- Events
- Monthly Meeting
CLT – April 2020-ESG Integration
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesESG Integration In an environment where ESG funds are facing growing questions from regulators over the criteria they use, how can investment professionals address the
Triad – April 2020-ESG Integration
Forsyth Country Club Winston Salem, NC, United StatesESG IntegrationIn an environment where ESG funds are facing growing questions from regulators over the criteria they use, how can investment professionals address the challenges
Triangle- April 2020- ESG Integration
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United StatesESG Integration In an environment where ESG funds are facing growing questions from regulators over the criteria they use, how can investment professionals address the
CLT- May 2020- How do we use Alternatives (i.e. Hedge Funds and Private Investments) in Portfolios?
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesHow do we use Alternatives (i.e. Hedge Funds and Private Investments) in portfolios?SPEAKER
Triangle- May 2020-How do we use Alternatives (i.e. Hedge Funds and Private Investments) in portfolios?
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United StatesHow do we use Alternatives (i.e. Hedge Funds and Private Investments) in portfolios?SPEAKER
Triad – May 2020-How do we use Alternatives (i.e. Hedge Funds and Private Investments) in portfolios?
Forsyth Country Club Winston Salem, NC, United StatesHow do we use Alternatives (i.e. Hedge Funds and Private Investments) in portfolios?SPEAKER
The Popularity Asset Pricing Model
The Popularity Asset Pricing ModelThe Popularity Asset Pricing Model (PAPM) builds on the familiar Capital Asset Pricing Model (CAPM) but relaxes key CAPM assumptions. In
A View from Washington: The Election + Life After COVID
Libby Cantrill is a managing director and head of public policy for PIMCO. In her role, she coordinates the firm’s response to public policy issues
Global Economic Risks and Rewards
· Assessing the global business cycle and what the COVID-19 recession means for the economy and your investments. · In addition to the pandemic, what are the
RJ Reynolds Tobacco Co- A CFA’s Nightmare
A fireside chat with Gene Hoots and Chris Pavese, CFA. They will discuss the history and importance of tobacco in North Carolina, RJ Reynolds history,
Health Care Sector Evolution and Outlook in the Pandemic Era
Our guest speakers, Patrick Todd, CFA, and David Glickman, CFA, from Harding Loevner will present a review of the Health Care sector across industries -
FIXED INCOME INVESTING IN A LOW RATE WORLD; RELATIVE VALUE OF FIXED INCOME
We are delighted to host a dynamic conversation with three of Nuveen’s senior investment professionals, Tony Rodriguez, Michael Davern and Brian Griggs, who will answer