BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//CFA Society North Carolina - ECPv6.16.5//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-ORIGINAL-URL:https://cfanorthcarolina.org
X-WR-CALDESC:Events for CFA Society North Carolina
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20210314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20211107T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20220313T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20221106T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220322T120000
DTEND;TZID=America/New_York:20220322T130000
DTSTAMP:20220323T141129Z
CREATED:20220309T181725Z
LAST-MODIFIED:20220323T141129Z
UID:4820-1647950400-1647954000@cfanorthcarolina.org
SUMMARY:What If Your Mother Knew What You Did? Experts Discuss Ethics in the Financial Services Industry
DESCRIPTION:Join us as Greg Dienna\, CFA leads our esteemed panelists (Paul Foley\, Terry Jenkins\, and Dorothy Kelly\, CFA) through ethical scenarios and questions for the financial services industry. We will explore the legal\, behavioral\, and cultural perspectives.
URL:https://cfanorthcarolina.org/event/what-if-your-mother-knew-what-you-did-experts-discuss-ethics-in-the-financial-services-industry/
LOCATION:NC
CATEGORIES:Monthly Meeting,Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2022/03/Copy-of-CFANC-Facebook-940x788-6-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220330T080000
DTEND;TZID=America/New_York:20220330T090000
DTSTAMP:20220222T163721Z
CREATED:20220211T203726Z
LAST-MODIFIED:20220222T163721Z
UID:4652-1648627200-1648630800@cfanorthcarolina.org
SUMMARY:Triad - Get Invested\, Not Committed\, with Private Equity Secondaries
DESCRIPTION:During these turbulent public markets\, investors are seeking diversification through private market assets. Historically\, HNW investors and small institutions have lacked access to secondary purchases and direct co-investments\, the tools used by the largest institutions to immediately add broadly diversified private asset exposure.  \n\n\n\nHow can your clients gain access to the same high quality private market investments as some of the largest institutions in the world?  \n\n\n\nJoin us in a conversation with Bob Long\, CEO of Conversus\, a StepStone company that will focus on how the evolution of the private markets is creating opportunities to level the playing field. The conversation will be focused on the following topics: \n\n\n\n\n • Overview of the PE Secondaries Market  \n\n\n\n• Leveraging Secondaries to Mitigate the PE J-Curve  \n\n\n\n• Opportunities in Co-Investments  \n\n\n\n• Evolution of ’40 Act Private Market Landscape \n\n\n\n\nSpeaker: Bob Long\, CEO Conversus\n\n\n\nMr. Long is the CEO of Conversus. Mr. Long has three decades of experience in the private markets and has led investment teams for global firms in both the general partner and limited partner role. He has served as the CEO of two publicly-traded companies focused on expanding private market access for high net worth investors. Prior to Conversus\, Mr. Long was the CEO of OHA Investment Corporation\, a publicly-traded specialty finance company. Previously\, he co-founded Conversus Capital\, the largest publicly traded fund of third-party private equity funds with $3 billion of AUM and served as its CEO. Previously\, Mr. Long led Bank of America’s $7 billion strategic capital division. Early in his career\, Mr. Long served as the lead in-house counsel for a large portion of Bank of America’s Investment Banking Division and worked as a securities lawyer for a major law firm. A recognized industry leader\, Mr. Long was named one of 50 “GameChangers” by Private Equity International\, has been profiled in the WSJ\, and hosted CNBC Squawk Box Europe on numerous occasions. He is a founding Director of the Defined Contribution Alternatives Association and chairs its Public Policy Committee. Mr. Long received his BA from the University of North Carolina at Chapel Hill and his JD from the University of Virginia. Mr. Long has served on board of the Children’s Home Society of North Carolina and is active supporter of adoption organizations.
