Finance Groups New York

From NJ Real Estate Investing for Accredited Investors

Register here: [https://luma.com/nikh92bc?utm_source=mu](https://luma.com/nikh92bc?utm_source=mu) On October 7, Celestial Systems and Microsoft are hosting a session in New York for senior lending leaders who want to see what production-grade AI governance actually looks like, not frameworks on paper, not pilots that never made it past legal review. Melody Yin (Microsoft) and Lucky Chandra (Celestial Systems) will walk through a live demonstration of AI-enabled lending on Azure AI Foundry, what separates institutions deploying AI with real auditability from those stuck in proof-of-concept, and how to build the governance foundation your board and regulators will actually sign off on. This session is for CIOs, CTOs, Chief Credit Officers, Chief Risk Officers, COOs, and VPs of Lending, Credit Risk, or Digital Transformation who are ready to move past the theory and see what a defensible path to scale looks like. 📅 Wednesday, October 7, 2026 ⏰ 1:00 PM – 4:00 PM EDT 📍 Microsoft, New York, United States Space is limited, invitation-only. Full details and registration here: [https://luma.com/nikh92bc?utm_source=mu](https://luma.com/nikh92bc?utm_source=mu)

22 attendees

New Acquisition: In Person Walkthrough - Class A Building

Sat, Oct 17, 2:00 PM

Walk through a recent apartment building PCG acquired to learn how to acquire distressed assets at discounted prices. [REGISTER HERE ](https://www.eventbrite.com/e/new-acquisition-in-person-walkthrough-class-a-building-tickets-2001240365806?aff=meetup) Peoples Capital Group (PCG) recently acquired a Class A building directly from the lender for a discounted price. Join us as we walk through the asset to teach you: 1. How PCG sources discounted NJ apartment buildings 2. How the debt and equity is strucutred 3. The value add strategy to maximize investor returns 4. How accredited investors can partiticipate in our next private offering **This in person event is limited to 20 accredited investors.** This event is for: 1. Accredited Investors seeking to learn more about real estate investing. 2. Family offices and RIA's. 3. Property owners considering completing a 1031 exchange. [Access the Deal Room Here](https://peoplescapitalgroup.invportal.com/app/offering-detail/686700bb0d24ebd4a4377520 "https://peoplescapitalgroup.invportal.com/app/offering-detail/686700bb0d24ebd4a4377520") Not sure if you're an accredited investor or can't make the event - [Schedule a Call With a Member of Our Team](https://calendly.com/peoplescapitalgroup/30-minute-zoom-meeting "https://calendly.com/peoplescapitalgroup/30-minute-zoom-meeting") Registration required. [REGISTER HERE ](https://www.eventbrite.com/e/new-acquisition-in-person-walkthrough-class-a-building-tickets-2001240365806?aff=meetup)

From Leisure Assembly Professional Networking

NEXT WEDNESDAY OCT 7th Finance Networking-General Networking

Wed, Oct 7, 10:00 PM

# NEXT WEDNESDAY OCT 7th Finance & Business Networking-General Networking **RSVP:** [Use this link](https://www.eventbrite.com/e/business-networking-build-new-connections-jersey-city-tickets-2001394099628?aff=ebdsoporgprofile) ***Please note that RSVP is managed via Eventbrite to control attendee lists — don’t ignore it to avoid issues with on-site payment.*** Connect with professionals across industries for an easygoing evening of new conversations, opportunities, and business relationships. Leisure Assembly welcomes you to General Business Networking at The Ashford in downtown Jersey City. Looking to grow your professional circle, explore new opportunities, or meet people outside your usual industry? Join us for a relaxed, multi-industry networking experience created for genuine conversations and useful new connections. WHO YOU MAY MEET • Entrepreneurs and business owners • Finance, technology, real estate, healthcare, legal, marketing, nonprofit, creative, and consulting professionals • Professionals exploring partnerships, referrals, clients, career opportunities, and new ideas This is a multi-industry event. Come with an open mind and meet people whose experience, perspective, and connections may be different from your own. WHAT TO EXPECT • Open networking with no presentations or formal program • A dedicated event check-in area • Name tags provided • Approximately 50–75 local professionals • Arrive at any point between 6:00 and 8:00 PM Bring business cards if you have them and be ready to introduce yourself. You may meet a future client, collaborator, referral partner, employer, employee, mentor, or friend. EVENT DETAILS Wednesday, October 7, 2026 6:00–8:00 PM The Ashford 145 Newark Avenue, Jersey City, NJ Dress code: Business casual Your ticket includes admission to the networking mixer. Food and beverages are not included and may be purchased individually from the venue.

