New York City

We welcome women from all segments of the retirement industry and at all career stages. By affiliating yourself with the New York Regional Chapter of WiPN, you will be able forge new connections at the local level and participate in professional development and networking opportunities throughout the year.

All June in-person WiPN chapter and national events are being postponed. Webinars are continuing as scheduled. Thank you for your understanding.

Upcoming Events

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Recent Events

October 7, 2019 – Women and Investment Habits

On October 7th, Monica Elvira of PIMCO and Lydia Jun of J.P. Morgan organized and hosted the last WIPN NYC Chapter of the year to unite women across generations and industries around the topic “Women and Investment Habits”. Alison Cooke Mintzer, Editor-in-Chief, of PLANSPONSOR moderated a panel featuring top female leaders within the finance sector, Christine Long, Head of Defined Contribution Marketing at PIMCO, Maura Coolican, Managing Director, Head of Retirement at Morgan Stanley and Samantha Azzarello, Global Market Strategist, at J.P. Morgan.

The interactive panel provided a fresh and candid look on this subject which is often raised by financial professionals.The audience learned the cultural shifts of investing responsibilities within the traditional household and discussed why women tend to shy away from investments. The panel discussed the technological and legislative developments in the space to encourage investing.

Personal stories of women from and outside the retirement industry about their understanding of money were shared during the panel and networking over drinks and light appetizers. Importantly, panelists and audience offer solutions for taking ownership over personal budgeting and finances, such as the Employee Assistance Program. The panel was coordinated through the support of Serendipity Labs, Sing for Hope, J.P. Morgan Asset Management and T. Rowe Price.

3rd Annual “Cruisin’ for a Cause”

On Wednesday, July 24th, the New York City chapter of Women in Pensions Network celebrated the summer on a sunset boat cruise on the Hudson. Lydia Jun of J.P. Morgan Securities, Monica Elvira of PIMCO and Val Ferrara of Wilmington Trust organized the 3rd annual co-ed Women in Pensions NYC’s “Cruisin’ for a Cause”. The 80 attendees from the retirement industry raised money as well as shared awareness around the two nonprofits, Restore NYC and 4.01k Race for Financial Fitness™ – New York City.

The following firms kindly sponsored the gathering: American Century, BlackRock, J.P. Morgan Asset Management, Franklin Investments, Lord Abbett, MassMutual, MetLife, T. Rowe Price and Wilmington Trust.

If you’d like to get involved with Restore NYC, visit www.restorenyc.org or contact Fay Sardjono (fay@restorenyc.org) or Elizabeth Kim (elizabeth@restorenyc.org). One exciting opportunity to highlight is their 10th Anniversary Freedom Gala, which will take place on September 12 at Pier Sixty. If you’d like to get involved with 4.01k Race for Financial Fitness™ – New York City, please visit www.401krace.com or contact Allie Rivera (arivera@srg-consulting.com).

   

Women in Finance Delivering Social Impact – May 8, 2019

The New York City chapter of Women in Pensions Network hosted by Monica Elvira and Lydia Jun welcomed women from various industries at P.S. Kitchen to moderate a panel of inspiring women who give back to the community of New York City and across the world. We were fortunate to hear April, Barbara and Sylvia walk us through their missions, share the impact of their volunteering, discuss the challenges that can arise and determine which organization is the best fit for us. We also had the opportunity to network over lunch and share experiences of other nonprofit organization and their involvement in the NYC area.

The “Women in Finance Delivering Social Impact” event featured the three female executive panel:

  • April Tam Smith, Managing Director of Equity Derivatives – co-founder of P.S. Kitchen, a vegan restaurant which donates 100% of its proceeds to nonprofits including Restore NYC, Justice Rising, ShareHope and Sing for Hope
  • Barbara Delaney, Principal, StoneStreet Advisor Group – a teacher of a financial literacy class at Aquinas High School in Bronx, NY
  • Sylvia M. Alvariño, Director of the Americas, Insurope Services, Inc. – a board member of Trekking for Kids, a non-profit focused on organizing purpose-driven treks

 We’d like to extend our thanks to the following sponsors: OppenheimerFunds Alger, ADP, and Janus Henderson Investors.

