Events

Events 2019-07-02T22:22:17-04:00
Oct
21
Mon
GAIM Ops West @ Rancho Mirage,CA
Oct 21 @ 9:00 am – Oct 23 @ 5:00 pm
Nov
4
Mon
SCHWAB IMPACT 2019 @ SAN DIEGO, CA
Nov 4 @ 9:00 am – Nov 7 @ 5:00 pm
Nov
6
Wed
Cocktails & Insights @ Arlo NoMad Hotel, NYC
Nov 6 @ 3:30 pm – 7:00 pm

Please join us for Cocktails & Insights – NYC, an event featuring subject matter experts discussing the changing landscape of the financial services industry.

Thought Leadership: 3:30 PM to 5 PM

  • In the Race to Zero Fees – why Mutual Funds are Still Relevant
  • Private Funds Update
  • 1:1 Interview with a former Chief of the Asset Management Unit in the SEC’s Division of Enforcement

Cocktails & Networking: 5 PM to 7 PM

Specialty cocktails and a cask-strength bourbon tasting, led by a wine & spirits certified expert.

Space is limited, so register today. Looking forward to connecting with you at the event.

Nov
7
Thu
ICI – Small Funds Committee Meeting @ New York City
Nov 7 @ 9:00 am – Nov 8 @ 5:00 pm
Opus Group – Endowment & Foundation Forum @ Boston
Nov 7 @ 9:00 am – Nov 8 @ 5:00 pm
Nov
11
Mon
SRI – The 30th Annual SRI Conference @ Colorado Springs, CO
Nov 11 @ 9:00 am – Nov 15 @ 5:00 pm
Nov
13
Wed
3PM Conference – 3PM Annual Conference @ New York City
Nov 13 @ 9:00 am – Nov 14 @ 5:00 pm

Panel speaker Dave Carson, President, Ultimus Managers Trust and Unified Series Trust; VP Director of Client Strategies

Cocktails & Networking @ Kimpton Nine Zero Hotel
Nov 13 @ 5:00 pm – 7:00 pm

Please join us for Cocktails & Networking – Boston where we’ll be serving seasonally-inspired cocktails as you network with other fund industry professionals.

Space is limited, so register today. Looking forward to connecting with you at the event.

Nov
14
Thu
LinkBridge Investors – Annual Meeting @ Miami, FL
Nov 14 @ 9:00 am – 5:00 pm