EVENTS

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

FEATURED EVENT

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

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

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

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,

2018 New Charterholder reception

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

Private reception prior to 2018 Outlook Dinner to recognize the 2017 New Charterholders and Level 3 Passed Candidates.SPEAKERRepresentative from CFA Institute TBA

Eighteenth Annual CFA NC Society Outlook Dinner

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

The CFA NC Society presents the Eighteenth Annual Outlook Dinner on January 9, 2018. The dinner is the premier NC event for investment professionals to

Seventeenth Annual CFA NC Society Outlook Dinner

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

The CFA NC Society presents the Seventeenth Annual Outlook Dinner on January 10, 2017. The dinner is the premier NC event for investment professionals to

2016 New Charterholder reception

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

Private reception prior to 2017 Outlook Dinner to recognize the 2016 New Charterholders and Level 3 Passed Candidates.SPEAKERJohn Bowman, Director America CFA Institute