2024 Annual Dinner: Talking Trends with Michael Melissinos and Jerry Parker, Moderated by Clint Sorenson, CFA
Trend-following can help any portfolio in any market environment. Today, with relentless inflation, rising taxes and more frequent booms and busts, it can provide protection
2024 CFA Institute Research Challenge
You are invited to attend the CFA Institute Research Challenge hosted by CFA Society North Carolina for an exciting competition in which student teams from
2024 Outlook Dinner
The annual Outlook Dinner is our premier event of the year, bringing together over 350 of North Carolina's leading investment professionals and key decision-makers. We
2023 Annual Dinner-Be the Master of Your Domain: How to Take Risks in a Changing Economy
We get many conflicting messages about risk. We are told to avoid risk, other times we need to embrace risk head-on. We hear less about
Postponed Postponed until Fall 2023- Asset Owners Series
On an annual basis, CFA Society NC will assemble a panel of senior-level investment executives from a broad range of industries to share their unique
2023 CFA Institute Research Challenge
You are invited to attend the CFA Institute Research Challenge hosted by CFA Society North Carolina for an exciting competition in which student teams from
2023 Outlook Dinner
Charlotte Marriott City Center 100 W Trade St, Charlotte, NC, United StatesInvesting in a World of Uncertainty: David Lebovitz, Managing Director of J.P. Morgan Asset Management, will discuss the 2023 economic outlook, sharing views on growth,
2022 Annual Dinner
DeFi: Opportunities and Risks: with speaker Campbell R. Harvey In DeFi or Decentralized Finance, users interact as peers with algorithms or smart contracts rather than through
CFA Institute Alpha Summit
We’re back – live and in-person – delivering the one-of-kind experience that only CFA Institute can. The content you care about. The speakers who matter.
CFA Institute Research Challenge
The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work
Annual Meeting: My Life’s Journey | Reflections on Leadership | Contentment
Kelly S. King is chairman and chief executive officer of Truist Financial Corporation. He began his career in 1972, joining the Management Development Program of
Annual Outlook Event: Beyond the Horizon: 21st Century Global Security and Risk
This year we are excited to have ADM James Stavridis, USN (Ret.) speaking on the enhanced role of geopolitical and national security issues in today’s