URL:https://cfanorthcarolina.org/event/get-invested-not-committed-with-private-equity-secondaries/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2022/02/Copy-of-CFANC-Facebook-940x788-2-5.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220330T120000
DTEND;TZID=America/New_York:20220330T130000
DTSTAMP:20220720T132733Z
CREATED:20220211T204342Z
LAST-MODIFIED:20220720T132733Z
UID:4655-1648641600-1648645200@cfanorthcarolina.org
SUMMARY:Triangle - Get Invested\, Not Committed\, with Private Equity Secondaries
DESCRIPTION:During these turbulent public markets\, investors are seeking diversification through private market assets. Historically\, HNW investors and small institutions have lacked access to secondary purchases and direct co-investments\, the tools used by the largest institutions to immediately add broadly diversified private asset exposure.  \n\n\n\nHow can your clients gain access to the same high quality private market investments as some of the largest institutions in the world?  \n\n\n\nJoin us in a conversation with Bob Long\, CEO of Conversus\, a StepStone company that will focus on how the evolution of the private markets is creating opportunities to level the playing field. The conversation will be focused on the following topics: \n\n\n\n\n • Overview of the PE Secondaries Market  \n\n\n\n• Leveraging Secondaries to Mitigate the PE J-Curve  \n\n\n\n• Opportunities in Co-Investments  \n\n\n\n• Evolution of ’40 Act Private Market Landscape \n\n\n\n\n\n\n\n\nSpeaker: Bob Long CEO\, Conversus \n\n\n\nMr. Long is the CEO of Conversus. Mr. Long has three decades of experience in the private markets and has led investment teams for global firms in both the general partner and limited partner role. He has served as the CEO of two publicly-traded companies focused on expanding private market access for high net worth investors. Prior to Conversus\, Mr. Long was the CEO of OHA Investment Corporation\, a publicly-traded specialty finance company. Previously\, he co-founded Conversus Capital\, the largest publicly traded fund of third-party private equity funds with $3 billion of AUM and served as its CEO. Previously\, Mr. Long led Bank of America’s $7 billion strategic capital division. Early in his career\, Mr. Long served as the lead in-house counsel for a large portion of Bank of America’s Investment Banking Division and worked as a securities lawyer for a major law firm. A recognized industry leader\, Mr. Long was named one of 50 “GameChangers” by Private Equity International\, has been profiled in the WSJ\, and hosted CNBC Squawk Box Europe on numerous occasions. He is a founding Director of the Defined Contribution Alternatives Association and chairs its Public Policy Committee. Mr. Long received his BA from the University of North Carolina at Chapel Hill and his JD from the University of Virginia. Mr. Long has served on board of the Children’s Home Society of North Carolina and is active supporter of adoption organizations.
URL:https://cfanorthcarolina.org/event/triangle-get-invested-not-committed-with-private-equity-secondaries/
LOCATION:Flemings Steakhouse\, Crabtree Valley Mall\, Glenwood Ave #5004\, Raleigh\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2022/02/Copy-of-CFANC-Facebook-940x788-2-5.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220331T120000
DTEND;TZID=America/New_York:20220331T130000
DTSTAMP:20220222T163855Z
CREATED:20220211T204943Z
LAST-MODIFIED:20220222T163855Z
UID:4658-1648728000-1648731600@cfanorthcarolina.org
SUMMARY:Charlotte - Get Invested\, Not Committed\, with Private Equity Secondaries
DESCRIPTION:During these turbulent public markets\, investors are seeking diversification through private market assets. Historically\, HNW investors and small institutions have lacked access to secondary purchases and direct co-investments\, the tools used by the largest institutions to immediately add broadly diversified private asset exposure.  \n\n\n\nHow can your clients gain access to the same high quality private market investments as some of the largest institutions in the world?  \n\n\n\nJoin us in a conversation with Bob Long\, CEO of Conversus\, a StepStone company that will focus on how the evolution of the private markets is creating opportunities to level the playing field. The conversation will be focused on the following topics: \n\n\n\n\n • Overview of the PE Secondaries Market  \n\n\n\n• Leveraging Secondaries to Mitigate the PE J-Curve  \n\n\n\n• Opportunities in Co-Investments  \n\n\n\n• Evolution of ’40 Act Private Market Landscape \n\n\n\n\n\n\n\n\nSpeaker: Bob Long\, CEO Conversus \n\n\n\nMr. Long is the CEO of Conversus. Mr. Long has three decades of experience in the private markets and has led investment teams for global firms in both the general partner and limited partner role. He has served as the CEO of two publicly-traded companies focused on expanding private market access for high net worth investors. Prior to Conversus\, Mr. Long was the CEO of OHA Investment Corporation\, a publicly-traded specialty finance company. Previously\, he co-founded Conversus Capital\, the largest publicly traded fund of third-party private equity funds with $3 billion of AUM and served as its CEO. Previously\, Mr. Long led Bank of America’s $7 billion strategic capital division. Early in his career\, Mr. Long served as the lead in-house counsel for a large portion of Bank of America’s Investment Banking Division and worked as a securities lawyer for a major law firm. A recognized industry leader\, Mr. Long was named one of 50 “GameChangers” by Private Equity International\, has been profiled in the WSJ\, and hosted CNBC Squawk Box Europe on numerous occasions. He is a founding Director of the Defined Contribution Alternatives Association and chairs its Public Policy Committee. Mr. Long received his BA from the University of North Carolina at Chapel Hill and his JD from the University of Virginia. Mr. Long has served on board of the Children’s Home Society of North Carolina and is active supporter of adoption organizations.
URL:https://cfanorthcarolina.org/event/charlotte-get-invested-not-committed-with-private-equity-secondaries/
LOCATION:Morton’s the Steakhouse\, 227 W Trade St #150\, Charlotte\, NC\, 28202\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2022/02/Copy-of-CFANC-Facebook-940x788-2-5.png
END:VEVENT
END:VCALENDAR