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X-ORIGINAL-URL:https://cfanorthcarolina.org
X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART;TZID=America/New_York:20260407T080000
DTEND;TZID=America/New_York:20260609T170000
DTSTAMP:20260506T053046
CREATED:20251223T213734Z
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UID:11797-1775548800-1781024400@cfanorthcarolina.org
SUMMARY:Alternative Investment Series 2026
DESCRIPTION:This educational series is designed for those seeking to gain a broader understanding of alternative investment strategies. A sound understanding of alternative investments (AI) is fundamental for all serious finance and investment professionals. This course examines the characteristics\, benefits\, and risks of the various AI strategies including private equity\, hedge funds\, and derivatives. \n\n\n\nProfessionals from prominent local investment firms will lead this series so attendees will obtain unique perspectives on the current market. Instructors will also share their insights on asset allocation and risk management. \n\n\n\nAs a course participant\, you will have access to the corresponding course recording. If you sign up as a series registrant\, you will have access to all 10 course recordings. Access to course recordings expire after 60 days. 
URL:https://cfanorthcarolina.org/event/alternative-investment-series-2026/
CATEGORIES:Special Invitation for CFANC Members,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260506T080000
DTEND;TZID=America/New_York:20260506T091500
DTSTAMP:20260506T053046
CREATED:20260306T201511Z
LAST-MODIFIED:20260408T152959Z
UID:14823-1778054400-1778058900@cfanorthcarolina.org
SUMMARY:Triad-Building the Backbone of AI
DESCRIPTION:AI is emerging as the next general-purpose technology\, much like electricity or the internet before it. Its impact will span every sector of the economy and require unprecedented investment in the infrastructure that supports it. Harrison Gottlieb will discuss why trillions of dollars will be needed across the AI value chain and where those opportunities are emerging.  
URL:https://cfanorthcarolina.org/event/triad-building-the-backbone-of-ai/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260506T120000
DTEND;TZID=America/New_York:20260506T131500
DTSTAMP:20260506T053046
CREATED:20260306T201752Z
LAST-MODIFIED:20260408T153050Z
UID:14825-1778068800-1778073300@cfanorthcarolina.org
SUMMARY:Triangle-Building the Backbone of AI
DESCRIPTION:AI is emerging as the next general-purpose technology\, much like electricity or the internet before it. Its impact will span every sector of the economy and require unprecedented investment in the infrastructure that supports it. Harrison Gottlieb will discuss why trillions of dollars will be needed across the AI value chain and where those opportunities are emerging.  
URL:https://cfanorthcarolina.org/event/triangle-building-the-backbone-of-ai/
LOCATION:Flemings Steakhouse\, Crabtree Valley Mall\, Glenwood Ave #5004\, Raleigh\, NC\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260513T120000
DTEND;TZID=America/New_York:20260513T130000
DTSTAMP:20260506T053046
CREATED:20260407T202730Z
LAST-MODIFIED:20260407T202732Z
UID:16796-1778673600-1778677200@cfanorthcarolina.org
SUMMARY:Virtual-Agentic AI in Asset Management and RIAs: Driving Efficiency While Staying SEC-Ready
DESCRIPTION:Attendees will learn how asset management firms and RIAs can use Agentic AI to improve operational efficiency across compliance\, research\, client service\, marketing\, reporting\, and back-office workflows. The session will highlight practical use cases and lessons learned\, while addressing key considerations around privacy\, cybersecurity\, data governance\, recordkeeping\, and audit readiness.
URL:https://cfanorthcarolina.org/event/virtual-agentic-ai-in-asset-management-and-rias-driving-efficiency-while-staying-sec-ready/
CATEGORIES:Virtual,Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260514T190000
DTEND;TZID=America/New_York:20260514T210000
DTSTAMP:20260506T053046
CREATED:20260413T194807Z
LAST-MODIFIED:20260413T194808Z
UID:16883-1778785200-1778792400@cfanorthcarolina.org
SUMMARY:AI in Action: High-Speed Workflows with Claude Cowork and Excel
DESCRIPTION:A Claude Cowork and Excel Interactive Virtual Workshop \n\n\n\nFinancial professionals have spent two years hearing about AI. This session is about using AI at the speed your work actually demands. In 60 minutes\, Lauren Cantor\, Wall Street executive turned AI implementation strategist\, will walk you through the Claude ecosystem live. You will see Claude CoWork and Claude in Excel running against real financial workflows\, collapsing hours of financial work into minutes. This is a 2 hour working session built around live demonstrations and Q&A. \n\n\n\nWorkshop Focus \n\n\n\nYour implementation path: Research\, portfolio management\, operations\, and advisory professionals each identify their highest-leverage AI workflows and leave with a concrete starting point specific to their function. \n\n\n\nClaude CoWork running live. Investment thesis pressure-tests\, executive communications\, and deep research handled inside a single continuous session. AI operating as a genuine digital co-worker. \n\n\n\nInside Excel: Financial modeling and dashboard reporting built directly in the spreadsheet\, in real time. The demo runs from raw numbers to formatted analysis without leaving the app.
URL:https://cfanorthcarolina.org/event/ai-in-action-high-speed-workflows-with-claude-cowork-and-excel/
CATEGORIES:Special Invitation for CFANC Members,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260715T110000
DTEND;TZID=America/New_York:20260715T120000
DTSTAMP:20260506T053046
CREATED:20260116T152444Z
LAST-MODIFIED:20260116T152445Z
UID:12791-1784113200-1784116800@cfanorthcarolina.org
SUMMARY:Alpha Disrupted Webinar Series: Cybersecurity & Resilience-Managing Digital Age Risk
DESCRIPTION:In today’s connected ecosystem\, technology risk is investment risk. This webinar explores the rising threat landscape facing investment firms — from cyberattacks and third-party vulnerabilities to operational breakdowns. Learn how leaders are building resilience through smarter systems\, stronger processes\, and better awareness across all functions. Real-world incidents and practical frameworks will help participants understand both the risks and the responses needed to secure trust and continuity. \n\n\n\nKey takeaways from this webinar include: \n\n\n\nPromote cyber-awareness across all roles — not just tech or compliance teams. \n\n\n\nUnderstand the unique cybersecurity challenges facing investment and asset management firms. \n\n\n\nLearn best practices for incident response\, third-party risk management\, and employee awareness. \n\n\n\nExamine real-world breaches and what they reveal about vulnerabilities and preparedness. \n\n\n\nGain practical frameworks for building operational and digital resilience.
URL:https://cfanorthcarolina.org/event/alpha-disrupted-webinar-series-cybersecurity-resilience-managing-digital-age-risk/
CATEGORIES:Webinar
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