BEGIN:VCALENDAR VERSION:2.0 PRODID:-//CFA Society North Carolina - ECPv6.15.17.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:CFA Society North Carolina X-ORIGINAL-URL:https://cfanorthcarolina.org X-WR-CALDESC:Events for CFA Society North Carolina REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20190310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20191103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20200308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20201101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20210314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20211107T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20200902T183000 DTEND;TZID=America/New_York:20200902T193000 DTSTAMP:20260527T184016 CREATED:20200819T191334Z LAST-MODIFIED:20200819T204335Z UID:2629-1599071400-1599075000@cfanorthcarolina.org SUMMARY:What Happens in California Affects the World: A Macroeconomic Review of California (WMES) DESCRIPTION:California ranks as the 5th biggest economy in the world and was the epicenter of the 2000 and 2008 financial crises. As part of CFA Society Los Angeles’ Election 2020 Week\, come ask our panel of renowned speakers how California will drive our nation’s recovery into 2021 and beyond. \n\n\n\nThis event will be uniquely driven by a dynamic and interactive discussion on the current state of the State in the midst of the Covid-19 crisis. Our panelists will discuss how employment\, tech\, and housing have been affected by the pandemic and what we can expect moving forward. \n\n\n\nSpeakers: \n\n\n\nMatt Miller | Matt Miller is a political economist and corporate affairs advisor at Capital Group \n\n\n\nAna Gutierrez | Ana Gutierrez is a senior director at JFF \n\n\n\nFiona Ma\, CPA| Fiona Ma has been serving as the California State Treasurer since January 2019. \n\n\n\n\n\n$20 Non-Members URL:https://cfanorthcarolina.org/event/what-happens-in-california-affects-the-world-a-macroeconomic-review-of-california-wmes/ CATEGORIES:Virtual END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20200903T163000 DTEND;TZID=America/New_York:20200903T173000 DTSTAMP:20260527T184016 CREATED:20200818T202415Z LAST-MODIFIED:20200819T191157Z UID:2644-1599150600-1599154200@cfanorthcarolina.org SUMMARY:Election 2020: A Special Analysis of the Election Outlook DESCRIPTION:CFA Society Los Angeles has landed three top experts on U.S. politics and elections to give our members and friends a private conversation offering key insights into the 2020 election (as a participant\, you will also have the opportunity to submit questions for Q&A). In addition\, this will be a preview event for our 2021 PORTFOLIO Conference. The 2020 election matters to clients\, partners\, and your own portfolio. If you miss any events this year\, make sure it is *not* this one\, because this talk will prepare you for the fall campaign in a way that few other events can. \n\n\n\nModerator: Jane Wells \n\n\n\nPanelists: James Carville\, John Heilemann\, Dr. Frank L. Luntz \n\n\n\n\n\n$25 Non Member URL:https://cfanorthcarolina.org/event/election-2020-a-special-analysis-of-the-election-outlook/ CATEGORIES:Virtual END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20200915T173000 DTEND;TZID=America/New_York:20200915T190000 DTSTAMP:20260527T184016 CREATED:20200826T133047Z LAST-MODIFIED:20220720T133335Z UID:2704-1600191000-1600196400@cfanorthcarolina.org SUMMARY:Virtual Trivia Night DESCRIPTION:Join us for our first CFA NC Trivia Night! Socialize with peers from across North Carolina in a fun\, casual setting and dust off any cobwebs that may be forming while working from home. \n\n\n\nAnd as an added bonus – all proceeds will be donated to the North Carolina Council on Economic Education! \n\n\n\nThe North Carolina Council on Economic Education (NCCEE) was founded with one goal in mind — to enhance and advance economic and financial education for K-12 educators and students of NorthCarolina. The non-profit organization provides financial literacy courses\, workshops\, and programs\, as well as economic education training to hundreds of North Carolina teachers each year. \n\n\n\nHow does our networking event help? These funds will be used to provide professional development for high school teachers that are teaching the newly required Economics and Personal Finance course. This is a new course required for graduation and is a new\, full credit course\, with no textbook. The state of NC was meant to provide funds but the state budget was vetoed and never approved. \n\n\n\nParticipate as a team or we can place you in a team!If you would like to play but can’t think of anyone special to recruit for your team of 4 to 5 people\, it is no problem! Sign up as an individual player and we will place you onto a team. All players will have the opportunity to briefly network with their teammates in breakout rooms before the game begins.Space is limited so gather your team and register today!How It Works:• Teams of 4-5 will compete in this virtual trivia competition.