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X-WR-CALDESC:Events for CFA Society North Carolina
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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
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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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261112T120000
DTEND;TZID=America/New_York:20261112T131500
DTSTAMP:20261019T184615Z
CREATED:20260817T195649Z
LAST-MODIFIED:20261019T184615Z
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
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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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261202T120000
DTEND;TZID=America/New_York:20261202T130000
DTSTAMP:20261105T145627Z
CREATED:20261105T145626Z
LAST-MODIFIED:20261105T145627Z
UID:29297-1796212800-1796216400@cfanorthcarolina.org
SUMMARY:Webinar Series: House of Cards | In a Market of Froth & Risk
DESCRIPTION:As financial engineering and the rapid expansion of AI infrastructure reshape credit markets\, investment professionals face a growing challenge: distinguishing genuine credit quality from risk that may be obscured by complex structures\, interconnected counterparties\, and optimistic assumptions. \n\n\n\nJoin Joel Holsinger for an insightful discussion on emerging vulnerabilities in today’s credit markets\, with a focus on AI infrastructure financing\, investment-grade debt\, and the convergence of private and public credit. Explore how to look beyond credit ratings and conventional risk models to identify hidden exposures\, evaluate downside scenarios\, and strengthen credit underwriting and investment decisions.
URL:https://cfanorthcarolina.org/event/webinar-series-house-of-cards-in-a-market-of-froth-risk/
CATEGORIES:Special Invitation for CFANC Members,Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261205T130000
DTEND;TZID=America/New_York:20261205T150000
DTSTAMP:20260925T192452Z
CREATED:20260925T192451Z
LAST-MODIFIED:20260925T192452Z
UID:24425-1796475600-1796482800@cfanorthcarolina.org
SUMMARY:Level I Ethics Workshop - December 2026
DESCRIPTION:Professions can only exist within an industry when those acting with transparency\, integrity\, candor\, and trust reach a critical mass. Come join Kujo Osei\, CFA\, CPA as he analyses CFA Institute’s Code of Ethics and Standards of Professional Conduct within the Level I CFA Curriculum as well as provide some test taking tips for the Level I exam.This discussion will follow CFA Institute’s Learning Outcome Statements for 2027 Level I CFA Curriculum Volume 10 Ethical and Professional Standards Modules 1-3 & 5: \n\n\n\n\nExplain Ethics.\n\n\n\nDescribe the role of a code of ethics in defining a profession.\n\n\n\nDescribe professions and how they establish trust.\n\n\n\nDescribe the need for high ethical standards in investment management.\n\n\n\nExplain professionalism in investment management.\n\n\n\nIdentify challenges to ethical behavior\n\n\n\nCompare and contrast ethical standards with legal standards.\n\n\n\nDescribe a framework for ethical decision making.\n\n\n\nDescribe the structure of the CFA Institute Professional Conduct Program and the process for the enforcement of the Code and Standards.\n\n\n\nIdentify the six components of the Code of Ethics and the seven Standards of Professional Conduct.\n\n\n\nExplain the ethical responsibilities required by the Code and Standards\, including the sub-sections of each Standard.\n\n\n\nDemonstrate the application of the Code of Ethics and Standards of Professional Conduct to situations involving issues of professional integrity\n\n\n\nRecommend practices and procedures designed to prevent violations of the Code of Ethics and Standards of Professional Conduct\n\n\n\nIdentify conduct that conforms to the Code and Standards and conduct that violates the Code and Standards\n\n\n\nEvaluate practices\, policies\, and conduct relative to the CFA Institute Code of Ethics and Standards of Professional Conduct\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
URL:https://cfanorthcarolina.org/event/level-i-ethics-workshop-december-2026/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20270313T120000
DTEND;TZID=America/New_York:20270313T150000
DTSTAMP:20260925T193049Z
CREATED:20260925T193048Z
LAST-MODIFIED:20260925T193049Z
UID:24432-1804939200-1804950000@cfanorthcarolina.org
SUMMARY:Quantitative Methods 1/2 Day Bootcamp - 2027
DESCRIPTION:Come join Andy Berkin\, Ph.D\, as he reviews Volume 1\, Quantitative Methods\, from the Level I 2027 CFA Curriculum. CFA® Institute’s Quantitative Methods curriculum introduces the Time Value of Money (TVM)\, Organizing\, Visualizing\, & Describing Data\, Presentation Concepts\, Common Probability Distributions\, Sampling & Estimation\, Hypothesis Testing\, and Introduction to Linear Regression. Quantitative Methods plays a significant role in the CFA exam and is applied across many other areas of the curriculum such as equity investments\, fixed income valuation\, and corporate issuers. If you’re a Level I Candidate looking for a better breakdown of Quantitative Methods\, or if you’re looking to learn how to best apply Quantitative Methods\, then this half day bootcamp is for you.
URL:https://cfanorthcarolina.org/event/quantitative-methods-1-2-day-bootcamp-2027/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members,Virtual
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20270417T130000
DTEND;TZID=America/New_York:20270417T150000
DTSTAMP:20260925T193926Z
CREATED:20260925T193925Z
LAST-MODIFIED:20260925T193926Z
UID:24437-1807966800-1807974000@cfanorthcarolina.org
SUMMARY:Level II Fixed Income Workshop - April 2027
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-april-2027/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members,Virtual
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20270424T130000
DTEND;TZID=America/New_York:20270424T170000
DTSTAMP:20260925T193610Z
CREATED:20260925T193609Z
LAST-MODIFIED:20260925T193610Z
UID:24435-1808571600-1808586000@cfanorthcarolina.org
SUMMARY:Level I Derivatives and Alternatives Bootcamp 2027
DESCRIPTION:Prepare yourself for the Derivatives and Alternatives sections for the 2027 Level I CFA Exam! Combined\, the Derivatives and Alternatives sections can account for up to 18% of the Level I Exam. Both sections can be intimidating\, especially for first-time candidates potentially costing valuable time and points on exam day. Are you ready to quickly and correctly answer questions on interest rate swaps\, put-call parity\, as well as discuss alternative investment performance both before and after fees? \n\n\n\nPlease join Milton Hadinoto\, CFA as he helps prepare you for both the Derivatives and Alternatives sections of the Level I CFA Exam. This workshop will go over some key concepts and provide you with 30 – 40 exam-type questions covering both sections. Mr. Hadinoto will cover the key concepts\, questions\, and provide test-taking tips specific to both sections of the 2027 Level I exam.
URL:https://cfanorthcarolina.org/event/level-i-derivatives-and-alternatives-bootcamp-2027/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members,Virtual
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