Wait! A Note on Registration:
We’ve launched Cvent—our new events platform!
Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.
I don’t have a CFA Institute account
- No problem! You’ll have the chance to create one prior to registration.
I already have a CFA Institute account
- Great! Be sure to use your existing credentials at registration.
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 firstname.lastname@example.org or join our LinkedIn Group.