- Events
- Monthly Meeting
CLT- Nov 2018 Harvesting Lessons from History: 2008 Crisis, Then and Now
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesRon Rimkus, CFA will present on Harvesting Lessons from History: 2008 Crisis, Then & Now Ten years ago, the modern financial system experienced a global
CLT- October 2018 Anatomy of Active Portfolios
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesLeon Roisenberg will present on The Anatomy of Active Portfolios which will study the holdings and historical performance of the largest 20,000 mutual fund managers
Triad – October 2018 Anatomy of Active Portfolios
Forsyth Country Club Winston Salem, NC, United StatesLeon Roisenberg will present on The Anatomy of Active Portfolios which will study the holdings and historical performance of the largest 20,000 mutual fund managers
Triangle- October 2018 Anatomy of Active Portfolios
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United StatesLeon Roisenberg will present on The Anatomy of Active Portfolios which will study the holdings and historical performance of the largest 20,000 mutual fund managers
Triangle- Sept 2018 Direct Lending: Weighing the Pros and Cons of Direct Lending vs. More Traditional Fixed Income Investments
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United StatesGary Hensen, managing Director and President of Tortoise, will discuss Direct Lending. As advisors have searched for higher yielding vehicles over the last several years,
Triad – Sept 2018 Direct Lending: Weighing the Pros and Cons of Direct Lending vs. More Traditional Fixed Income Investments
Forsyth Country Club Winston Salem, NC, United StatesGary Hensen, managing Director and President of Tortoise, will discuss Direct Lending. As advisors have searched for higher yielding vehicles over the last several years,
CLT- Sept 2018 CLT – Direct Lending: Weighing the Pros and Cons of Direct Lending vs. More Traditional Fixed Income Investments
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesGary Hensen, managing Director and President of Tortoise, will discuss Direct Lending. As advisors have searched for higher yielding vehicles over the last several years,
Triad – May 2018 Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates
Forsyth Country Club Winston Salem, NC, United StatesOptions for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates As investors have struggled to cope with volatility and rising
Triangle- May 2018 Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United StatesOptions for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates As investors have struggled to cope with volatility and rising
CLT- May 2018 Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesOptions for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates As investors have struggled to cope with volatility and rising
Triad – Before Its Too Late: Using Lumber and Gold to Actively Manage Stocks and Bonds
Forsyth Country Club Winston Salem, NC, United StatesMichael Gayed will speak on lumber and gold and the effects they can have on stocks and bonds. In their 2015 NAAIM Wagner award-winning paper,
Triangle-Before Its Too Late: Using Lumber and Gold to Actively Manage Stocks and Bonds
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United StatesMichael Gayed will speak on lumber and gold and the effects they can have on stocks and bonds. In their 2015 NAAIM Wagner award-winning paper,
