Business Management, Committee Meeting, Free for Members, Interest Group Meetings

Business Management Group Meeting

December 16, 2019 | 6:00 PM - 7:30 PM

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Group Description

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. These issues include, business planning, enterprise technology, compliance, market trends, human resources, selection of; fund administrators, accountants, lawyers and prime and executing brokers, etc. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.

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Sponsorship Overview

A fundamental objective of CFA Society New York is to encourage the pursuit of high standards of ethics and professional conduct, and to promote integrity and professionalism throughout the financial investment industry. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.
Please be advised of the following information related to Society sponsorship:
Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and Key Alliance Program participant of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society's values, and toward our mission to deliver Society content and programming of the highest quality and standard.
CFA Society New York thanks all of its sponsors, event-related affiliates and Key Alliance Program participants for helping us continue to shape the conversation of the investment community.
 

Disclaimer of Endorsement

References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.
CFA Society New York expects all attendees to comply with CFA Society New York's Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.
 

Refunds, Cancellations, and Substitutions

24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund
All requests for cancellation or refunds must be sent to [email protected]
 

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CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events.
The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.
None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.