Business Management Group Meeting 2021 | CFA Institute | 15 March 2021 | Virtual
Venue
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| Event Date | Mon Mar 15 EDT (almost 4 years ago) |
| Location | Virtual |
| Region | Americas |
Details
The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. These issues include, business planning, enterprise technology, compliance, market trends, human resources, selection of; fund administrators, accountants, lawyers and prime and executing brokers, etc. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.