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

Business Management Group Meeting

Monday, October 18 | 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 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.

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 [email protected] or join our LinkedIn Group.

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