• Each team designates a team captain. The captain is responsible for submitting team answers electronically at the end of each round.• Players will be able to discuss their answers in private Zoom breakout rooms before submission.• The highest-scoring team wins a prize and CFANC bragging rights!How to Register:• Click “Register” and register only yourself OR if you are on a team\, add your team members or team name on the registration form.• Don’t have a team? No problem! You will be grouped with other single players or added to a team. \n\n\n\n$10 Members \n\n\n\n$20 Guests\, Family and Friends URL:https://cfanorthcarolina.org/event/virtual-trivia-night/ CATEGORIES:Networking,Virtual ATTACH;FMTTYPE=image/jpeg:https://cfanorthcarolina.org/wp-content/uploads/2020/08/Trivia-Night.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20200915T200000 DTEND;TZID=America/New_York:20201118T220000 DTSTAMP:20260527T184016 CREATED:20200819T190857Z LAST-MODIFIED:20200922T161359Z UID:2660-1600200000-1605736800@cfanorthcarolina.org SUMMARY:Fixed Income Series DESCRIPTION:This educational course is designed for those seeking to gain a broader understanding of fixed income strategies. \n\n\n\nA sound understanding of fixed income markets and strategies is fundamental for all serious finance and investment professionals. This course examines the characteristics\, benefits\, and risks of the various fixed income strategies including treasuries\, agencies\, MBS\, international\, municipal\, corporate\, and derivatives. \n\n\n\nProfessionals from prominent local investment firms will lead this series so attendees will obtain unique perspectives on the current market. Instructors will also share their insights on asset allocation and risk management. As a participant\, you will also have access to course recordings. \n\n\n\n\n\n $300 Non-Members URL:https://cfanorthcarolina.org/event/fixed-income-series/ CATEGORIES:Virtual END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20200917T180000 DTEND;TZID=America/New_York:20200917T190000 DTSTAMP:20260527T184016 CREATED:20200909T183636Z LAST-MODIFIED:20200909T183636Z UID:2753-1600365600-1600369200@cfanorthcarolina.org SUMMARY:CIO Investment Leadership Series Featuring Family Offices DESCRIPTION:The second installment of our CIO Investment Leadership Series will feature a diverse panel of Chief Investment Officer’s from leading family offices to discuss how some of the wealthiest families invest to “do good while also doing well” in an age of disruption and opportunity. These expert investors will discuss a range of topics including: \n\n\n\nThe current opportunities and challenges in the market.Balancing income\, growth\, and diversification while protecting capital.The strategies used to create wealth for their clients while promoting societal advancement.The importance of diversity and social responsibility as it relates to generating performance and meeting the needs of asset owners.How to identify and onboard the best existing and emerging fund managers.\n\n\n\n$5 Members (Use discount code: CIOFamilyOfficeNC20) \n\n\n\n$20 Non Members URL:https://cfanorthcarolina.org/event/cio-investment-leadership-series-featuring-family-offices/ CATEGORIES:Virtual END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20200924T120000 DTEND;TZID=America/New_York:20200924T133000 DTSTAMP:20260527T184016 CREATED:20200706T151811Z LAST-MODIFIED:20201012T144352Z UID:2245-1600948800-1600954200@cfanorthcarolina.org SUMMARY:The Popularity Asset Pricing Model DESCRIPTION:The Popularity Asset Pricing ModelThe Popularity Asset Pricing Model (PAPM) builds on the familiar Capital Asset Pricing Model (CAPM) but relaxes key CAPM assumptions. In the PAPM\, investors do not have to be rational\, can have risk and non-risk preferences\, and have heterogeneous expectations about