- Events
- Monthly Meeting
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
Global Macro and Strategy: The Great Re-Opening
The U.S. and global economies are set to re-open as widespread vaccinations get underway. President Biden's $1.9 trillion fiscal stimulus will provide a further jolt
The Emerging Market Outlier: A Chat with Phil Wool
China is now the dominant exposure in some well-followed global emerging markets equity benchmarks– so what does that mean for the majority of portfolios that
A Professional Investor’s Guide To Cryptoassets: Everything You Need To Know About A Rapidly-Emerging Asset Class
2020 was a transformational year for bitcoin and crypto. Large institutions are starting to invest and major companies like Tesla, Square, and PayPal are embracing