2024 Outlook Dinner
The 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
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
2024 Annual Dinner: Talking Trends with Michael Melissinos and Jerry Parker, Moderated by Clint Sorenson, CFA
Trend-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
