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

Business Management Group Meeting

Monday, November 16 | 6:00 PM - 7:30 PM

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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 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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