Investment Room: Costco

Sun, Oct 11, 9:30 PM

From The Investment Room

This meeting we will deep dive Costco! Please see the group for the full description on what to expect.

Hybrid Event: Nizar Touzi - Schrödinger & Bass for Generative Diffusion Modeling

Tue, Oct 6, 10:00 PM

From The Thalesians

From NYC Deficit Owls (Modern Monetary Theory/MMT)

IAQF & Thalesians Seminar Series: Bridging Schrödinger and Bass for Generative Diffusion Modeling. A Seminar by Nizar Touzi. 6:00 PM Seminar Begins 7:30 PM Reception Fordham University Lowenstein Building, South Lounge 113 West 60th Street, New York, NY Hybrid Event Free Registration! For Virtual Attendees: Please email web@iaqf.org for the link. **Abstract:** Generative models aim to approximate an unknown probability distribution in a high dimensional space using a finite sample of independent draws. Motivated by variance-preserving score-based diffusion models, we introduce a new diffusion-based transport plan on path space that is optimal with respect to a criterion combining entropy minimization and stabilization of the quadratic variation. The resulting transport plan can be interpreted as an interpolation between the Schrödinger bridge and the Bass solution from martingale optimal transport. The proposed method has a computational complexity comparable to that of state-of-the-art approaches, while yielding a significant improvement in generation quality. **Bio:** Nizar Touzi is an applied mathematician with expertise in financial engineering and decision modeling. He is currently Professor at New York University, Tandon School of Engineering, Chair of the Department of Finance and Risk Engineering at the Tandon School of Engineering. He was previously Professor at the Department of Applied Mathematics of École Polytechnique in France from 2006 to 2023 where he acted as Chair from 2014 to 2017 and head of the doctoral school from 2020 to 2023. Nizar has contributed to financial mathematics, optimal control, martingale optimal transport and backward stochastic differential equations which serve as a major tool for the stochastic control of non-Markovian models, for stochastic differential games, and for various applications in risk management and decision models under agent interactions. He received the Louis Bachelier Natixis prize of the French Academy of Sciences in 2012, the Paris Europlace prize of Best Young Researcher in Finance in 2007, an ERC advanced grant 2012-2017, and has been an invited session speaker at the International Congress of Mathematicians in Hyderabad 2010.

17 attendees

Deficits, Debt, and Drinks

Tue, Oct 20, 11:00 PM

Let's get together and talk MMT.

From WAGMI-Connect Networking Events

Finance Networking Event NYC: WAGMI-Connect

Tue, Oct 6, 11:00 PM

4.8

*Hosts will not be giving any financial advice nor endorsements of any kind regarding anything financial.* *Attendees are free to do so at their own volition.* Direction: * When you arrive, take the elevator up to the 6th floor where the bar is located . * We will be by the high top table in front of the bar area, having a drink and connecting. Be sure to look out for us! If there's any questions, please contact us via WhatsApp or email: wagmiconnect@gmail.com https://api.whatsapp.com/send?phone=3715 **Learn more about future events and meetups through our LinkedIn!** **[https://www.linkedin.com/company/wagmi-connect](https://www.linkedin.com/company/wagmi-connect)** Join us every week for this dynamic networking experience where top professionals, entrepreneurs, and innovators from diverse industries come together. This isn’t just another networking event—it’s a **hub for ideas and collaboration**. 🔹 **Discover the Power of Cross-Industry Innovation** – Learn how blending trends from different fields sparks original ideas that drive success. 🔹 **Leverage the Network Effect** – The more connections you make, the greater your opportunities for partnerships, insights, and growth. 🔹 **Gain Insider Knowledge** – Engage with experts who can challenge your perspective, refine your strategies, and inspire fresh ideas. This is a multi-discplinary event so rest assured that you will be able to rub shoulders with professionals who work #marketing, #tech, #AI, #Insurance, #business, #ecommerce and more. This networking event will be a semi-led, semi- open-format social gathering where meaningful connections happen naturally. No pressure—just great opportunities to meet new people. Whether you come solo or with friends, an open mindset is key to expanding your network. We work with our [partner ](https://www.eventbrite.com/o/108324422961?ref=eofblike)to help you maximize the value of every interaction, building both personal and professional relationships. This is truly the modern-day market place of ideas so don’t miss your chance to build game-changing connections and propel your career forward. **Secure your spot today!** Also, special shout out to our partner, ***[WP Photography](https://wpphotography92.mypixieset.com/portfolio/)*** whose team will be taking amazing photos at the event. > **By participating in WAGMI-Connect events, you consent to the use of photos and videos captured during the event for promotional purposes.** To join this event, please make sure to book your ticket here at the corresponding listing **[https://www.eventbrite.com/o/wagmi-connect-106202009341](https://www.eventbrite.com/o/wagmi-connect-106202009341)** ✋✋✋\*\*Why Should You Trust Us?\*\*✋✋✋ We put **people before profits and value before vanity**. Your success is our priority, which is why we make this a **risk-free investment** for you. If you don’t walk away believing in the power of networking as much as we do, we’ll gladly refund the ticket cost—**no questions asked**. Networking got us to where we are today, and we’re here to help you do the same. Our events are designed to create real connections that open doors and spark new opportunities. Join us and experience the power of networking firsthand! Follow our [LinkedIn](https://www.linkedin.com/company/wagmi-connect/) for updates on new events.

