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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
  • November 2016

  • Wed 16
    Nov 16, 2016 12:00 am

    CLT – Do Investors Have to Overpay For Low Volatility Equity Returns?

    Monthly Meeting

    The core of our investment philosophy is based on a belief that risk and return may be mispriced within the global equity markets. One of

    Thu 17
    Nov 17, 2016 12:00 am

    Triad- Do Investors Have to Overpay For Low Volatility Equity Returns?

    Monthly Meeting

    The core of our investment philosophy is based on a belief that risk and return may be mispriced within the global equity markets. One of

    Thu 17
    Nov 17, 2016 12:00 am

    Triangle- Do Investors Have to Overpay For Low Volatility Equity Returns?

    Monthly Meeting

    The core of our investment philosophy is based on a belief that risk and return may be mispriced within the global equity markets. One of

  • February 2017

  • Tue 7
    Feb 7, 2017 12:00 am

    CLT – Standards & Professionalism in Investment Performance Evaluation

    Monthly Meeting

    SPEAKERJonathan A. Boersma, CFA Thomas Porter

    Wed 8
    Feb 8, 2017 12:00 am

    Triad- Standards & Professionalism in Investment Performance Evalulation

    Monthly Meeting

    SPEAKER

    Wed 8
    Feb 8, 2017 12:00 am

    Triangle-Standards & Professionalism in Investment Performance Evaluation

    Monthly Meeting

    SPEAKERJJonathan A. Boersma, CFA Thomas Porter

  • March 2017

  • Tue 14
    Mar 14, 2017 12:00 am

    Triangle- Financial Speed Reading Workshop

    Monthly Meeting

    Speed Reading 101 Crash Course Workshop: Read Faster, Remember More, Boost Your Productivity Course Content: How to increase your reading speed using practical, proven techniques

    Wed 15
    Mar 15, 2017 12:00 am

    Triad- Financial Speed Reading Workshop

    Monthly Meeting

    Speed Reading 101 Crash Course Workshop: Read Faster, Remember More, Boost Your Productivity Course Content: How to increase your reading speed using practical, proven techniques

    Wed 15
    Mar 15, 2017 12:00 am

    CLT – Financial Speed Reading Workshop

    Monthly Meeting

    Speed Reading 101 Crash Course Workshop: Read Faster, Remember More, Boost Your Productivity Course Content: How to increase your reading speed using practical, proven techniques

  • April 2017

  • Wed 26
    Apr 26, 2017 12:00 am

    Triad-The Global Search for Alpha: All Roads Lead to Private Markets

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

    Join us as Mark Yusko leads us in a provocative discussion showing how advisors can identify strong returns in a market that is poised to

    Wed 26
    Apr 26, 2017 12:00 am

    CLT – The Global Search for Alpha: All Roads Lead to Private Markets

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

    Join us as Mark Yusko leads us in a provocative discussion showing how advisors can identify strong returns in a market that is poised to

    Thu 27
    Apr 27, 2017 12:00 am

    Triangle-The Global Search for Alpha: All Roads Lead to Private Markets

    Monthly Meeting

    Join us as Mark Yusko leads us in a provocative discussion showing how advisors can identify strong returns in a market that is poised to

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