Past Programs

Begin DateTitle
9/26/2018Mentorship Red Sox Game
10/9/2018CFA Society Boston Orientation
10/23/2018The 2020 Edition of The GIPS Standards Workshop/Roundtable
10/25/2018Life After An Exit: Lessons Learned From High Net Worth Entr
11/14/20182018 Charter Ceremony And Recognition Reception
3/25/2019“When Good Strategies Have Bad Times” - SOLD OUT!
4/23/2019CFA Society Boston CIO Roundtable
5/30/2019Geopolitics In The Age of Disruption
6/24/2019Sustainable Investing - Opportunity Zone Investing