- Events
- Monthly Meeting
CLT-March 2020 Demographics, Growth & Investing: When Structural Collides with the Cyclical
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesGDP growth remains below trend and even with the recent tax reform that was passed in Washington, DC, it may seem as though the economy
“So You Want A Career in the Investment Management Industry” Career Panel
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
Triangle- February 2020-Structuring Effective Client Communication
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
Triad – Feb 2020- Structuring Effective Client Communication
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
CLT- February 2020- Structuring Effective Client Communication
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
Triangle- November 2019 The State of US Private Credit Markets
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
Triad – November 2019 State of US Private Credit Markets
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
CLT – November 2019 The State of US Private Credit Markets
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
Triangle- October 2019 Ethical Decision Making
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
Triad – October 2019 Ethical Decision Making
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
CLT- Oct 2019 Ethical Decision Making
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesEthical Decision Making by Dr.Michael McMillan, CFA, Director Ethics Education at CFA InstituteSPEAKERDr. Michael McMillan, CFA
Triad-Sept 2019 The Final Encore: Have the Economy and Bull Market Run Their Course
Graylyn Winston Salem, NC, United StatesIn this highly rated, interactive session, Adrian provides insight into the four key themes which will determine what's in store for the economy and capital
