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Baltimore’s Leading Community for Financial Professionals

2026 Year-End Happy Hour

Join us for our year-end happy hour at True Chesapeake on Tuesday, June 2nd at 5:30 pm. Enjoy light bites on the patio as you mingle with financial professionals across Baltimore. 

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Breakfast Event

Join us on June 11 at Hayfields Country Club for an engaging breakfast event focused on the evolving landscape of private markets and what it means for today’s advisors.



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CFA Exam Study Group

Studying for a CFA exam? Join our small, in-person group to review your last-minute questions and receive support from a CFA Charterholder. Learn more using the link below. 

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Upcoming Events


DeFi: Introduction to Blockchain and Cryptocurrency

This course provides a solid foundation for those who wish to gain an understanding of the fast-moving subject of decentralized finance (DeFi) and its impact on the asset management industry. Course content is informative, thought-provoking, and offers a glimpse into the future. This beginner-level course provides an essential introduction to the elements that define DeFi, including what it is, how it works, and the advantages it offers over more traditional centralized finance.

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