All Upcoming Events

  • Tuesday, August 12 | 5:30 PM - 7:00 PM EDT

    The Wealth Management (WM) Volunteer Interest Group fosters a dynamic community dedicated to enhancing finance professionals' expertise, professionalism, and innovation in serving high-net-worth clients. Wealth management goes beyond investments, encompassing portfolio management, estate planning, tax strategies, behavioral finance, and risk management.

    Free | Members Only

  • Sunday, August 24 | 9:00 AM - 10:00 AM EDT

    Overview Run with us on a high-energy Running Club designed for the New [...]

    This is free for members only

  • Sunday, September 7 | 9:00 AM - 10:00 AM EDT

    Overview Run with us on a high-energy Running Club designed for the New [...]

    This is free for members only

  • Tuesday, September 9 | 5:30 PM - 7:00 PM EDT

    The Wealth Management (WM) Volunteer Interest Group fosters a dynamic community dedicated to enhancing finance professionals' expertise, professionalism, and innovation in serving high-net-worth clients. Wealth management goes beyond investments, encompassing portfolio management, estate planning, tax strategies, behavioral finance, and risk management.

    Free | Members Only

  • Monday, September 15 | 6:00 PM - 7:00 PM EDT

    The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

    Free to Members Only

  • Sunday, September 21 | 9:00 AM - 10:00 AM EDT

    Overview Run with us on a high-energy Running Club designed for the New [...]

    This is free for members only

  • Tuesday, October 14 | 5:30 PM - 7:00 PM EDT

    The Wealth Management (WM) Volunteer Interest Group fosters a dynamic community dedicated to enhancing finance professionals' expertise, professionalism, and innovation in serving high-net-worth clients. Wealth management goes beyond investments, encompassing portfolio management, estate planning, tax strategies, behavioral finance, and risk management.

    Free | Members Only

  • Monday, October 20 | 6:00 PM - 7:00 PM EDT

    The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

    Free to Members Only