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CIO Investment Leadership Series Featuring Family Offices

Sep 17, 2020 6:00 pm 7:00 pm

The second installment of our CIO Investment Leadership Series will feature a diverse panel of Chief Investment Officer’s from leading family offices to discuss how some of the wealthiest families invest to “do good while also doing well” in an age of disruption and opportunity. These expert investors will discuss a range of topics including:

  • The current opportunities and challenges in the market.
  • Balancing income, growth, and diversification while protecting capital.
  • The strategies used to create wealth for their clients while promoting societal advancement.
  • The importance of diversity and social responsibility as it relates to generating performance and meeting the needs of asset owners.
  • How to identify and onboard the best existing and emerging fund managers.

$5 Members (Use discount code: CIOFamilyOfficeNC20)

$20 Non Members

In conjunction with CFA Society Los Angeles


At CFA Society North Carolina, our top priority is always the health and safety of our employees, members, candidates, and stakeholders for the areas we serve.

The novel coronavirus (COVID-19) outbreak remains a very fluid situation, and please be assured that we are monitoring the effects to health, safety, and travel mobility.  We seek to make decisions that: prioritize the health and safety of everyone involved; are informed by data; are fair and equitable in their treatment of all concerned parties; and that are viable and sustainable. We understand that this remains a stressful and trying situation, and we ask for your understanding as we seek to make decisions in a timely and well-informed manner.