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
DeFi: 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
Investing 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
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
2023 Annual Dinner-Be the Master of Your Domain: How to Take Risks in a Changing Economy
We 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
Triangle-Changing Behavior Using Behavioral Economics with Dan Ariely
Dan will discuss some of the challenges (and some of the benefits) of our irrationalities as they play out day-to-day in both the workplace and
