Education & Events
Past Events

Past Events

• luncheon

  Fireside Chat with Sunil Singhania: The Indian Opportunity

  July 17, 2018
• Networking

  Taste of Summer Social - SOLD OUT

  June 27, 2018
• Networking

  The Ultimate Escape Room Challenge and Social - SOLD OUT

  June 20, 2018
• Continuing Education Course

  Building a Financial Model by The Marquee Group - SOLD OUT

  June 18, 2018
• Luncheon Seminar

  What You Want To Know About AI In The Investment Industry But Are Afraid To Ask

  June 15, 2018
• Networking Event

  INVITE ONLY: Volunteer Summer Social

  June 13, 2018
• Fireside Chat

  Fireside Chat with Dave Nugent from Wealthsimple - SOLD OUT

  June 12, 2018
• Afternoon Seminar

  The Future of Alternatives: Disruptive Trends Impacting Private Asset Classes

  June 7, 2018
• Breakfast Seminar

  Responsible Investing: Utilizing SASB Standards for ESG Investing

  June 6, 2018
• Luncheon Seminar

  Middle Market M&A Update – Strong Momentum Continues

  June 5, 2018
• Continuing Education Course

  (NEW) Data Analysis & Communication with Excel by The Marquee Group

  June 1, 2018
• Luncheon Seminar

  Corporate Tax Changes: The Facts, the Myths and the Remaining Uncertainty

  May 30, 2018