EVENTS

Last year we provided 61 opportunities for our members to meet, gather, learn and network together

FEATURED EVENT

Nineteenth Annual CFA NC Society Outlook Dinner

Charlotte Marriott City Center 100 W Trade St, Charlotte, NC, United States

The CFA NC Society presents the Nineteenth Annual Outlook Dinner on January 8, 2019. The dinner is the premier NC event for investment professionals to

2018 New Charterholder reception

Charlotte Marriott City Center 100 W Trade St, Charlotte, NC, United States

Private reception prior to 2019 Outlook Dinner to recognize the 2018 New Charterholders and Level 3 Passed Candidates.SPEAKERBarbara Petitt, Head of Curriculum and Learning Experience,

Annual Meeting: New Word Order

Grandover Resort and Conference Center Greensboro, NC, United States

Join CFA Society North Carolina Members and guests for a special Annual Meeting event at the Grandover Resort in Greensboro. Our reception will take place

2019 New Charterholder reception

Charlotte Marriott City Center 100 W Trade St, Charlotte, NC, United States

Private reception prior to 2020 Outlook Dinner to recognize the 2019 New Charterholders and Level 3 Passed Candidates.SPEAKERDan Fasciano, CFA Dan Fasciano is the National

CFA Society NC Annual Meeting

Virtual Event Virtual

A Fireside Chat with Alex Robertson, president of Tiger Management and moderated by John Maddison, CFA Speaker Bio: Alex Robertson is president and chief operating

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.

2022 Annual Dinner

Grandover Resort and Conference Center Greensboro, NC, United States

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

$10

2023 Outlook Dinner

Charlotte Marriott City Center 100 W Trade St, Charlotte, NC, United States

Investing 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,

$125