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X-WR-CALNAME:CFA Society North Carolina
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X-WR-CALDESC:Events for CFA Society North Carolina
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260919T130000
DTEND;TZID=America/New_York:20260919T143000
DTSTAMP:20260519T211105Z
CREATED:20260519T211104Z
LAST-MODIFIED:20260519T211105Z
UID:18590-1789822800-1789828200@cfanorthcarolina.org
SUMMARY:Level II Ethics Workshop
DESCRIPTION:Professions can only exist within an industry when those acting with transparency\, integrity\, candor\, and trust reach a critical mass. Come join Paul Hwang\, CFA as he analyses CFA Institute’s Code of Ethics and Standards of Professional Conduct within the Level II CFA Curriculum. \n\n\n\nThis discussion will follow CFA Institute’s Learning Outcome Statements for 2026 Level II CFA Curriculum Volume 10\, Modules 1-3: \n\n\n\nExplain how the practices\, policies\, and conduct do or do not violate the CFA Institute Code of Ethics and Standards of Professional Conduct. \n\n\n\nDescribe the six components of the Code of Ethics and the seven Standards of Professional Conduct. \n\n\n\nExplain the ethical responsibilities required of CFA Institute members and candidates in the CFA Program by the Code and Standards. \n\n\n\nDemonstrate a thorough knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct by applying the Code and Standards to specific situations. \n\n\n\nRecommend practices and procedures designed to prevent violations of the Code of Ethics and Standards of Professional Conduct. \n\n\n\nEvaluate practices\, policies\, and conduct relative to the CFA Institute Code of Ethics and Standards of Professional Conduct.
URL:https://cfanorthcarolina.org/event/level-ii-ethics-workshop-5/
LOCATION:North Carolina
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members,Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/05/Add-a-heading-7.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260922T120000
DTEND;TZID=America/New_York:20260922T131500
DTSTAMP:20260812T212747Z
CREATED:20260715T135855Z
LAST-MODIFIED:20260812T212747Z
UID:20638-1790078400-1790082900@cfanorthcarolina.org
SUMMARY:CLT-The Bull Market in Diversification…Has Started!
DESCRIPTION:For over a decade\, US large-cap stocks have dominated nearly every other asset class\, but history shows this pattern doesn’t last forever. In this session\, Meb Faber (Co-Founder & CIO\, Cambria Investment Management) examines the data behind today’s record market concentration\, where the “Magnificent Seven” now carry more weight in global indices than entire countries like Japan\, the UK\, Canada\, and China combined\, and US household equity allocations sit near all-time highs. Drawing on over a century of market history\, Meb explores why elevated valuations and concentrated positioning have historically preceded shifts toward diversification\, and what that could mean for portfolios going forward. He’ll also discuss practical\, tax-aware strategies for investors holding concentrated stock positions\, including Cambria’s 351 ETF Exchange program.
URL:https://cfanorthcarolina.org/event/clt-the-bull-market-in-diversificationhas-started/
LOCATION:Morton’s the Steakhouse\, 227 W Trade St #150\, Charlotte\, NC\, 28202\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/07/business-Tips-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260923T080000
DTEND;TZID=America/New_York:20260923T091500
DTSTAMP:20260715T140152Z
CREATED:20260715T140150Z
LAST-MODIFIED:20260715T140152Z
UID:20640-1790150400-1790154900@cfanorthcarolina.org
SUMMARY:Triad-The Bull Market in Diversification…Has Started!
DESCRIPTION:For over a decade\, US large-cap stocks have dominated nearly every other asset class\, but history shows this pattern doesn’t last forever. In this session\, Meb Faber (Co-Founder & CIO\, Cambria Investment Management) examines the data behind today’s record market concentration\, where the “Magnificent Seven” now carry more weight in global indices than entire countries like Japan\, the UK\, Canada\, and China combined\, and US household equity allocations sit near all-time highs. Drawing on over a century of market history\, Meb explores why elevated valuations and concentrated positioning have historically preceded shifts toward diversification\, and what that could mean for portfolios going forward. He’ll also discuss practical\, tax-aware strategies for investors holding concentrated stock positions\, including Cambria’s 351 ETF Exchange program.
URL:https://cfanorthcarolina.org/event/triad-the-bull-market-in-diversificationhas-started/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/07/business-Tips-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260924T120000
DTEND;TZID=America/New_York:20260924T131500
DTSTAMP:20260715T140935Z
CREATED:20260715T140609Z
LAST-MODIFIED:20260715T140935Z
UID:20642-1790251200-1790255700@cfanorthcarolina.org
SUMMARY:Triangle-The Bull Market in Diversification…Has Started!
