- Events
- Monthly Meeting
Charlotte-Inflation: The Transition from Transitory
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesThe US Federal Reserve has acknowledged that inflation will become stickier. Tim Paulson, Investment Strategist, will discuss factors that may influence inflation – and interest
Charlotte – Get Invested, Not Committed, with Private Equity Secondaries
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesDuring these turbulent public markets, investors are seeking diversification through private market assets. Historically, HNW investors and small institutions have lacked access to secondary purchases
Triangle – Get Invested, Not Committed, with Private Equity Secondaries
Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United StatesDuring these turbulent public markets, investors are seeking diversification through private market assets. Historically, HNW investors and small institutions have lacked access to secondary purchases
Triad – Get Invested, Not Committed, with Private Equity Secondaries
Forsyth Country Club Winston Salem, NC, United StatesDuring these turbulent public markets, investors are seeking diversification through private market assets. Historically, HNW investors and small institutions have lacked access to secondary purchases
What If Your Mother Knew What You Did? Experts Discuss Ethics in the Financial Services Industry
Join us as Greg Dienna, CFA leads our esteemed panelists (Paul Foley, Terry Jenkins, and Dorothy Kelly, CFA) through ethical scenarios and questions for the
NFTs: Fad or Frontier Assets; Dispatches From The Metaverse
Mark R Bell, PhD, Senior Fellow of the Emory University Center for Alternative Assets and Partner of Balentine, LLC will present materials from his coursework
Everyone Has Something to Say: Master the Art of Public Speaking
What would it mean for your team or company to make meetings less boring, customer interactions more positive and persuasive and projects easier to run?
The Lessons of Enron: The Importance of Ethical Corporate Leadership
Guest Speaker Sherron Watkins: Known internationally as the Enron whistleblower, Sherron speaks around the globe to abroad range of audiences about ethics and leadership, and
Portfolio Benefits of Fixed Income in a Low Yield Environment: A Quantitative Perspective
Extremely low interest rates have led some investors to consider a reduction in fixed income allocations in response to low prospective returns. Within fixed income,
*Virtual-The Four Pillars of Post Covid Real Estate Investing
This presentation explores the main features and benefits of US and Global Listed Real Estate. The presentation also provides additional insight into the market and
Triangle-The Four Pillars of Post Covid Real Estate Investing
Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United StatesThis presentation explores the main features and benefits of US and Global Listed Real Estate. The presentation also provides additional insight into the market and
Triad-The Four Pillars of Post Covid Real Estate Investing
Forsyth Country Club Winston Salem, NC, United StatesThis presentation explores the main features and benefits of US and Global Listed Real Estate. The presentation also provides additional insight into the market and