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DTSTART;TZID=America/New_York:20260811T173000
DTEND;TZID=America/New_York:20260811T193000
DTSTAMP:20260728T132628Z
CREATED:20260722T202032Z
LAST-MODIFIED:20260728T132628Z
UID:20866-1786469400-1786476600@cfanorthcarolina.org
SUMMARY:CLT Networking-Kitchen and Kocktails
DESCRIPTION:Join fellow investment professionals for an evening of networking at Kitchen + Kocktails by Kevin Kelley in Uptown Charlotte. Connect with CFA Society North Carolina members and industry peers\, expand your professional network\, and enjoy great conversation in a vibrant atmosphere. \n\n\n\nWhether you’re reconnecting with familiar faces or making new connections\, we look forward to seeing you for this casual evening of networking. \n\n\n\n*Please note: Refund requests submitted within the eligible refund period will be processed less a $15 administrative fee to cover service and credit card processing costs.
URL:https://cfanorthcarolina.org/event/clt-networking-kitchen-and-kocktails/
LOCATION:Kitchen + Kocktails by Kevin Kelly\, Queen City Center\, 210 E. Trade Street\, Charlotte\, North Carolina\, 28202
CATEGORIES:Networking
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/07/Wine-and-Network-2.png
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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:20260715T135915Z
CREATED:20260715T135855Z
LAST-MODIFIED:20260715T135915Z
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
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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
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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
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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
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