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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
  • 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

  • October 2019

  • Wed 23
    Oct 23, 2019 12:00 am

    Triangle- 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

    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

    Tue 22
    Oct 22, 2019 12:00 am

    CLT- Oct 2019 Ethical Decision Making

    Monthly Meeting

    Ethical Decision Making by Dr.Michael McMillan, CFA, Director Ethics Education at CFA InstituteSPEAKERDr. Michael McMillan, CFA

  • September 2019

  • Tue 10
    Sep 10, 2019 12:00 am

    Triad-Sept 2019 The Final Encore: Have the Economy and Bull Market Run Their Course

    Monthly Meeting
    Graylyn Winston Salem, NC, United States

    In 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

    Tue 10
    Sep 10, 2019 12:00 am

    CLT Sept 2019 The Final Encore: Have the Economy and Bull Market Run Their Course

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

    In 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

    Mon 9
    Sep 9, 2019 12:00 am

    Triangle-Sept 2019 The Final Encore: Have the Economy and Bull Market Run Their Course

    Monthly Meeting
    Raleigh Marriott Crabtree Valley Raleigh, NC, United States

    In 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

  • May 2019

  • Wed 1
    May 1, 2019 12:00 am

    Triad – May 2019 A Practitioner’s Guide to Wealth Management M & A

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

    A Practitioner's Guide to Wealth Management M & A by Nate Lenz and Scott SteeleSPEAKERNate Lenz and Scott Steele

    Wed 1
    May 1, 2019 12:00 am

    Triangle- May 2019 A Practitioner’s Guide to Wealth Management M & A

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

    A Practitioner's Guide to Wealth Management M & A by Nate Lenz and Scott SteeleSPEAKERNate Lenz and Scott Steele

  • April 2019

  • Tue 30
    Apr 30, 2019 12:00 am

    CLT- May 2019 A Practitioner’s Guide to Wealth Management M & A

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

    A Practitioner's Guide to Wealth Management M & A by Nate Lenz and Scott SteeleSPEAKERNate Lenz and Scott Steele

    Wed 10
    Apr 10, 2019 12:00 am

    Triangle- April 2019 The Greatest Growth Story in the History of Capitalism: The Rise of the Emerging Market Consumer

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

    With the internet becoming increasingly affordable and accessible, Billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume

    Wed 10
    Apr 10, 2019 12:00 am

    Triad – April 2019 The Greatest Growth Story in the History of Capitalism: The Rise of the Emerging Market Consumer

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

    With the internet becoming increasingly affordable and accessible, Billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume

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