collaborative WIM
4909 W Jefferson Blvd.
Los Angeles, CA 90016
United States

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