- Events
- Annual Event
2019 New Charterholder reception
Charlotte Marriott City Center 100 W Trade St, Charlotte, NC, United StatesPrivate 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
73rd CFA Institute Annual Virtual Conference
Join the global community of investment professionals for three days of informative, practical programming focusing on strategies to navigate the evolving global marketplace and fast-changing
CFA Society NC Annual Meeting
Virtual Event VirtualA Fireside Chat with Alex Robertson, president of Tiger Management and moderated by John Maddison, CFA Speaker Bio: Alex Robertson is president and chief operating
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
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
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
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 StatesDeFi: 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
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,
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
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 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