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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
  • October 2019

  • Wed 23
    Oct 23, 2019 12:00 am

    Triad – October 2019 Ethical Decision Making

    Monthly Meeting

    *Note your email address is your unique identifier. If it has changed, please let us know before registering or you will be charged the guest

  • November 2019

  • Tue 19
    Nov 19, 2019 12:00 am

    CLT – November 2019 The State of US Private Credit Markets

    Monthly Meeting

    *Note your email address is your unique identifier. If it has changed, please let us know before registering or you will be charged the guest

    Wed 20
    Nov 20, 2019 12:00 am

    Triangle- November 2019 The State of US Private Credit Markets

    Monthly Meeting

    *Note your email address is your unique identifier. If it has changed, please let us know before registering or you will be charged the guest

    Wed 20
    Nov 20, 2019 12:00 am

    Triad – November 2019 State of US Private Credit Markets

    Monthly Meeting

    *Note your email address is your unique identifier. If it has changed, please let us know before registering or you will be charged the guest

  • February 2020

  • Tue 4
    Feb 4, 2020 12:00 am

    CLT- February 2020- Structuring Effective Client Communication

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

    *Note your email address is your unique identifier. If it has changed, please let us know before registering or you will be charged the guest

    Wed 5
    Feb 5, 2020 12:00 am

    Triangle- February 2020-Structuring Effective Client Communication

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

    *Note your email address is your unique identifier. If it has changed, please let us know before registering or you will be charged the guest

    Wed 5
    Feb 5, 2020 12:00 am

    Triad – Feb 2020- Structuring Effective Client Communication

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

    *Note your email address is your unique identifier. If it has changed, please let us know before registering or you will be charged the guest

    Sat 29
    Feb 29, 2020 5:15 pm - 7:15 pm

    “So You Want A Career in the Investment Management Industry” Career Panel

    Monthly Meeting Networking
    UNC-Greensboro, Bryan School of Business , United States

    So You Want a Career In the Investment Management Industry?The investment management industry is experiencing significant disruption in response to shifts in technology, regulation, and

  • March 2020

  • Wed 25
    Mar 25, 2020 12:00 am

    CLT-March 2020 Demographics, Growth & Investing: When Structural Collides with the Cyclical

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

    GDP growth remains below trend and even with the recent tax reform that was passed in Washington, DC, it may seem as though the economy

    Thu 26
    Mar 26, 2020 12:00 am

    Triangle- March 2020-Demographics, Growth and Investing: When the Structural Collides with the Cyclical

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

    GDP growth remains below trend and even with the recent tax reform that was passed in Washington, DC, it may seem as though the economy

    Thu 26
    Mar 26, 2020 12:00 am

    Triad – March 2020-Demographics, Growth and Investing: When the Structural Collides with the Cyclical

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

    GDP growth remains below trend and even with the recent tax reform that was passed in Washington, DC, it may seem as though the economy

  • April 2020

  • Wed 15
    Apr 15, 2020 8:00 am - 5:00 pm

    Triangle-ESG Integration

    Monthly Meeting Networking Premier Event
    Forsyth Country Club Winston Salem, NC, United States

    In an environment where ESG funds are facing growing questions from regulators over the criteria they use, how can investment professionals address the challenges of

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