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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

  • Thu 21
    Apr 21, 2016 12:00 am

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

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

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

    Wed 20
    Apr 20, 2016 12:00 am

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

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

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

  • March 2016

  • Wed 2
    Mar 2, 2016 12:00 am

    Triad-Other Peoples Money A Look at Private Investment Funds

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

    Other People's Money: A Look at Private Investment Funds Jim Cobb and Tom Cook of Wyrick Robbins law firm outline structure, formation, operation and regulation

    Wed 2
    Mar 2, 2016 12:00 am

    CLT -Other Peoples Money A Look at Private Investment Funds

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

    Other People's Money: A Look at Private Investment Funds Jim Cobb and Tom Cook of Wyrick Robbins law firm outline structure, formation, operation and regulation

    Tue 1
    Mar 1, 2016 12:00 am

    Triangle-Other Peoples Money A Look at Private Investment Funds

    Monthly Meeting
    Raleigh Marriott City Center 500 Fayetteville St, Raleigh, NC, United States

    Other People's Money: A Look at Private Investment Funds Jim Cobb and Tom Cook of Wyrick Robbins law firm outline structure, formation, operation and regulation

  • February 2016

  • Wed 17
    Feb 17, 2016 12:00 am

    Triangle- Hedged Equity; an overview of hedged equity alternative strategies

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

    Hedged Equity: an overview of hedged equity alternative strategies with Mr. Robert Guttschow, CFASPEAKERMr. Robert Guttschow, CFA

    Wed 17
    Feb 17, 2016 12:00 am

    Triad- Hedged Equity an overview of hedged equity alternative strategies

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

    Hedged Equity: an overview of hedged equity alternative strategies with Mr. Robert Guttschow, CFASPEAKERMr. Robert Guttschow, CFA

    Tue 16
    Feb 16, 2016 12:00 am

    CLT – Hedged Equity, an overview of hedged equity alternative strategies

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

    Hedged Equity: an overview of hedged equity alternative strategies with Mr. Guttschow, CFA.SPEAKERMr. Robert Guttschow, CFA

  • December 2015

  • Wed 2
    Dec 2, 2015 12:00 am

    Triangle-Future of Finance with Adrian Cronje, PhD, CFA

    Monthly Meeting
    Raleigh Marriott City Center 500 Fayetteville St, Raleigh, NC, United States

    Future of FinanceSPEAKERAdrian Cronje, PhD, CFA

    Wed 2
    Dec 2, 2015 12:00 am

    Triad- Future of Finance with Adrian J. Cronje, Ph.D., CFA Partner and Chief Investment Officer Balentine

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

    Future of Finance with Adrian J. Cronje, Ph.D., CFA Partner and Chief Investment Officer BalentineSPEAKERAdrian J. Cronje, Ph.D., CFA Partner and Chief Investment Officer Balentine

    Tue 1
    Dec 1, 2015 12:00 am

    CLT – Future of Finance with Adrian J. Cronje, Ph.D., CFA Partner and Chief Investment Officer Balentine

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

    SPEAKERSpeaker Bio: Adrian J. Cronje, Ph.D., CFA Partner and Chief Investment Officer Balentine

  • November 2015

  • Wed 18
    Nov 18, 2015 12:00 am

    Triad- Reducing Equity Options Strategies to Reduce Portfolio Volatility

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

    Reducing Equity Options Strategies to Reduce Portfolio VolatilitySPEAKERDaniel M. Ashcraft, CFA Portfolio Manager Gateway Investment Advisers, LLC

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