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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 2017

  • 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

    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

  • February 2017

  • 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

    Tue 7
    Feb 7, 2017 12:00 am

    CLT – Standards & Professionalism in Investment Performance Evaluation

    Monthly Meeting

    SPEAKERJonathan A. Boersma, CFA Thomas Porter

  • November 2016

  • 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

    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

  • October 2016

  • Wed 19
    Oct 19, 2016 12:00 am

    Triad- Perspectives on ESG Investing Trends and Tools

    Monthly Meeting

    Tools are becoming increasingly available for investors to better understand the sustainability performance of the funds and portfolios in which they invest. Please join Jon

    Wed 19
    Oct 19, 2016 12:00 am

    Triangle- Perspectives on ESG Investing Trends and Tools

    Monthly Meeting

    Tools are becoming increasingly available for investors to better understand the sustainability performance of the funds and portfolios in which they invest. Please join Jon

    Tue 18
    Oct 18, 2016 12:00 am

    CLT – Perspectives on ESG Investing Trends and Tools

    Monthly Meeting

    Tools are becoming increasingly available for investors to better understand the sustainability performance of the funds and portfolios in which they invest. Please join Jon

  • September 2016

  • Thu 15
    Sep 15, 2016 12:00 am

    Triangle- A Survival Guide To A Policy Driven Market

    Monthly Meeting

    SPEAKERDr. Ben Hunt is chief risk officer at Salient and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses

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