DESCRIPTION:For over a decade\, US large-cap stocks have dominated nearly every other asset class\, but history shows this pattern doesn’t last forever. In this session\, Meb Faber (Co-Founder & CIO\, Cambria Investment Management) examines the data behind today’s record market concentration\, where the “Magnificent Seven” now carry more weight in global indices than entire countries like Japan\, the UK\, Canada\, and China combined\, and US household equity allocations sit near all-time highs. Drawing on over a century of market history\, Meb explores why elevated valuations and concentrated positioning have historically preceded shifts toward diversification\, and what that could mean for portfolios going forward. He’ll also discuss practical\, tax-aware strategies for investors holding concentrated stock positions\, including Cambria’s 351 ETF Exchange program.
URL:https://cfanorthcarolina.org/event/triangle-the-bull-market-in-diversificationhas-started/
LOCATION:Flemings Steakhouse – Crabtree location\, Glenwood Ave #5004\, Raleigh\, NC\, 27612\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/07/business-Tips-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261013T120000
DTEND;TZID=America/New_York:20261013T131500
DTSTAMP:20260812T172338Z
CREATED:20260812T172336Z
LAST-MODIFIED:20260812T172338Z
UID:21658-1791892800-1791897300@cfanorthcarolina.org
SUMMARY:CLT-Navigating the New Digital Frontier—Digital Assets\, Prediction Markets\, and the Investment Adviser’s Playbook
DESCRIPTION:This presentation will cover three main areas. First\, we will survey the rapidly evolving SEC and CFTC regulatory framework and landscape for digital assets\, including the CFTC’s expanding oversight of prediction markets under the Commodity Exchange Act. Second\, we will walk through the fundamentals that investment professionals need to understand—the emerging digital asset taxonomy\, the difference between cryptocurrencies as a speculative asset class and tokenized traditional assets\, direct versus indirect exposure options such as spot Bitcoin and Ether ETFs\, custody considerations\, and the key CFTC registration categories governing event contract markets. Third\, we will tie it all together and discuss the implications and considerations for an investment adviser’s fiduciary duty under the Investment Advisers Act of 1940. The session will conclude with practical takeaways and an open Q&A.
URL:https://cfanorthcarolina.org/event/clt-navigating-the-new-digital-frontier-digital-assets-prediction-markets-and-the-investment-advisers-playbook/
LOCATION:Morton’s the Steakhouse\, 227 W Trade St #150\, Charlotte\, NC\, 28202\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/08/business-Tips-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261014T080000
DTEND;TZID=America/New_York:20261014T091500
DTSTAMP:20260812T175329Z
CREATED:20260812T175329Z
LAST-MODIFIED:20260812T175329Z
UID:21662-1791964800-1791969300@cfanorthcarolina.org
SUMMARY:Triad-Navigating the New Digital Frontier—Digital Assets\, Prediction Markets\, and the Investment Adviser’s Playbook
DESCRIPTION:This presentation will cover three main areas. First\, we will survey the rapidly evolving SEC and CFTC regulatory framework and landscape for digital assets\, including the CFTC’s expanding oversight of prediction markets under the Commodity Exchange Act. Second\, we will walk through the fundamentals that investment professionals need to understand—the emerging digital asset taxonomy\, the difference between cryptocurrencies as a speculative asset class and tokenized traditional assets\, direct versus indirect exposure options such as spot Bitcoin and Ether ETFs\, custody considerations\, and the key CFTC registration categories governing event contract markets. Third\, we will tie it all together and discuss the implications and considerations for an investment adviser’s fiduciary duty under the Investment Advisers Act of 1940. The session will conclude with practical takeaways and an open Q&A.
URL:https://cfanorthcarolina.org/event/triad-navigating-the-new-digital-frontier-digital-assets-prediction-markets-and-the-investment-advisers-playbook/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/08/business-Tips-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261014T120000
DTEND;TZID=America/New_York:20261014T131500
DTSTAMP:20260812T174948Z
CREATED:20260812T174947Z
LAST-MODIFIED:20260812T174948Z
UID:21660-1791979200-1791983700@cfanorthcarolina.org
SUMMARY:Triangle-Navigating the New Digital Frontier—Digital Assets\, Prediction Markets\, and the Investment Adviser’s Playbook
DESCRIPTION:This presentation will cover three main areas. First\, we will survey the rapidly evolving SEC and CFTC regulatory framework and landscape for digital assets\, including the CFTC’s expanding oversight of prediction markets under the Commodity Exchange Act. Second\, we will walk through the fundamentals that investment professionals need to understand—the emerging digital asset taxonomy\, the difference between cryptocurrencies as a speculative asset class and tokenized traditional assets\, direct versus indirect exposure options such as spot Bitcoin and Ether ETFs\, custody considerations\, and the key CFTC registration categories governing event contract markets. Third\, we will tie it all together and discuss the implications and considerations for an investment adviser’s fiduciary duty under the Investment Advisers Act of 1940. The session will conclude with practical takeaways and an open Q&A.