March 28th: Washington Update and Networking over Coffee with Brian Graff

The New York City chapter of Women in Pensions Network hosted by Monica Elvira and Lydia Jun welcomed forty women from various parts of the retirement fund industry at the J.P. Morgan’s board room. The audience listened to Brian Graff, CEO of the American Retirement Association, provide updates from Washington D.C. The audience had many questions and considerations around the policies in discussion which included the proposed Wall Street Tax Act and Multiple Employer Plan bill. Transamerica sponsored coffee and snacks as the professional women interacted and exchanged contact information and learned more about each other’s professions in the retirement fund industry.

 

NYC 2018 Cruisin’ for a Cause

The NYC chapter of the Women in Pensions Network hosted its second annual “Cruisin’ for a Cause” gathering on the afternoon of July 11th. Co-hosts Lydia Jun of JPMorgan Securities and Val Ferrara of Wilmington Trust accommodated over 90 guests on a privately-chartered cruise around the Statue of Liberty. The co-ed audience raised a little over $500 for the nonprofit Nassau County Police Department (NCPD) Foundation.

Alger, Amundi Pioneer, BPAS, Columbia Threadneedle, Dimensional Fund, Federated, First Eagle, Hartford Funds, Lord Abbett, LeggMason, MassMutual and T. Rowe Price kindly sponsored this boat cruise.

May 1st: Communication Coaching at Rockefeller Center (Recap)

Forty-five women in the retirement fund industry enjoyed an afternoon gathering hosted by the New York City chapter of the Women in Pensions Network on May 1st. NYC Co-Chairs Lydia Jun of JPMorgan Securities and Val Ferrara of Wilmington Trust kicked off the event, which was was held at Lazard’s Rockefeller Center office and focused on professional speaking skills. Executive communication coach Jayne Latz led an engaging and interactive session, sharing several practical tips to establish a polished presence every time you introduce yourself.

After the formal professional development session, attendees had the opportunity to network at The Skylark, enjoying one of the first warm evenings of the year and a beautiful view of New York City. Lazard, Prudential, T.Rowe Price and Sentinel Benefits kindly sponsored this event.

 

WiPN Wine Tasting Event in NYC

NYC Regional chapter leaders, Lydia Jun and Val Ferrara hosted a successful event for wine tasting and networking.  We had 32 attendees, including 6 co-sponsors.  We received praised for the venue choice from the attendees, and much appreciation from the co-sponsors that they were included and they eagerly offered to help more throughout the year.

WiPN NYC “downward dog” for Breast Cancer Research

On Wednesday, Oct 25, WiPN’s New York City chapter, held a yoga and networking event to honor breast cancer awareness month.  There was a Yoga class which we asked for suggested donations to Breast Cancer Research, and then a networking event thereafter which was co-sponsored by a few DCIO partners.  This was our 4th event of the year, which signifies our last event, as our target was quarterly events; each incorporating a philanthropic mission or personal development session.

The New York City chapter, led by Lydia Jun of PenChecks Trust and Val Ferrara of Wilmington Trust. Previous events this year included a wine tasting networking event at the Lambs Club; a networking luncheon with guest speaker, Ann Ackerley, head of BlackRock’s DC Team which we asked for contributions of used/like new suits for Dress for Success charity; and a co-ed networking summer boat cruise around Manhattan where we asked for non-perishable donations for a local food bank.  Lydia and Val will continue co-chairing the New York City chapter of the Women in Pensions Network in 2018.

WiPN NYC goes cruisin’

On Wednesday, July 26th, WiPN’s New York City chapter, celebrated the summer on a sunset boat cruise on the Hudson. The co-ed 80 person gathering was organized by NYC co-chairs, Lydia Jun and Val Ferrara, and successfully raised money and food donations for nonprofit, Fiorenza’s Food for Friends. The event’s attendees and its eight sponsors enjoyed great weather and fun! The New York City chapter is looking forward to its October 4th event, Cancer Awareness Yoga, followed by Wine and Cheese.

The attendees raised $200 and 50+ pounds of food donations which were brought to the Dwelling Place food bank in midtown Manhattan.  For more information on Fiorenza’s Food for Friends please visit: www.f4service.org

Another big thank you to our sponsors, as without them we could not have pulled off such a great event.  We credit the perfect weather to them as well!  We have listed their names below with sincere gratitude for joining and contributing to the event.

  • Lisa Buffington, Prudential
  • Steve Cronin, Federated
  • Jerry Giovinazzo, John Hancock
  • Jason Greenberg, CUNA
  • Tim Harkleroad, DB
  • Chris Hewitt, PNC
  • Lydia Jun, PenChecks
  • Jeff Liwacz, Empower
  • Jonathan Wilkinson, T. Rowe Price

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