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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
  • March 2022

  • Wed 30
    Mar 30, 2022 12:00 pm - 1:00 pm

    Triangle – Get Invested, Not Committed, with Private Equity Secondaries

    Monthly Meeting
    Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United States

    During these turbulent public markets, investors are seeking diversification through private market assets. Historically, HNW investors and small institutions have lacked access to secondary purchases

    Free
    Wed 30
    Mar 30, 2022 8:00 am - 9:00 am

    Triad – Get Invested, Not Committed, with Private Equity Secondaries

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

    During these turbulent public markets, investors are seeking diversification through private market assets. Historically, HNW investors and small institutions have lacked access to secondary purchases

    Free
    Tue 22
    Mar 22, 2022 12:00 pm - 1:00 pm

    What If Your Mother Knew What You Did? Experts Discuss Ethics in the Financial Services Industry

    Monthly Meeting Virtual

    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

    $10
  • February 2022

  • Tue 8
    Feb 8, 2022 12:00 pm - 1:00 pm

    NFTs: Fad or Frontier Assets; Dispatches From The Metaverse

    Monthly Meeting Virtual

    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

    Free
  • January 2022

  • Tue 25
    Jan 25, 2022 12:00 pm - 1:00 pm

    Everyone Has Something to Say: Master the Art of Public Speaking

    Monthly Meeting Virtual

    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?

    Free
  • November 2021

  • Tue 16
    Nov 16, 2021 12:00 pm - 1:00 pm

    The Lessons of Enron: The Importance of Ethical Corporate Leadership

    Monthly Meeting Virtual

    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

    Free
  • October 2021

  • Wed 27
    Oct 27, 2021 12:00 pm - 1:15 pm

    Portfolio Benefits of Fixed Income in a Low Yield Environment: A Quantitative Perspective

    Monthly Meeting Virtual

    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,

    Free
  • September 2021

  • Wed 15
    Sep 15, 2021 12:00 pm - 1:15 pm

    *Virtual-The Four Pillars of Post Covid Real Estate Investing

    Monthly Meeting Virtual

    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

    Free
    Wed 15
    Sep 15, 2021 12:00 pm - 1:15 pm

    Triangle-The Four Pillars of Post Covid Real Estate Investing

    Monthly Meeting
    Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United States

    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

    Free
    Wed 15
    Sep 15, 2021 8:00 am - 9:00 am

    Triad-The Four Pillars of Post Covid Real Estate Investing

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

    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

    Free
    Tue 14
    Sep 14, 2021 12:00 pm - 1:15 pm

    Charlotte-The Four Pillars of Post Covid Real Estate Investing

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

    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

    Free
  • June 2021

  • Tue 22
    Jun 22, 2021 12:00 pm - 1:00 pm

    A Professional Investor’s Guide To Cryptoassets: Everything You Need To Know About A Rapidly-Emerging Asset Class

    Monthly Meeting Virtual

    2020 was a transformational year for bitcoin and crypto. Large institutions are starting to invest and major companies like Tesla, Square, and PayPal are embracing

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