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.

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!

New York Finance & Investment Professionals Networking Mixer

### The New York finance community is meeting again. After a break of more than two years, we are bringing back our in-person finance networking meetups in New York City. Before the break, we organized as many as nine events a month, bringing together professionals from across finance, investments, banking, technology, and related industries. We are excited to begin building that community again. This is an informal evening networking mixer for people working in or alongside the finance and investment industry. You may meet: • Investment managers and analysts • Bankers and financial advisors • Private equity and venture capital professionals • Stock, equity, credit, research, and trading analysts • Family office and wealth-management professionals • Fintech founders and professionals • Accountants, consultants, lawyers, marketers, recruiters, and technology professionals serving financial companies • Professionals exploring their next role or career direction in finance There are no formal speeches or lengthy presentations. The purpose is simply to bring interesting people into the same room and make it easier to start conversations. You might discuss developments in the market, exchange perspectives on an investment opportunity, discover a potential deal, meet someone who can support your due diligence, find a useful professional connection, or simply learn more about another area of the industry. ### How the evening works 1. Arrive and check in. 2. Collect your name badge. 3. Introduce yourself to someone you have not met before. 4. Share what you do, what you are interested in, and what kinds of people you would find helpful to meet. 5. Continue meeting people throughout the evening. Please do not spend the entire event speaking only with people you already know. Say hello, introduce yourself, and have at least a few conversations with new people. One of the many relationships I built through gatherings like this had a lasting impact on my own life and career. That is one of the reasons I am excited to begin organizing these meetups again. Come with an open mind, a friendly introduction, and a genuine interest in meeting your fellow professionals. ### Who should attend? This event is suitable for established professionals, emerging professionals, founders, executives, service providers, and people exploring opportunities within the broader finance and investment ecosystem. Whether you work directly in finance or support the industry through technology, operations, marketing, legal services, recruiting, consulting, or another adjacent field, you are welcome. ### Important information • This is a professional networking event, not a formal conference. • Attendance does not guarantee investments, clients, employment, introductions, or business opportunities. • Please engage respectfully and avoid aggressive selling. • The exact venue will be shared with registered attendees once confirmed. • Space may be limited, so please RSVP only when you reasonably expect to attend. We look forward to welcoming the New York finance community back. ##

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/)

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!

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!

Deficits, Debt, and Drinks

Let's get together and talk MMT.