Education & Events
Past Events

Past Events

• Continuing Education Course

  Building a Financial Model by The Marquee Group - SOLD OUT

  November 20, 2018
• workshop

  Speed Reading & Memory Techniques - AFTERNOON SESSION

  November 6, 2018
• Workshop

  Speed Reading & Memory Techniques - MORNING SESSION

  November 6, 2018
• Special Event

  2018 Annual Investment Dinner - SOLD OUT

  November 1, 2018
• Breakfast Seminar

  Climate Change: Investor Perspectives & The Board's Responsibility

  October 23, 2018
• luncheon seminar

  Blockchain and Cryptocurrencies from a Portfolio Perspective - SOLD OUT

  October 18, 2018
• Conference

  ETF Conference for Institutional Portfolio Managers and Traders

  October 16, 2018
• Luncheon

  Practical Solutions to Overcoming Barriers for ESG Integration

  October 11, 2018
• Breakfast Seminar

  The New Rules to Attract High Net Worth Clients - SOLD OUT

  October 4, 2018
• Conference

  The Management of Your Career as the New Job Security

  October 2, 2018
• Luncheon

  The Art and Science of Forecasting (In Person & Webinar)

  September 28, 2018
• Luncheon

  MEMBERS ONLY - Blockchain Isn't Coming, It's Already Here: Implications for Financial Services

  September 25, 2018