URL:https://cfanorthcarolina.org/event/triangle-navigating-the-new-digital-frontier-digital-assets-prediction-markets-and-the-investment-advisers-playbook/
LOCATION:Flemings Steakhouse\, Crabtree Valley Mall\, Glenwood Ave #5004\, Raleigh\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/08/business-Tips-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261017T130000
DTEND;TZID=America/New_York:20261017T150000
DTSTAMP:20260519T211346Z
CREATED:20260519T211345Z
LAST-MODIFIED:20260519T211346Z
UID:18592-1792242000-1792249200@cfanorthcarolina.org
SUMMARY:Level II Fixed Income Workshop
DESCRIPTION:Are you ready for the Level II CFA Exam? How about the Fixed Income section? While Fixed Income at Level II is only 10% – 15% of the exam\, there’s a lot of complex quantitative material to digest that can feel overwhelming if you have not seen it before. Are you ready to answer questions on forward interest rates\, how to price a bond using a variety of different valuation methodologies\, as well as discuss yield curves\, credit spreads\, and credit default swaps? \n\n\n\nPlease join Peter Stutz\, CFA as he helps prepare you for the fixed income section of the Level II CFA Exam. This workshop will take you through some key concepts as well as provide you with 30-40 exam-type questions covering each of the five learning modules. Mr. Stutz will work through solutions to these problems and provide test-taking tips specific to the fixed income portion of the exam.
URL:https://cfanorthcarolina.org/event/level-ii-fixed-income-workshop-4/
LOCATION:North Carolina
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members,Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/05/Add-a-heading-8.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261020T080000
DTEND;TZID=America/New_York:20261020T170000
DTSTAMP:20260730T203914Z
CREATED:20260730T203913Z
LAST-MODIFIED:20260730T203914Z
UID:21185-1792483200-1792515600@cfanorthcarolina.org
SUMMARY:ALTSSE 2026 Conference
DESCRIPTION:ALTSSE is an education-focused alternative investment event designed to bring the investor community together for dialogue and discussion on the most relevant topics facing investors and managers today. \n\n\n\nALTSSE is developed and led by the CAIA Association\, CFA Society North Carolina\, and Markets Group\, and is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSSE is specifically designed to provide relevant\, education-focused content for individuals who manage\, advise\, allocate to\, or oversee alternative investments. With leading allocating and management firms\, the agenda will include topics such as global asset allocation\, private markets\, real assets\, private equity\, hedge funds\, alternative beta strategies\, and more.
URL:https://cfanorthcarolina.org/event/altsse-2026-conference/
LOCATION:JW Marriott Charlotte\, 600 S. College Street\, Charlotte\, North Carolina\, 28202
CATEGORIES:Co-Sponsored Event,Premier Event
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/07/ALTSSE_Announcement-2026.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261027T080000
DTEND;TZID=America/New_York:20261027T120000
DTSTAMP:20260825T155540Z
CREATED:20260825T155539Z
LAST-MODIFIED:20260825T155540Z
UID:22261-1793088000-1793102400@cfanorthcarolina.org
SUMMARY:Save the Date-Impact Your Profession\, Impact Your Career: Women's Workshop
DESCRIPTION:Join the Armillary Group at Morgan Stanley for Impact Your Profession\, Impact Your Career: Women’s Workshop\, a professional event designed to bring women together for connection\, inspiration\, and meaningful dialogue. Attendees will network\, share perspectives\, and explore ways to build confidence\, strengthen professional relationships\, and make a lasting impact on their careers and communities. \n\n\n\nRegistration and more information coming soon!
URL:https://cfanorthcarolina.org/event/save-the-date-impact-your-profession-impact-your-career-womens-workshop-2/
LOCATION:The Parlor\, 1837 N. Tryon Street\, Charlotte\, North Carolina\, 28206
CATEGORIES:Co-Sponsored Event,Special Invitation for CFANC Members
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/08/Add-a-heading-12.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261111T120000
DTEND;TZID=America/New_York:20261111T131500
DTSTAMP:20260817T195214Z
CREATED:20260817T194613Z
LAST-MODIFIED:20260817T195214Z
UID:21938-1794398400-1794402900@cfanorthcarolina.org
SUMMARY:Triangle-Scarcity on Sale: Compelling Opportunities in an Inflationary World
DESCRIPTION:Inflation affects assets unevenly. Scarce\, useful assets that are difficult and expensive to replace can become increasingly valuable as the purchasing power of money declines. Years of underinvestment and rising replacement costs have created scarcity across a range of real assets and commodities\, even as markets remain concentrated in what has worked recently. Where has that disconnect left scarcity on sale\, and how can volatility create opportunities for patient\, long-term value investors?
