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About Us

Who We Are

The Executive Funds Network (EFN) is a complimentary national affinity group administered by Safra National Bank with local chapters in Boston, New  York, Southern Connecticut, Florida, and California.

The association is intended for the senior financial professional (generally CFO, COO, CCO, Director of Finance, etc.) of a PE, VC, Hedge Fund, or Family Office who meet regularly to discuss industry related issues and connect with peers to discuss best practices in a non-sales environment.

Members' contact information is not shared with presenting industry experts.  You do not need to be a client of Safra National Bank in order to join.

EFN Programming

Programming is driven and moderated by a Board of your peers from industry leading firms  who share and understand your concerns, specialized interests, and demanding schedules.

We partner with Industry Expert service providers (Accounting, Legal, Regulatory, IT, HR, Professional Development, etc.) to deliver the most relevant and timely content from leaders in their in respective fields.

Events include but are not limited to:

  In-person educational meetings with CPE credit at select meetings
  Frequent networking lunches or after work gatherings
  Unique social outings or experiences at exclusive venues or destinations
  Targeted webinars on timely topics

EFN’s Goals

To be the most relevant, useful, respected, and trusted community for senior financial professionals at Alternative Investment firms by creating a one-stop consortium that provides unmatched expertise, powerful connections, cutting-edge educational programs and an unparalleled forum for the exchange of information and best practices.

General Member Application

Open to Sr. Financial/Back Office Management at Alts Firm (not Portco)
Begin Application

Industry Expert Application

Intended for Service Providers who support the Alternative Investment Industry and are interested in partnering with us to provide value add information to our members
Begin Application
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EFN’s Mission

To create and foster the premier community
of senior financial decision makers at
Alternative Investment firms by providing frequent and relative content, tools, and networking opportunities to help members navigate their daily internal challenges and uncover best practices from peers and industry experts on regulatory, tax, legal, accounting, management, finance, valuation, cybersecurity, and many other relevant topics.

EFN's Principles

Expertise, professionalism, respect, best-in-class, trust, integrity, and impeccable service.

The Benefits of Membership

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Complimentary General Membership

$ 0.00
  • Membership, events, meals and beverages are complimentary!
  • Gain access to timely and relevant thought leadership information at member-only meetings with actionable insights into business specific challenges
  • Access private online advice forums to get real-time advice from industry peers regardless of your physical location
  • Attend social events in upscale local venues with unique entertainment and distinguished speakers
  • Garner enhanced technical and operational skills through access to webinar presentations that often include CPE credits
  • Leverage online networking tools including the EFN Job Board where you can post your own reqs or receive notifications for new opportunities within the industry
  • Develop new peer relationships to aid in your own professional development
  • Enjoy building new relationships in a non-sales, relaxed and welcoming setting
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