EVENTS

Last year we provided 61 opportunities for our members to meet, gather, learn and network together

FEATURED EVENT

Fixed Income Series

This educational course is designed for those seeking to gain a broader understanding of fixed income strategies. A sound understanding of fixed income markets and

$250

ESG Series: Racial Equity Investing

In the wake of the events this summer in Minneapolis and other parts of the country, what role does the investment community have in combating

$25

Members Only-Private Wealth Round Table

Walking Through the ‘60/40’ into 2021  A Virtual Round Table Discussion for Investment Professionals with an Interest in Private Wealth Management As we leave 2020