The Psychology of Money
Risk is the most important topic in investing. But it is not simple or intuitive. In this talk, Morgan Housel shares four stories that show
Asset Owner Series
On an annual basis CFA Society NC will assemble a panel of senior-level investment executives from a broad range of industries to share their unique
Let’s Shape the Future Together- success stories of inclusion
Focus on solutions, not failures to solve the diversity, equity, and inclusion challenge. This exciting virtual meeting brings together leading executives, Dennis Johnson, CFA, Former
2022 Outlook Dinner
Marriott City Center Charlotte 100 West Trade St, Charlotte, North CarolinaParking at the Marriott is accessed via the front of the hotel on Trade Street. Event parking is $!5 per vehicle. Overnight guests may use
2022 Annual Dinner
Grandover Resort and Conference Center Greensboro, NC, United StatesDeFi: Opportunities and Risks: with speaker Campbell R. Harvey In DeFi or Decentralized Finance, users interact as peers with algorithms or smart contracts rather than through
2023 Outlook Dinner
Charlotte Marriott City Center 100 W Trade St, Charlotte, NC, United StatesInvesting in a World of Uncertainty: David Lebovitz, Managing Director of J.P. Morgan Asset Management, will discuss the 2023 economic outlook, sharing views on growth,
CLT & Virtual : Risks, Opportunities, and the Need for Agility: 2023 Asset Allocation Outlook
Sébastien Page, CFA, Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price, will share key insights into navigating the coming year in
Virtual-A Fireside Chat with Nuveen’s CIO, Saira Malik
CFA Society North Carolina is delighted to invite you to participate in a virtual fireside chat with Saira Malik, Chief Investment Officer of Nuveen, one
Postponed Postponed until Fall 2023- Asset Owners Series
Brio Italian Grille 4325 Glenwood Ave STE 5000, Raleigh, North CarolinaOn an annual basis, CFA Society NC will assemble a panel of senior-level investment executives from a broad range of industries to share their unique
2023 Annual Dinner-Be the Master of Your Domain: How to Take Risks in a Changing Economy
Grandover Resort and Conference Center Greensboro, NC, United StatesWe get many conflicting messages about risk. We are told to avoid risk, other times we need to embrace risk head-on. We hear less about
A View From the Top: Macroeconomic Picture and Market Outlook from Blackstone’s Chief Strategist Joe Zidle
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesPlease join us for an exclusive discussion with Joe Zidle, Blackstone Chief Investment Strategist, on the global macroeconomic picture, US financial markets, the Fed, and
2024 Outlook Dinner
The annual Outlook Dinner is our premier event of the year, bringing together over 350 of North Carolina's leading investment professionals and key decision-makers. We
