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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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  2. Monthly Meeting

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Today
  • March 2018

  • Tue 6
    Mar 6, 2018 12:00 am

    Triangle-Improving Stock Returns Forecasts: A “Fair Value” CAPE Approach

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

    Are U.S. stock prices overvalued? U.S. stock valuations are nearing historical highs, but some investors are wondering whether this bull market could become a bubble.

    Wed 7
    Mar 7, 2018 12:00 am

    Triad – Improving Stock Return Forcasts: A “Fair-Value” CAPE Approach

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

    Are U.S. stock prices overvalued? U.S. stock valuations are nearing historical highs, but some investors are wondering whether this bull market could become a bubble.

    Wed 7
    Mar 7, 2018 12:00 am

    CLT-Improving Stock Returns Forecasts: A “Fair-Value” CAPE Approach

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

    Are U.S. stock prices overvalued? U.S. stock valuations are nearing historical highs, but some investors are wondering whether this bull market could become a bubble.

  • April 2018

  • Wed 25
    Apr 25, 2018 12:00 am

    CLT- Before Its Too Late: Using Lumber and Gold to Actively Manage Stocks and Bonds

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

    Michael Gayed will speak on lumber and gold and the effects they can have on stocks and bonds. In their 2015 NAAIM Wagner award-winning paper,

    Thu 26
    Apr 26, 2018 12:00 am

    Triangle-Before Its Too Late: Using Lumber and Gold to Actively Manage Stocks and Bonds

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

    Michael Gayed will speak on lumber and gold and the effects they can have on stocks and bonds. In their 2015 NAAIM Wagner award-winning paper,

    Thu 26
    Apr 26, 2018 12:00 am

    Triad – Before Its Too Late: Using Lumber and Gold to Actively Manage Stocks and Bonds

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

    Michael Gayed will speak on lumber and gold and the effects they can have on stocks and bonds. In their 2015 NAAIM Wagner award-winning paper,

  • May 2018

  • Wed 23
    May 23, 2018 12:00 am

    CLT- May 2018 Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates

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

    Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates As investors have struggled to cope with volatility and rising

    Thu 24
    May 24, 2018 12:00 am

    Triangle- May 2018 Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates

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

    Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates As investors have struggled to cope with volatility and rising

    Thu 24
    May 24, 2018 12:00 am

    Triad – May 2018 Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates

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

    Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates As investors have struggled to cope with volatility and rising

  • September 2018

  • Tue 18
    Sep 18, 2018 12:00 am

    CLT- Sept 2018 CLT – Direct Lending: Weighing the Pros and Cons of Direct Lending vs. More Traditional Fixed Income Investments

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

    Gary Hensen, managing Director and President of Tortoise, will discuss Direct Lending. As advisors have searched for higher yielding vehicles over the last several years,

    Wed 19
    Sep 19, 2018 12:00 am

    Triangle- Sept 2018 Direct Lending: Weighing the Pros and Cons of Direct Lending vs. More Traditional Fixed Income Investments

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

    Gary Hensen, managing Director and President of Tortoise, will discuss Direct Lending. As advisors have searched for higher yielding vehicles over the last several years,

    Wed 19
    Sep 19, 2018 12:00 am

    Triad – Sept 2018 Direct Lending: Weighing the Pros and Cons of Direct Lending vs. More Traditional Fixed Income Investments

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

    Gary Hensen, managing Director and President of Tortoise, will discuss Direct Lending. As advisors have searched for higher yielding vehicles over the last several years,

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