NEXTGEN Investing

Our NEXTGEN events offer a combination of educational and entertainment events. We provide opportunities for participants to meet fellow emerging investors and to learn about the core building blocks of investing and portfolio construction. Our events have included a series of panel discussions, networking meet-ups and cocktail receptions.

NEXTGEN events have included cocktail receptions and networking meet-ups.

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At an investing 101 session, industry experts offered a relevant perspective on wealth, tax and estate planning.

Past Events

  • NEXTGEN Investing 101
  • NEXTGEN Cocktail Receptions
  • World Cup Games at Real Sports
  • Teenvestors – Investing 101

Women’s Series

We partner with special organizations and leaders to deliver inspiring and educational events.

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