Finance Groups New York

Free Summer Networking

Join us for a **FREE joint real estate networking event** hosted by the **New Jersey Real Estate Investment Club**. Come connect with local investors, real estate agents, lenders, contractors, business owners, and professionals who are actively building, buying, selling, funding, and growing in today’s market. This is a great opportunity to expand your network, build new relationships, talk deals, find opportunities, and enjoy a high-energy evening in one of Elizabeth’s most stylish lounge settings. **Date:** Wednesday, July 15th **Time:** 6:30 PM – 9:30 PM **Location:** Destino L.A.B. **Address:** 185 Elmora Avenue, Elizabeth, NJ **Admission:** FREE Whether you are an experienced investor, new to real estate, an agent, lender, contractor, or simply looking to make the right connections, this is the room you want to be in. **Connect. Collaborate. Grow.** See you then at Destino L.A.B.!

New York Trading, Finance & Banking - Professional Networking Affair (Read Info)

***[EVENTBRITE RSVP Mandatory To Attend](https://NYFINANCE2026.eventbrite.com)*** Click Here - https://NYFINANCE2026.eventbrite.com **Join for the New York Finance, Trading & Banking Professional Networking Session.** Meet the diverse mix of finance professionals from different/various career levels. **LIKE US ON FB FOR FUTURE EVENTS** **([https://www.facebook.com/NYFINANCE/](https://www.facebook.com/NYFINANCE/))** ***[EVENTBRITE RSVP Mandatory To Attend](https://NYFINANCE2026.eventbrite.com)*** Click Here - https://NYFINANCE2026.eventbrite.com Its will be all about WALL STREET - MARKETS - DEALS We will have a restricted area for our members only. Cash bar, pay for what you order. **Attendees include but not limited to:** • Portfolio Managers • M & A Analysts • Research Analysts (Buy / Sell Side) • MBA Candidates/Students • Hedge Fund Service Providers • Equity And Derivative Traders • Prime Brokerage Professionals • Fund Administration Professionals • Finance & Accounting Recruiters and HR Professionals. ***[EVENTBRITE RSVP Mandatory To Attend](https://NYFINANCE2026.eventbrite.com)*** Click Here - https://NYFINANCE2026.eventbrite.com Attire – We always recommend to wear business casuals but not mandatory. **How it would work: ·** **• Receive name tag upon arrival. Clearly mention your name and your area of work/interest. ·** **• The host will guide you to the main area. ·** **• Connect and network with other professionals in a relaxed yet focused environment.** The event focus on creating long term professional relationship with experienced finance experts. Make sure to bring a lot of business cards. if you looking to move-up or move in carrying a copy of your resume is a good idea. Good chance to run into a HR Partner from a bank or hedge fund. ***[EVENTBRITE RSVP Mandatory To Attend](https://NYFINANCE2026.eventbrite.com)*** Click Here - https://NYFINANCE2026.eventbrite.com Connect With Us For Future Events **[LIKE US ON FB](https://www.facebook.com/groups/NYNYBankingFinanceNetworking)** **[JOIN FB GROUP](https://www.facebook.com/groups/NYNYBankingFinanceNetworking/)** **[LinkedIn](https://www.linkedin.com/groups/8444214/)**

AI Investment Management Happy Hour

An evening of drinks and conversation for people building, running, or backing AI-driven investment strategies in NYC — fund managers, quant researchers, allocators, technologists, and anyone deploying AI/ML against real capital. No agenda, no pitches, no panel — just a good room. Come talk shop: what's working, what's breaking, and where the interesting problems are right now in AI-driven trading, RL-based execution, and systematic alpha research. Open invite — bring someone who'd add to the conversation.

