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?
The Westin Charlotte Charlotte, NC, United StatesJoanne 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
