Fixed Income Series – 2023
This educational course is designed for those seeking to gain a broader understanding of fixed income strategies. A sound understanding of fixed income markets and
Virtual-A Transforming World
We are at the dawn of a revolution. The pace at which technological and social megatrends are transforming our world today is unprecedented. However, we
A View From the Top: Macroeconomic Picture and Market Outlook from Blackstone’s Chief Strategist Joe Zidle
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesPlease join us for an exclusive discussion with Joe Zidle, Blackstone Chief Investment Strategist, on the global macroeconomic picture, US financial markets, the Fed, and
Triangle Networking
Tap Yard Raleigh 1610 Automotive Way, Raleigh, North CarolinaJoin us for our next Networking Event, which alternates locations and venues around the Triangle area. All members, candidates, and friends of the society are
Triad Networking
Incendiary Brewing Company 486 N. Patterson Avenue, #105, Winston Salem, North CarolinaJoin us for our next Networking Event, which alternates locations and venues around the Triad area. All members, candidates, and friends of the society are
Member Only- The RIA Hunger Games: Repositioning Portfolios for the Shifting Monetary Policy and Inflation Regime
Overview Prepare for an intense, high-stakes showdown at our upcoming CFA Roundtable event, "The RIA Hunger Games." Navigate the treacherous terrain of shifting monetary policies
Level II Ethics Workshop
Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Ken Yee, CFA,
Fintech Presents: Neobanks, Digital Economics, and Regulation in the Banking Industry
Join us for an engaging discussion with industry experts as we explore the evolving landscape of NeoBanks and the regulations shaping the digital banking industry.
Practical Applications of AI and Machine Learning in Investment Management
More than a third of CFA Charterholders surveyed believe their role will be substantially different in five to ten years, disrupted by new analytical methods,
Ethical Decison-Making Workshop
Do only bad people make ethically questionable decisions? In today’s fast paced and high-pressure world, busy finance and investment professionals often face ethical dilemmas where
Career Pivots
Are you considering a career change within the finance industry or exploring opportunities beyond its borders? Join us for an insightful panel discussion, where we
CFA Exam Level I Ethics
Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Ken Yee, CFA,
