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Feb 28 | New York – Personal Wealth Management Series & WIN Wednesday

The PEWIN New York Chapter is excited to launch our Personal Wealth Management Series at our February WIN Wednesday in partnership with Proskauer! This series, which kicked off in Boston in 2023, reflects the reality that while our members spend hours investing billions of dollars on behalf of millions of beneficiaries, they often lack the time to navigate the complexities of their own personal finance and wealth planning.

During this series, we will address key aspects of personal wealth management. Our first NY session will focus on Estate Planning Essentials. Registered attendees will be surveyed in advance on the topics that will be the most impactful including:

Our group discussion will be led by Stephanie Heilborn, Partner and Member of the Executive Committee at Proskauer whose passion is working with women on their estate and wealth planning. A casual networking session will follow our program. We hope to see you there.

Thank You Proskauer!

February 28, 2024
Wealth Management Session: 5:30 – 6:45 p.m. ET
Networking: 6:45 – 7:30 p.m. ET
Proskauer, 11 Times Square, New York, NY 10036
Registration Fee
$25 for Institutional Limited Partners | $50 for All Others

For any questions about the event, please contact April Meyer at .

New York Committee
Anna Dayn, New End
April Meyer, Circle b Advisory, LLC
Caryn Feinberg, Probitas Partners
Lisa Lee, PSG & Providence Equity
Stephanie Park, Apogem Capital
Susan Soh, GrowthCurve Capital

Jan 24 | New York – WIN Wednesdays Return with GEC Info Session and Cocktails

The PEWIN New York Chapter is excited to announce the return of our monthly WIN Wednesdays in 2024!

We will kick off the year with a unique opportunity to convene at the offices of Trilantic North America for an exclusive PEWIN information session about The Gender Equity Consortium (“GEC”), an annual gathering of action-driven stakeholders who are willing to take responsibility as individuals, organizations, and industry to effect meaningful and measurable increases in gender equity within the private markets.

The GEC, which is based on data-driven methodologies that emphasize awareness, action & accountability, is now open to expanding its roster of private market firms for its Q2 2024 event. The information session will feature an overview of the GEC research led by Dr. Punam Keller, the Charles Henry Jones Third Century Professor of Management at the Tuck School of Business at Dartmouth College as well as what to expect from the GEC event, now in its second year.

Cocktails and PEWIN Networking will follow at 5 p.m. PEWIN members are invited to attend the information session or cocktails — or both, all complimentary! Please indicate your plans when you register. Thank you to Trilantic for hosting us! We hope to see you there.

WIN Wednesdays and GEC Information Session

January 24, 2024
GEC Info Session at 4:00 p.m. ET
Cocktails from 5:00 – 7:00 p.m. ET

399 Park Ave, 39th floor, New York, NY