Fiscally Fabulous® Women & Wealth Masterclass | Real Estate & Wealth Building

**Fiscally Fabulous® Women & Wealth Masterclass** *Build Wealth with Strategy, Not Hustle* *A bi-monthly virtual masterclass by REIA NYC* **READ THIS FIRST** This is not a networking meetup or a motivational talk. The Fiscally Fabulous® Women & Wealth Masterclass is a bi-monthly, high-impact virtual experience for women ready to move from information to implementation. Led by Dr. Teresa R. Martin, Esq., real estate attorney, investor, and wealth strategist, this free national masterclass focuses on **real financial strategy, capital readiness, and wealth execution**—not hype or theory. 👉 **Free registration required:** 🔗 [https://reianyc.org/fiscally-fabulous-lab](https://reianyc.org/fiscally-fabulous-lab) (Zoom access and reminders are sent after registration) **What This Masterclass Is About** The **Fiscally Fabulous® Women & Wealth Masterclass** by REIA NYC empowers women entrepreneurs, professionals, and investors to create financial confidence through **real estate, business credit, and strategic collaboration**. Each session blends: * Clear financial strategy * Practical implementation * Purpose-driven wealth building Each masterclass also introduces your **next step inside the REIA NYC ecosystem**, so you’re never left wondering what to do next. So you can apply what you learn **immediately**, not “someday.” This is where smart women stop playing small—and start building wealth with intention. **Why Women Attend (and Keep Coming Back)** • Learn how to build **bankable businesses** and **fundable investments** • Understand how women are using **business credit and creative financing** • Discover smart **partnership and collaboration strategies** • Connect with a national community of women who **execute**, not just talk • Leave every session with **one clear, actionable next step** No fluff. No pressure. Just clarity, strategy, and momentum. **2026 Masterclass Series (Bi-Monthly)** • **Jan 12** – *The Fiscally Fabulous Reset* Mindset & identity · Wealth clarity · Financial confidence • **Mar 9** – *Invest Like a Woman* Joint ventures · Partnerships · Fractional collaboration • **May 11** – *She Negotiates Like a Boss* Confidence · Contracts · Partner negotiations • **Jul 13** – *Refinance to Rise* HELOC leverage · Smart refinancing • **Sep 14** – *Global Money Moves* Women investing abroad · Cross-border wealth • **Nov 9** – *The Fiscally Fabulous Brand* Personal brand · Profit alignment *(Schedule subject to update as guest experts are confirmed.)* **Who This Is For** • Women professionals, entrepreneurs, and real-estate investors • Aspiring investors seeking **safe, strategic guidance** • Women ready to turn purpose into **profit and legacy** • Leaders who want wealth without burnout or hype Whether you’re starting fresh or scaling fast—this is your space. **Event Details** 📍 **Location:** Virtual Nationwide (Zoom) 🗓 **When:** Every 2nd Monday · Bi-Monthly · 7 PM ET 💵 **Cost:** Free public masterclass 🎟 **Registration Required:** [https://reianyc.org/fiscally-fabulous-lab](https://reianyc.org/fiscally-fabulous-lab) Zoom link and reminders are emailed after registration. Please whitelist **[membership@reianyc.org](mailto:membership@reianyc.org)**. **Why REIA NYC** The **Real Estate Investors Alliance Now You Can (REIA NYC)** is a national alliance helping women, families, agents, and entrepreneurs build generational wealth through **real estate, business credit, and creative financing**. **Our ecosystem includes:** • Fiscally Fabulous® Women & Wealth Masterclass (women) • Project MenTour Men & Money Roundtable (men) • Investor Agent Mastermind (licensed agents & investors) This is where **learning meets implementation**. 🔗 View all upcoming sessions: [https://reianyc.org/events](https://reianyc.org/events) **About Dr. Teresa - Attorney. Investor. Mentor. Visionary.** Dr. Teresa R. Martin, Esq. has spent over two decades helping women become bankable and build legacy wealth through real estate. She teaches from **real experience—not theory**—and equips women with the legal, financial, and strategic tools to build wealth with confidence and clarity.

matcha & momentum

Family and Personal Finance Workshop

What you’ll learn: • Family Financial Planning • Tax Saving Strategies • Retirement Planning • Investment Options • College Education Fund & Financial Aid • Life Insurance & Family Protection • Long Term Care Solutions • Career Backup Plan All attendees will receive a complimentary financial and tax consultation from our licensed advisors. Address will be provided once you sign up for this event. Thank you for your interest!

Deficits, Debt, and Drinks

Let's get together and talk MMT.

