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X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART;TZID=America/New_York:20210127T080000
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DTSTAMP:20260527T120422
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SUMMARY:USC/CFALA CFA® Level I\, Level II\, and Level III (On-Demand) Review Program
DESCRIPTION:Online Recordings\, Presentations\,& Schweser Notes \n\n\n\n$600/ Available Discount: Decline Schweser Notes and Pro ($150 discount): NoSchweserSP21 
URL:https://cfanorthcarolina.org/event/usc-cfala-cfa-level-i-level-ii-and-level-iii-on-demand-review-program/
CATEGORIES:Candidate Focused Event,Virtual
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DTSTART;TZID=America/New_York:20210209T120000
DTEND;TZID=America/New_York:20210209T130000
DTSTAMP:20260527T120422
CREATED:20201218T185748Z
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SUMMARY:FIXED INCOME INVESTING IN A LOW RATE WORLD; RELATIVE VALUE OF FIXED INCOME
DESCRIPTION:We are delighted to host a dynamic conversation with three of Nuveen’s senior investment professionals\, Tony Rodriguez\, Michael Davern and Brian Griggs\, who will answer some of our most burning questions\, including:  \n\n\n\nDo you believe bonds still have the power to dampen normal portfolio volatility and offset portfolio drawdowns in the future?How do you invest in fixed income in a low rate world?Could you help us understand the impact of monetary policy on the bond market?Could you discuss the relative value of bonds to equity?\n\n\n\nCome prepared to this interactive session with your own questions while we have direct access to some of Nuveen’s brightest minds. Below are the panelists’ bios for your reference. \n\n\n\nSpeaker Bios \n\n\n\nTony Rodriguez \n\n\n\nTony oversees fixed income strategy for Nuveen’s global fixed income team and is responsible for co-chairing the Investment Committee\, which establishes investment policy for all global fixed income products\, and communicating the team’s positioning. Prior to his current role\, Tony was the co-head of fixed income. Before joining the firm in 2002\, he was director and head of global corporate bonds at Credit Suisse Asset Management in New York. Previously\, he was managing director and head of corporate bonds for Prudential Global Asset Management. Tony also worked as a portfolio manager for General Electric Investment Corporation and in various financial management capacities for General Electric. Tony graduated with a B.A. in Economics from Lafayette College and an M.B.A. in Finance from New York University. \n\n\n\nMichael Davern\, CFA \n\n\n\nMichael is a senior market strategist at Nuveen. In this role\, he supports sales and marketing activity related to all of the firm’s municipal managed money products: open-end mutual funds\, closed-end funds and managed accounts. He serves as one of the company’s chief spokespersons on economic issues and investment philosophy\, especially related to municipal bond investments and tactical asset allocation. Michael brings a unique perspective as a long-time direct participant in the financial markets. He began working in the investment industry in 1985 and joined the firm as the head of credit research for predecessor firm Flagship Resources in 1992. Michael has spent most of his career as a portfolio manager of open- and closed-end municipal bond funds\, including state specific portfolios for Alabama\, Arizona\, California\, Florida\, Georgia\, Kansas\, Louisiana\, Michigan\, Missouri\, New Mexico\, Pennsylvania\, South Carolina\, Texas\, Washington and Wisconsin\, as well as national portfolios. Previously\, Michael worked at Van Kampen Merritt as a senior credit analyst. He began his municipal bond career at Fuji Bank. Michael graduated with an undergraduate degree from Illinois Benedictine University and a master’s degree in Finance from the University of Illinois. He holds the CFA designation and is a member of the Chicago Municipal Analysts Society and the Association of Investment Management and Research. \n\n\n\nBrian Griggs\, CFA \n\n\n\nBrian is a Portfolio Strategist\, responsible for promoting Nuveen’s investment views and approach to multi-asset portfolio construction. He meets with financial professionals and institutional clients to discuss how they can incorporate Nuveen’s best thinking in to their own portfolio management processes. Prior to joining the firm in 2018\, Brian worked at State Street Global Advisors as an Investment Strategist\, supporting the firm’s defined contribution plan clients\, and at Voya Investment Management as a Multi-Asset Portfolio Specialist. He began his career at Bloomberg LP as a Portfolio Risk & Derivatives Specialist. Brian graduated with a B.S. from Syracuse University and an M.B.A. from Columbia Business School. He also holds the CFA and FRM designations. \n\n\n\n$0 Members \n\n\n\n$10 Guests
