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Ledger & Legacy

Ledger & Legacy brings together New York’s most discerning minds in finance for an intimate evening of mentorship, strategy, and storytelling. Held on a Friday night in August, this curated dinner invites rising professionals to engage in legacy-driven conversation with seasoned leaders across investment banking, wealth management, fintech, and private equity. Designed for those building futures and portfolios with intention, this is a night where numbers meet nuance; and careers take shape across generations.