2 attendees

Money Moves Lab | Brooklyn National Real Estate Investor Forum

Thu, Oct 8, 11:00 PM

From REIA NYC | Brooklyn Real Estate Investors

4.8

Brooklyn professionals join **Money Moves Lab** to learn how real investors build wealth beyond their ZIP code. This monthly national investor forum, led by **Dr. Teresa R. Martin, Esq.** and **William Moore**, delivers practical frameworks for business credit, creative financing, tax-advantaged investing, and portfolio diversification—without flipping or speculative risk. Whether you live in Brooklyn or invest elsewhere, this is where strategy replaces guesswork. **Money Moves Lab** is REIA NYC’s national investor forum focused on helping professionals build wealth beyond local markets through credit, strategy, and alternative real estate. Each session delivers practical insight and one clear action you can apply immediately. **This is not a local deal club, wholesaling meetup, or networking mixer—it’s for professionals ready to think and invest nationally.** **What You’ll Gain** * National investing insight with local professional context * Practical approaches to business credit, tax liens, and paper assets * Collaboration with investors and agents operating coast to coast **Each session also introduces the next step inside the REIA NYC ecosystem for those ready to move from learning to implementation.** **2026 Topics Preview** Jan – Set the Target: Your 2026 Wealth Blueprint Feb – Fund Deals Without Banks or Cash Mar – Buy Smart, Build Fast: Turnkey & Buy-and-Hold Apr – Uncle Sam Owes You: Deductions & Depreciation …and more through November 2026 🕖 When: 2nd Thursday Monthly · 7 PM ET · Zoom 🎟️ Free Registration: [https://reianyc.org/events/money-moves-lab](https://reianyc.org/events/money-moves-lab)

From NYC Generative and Agentic AI

Agentic AI Modernization on AWS

Tue, Oct 6, 12:30 PM

4.4

Registration required: [Please provide your company name.](https://luma.com/s6t4ytls) Full day: 2 technical sessions: 1 morning, 1 afternoon with hands-on workshops ## **Executive panel (4PM)** **Build, buy, or partner: the capital-markets technology stack in the agentic AI age.** A senior executive from each partner brings today's challenges up to the moment with an AWS FSI leader as moderator. ## **What you'll learn** * **Intel — Xeon 6:** "HPC without the accelerator tax." Monte Carlo/VaR risk grids, low-latency pricing, and CPU-based AI inference. On-prem or anchored to AWS EC2 instances on the newest Xeon. * **KX — kdb+ / kdb Insights:** "Tick-to-trade analytics at scale." — real-time and historical market data, TCA, surveillance. * **Cockroach Labs:** "Resilient ledgers and global consistency." — trading/settlement systems that survive region failure, distributed transactions for post-trade and payments. * **Neo4j:** "Graph for surveillance, AML/KYC, and counterparty risk." Plus GraphRAG as the bridge into the AI sessions. * **Cohere:** "Research-analyst and document-intelligence copilots." RAG over filings/prospectuses, secure enterprise deployment (North platform), on AWS/Bedrock. * **DataMasque:** "DataMasque is designed to secure sensitive information by replacing it with realistic, functional, and anonymous data across non-production environments. This event takes place at a secure facility. Please bring a government-issued photo ID for entry. Your photo will be taken at reception.