CFO AI Leverage Report: AI Budgets, ROI and Finance Sign-Off

**Event Title** Enterprise AI is moving from experimentation into the finance office. Open Future Forum has released the **CFO AI Leverage Report, Edition 1**, introducing the **Enterprise AI Buying & Budget Index** and the **CFO AI Leverage Index**. The report examines how CFOs and senior finance leaders are evaluating AI budgets, buying authority, ROI, productivity, governance and the question now sitting at the center of enterprise AI adoption: **Can AI help companies grow output without growing headcount at the same rate?** Read the report here: [https://openfutureforum.com/research/cfo-ai-leverage-report](https://openfutureforum.com/research/cfo-ai-leverage-report) This private executive discussion will focus on what the report means for CFOs, founders, finance leaders, AI operators, investors and enterprise executives. We will look at how AI buying is shifting, who signs off on AI purchases, what finance teams are measuring, and why AI ROI is becoming a CFO-level issue rather than only a technology issue. According to the report, enterprise generative AI spending reached approximately **$37 billion in 2025**, more than tripling from the prior year. At the same time, the share of AI spend funded from experimental innovation budgets fell from **25% to 7%** in one year, showing that AI is moving into core operating budgets. The report also draws on Open Future Forum’s 2026 executive community activity, including **200+ executive registrations across 20+ events**, with **60+ finance leaders and operators**, **50+ security leaders**, and **100+ founders**. In an early directional read, **3 in 5 finance leaders asked said the CFO or finance organization signs off on AI purchases**, rather than the CEO or IT. This discussion is connected to the **CFO Executive Forum**, Open Future Forum’s invitation-only community for CFOs and senior finance leaders of high-growth companies. The CFO Executive Forum hosts small, off-the-record gatherings across Silicon Valley focused on AI, capital allocation, governance, growth, risk, productivity and the changing role of the finance function. Learn more about the CFO Executive Forum here: [https://openfutureforum.com/cfo-executive-forum](https://openfutureforum.com/cfo-executive-forum) **What we will discuss** How CFOs are evaluating enterprise AI spend Why AI budgets are moving from innovation budgets into operating budgets Who signs off on enterprise AI purchases How finance leaders are measuring AI ROI Whether AI can create real headcount leverage Where AI improves productivity, margin and capital efficiency Why founders selling AI tools need to understand the finance buyer How boards and investors are starting to ask harder questions about AI value **Who should attend** This event is designed for CFOs, VPs of Finance, controllers, finance operators, CEOs, founders, investors, enterprise AI leaders and executives responsible for AI budgets, AI transformation, productivity, governance or capital allocation. **Why this matters** The first phase of enterprise AI was about adoption. The next phase is about leverage. Executives are no longer asking only whether AI works. They are asking whether AI creates measurable business value, improves productivity, reduces operating drag, supports growth and helps teams do more without simply adding more tools, more vendors and more headcount. That is a finance question. The CFO AI Leverage Report and Enterprise AI Buying & Budget Index are designed to track that shift over time. **Key links** CFO AI Leverage Report: [https://openfutureforum.com/research/cfo-ai-leverage-report](https://openfutureforum.com/research/cfo-ai-leverage-report) CFO Executive Forum: [https://openfutureforum.com/cfo-executive-forum](https://openfutureforum.com/cfo-executive-forum) Open Future Forum: [https://openfutureforum.com](https://openfutureforum.com/)

Signal & Noise 📊 — Drinks + Quant at The Wall Street Hotel

We’re heading to Wall Street for this one. Join us at The Wall Street Hotel, a stunning venue at 88 Wall Street in the heart of the Financial District, for an evening of conversation with the engineers, researchers, data scientists, and builders in NYC who are working on applied AI — from production ML systems and agentic workflows to quantitative methods and AI for financial data. No slides. No presentations. No pitches. Just drinks, honest conversation, and meeting the people in this city who care about the same hard problems you do — shipping AI that actually works in the real world.

Friday Night - Live In Person Trading. All levels welcome-Pizza served

if you can make it in person - it’s definitely worth it. We had a great outcome last meetup! The address is right next to Penn Station 134 West 29th Street 2nd floor We will be going over stocks, options, forex and futures as well as a touch of crypto. We have trading experts with financial industry experience that will help explain the charts that we are analyzing. *Please feel free to to bring your own food* Although pizza is served Any questions please reach out Daniel - 732 754 6213 Insta - @TheTraderDaddy TraderDaddy.com

Monthly Meeting- Open Virtual Networking!

Join us for our monthly networking Meetup and meet other women in the crypto accounting space! **\*\*IMPORTANT: In order to get registration information for this event, please join our [Women in Crypto Accounting LinkedIn Group.](https://www.linkedin.com/groups/9188169/). \*\*** **What you can expect:** Meet with 10-20 other women and women allies in the crypto accounting space. We'll be meeting on the third Thursday of each month. **Ask Me Anything:** We are carving out some time for an open format of "Ask Me Anything," where you can bring your challenges to the group in a judgement-free zone. Need help finding data from a certain blockchain? Need to get feedback on treatment of a certain transaction? Looking for advice on managing your practice or team? This is a great place to pose your question and help each other out. (You can always email questions privately and I will pose them to the group.) **Open networking**\-\- meet other women and allies in crypto accounting\, find an ally\, new strategic partner or colleague in the space\. REMINDER-- in order to join the meeting you will need to be part of the [Women in Crypto Accounting LinkedIn Group. ](https://www.linkedin.com/groups/9188169/) Not a member? No worries, just request access. See you there!

Live in Person Trading, Discussion, and Chart Analysis Next to Penn

In person: 134 west 29th street 2nd floor It’s worth it to come in person if you can make it. also available on zoom: Just like I have been doing for the last 10 years this is a reboot of in person chart analysis and discussion. There will be three trading experts to give their insights as well. We will be showing charts on a big screen and will going through our analysis and thought process of each one. We will also be covering different websites where you can find information. This is an excellent opportunity to come and ask questions. We welcome all levels to join us in analyzing charts in the forex and options Any donations via the meetup site would be incredibly helpful to continue to host these events * Daniel - 732 754 6213 * Insta @Thetraderdaddy * Traderdaddy.com