URL:https://cfanorthcarolina.org/event/triangle-scarcity-on-sale-compelling-opportunities-in-an-inflationary-world/
LOCATION:Flemings Steakhouse\, Crabtree Valley Mall\, Glenwood Ave #5004\, Raleigh\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/08/business-Tips-4.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261112T080000
DTEND;TZID=America/New_York:20261112T091500
DTSTAMP:20260817T195144Z
CREATED:20260817T195143Z
LAST-MODIFIED:20260817T195144Z
UID:21940-1794470400-1794474900@cfanorthcarolina.org
SUMMARY:Triad-Scarcity on Sale: Compelling Opportunities in an Inflationary World
DESCRIPTION:Inflation affects assets unevenly. Scarce\, useful assets that are difficult and expensive to replace can become increasingly valuable as the purchasing power of money declines. Years of underinvestment and rising replacement costs have created scarcity across a range of real assets and commodities\, even as markets remain concentrated in what has worked recently. Where has that disconnect left scarcity on sale\, and how can volatility create opportunities for patient\, long-term value investors?
URL:https://cfanorthcarolina.org/event/triad-scarcity-on-sale-compelling-opportunities-in-an-inflationary-world/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/08/business-Tips-4.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261112T120000
DTEND;TZID=America/New_York:20261112T131500
DTSTAMP:20260817T195650Z
CREATED:20260817T195649Z
LAST-MODIFIED:20260817T195650Z
UID:21942-1794484800-1794489300@cfanorthcarolina.org
SUMMARY:CLT-Scarcity on Sale: Compelling Opportunities in an Inflationary World
DESCRIPTION:Inflation affects assets unevenly. Scarce\, useful assets that are difficult and expensive to replace can become increasingly valuable as the purchasing power of money declines. Years of underinvestment and rising replacement costs have created scarcity across a range of real assets and commodities\, even as markets remain concentrated in what has worked recently. Where has that disconnect left scarcity on sale\, and how can volatility create opportunities for patient\, long-term value investors?
URL:https://cfanorthcarolina.org/event/clt-scarcity-on-sale-compelling-opportunities-in-an-inflationary-world/
LOCATION:Morton’s the Steakhouse\, 227 W Trade St #150\, Charlotte\, NC\, 28202\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/08/business-Tips-4.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261116T170000
DTEND;TZID=America/New_York:20261116T193000
DTSTAMP:20260916T153035Z
CREATED:20260916T153034Z
LAST-MODIFIED:20260916T153035Z
UID:23769-1794848400-1794857400@cfanorthcarolina.org
SUMMARY:Economic Outlook with Tom Barkin\, President & CEO of the Federal Reserve Bank of Richmond
DESCRIPTION:CFA North Carolina is pleased to welcome Tom Barkin\, President and CEO of the Federal Reserve Bank of Richmond\, for a highly anticipated discussion on the U.S. economy\, monetary policy\, and the road ahead. \n\n\n\nThis timely event offers CFA North Carolina members and the broader investment community a unique opportunity to hear directly from a leading voice in the U.S. economy. Mr. Barkin will provide his perspective on the latest economic data\, the direction of monetary policy\, and the forces shaping the economic outlook for 2027. \n\n\n\nThe discussion will explore: \n\n\n\n\nThe Federal Reserve’s policy outlook for 2027\n\n\n\nThe Fed’s mandate amid an evolving political and economic environment\n\n\n\nCurrent lending and banking activity in the U.S.\n\n\n\nKey economic trends and their potential implications for markets and investors\n\n\n\n\nDon’t miss this opportunity to hear firsthand from a Federal Reserve Bank president on the issues influencing the economy and financial markets. Join us for what promises to be an engaging and thought-provoking discussion.
URL:https://cfanorthcarolina.org/event/economic-outlook-with-tom-barkin-president-ceo-of-the-federal-reserve-bank-of-richmond/
LOCATION:Dimensional Fund Advisors\, 1515 S. Tryon Street\, Charlotte\, North Carolina\, 28202
CATEGORIES:Premier Event
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END:VEVENT
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