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
Brio Italian Grille 4325 Glenwood Ave STE 5000, Raleigh, North CarolinaOn 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
Grandover Resort and Conference Center Greensboro, NC, United StatesWe 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
2024 Outlook Dinner
Charlotte Marriott City Center 100 W Trade St, Charlotte, NC, United StatesThe 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
2024 CFA Institute Research Challenge
UNC-Greensboro, Bryan School of Business , United StatesYou 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 Annual Dinner: Talking Trends with Michael Melissinos and Jerry Parker, Moderated by Clint Sorenson, CFA
Dimensional Fund Advisors 1515 S. Tryon Street, Charlotte, North CarolinaTrend-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
CLT: Annual Dinner: ETFs on a Tear-What’s Going on Behind the Curtain?
Joanne Hill and Dave Nadig—co-authors of the CFA’s upcoming series, ETFs Evolving—will fast-forward through the State of the ETF Market and then do a lightning
2026 Outlook Dinner
Charlotte Marriott City Center 100 W Trade St, Charlotte, NC, United StatesWe are excited to announce that our keynote speaker will be Jim Bianco, with Bianco Research. Jim has deservingly earned a reputation among top strategists
