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NYC Finance, Investment & Wealth Management Networking Night

NYC Finance, Investment & Wealth Management Networking Night

Wed, Aug 19, 10:00 PM
From NYC Founders & Funding Circle

## Expand Your Network in New York’s Finance and Investment Community Join us on **Wednesday, August 19, 2026, at 6:00 PM ET** for an in-person NYC networking night bringing together professionals from finance, investment management, banking, wealth management, private equity, venture capital, family offices, fintech, financial advisory, and related industries. Whether you are looking to expand your professional network, exchange industry perspectives, explore business opportunities, meet potential collaborators, or connect with other ambitious professionals, this event offers a relaxed setting for valuable conversations. **Note**: Please don’t rely solely on the attendee count shown on Meetup. We’re promoting this event across multiple platforms, so the actual number of attendees may be significantly higher. ### Who You May Meet * Finance and investment professionals * Bankers, wealth managers, and financial advisors * Asset and portfolio management professionals * Private equity and venture capital professionals * Family office and institutional investment professionals * Fintech founders, executives, and operators * Analysts, associates, portfolio managers, and consultants * Accountants, attorneys, recruiters, and service providers supporting the financial sector ### What to Expect * Relaxed, conversation-focused networking * A professional and welcoming atmosphere * Opportunities to exchange insights and contact information * Attendees from different areas of finance and investing * No formal presentations or required pitches Coming alone is completely normal. Many attendees arrive individually, and our hosts will help facilitate introductions whenever possible. While meaningful professional and business connections may develop, attendance does not guarantee employment, investment, funding, clients, or formal introductions. **Registration is required, and capacity is limited. Reserve your place and join members of New York City’s finance and investment community for an evening of meaningful connections.** ##

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

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

Mon, Sep 21, 10:30 PM
From New York Finance, Trading & Banking Meetup Group
4.6

***[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/)**

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47 attendees

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

Sun, Aug 23, 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/)

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1 attendee
Monthly Meeting- Open Virtual Networking!

Monthly Meeting- Open Virtual Networking!

Thu, Aug 20, 4:00 PM
From Women in Crypto Accounting
4.7

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!

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4 attendees
Family and Personal Finance Workshop

Family and Personal Finance Workshop

Wed, Aug 26, 11:15 PM
From Queens Financial Literacy Circle

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!

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1 attendee
NYC Blockchain Networking Event - Monthly 3rd Thurs. - Blockchain Cryptocurrency

NYC Blockchain Networking Event - Monthly 3rd Thurs. - Blockchain Cryptocurrency

Thu, Aug 20, 9:00 PM
From NYC Blockchain Network
4.5

The EVERY 3RD THURSDAY Blockchain and Cryptocurrency Networking Event of New York City. Web: nycblockchainnetwork.com WHY THIS GROUP? Regular monthly meetings help to support relationship building, really getting to know people, and creating a lasting network effect in our community. Connections turn into relationships, ideas into innovations, and collaborations into transformative impact. This isn’t a one-time conference or event. Come as you are and experience passionate people, purposeful introductions, and unexpected opportunities. We hold regular 3rd Thursday monthly Blockchain networking events in New York City to support idea generation and connections. These events help to foster a strong ecosystem for blockchain innovation in New York City. **Time: RSVP HIGHLY RECOMMENDED TO ATTEND** * Event is from 5:00 PM to 9:00 PM. * Name Tags will be provided to everyone who attends. * Name tags will also indicate your interest areas. * The dress code is Business Casual. **Location:** Locations can change from month to month so check the event details for the event. This event will be held in Midtown East: **Yara – Lounge** 319 East 53rd St, New York, NY 10022 Lower level lounge Located in Midtown East, 2nd and 53rd St, one block from the (Lexington Av/53 St) Metro station. **Support The Space:** Since the venue is letting us use the space for the event, please support them by ordering beverages or food. **Ways to Connect:** **Twitter:** https://twitter.com/NYCBlockchainN1 **Website:** https://nycblockchainnetwork.com Facebook https://facebook.com/NYCblockchainNetwork Meetup Group -https://meetup.com/nyc-blockchain-network-monthly-3rd-thursday-meetup/ LinkedIn - https://linkedin.com/groups/12553172/

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16 attendees
430kMonthly events
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Frequently asked questions

Meetup is a platform that connects people through shared interests and local events. Users can find and join groups in a wide range of topics, including finance.

To locate finance events in New York on Meetup, search for finance-related groups and check their event listings. You can filter the results by location to find those happening nearby.

Absolutely! You can become a member of several finance groups on Meetup. This allows you to explore different aspects of finance and meet various people in the industry.

Most Meetup groups are free to join, although some may charge a fee for certain events. Always check the event details or group page for any associated costs.

Finance groups on Meetup range from investment clubs to corporate finance discussions, aiming to cater to various finance-Related interests and expertise levels in New York.

To RSVP, navigate to the event page on Meetup, and click the RSVP button. You can often choose between attending in-person or online, depending on the event setup.

Yes, many finance groups welcome beginners, offering sessions on fundamental topics. Look for groups or events that specifically mention beginners in their descriptions.

While Meetup facilitates connections through group events, the success in building lasting relationships depends on your engagement and the group's dynamics.

The frequency varies; some groups meet weekly, while others hold monthly or even less frequent meetings. Check each group's schedule for precise details.

Event quality can vary widely as they are organized by individual group hosts, not directly managed by Meetup. Reading past event reviews can provide insight.

Not necessarily. Some finance events in New York may be held online, especially in the current digital world. Check event details for specific formats.

Meetup mainly facilitates group interactions; mentorship opportunities are not guaranteed. Engaging in discussions and networking may help you find potential mentors.

If existing groups don't meet your interests, consider starting your own finance Meetup in New York. The process is straightforward on the Meetup platform.

Yes, many groups focus on discussing current market situations. These conversations can help you stay informed about financial trends and opportunities.

Sometimes, event participation requires group membership, but some events are open to all. Check specific event instructions for details.