he goal of this group is to engage and provide value to the senior members of CFA Society St. Louis. This invitation is going out to about 45 members whose role in their organization is CIO, CFO, CEO, or President. The premise is to provide a venue for executives to connect and share ideas without being sold to.
Some of you may be familiar with the CIO Roundtable that started back in 2017 but was limited to organizations that were institutional end investors. This is an attempt to expand that group and provide value to more Society members.
Our first event is a happy hour on Tuesday, January 30th, from 5-7 pm at the St. Louis Club.
We plan to have some facilitated discussion, but not sales pitches.
This will also be an opportunity for you to give feedback to the CFA Society about how you think we can best engage senior investment leaders in St. Louis.
If you have any questions, please contact Jack Dwyer at [email protected] or 314-799-7492 (Mobile)