3 min readYou’re Invited Thursday, October 15th, 2026 1:00-2:00 PM – Registration & Lunch at Minute Man Sportsman’s Club2:00-4:00 PM – Sporting Clays4:00-5:00 PM – Cool Down5:00 PM – Cocktails & Dinner at The Bancroft Sporting Clays, Food and a Whole Lot of Fun! Join Steele Group, Capital Advisors Group, and Citrin Cooperman for our 3rd Annual…
1 min readSample Investment Policy Blogs Cash Investment Policy Statements (IPS): The Foundation of Corporate Cash Management Corporate Cash Investment Strategies: Structuring Liquidity Across Portfolios Separately Managed Accounts: Enhancing Transparency, Control, and Flexibility in Cash Management Registered Investment Advisors vs. Broker-Dealers: Choosing the Right Partner for Corporate Cash Management
3 min readYou’re Invited Friday, June 26, 2026 6:00 AM: Meet on the Dock6:30 AM: Tournament Briefing & Boats Launch11:30 AM: Boats Arrive Back at the Dock12:00 PM–3:00 PM: Lunch & Open Bar at The Barking Crab 📍Fan Pier Marina, 10 Fan Pier Boulevard, Boston, MA 02110 Ready to Cast Your Line and Catch Some Stripers? We…
3 min readYou’re Invited Friday, June 26, 2026 6:00 AM: Meet on the Dock6:30 AM: Tournament Briefing & Boats Launch11:30 AM: Boats Arrive Back at the Dock12:00 PM–3:00 PM: Lunch & Open Bar at The Barking Crab 📍Fan Pier Marina, 10 Fan Pier Boulevard, Boston, MA 02110 Ready to Cast Your Line and Catch Some Stripers? We…
1 min readCurling at The Country Club You’re Invited Wednesday, February 4, 2025 5:30 p.m. Arrival6:00 – 7:00 p.m. Curling Instruction7:00 – 8:00 p.m. Team Competition8:00 p.m. Cocktails & Dinner The Country Club | 191 Clyde Street, Chestnut Hill, MA 02467 Learn to Curl Like an Olympian The 2026 Winter Olympics in Milan-Cortina is quickly approaching, and…
3 min read2nd Annual Biotech Steaks and Clays You’re Invited Thursday, October 9th, 2025 1:00-2:00 PM – Registration & Lunch at Minute Man Sportsman’s Club2:00-4:00 PM – Sporting Clays4:00-5:00 PM – Cool Down5:00 PM – Cocktails & Dinner at The Bancroft Sporting Clays, Food and a Whole Lot of Fun! The Steele Group, Capital Advisors Group, and…
5 min read2025 Biotech and Bass Fishing Tournament You’re Invited Friday, June 20, 2025 6:00 AM – Meet on the Dock6:30 AM – Tournament Briefing & Boats Launch11:30 AM – Boats Arrive Back at the Dock12:00 PM–3:00 PM – Lunch and Open Bar at The Barking Crab Fan Pier Marina, 10 Fan Pier Boulevard, Boston, MA 02110…
1 min readCurling at The Country Club You’re Invited Thursday, March 13, 2025 5:30 p.m. Arrival6:00 – 7:00 p.m. Curling Instruction7:00 – 8:00 p.m. Team Competition8:00 p.m. Cocktails & Dinner The Country Club | 191 Clyde Street, Chestnut Hill, MA 02467 Curling Is Back, Baby! Back by popular demand is one of the most unique and exciting…
3 min readBoston Celtics vs. Detroit Pistons You’re Invited December 4, 2024 Game Starts at 7:30 PM (Suite Opens at 6:30 PM) TD Garden, Boston | Suite 534 About the Event We are excited to invite you to join us on Wednesday, December 4th at TD Garden for the Boston Celtics against the Detroit Pistons. The game…
1 min readThanks for Registering. Wednesday, September 18, 2024 – Friday, September 20, 2024 Wequassett Resort & Golf Club, 2173 Route 28, Harwich, MA 02645