Wharton Investment Managers Group (WIMG)

 

Chair (Open)
Interested alumni volunteers should complete the volunteer application and submit Gabriela Sanchez, the Club’s Administrator at gsanchez@whartonny.com along with a resume and clearly indicating which volunteer position is of interest.

Affinity Group Vision & Goals.
Most Investment Managers are small, entrepreneurial and geographically dispersed firms, or teams that are part of larger organizations but operate independently. Such organizations face an element of content scarcity and intellectual isolation. WIMG aims to address such issues by creating a group whose membership can interact and discuss their business issues in a safe harbor setting.

Who Is Membership Open to?
Wharton alumni who are investment advisors in their own firms or fee based wealth management financial advisors who operate their own teams within large firms.

What Are the Benefits of Membership?
The group aspires to be:
  • Safe Harbor to discuss business issues and get best practice ideas.
  • Forum to get practice management ideas.
  • Forum to get investment updates.
  • Focused membership insures that we can have better “deep dives” into topics that are relevant.
Why this group is different from others that already exist (e.g. NAPFA Chapters etc).
  • All-Wharton members will encourage better content and thought leadership.
  • Marquee membership will enable us to attract better quality presenters.
  • Focused group size allows members to know each other better and hence fosters a better safe-harbor environment.
Meetings and events are invitation-only and WIMG members who have a paid Wharton Club of New York (WCNY) membership attend events at discounted prices.

For more information on WNCY membership, see Join/Renew Membership.

What Types of Activities Does WIMG Plan to have?
The group plans to hold about eight events a year covering such topics as: Investments and Investment software and tools, Best Practices in Taxes, Trust and Estate, Marketing, and Compliance. Typical events will be structured as professional discussion groups rather than sit-and-listen events or networking evenings.

For more information on the other Affinity Groups of the Wharton Club of New York, please visit the Affinity Groups page.