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EVENTS

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

FEATURED EVENT

2026 Outlook Dinner

2026 Outlook Dinner

Annual Event Outlook Dinner Premier Event
Jan 13, 2026 8:00 am - 8:30 am
Charlotte Marriott City Center
100 W Trade St
Charlotte, NC 28202 United States
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12 events found.
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Today
  • April 2016

  • Wed 20
    Apr 20, 2016 12:00 am

    CLT – How to Marry Low Volatility and Momentum in Portfolio Construction

    Monthly Meeting

    How to Marry Low Volatility and Momentum in Portfolio ConstructionSPEAKERCraig Lazzara, CFA

    Thu 21
    Apr 21, 2016 12:00 am

    Triad- How to Marry Low Volatility and Momentum in Portfolio Construction

    Monthly Meeting

    How to Marry Low Volatility and Momentum in Portfolio ConstructionSPEAKERCraig Lazzara, CFA

    Thu 21
    Apr 21, 2016 12:00 am

    Triangle- How to Marry Low Volatility and Momentum in Portfolio Construction

    Monthly Meeting

    How to Marry Low Volatility and Momentum in Portfolio ConstructionSPEAKERCraig Lazzara, CFA Managing Director Index Investment Strategy

  • May 2016

  • Tue 17
    May 17, 2016 12:00 am

    CLT – The Risk Landscape A Close-Up Look

    Monthly Meeting

    Melissa Brown - Sr. Director, Applied Research, Axioma, Inc. Risk started to rear its ugly head early in 2015, but then settled back down by

    Wed 18
    May 18, 2016 12:00 am

    Triad-The Risk Landscape A Close-Up Look

    Monthly Meeting

    Melissa Brown - Sr. Director, Applied Research, Axioma, Inc. Risk started to rear its ugly head early in 2015, but then settled back down by

    Wed 18
    May 18, 2016 12:00 am

    Triangle-The Risk Landscape A Close-Up Look

    Monthly Meeting

    The Risk Landscape A Close-Up Look Risk started to rear its ugly head early in 2015, but then settled back down by mid-year, despite crises

  • September 2016

  • Wed 14
    Sep 14, 2016 12:00 am

    CLT – A Survival Guide To A Policy-Driven Market

    Monthly Meeting

    SPEAKERDr. Ben Hunt is Chief Risk Officer at Salient and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses

    Thu 15
    Sep 15, 2016 12:00 am

    Triad-A Survival Guide To A Policy-Driven Market

    Monthly Meeting

    SPEAKERDr. Ben Hunt Ben Hunt Chief Risk officer at Salient and the author of Epsilon Theory, a newsletter and website that examines markets through the

    Thu 15
    Sep 15, 2016 12:00 am

    Triangle- A Survival Guide To A Policy Driven Market

    Monthly Meeting
    Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United States

    SPEAKERDr. Ben Hunt is chief risk officer at Salient and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses

  • October 2016

  • Tue 18
    Oct 18, 2016 12:00 am

    CLT – Perspectives on ESG Investing Trends and Tools

    Monthly Meeting
    Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United States

    Tools are becoming increasingly available for investors to better understand the sustainability performance of the funds and portfolios in which they invest. Please join Jon

    Wed 19
    Oct 19, 2016 12:00 am

    Triad- Perspectives on ESG Investing Trends and Tools

    Monthly Meeting
    Piedmont Club 200 W Second St, Winston Salem, NC, United States

    Tools are becoming increasingly available for investors to better understand the sustainability performance of the funds and portfolios in which they invest. Please join Jon

    Wed 19
    Oct 19, 2016 12:00 am

    Triangle- Perspectives on ESG Investing Trends and Tools

    Monthly Meeting

    Tools are becoming increasingly available for investors to better understand the sustainability performance of the funds and portfolios in which they invest. Please join Jon

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