• CFA NC & CAIA: A New Way of Optimizing Your Portfolio

    Dimensional Fund Advisors 1515 S. Tryon Street, Charlotte, North Carolina

    Our panel discussion with three thought leaders in the investment industry will answer many pertinent investment questions, such as How do sophisticated institutional investors approach

    Free
  • Fixed Income Series

    This educational course is designed for those seeking to gain a broader understanding of fixed income strategies. A sound understanding of fixed income markets and

    $300
  • CLT-Mardi Gras & Casino Night

    The Dunhill Hotel 237 N. Tryon Street, Charlotte, North Carolina

    Join us and our colleagues from CAIA for our first Mardi Gras and Casino night fundraiser for the NC Council on Economic Education benefitting financial

    $50