security returns. By incorporating multiple investor preferences and allowing for diverse investor forecasts\, the PAPM takes two major steps towards asset pricing in the real world. The PAPM is nevertheless simple and intuitive\, serving as a general umbrella model encompassing not only the CAPM as a special case\, but also many other classical and behavioral asset pricing models.Speaker Bio:Roger G. Ibbotson\, PhD Roger G. Ibbotson is a Professor in the Practice Emeritus of Finance at Yale School of Management.He is also chairman and CIO of Zebra Capital Management\, LLC\, an equity investment andhedge fund manager. He is founder\, advisor\, and former chairman of Ibbotson Associates\,now a Morningstar Company. He has written numerous books and articles including StocksBonds Bills and Inflation with Rex Sinquefield (updated annually) which serves as astandard reference for information and capital market returns.Professor Ibbotson conducts research on a broad range of financial topics\, includingpopularity\, liquidity\, investment returns\, mutual funds\, international markets\, portfoliomanagement\, and valuation. He has recently published The Equity Risk Premium andLifetime Financial Advice. He has also co-authored two books with Gary Brinson\, GlobalInvesting and Investment Markets. He is a regular contributor and editorial board member toboth trade and academic journals.Professor Ibbotson serves on numerous boards including Dimensional Fund Advisorsıfunds. He frequently speaks at universities\, conferences\, and other forums. He received hisbachelorıs degree in mathematics from Purdue University\, his MBA from Indiana University\,and his PhD from the University of Chicago where he taught for more than ten years andserved as executive director of the Center for Research in Security Prices. URL:https://cfanorthcarolina.org/event/the-popularity-asset-pricing-model/ CATEGORIES:Monthly Meeting,Virtual ATTACH;FMTTYPE=image/jpeg:https://cfanorthcarolina.org/wp-content/uploads/2020/07/Ibbotson-graphic.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20200924T140000 DTEND;TZID=America/New_York:20200924T150000 DTSTAMP:20260527T184016 CREATED:20200922T195326Z LAST-MODIFIED:20200922T195327Z UID:2856-1600956000-1600959600@cfanorthcarolina.org SUMMARY:TII Virtual Coffee-Break Series – Session #9: A Fireside Chat with Brady Dougan moderated by Ted Seides: From CS to FinTech to Investing in a Post-Covid World DESCRIPTION:Brady Dougan\, the former CEO of Credit Suisse and now Founder of Exos Financial\, will be interviewed by Ted Seides\, Founder and Podcast Host of Capital Allocators\, in a fireside chat for Session #9 of TII’s Virtual Coffee-Break Series on Thursday\, September 24\, 2020\, from 2:00 pm to 2:50 pm EDT.  Brady will discuss how he is building a next-generation platform for institutional finance with a goal of delivering all of the services of a traditional investment bank tailored to a modern digital world.  He will also speak about investing in SPACs\, bitcoin\, and more.  Please join us for a dynamic one-on-one conversation as Ted interviews one of the industry’s biggest names.  The interview will last roughly 30 minutes after which the speakers will take questions from TII’s audience for the remaining 15 minutes. URL:https://cfanorthcarolina.org/event/tii-virtual-coffee-break-series-session-9-a-fireside-chat-with-brady-dougan-moderated-by-ted-seides-from-cs-to-fintech-to-investing-in-a-post-covid-world/ CATEGORIES:Virtual END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20200929T170000 DTEND;TZID=America/New_York:20200929T183000 DTSTAMP:20260527T184016 CREATED:20200922T193858Z LAST-MODIFIED:20200922T193859Z UID:2852-1601398800-1601404200@cfanorthcarolina.org SUMMARY:CFA PROGRAM VIRTUAL OPEN HOUSE DESCRIPTION:Join us for a panel discussion on passing the CFA Exam during the COVID-19 Pandemic. \n\n\n\n Hear directly from the CFA Institute the latest updates on the December 2020 Exam and Exams in 2021 Learn strategies and tips for passing the exam from exam prep experts Enter drawing for free exam prep materials from Kaplan\n\n\n\nEvent Panel: \n\n\n\nMarc LeFebvre\, CFA – LevelUpRafay Sohail\, CFA – IFTZee Tan\, CFA – 300 Hours  URL:https://cfanorthcarolina.org/event/cfa-program-virtual-open-house/ CATEGORIES:Candidate Focused Event,Virtual ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2020/09/CFA-Program-Virtual-Open-House.png END:VEVENT END:VCALENDAR