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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.
  1. Events
  2. Monthly Meeting

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Today
  • September 2024

  • Tue 10
    Sep 10, 2024 12:00 pm - 1:15 pm

    CLT-Can Gold and Crypto Co-Exist in a Portfolio?

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

    As the global markets ebb and flow, the ongoing discussion on whether to invest in crypto or gold remains a focal point for investors. Crypto

    Free
    Wed 11
    Sep 11, 2024 8:00 am - 9:15 am

    Triad-Can Gold and Crypto Co-Exist in a Portfolio?

    Monthly Meeting
    Forsyth Country Club Winston Salem, NC, United States

    As the global markets ebb and flow, the ongoing discussion on whether to invest in crypto or gold remains a focal point for investors. Crypto

    Free
    Wed 11
    Sep 11, 2024 12:00 pm - 1:15 pm

    Triangle-Can Gold and Crypto Co-Exist in a Portfolio?

    Monthly Meeting
    Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United States

    As the global markets ebb and flow, the ongoing discussion on whether to invest in crypto or gold remains a focal point for investors. Crypto

    Free
  • October 2024

  • Wed 9
    Oct 9, 2024 12:00 pm - 1:15 pm

    CLT-Is Private Credit a Bubble? Risks & Opportunities in Private Credit 

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

    As the clash between private lenders and the broadly syndicated market continues, the latter attempts to regain market share amid an attractive lending environment. In

    Free
    Thu 10
    Oct 10, 2024 8:00 am - 9:15 am

    Triad-Is Private Credit a Bubble? Risks & Opportunities in Private Credit 

    Monthly Meeting
    Forsyth Country Club Winston Salem, NC, United States

    As the clash between private lenders and the broadly syndicated market continues, the latter attempts to regain market share amid an attractive lending environment. In

    Free
    Thu 10
    Oct 10, 2024 12:00 pm - 1:15 pm

    Triangle-Is Private Credit a Bubble? Risks & Opportunities in Private Credit 

    Monthly Meeting
    Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United States

    As the clash between private lenders and the broadly syndicated market continues, the latter attempts to regain market share amid an attractive lending environment. In

    Free
  • November 2024

  • Wed 13
    Nov 13, 2024 12:00 pm - 1:15 pm

    CLT- Fireside Chat: Diversified Real Estate Discussion with John Ockerbloom, Head of U.S. and European Real Estate, Barings

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

    Real estate debt has grown increasingly as banks have reduced their lending activity. This fireside chat with John Ockerbloom will cover the residential space, commercial

    Free
    Tue 19
    Nov 19, 2024 8:00 am - 9:15 am

    Triad-Seizing the Moment: Exceptional Opportunities in Non-Core Real Estate Investing 

    Monthly Meeting
    Forsyth Country Club Winston Salem, NC, United States

    Real estate trades now seem to reflect higher interest rates and certain negative factors in general economies. Trading volume is still muted. It may take

    Free
    Tue 19
    Nov 19, 2024 12:00 pm - 1:15 pm

    Triangle-Seizing the Moment: Exceptional Opportunities in Non-Core Real Estate Investing 

    Monthly Meeting
    Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United States

    Real estate trades now seem to reflect higher interest rates and certain negative factors in general economies. Trading volume is still muted. It may take

    Free
  • February 2025

  • Tue 11
    Tue, February 11 12:00 pm - 1:15 pm

    CLT-Market Corrections, Endowments, and Retirees: How Buffered ETFs are Transforming Asset Allocation

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

    With traditional methods of risk mitigation showing limited effectiveness in controlling volatility, a growing number of investment professionals are reevaluating their diversification strategies. Defined outcome

    Free
    Wed 12
    Wed, February 12 8:00 am - 9:15 am

    Triad-Market Corrections, Endowments, and Retirees: How Buffered ETFs are Transforming Asset Allocation

    Monthly Meeting
    Forsyth Country Club Winston Salem, NC, United States

    With traditional methods of risk mitigation showing limited effectiveness in controlling volatility, a growing number of investment professionals are reevaluating their diversification strategies. Defined outcome

    Free
    Wed 12
    Wed, February 12 12:00 pm - 1:15 pm

    Triangle-Market Corrections, Endowments, and Retirees: How Buffered ETFs are Transforming Asset Allocation

    Monthly Meeting
    Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United States

    With traditional methods of risk mitigation showing limited effectiveness in controlling volatility, a growing number of investment professionals are reevaluating their diversification strategies. Defined outcome

    Free
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