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
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
We are excited to announce that our keynote speaker will be Jim Bianco, with Bianco Research. Jim has deservingly earned a reputation among top strategists