25 attendees

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

Sun, Oct 18, 3:30 PM

From The Executive Community by Open Future Forum

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/)

From Advertising / Marketing Analysts

Beers & Data

Tue, Oct 6, 10:00 PM

4.8

WE ARE BACK IN PERSON!

12 attendees

The AI Briefing by Startup Grind - Private Equity: What Owners & Buyers Pay For

Fri, Oct 9, 2:00 PM

From Startup Grind NYC

4.7

**👉 [CLICK HERE](https://www.startupgrind.com/events/details/startup-grind-new-york-city-presents-the-ai-briefing-by-startup-grind-private-equity-what-owners-amp-buyers-pay-for/) TO RSVP FOR FREE 👈** **The AI Briefing is a recurring AI deep-dive for decision-makers.** Each month, we select one high-signal industry report, circulate it in advance, and meet to cut through the noise. 📜 **This month's source:** [The PE AI Adoption Benchmark: From scaling to systematizing](https://drive.google.com/file/d/17p8t4xEmwpztRe_gnLPGxqWDAlW9AbVG/view?usp=sharing) (*Accordion with Wakefield Research – May 2026*) Somebody's going to ask what your AI spend returned. If your company has a board or an eventual buyer, that question is already scheduled. Private equity gets asked first, so that's where this month's data comes from. Accordion surveyed 150 technology and AI operating partners at PE sponsors about the finance functions inside their portfolios. **41% are scaling AI across multiple companies with no operational playbook**, and only 29% describe their firm as systematizing or leading. 75% of those companies arrived at acquisition unprepared or only partially ready for any of it. **86% of these operating partners expect buyers to pay a premium for AI-enabled finance capability within two years**, and 44% say buyers are already asking in diligence without paying for it yet. Conviction is running ahead of price. **The deployment that worked and left no evidence behind it is the one that costs you at exit**. 67% of firms measure hours recovered. 29% put AI impact in front of a board. **🏔️ The Mission:** Building the evidence a board or a buyer will accept * We'll work the measurement problem directly: which AI metrics connect to EBITDA, and how a company gets there without starting over. * We'll examine **why only 14% of portfolio finance functions have crossed from back-office automation into real decision intelligence**, and what the rest are paying for instead. **📊 The Format:** * **The benchmark, fast:** Five findings and the numbers under them, including the ones that don't hold up. * **Translating it out of PE:** Sponsors run this test on a clock, so the pressure shows up there first. We'll take what it exposes and apply it to companies with other kinds of owners. * **Cross-pollinated debate:** Operators compare what agentic finance already does in production (58% report automated covenant monitoring, 44% report AI-drafted board packages) against what their own governance can defend today. **🤝 Who Should Attend:** * **Enterprise Executives:** Leave with the measures a buyer or board will scrutinize, and an honest read on which ones you could produce this quarter. * **Founders & Builders:** See what sponsors and portfolio CFOs are buying, and where the 47% assembling AI tools case-by-case stall out before anything compounds. * **Product, Data, and Operations Leads:** Compare notes on the constraint everything else runs into. Poor data infrastructure ranked first among all barriers by a wide margin, ahead of talent, legacy systems, change management, and budget. Most of it arrives at close and gets fixed while the books are closing. **📬 The Prep:** This is a working session, not a lecture. Read the report [here](https://drive.google.com/file/d/17p8t4xEmwpztRe_gnLPGxqWDAlW9AbVG/view?usp=drive_link). Bring your perspective. **👉 [CLICK HERE](https://www.startupgrind.com/events/details/startup-grind-new-york-city-presents-the-ai-briefing-by-startup-grind-private-equity-what-owners-amp-buyers-pay-for/) TO RSVP FOR FREE 👈**

2 attendees

This meeting we will deep dive Costco! Please see the group for the full description on what to expect.

From NYC Deficit Owls (Modern Monetary Theory/MMT)

Hybrid Event: Nizar Touzi - Schrödinger & Bass for Generative Diffusion Modeling

Deficits, Debt, and Drinks

Tue, Oct 20, 11:00 PM

Let's get together and talk MMT.

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