- Events
- Monthly Meeting
Triad – February 2019 Compounding Quality
Forsyth Country Club Winston Salem, NC, United StatesCompounding Quality by Laura Geritz, CFA MASPEAKERLaura Geritz, CFA
CLT- February 2019 Compounding Quality
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesLaura Geritz, CFA presents Compounding QualitySPEAKERLaura Geritz, CFA
CLT – Late-cycle assets and portfolio/investment strategies
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesJoin us for a panel discussion with 5 tenured portfolio managers sharing unique insights on investing in the later stages of a waning bull market.
Triangle- November 2018 Harvesting Lessons from History: 2008 Crisis, Then and Now
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, 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
Triad – November 2018 Harvesting Lessons from History: 2008 Crisis, Then and Now
Forsyth Country Club Winston Salem, 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- 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,
