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Business Management Group Meeting

February 22, 2022 | 6:00 PM - 7:30 PM

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Group Description

The Business Management Group focuses on non-portfolio management issues confronting the COO and other leaders within money management firms, such as how to successfully launch and operate a business. These issues include, business planning, capital raising, enterprise technology, compliance, market trends, cybersecurity, human resources, selection of; fund administrators, accountants, lawyers and prime and executing brokers, etc. The BMG’s goal is to understand the business and other risks associated with running a money management, while serving as a bridge between the buy and sell sides.

If you would like to participate in this group, attend industry events and networking opportunities, or to be added to the Business Management distribution list, please contact us at bmig@cfany.org or join our LinkedIn Group.

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