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
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
73rd CFA Institute Annual Virtual Conference
Join the global community of investment professionals for three days of informative, practical programming focusing on strategies to navigate the evolving global marketplace and fast-changing
Triangle-ESG Integration
In an environment where ESG funds are facing growing questions from regulators over the criteria they use, how can investment professionals address the challenges of
SE Regional Conference Attendees
Holiday Inn Charlotte-City Center Charlotte, NC, United StatesSurround Yourself with Other Society LeadersLeadership training programs allow you to study how leadership ideas have emerged and changed over time, helping you make sense
SE Regional Conference Presenting Sponsor
Holiday Inn Charlotte-City Center Charlotte, NC, United StatesJoin CFA Societies from the Southeast for collaboration, education and networking.SPEAKERVarious speakers and topics
SE Regional Conference Gold Sponsor
Holiday Inn Charlotte-City Center Charlotte, NC, United StatesJoin CFA Societies from the Southeast for collaboration, education and networking.SPEAKERVarious speakers and topics
SE Regional Conference Silver Sponsor
Holiday Inn Charlotte-City Center Charlotte, NC, United StatesJoin CFA Societies from the Southeast for collaboration, education and networking.SPEAKERVarious speakers and topics
Premier Event: CLT Asset Owner Series
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesCFA Society New York (CFANY) pioneered the Asset Owner Series (AOS) in 2015 with the purpose of showcasing a collection of exclusive events for investment
Premier Event: Xu Sitao on China and the Asia Economic Outlook 2019
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United StatesChina and the Asia Economic Outlook 2019 by Xu Sitao How would a US-China trade war affect Asia? What are the policy choices for China
Premier Event: Blockchain Panel Discussion and Dinner
NC Museum of Art Raleigh, NC, United StatesPlease join us for a dinner and panel discussion.SPEAKERWoody Preucil, CFA, Anthony Pompliano, and Mark Yusko
CLT – Investing in Infrastructure
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesCFA NC presents a portfolio manager panel featuring three tenured infrastructure portfolio managers sharing unique insights on investing in the niche infrastructure asset class. You
