Business Management, Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming

Business Management Group Meeting

November 20, 2023 | 6:00 PM - 7:30 PM

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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.

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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, please join our LinkedIn Group.