Events

Join us for educational events focused on industries, companies, and investment strategies.

Upcoming Events

Mark your calendar for our next gatherings. Members receive details via email.

JAN 16 2025
Next Event

Healthcare Industry Analysis

Time varies by venue

Location TBA

Deep dive into healthcare industry trends, company analysis, and management evaluation with member expertise.

FEB 20 2025

Deal Flow & Negotiation Strategies

Time varies by venue

Location TBA

Members share deal sourcing strategies and negotiation tactics for better investment terms.

MAR 20 2025

Advanced Investment Strategies

Time varies by venue

Location TBA

Education on margin usage, position sizing, and risk management approaches from experienced members.

Team meeting

Event Format

Our events are designed to educate and connect members. Each event varies based on venue and topics, but typically includes:

Session 1

Welcome & Networking

Connect with fellow members and new guests in a relaxed setting.

Session 2

Industry Education

Deep dives into industries, companies, and management teams.

Session 3

Member Expertise

Members share knowledge on topics like deal flow, margin strategies, and negotiating.

Session 4

Open Discussion

Q&A, deal sharing, and informal conversation among members.

Past Events

Event recaps and resources are available to members in the portal.

December 19, 2024

Year-End Social & Networking

Holiday celebration and networking with members and guests.

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November 21, 2024

Tech Industry Deep Dive

Member-led education on tech sector trends, companies, and management analysis.

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October 17, 2024

Real Estate Investment Strategies

Members shared expertise on real estate deal flow and negotiation tactics.

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September 19, 2024

Using Margin Effectively

Educational session on margin strategies and risk management approaches.

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Want to attend a meeting?

Prospective members are welcome to join us as guests. Apply for membership to receive an invitation.