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DTSTART;TZID=America/New_York:20260204T180000
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UID:11838-1770228000-1770233400@cfanorthcarolina.org
SUMMARY:The Stock Pitch Masterclass: Build the Pitch That Gets You Hired
DESCRIPTION:Durable moat. Quality management. Secular tailwinds. Discount to peers. \n\n\n\nThis is what every candidate learns to say. It’s also what every candidate sounds like when they get passed over in an interview—not because they’re wrong\, but because they’re not saying anything the market doesn’t already know. The market knows the moat exists. It’s priced in. The market has a view on management. Priced in. Discount to peers? Priced in. Most candidates fail buy-side interviews not because they’re unprepared\, but because they sound like bankers describing a company rather than investors predicting a mispricing. \n\n\n\nAfter 15 years on the buy-side and 1\,000+ pitches evaluated\, Ryan J. Ross\, CFA\, has seen exactly where pitches break. This 90-minute masterclass covers the Alpha Framework: \n\n\n\n• The Thesis: What separates a book report from an investment thesis—and the variant perceptions that PMs actually want to hear• The ‘Why’ Model: Why your 47-tab model won’t save you in an interview\, and how to identify the 2-3 drivers that matter• The Catalyst & Bear Case: Why “eventually” isn’t a catalyst and “macro risk” isn’t a bear case—and how to answer both with precision• Live Case Study: A before/after teardown of a real pitch—same company\, same data\, different outcome
URL:https://cfanorthcarolina.org/event/the-stock-pitch-masterclass-build-the-pitch-that-gets-you-hired/
CATEGORIES:Special Invitation for CFANC Members,Webinar
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DTSTART;TZID=America/New_York:20260225T120000
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DTSTAMP:20260403T135236
CREATED:20251219T195503Z
LAST-MODIFIED:20251219T195505Z
UID:11770-1772020800-1772024400@cfanorthcarolina.org
SUMMARY:Webinar Series: Ethical Decision-Making For Investment Professionals
DESCRIPTION:Ethical Decision Making for Investment Professionals is a highly interactive\, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective. The session provides an engaging exploration of ethical decision-making in the financial services industry\, drawing on the CFA Institute’s Code of Ethics and Standards of Professional Conduct and the Ethical Decision-Making Framework. \n\n\n\nThe presentation will help participants:  \n\n\n\n\nRecognize and interpret ethical dilemmas in professional settings\n\n\n\nAnalyze complex situations where rules may be unclear or competing interests exist\n\n\n\nApply a structured approach and practical tools to make sound\, ethical decisions\n\n\n\n\n\n\n\n\nThe course emphasizes interaction and reflection\, using case studies\, group discussions\, and real-world examples. 
URL:https://cfanorthcarolina.org/event/webinar-series-ethical-decision-making-for-investment-professionals/
CATEGORIES:Special Invitation for CFANC Members,Webinar
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