Join us on Thursday, October 12, for an afternoon of reinvention, empowerment, and skill building.
3rd Annual Fall Kick Off Event
Stay Tuned for more details soon
Join host Paul Olschwanger as he chats with local and national investment legends about a variety of topics including AI, cybersecurity and risk, ESG, and more.
Click below to view and download photos from our most popular events.
We are excited to announce that the CFA Institute Investment Foundations Certificate is coming back! Enrollment is now open.
Master real-world investing skills, incorporating environmental, social, and governance (ESG) factors in your skillset.
Take advantage of CFA Institute in-person, virtual, and on-demand opportunities to learn, discuss, and network with your peers.
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.