URL:https://cfanorthcarolina.org/event/fixed-income-investing-in-a-low-rate-world-relative-value-of-fixed-income/
CATEGORIES:Monthly Meeting,Virtual
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DTSTART;TZID=America/New_York:20210211T163000
DTEND;TZID=America/New_York:20210211T173000
DTSTAMP:20260527T120422
CREATED:20210126T215302Z
LAST-MODIFIED:20210203T171346Z
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SUMMARY:CIO INVESTMENT LEADERSHIP SERIES FEATURING ENDOWMENTS
DESCRIPTION:The fourth installment of CFA Society Los Angeles’ CIO Investment Leadership Series will feature Chief Investment Officers from leading Endowments to discuss how they are turning disruption into opportunity to provide for their constituents. These expert investors will discuss a range of topics including: \n\n\n\nThe current opportunities and challenges in the market and how to optimize portfolio positioning accordingly.Innovative approaches to balancing income\, growth\, diversification\, and capital protection.The strategies used to meet their investment targets for their constituents while promoting societal advancement.The importance of diversity and social responsibility as it relates to generating superior performance.How to identify and onboard the best existing and emerging fund managers.Best practices in endowment management in a “Constant COVID” environment.\n\n\n\nMODERATORAlicia Romo\, CFA — Managing Director and Head of Investments and Short Term Funding\, Mitsubishi UFJ Financial Group \n\n\n\nPANELISTSJustin Barton\, CFA — CIO\, UCLA Investment CompanyCraig Crow — Managing Director of Investments\, Trinity University (TX)Charmel Maynard — CIO & Treasurer\, University of Miami (FL) \n\n\n\n$5 CFANC Member (Coupon Code: CIO21NC) \n\n\n\n$20 Non-Members/Guests
URL:https://cfanorthcarolina.org/event/cio-investment-leadership-series-featuring-endowments/
CATEGORIES:Virtual
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DTSTART;TZID=America/New_York:20210217T083000
DTEND;TZID=America/New_York:20210217T093000
DTSTAMP:20260527T120422
CREATED:20210205T182032Z
LAST-MODIFIED:20210205T182033Z
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SUMMARY:CFA SOCIETY ORLANDO FORECAST BREAKFAST
DESCRIPTION:Please join CFA Society Orlando for the 2021 Forecast Breakfast\, a first of its kind. We are thrilled to host Dr. David Kelly\, Chief Global Strategist and Head of Global Market Insights Strategy Team with J.P. Morgan Asset Management. \n\n\n\nFor those of you not familiar with Dr. Kelly\, the Investors First Podcast hosted him at the very beginning of the recovery for equity markets in April 2020\, where his insight proved valuable for investors. \n\n\n\nCOVID-19: Pessimist on the Virus\, Optimist on the Economy\n\n\n\nWe encourage you to send us any questions (pandemic\, stimulus\, expected returns\, GME\, low rates\, etc.) you may have about markets ahead of the event and we will circulate to Dr. Kelly.  \n\n\n\nEach attendee will receive a $5 Starbucks gift cardEligible for 1 hour PL for CFA®\n\n\n\nDr. David Kelly\, CFA – Chief Global Strategist & Head of the Global Market Insights Strategy Team for J.P. Morgan Asset ManagementDr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience\, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities. \n\n\n\nThroughout his career\, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC\, Bloomberg\, and other financial media outlets. \n\n\n\nPrior to joining J.P. Morgan Asset Management\, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management\, Primark Decision Economics\, Lehman Brothers and DRI/McGraw-Hill. \n\n\n\nDavid is a CFA® charterholder. He also has a Ph.D. and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland. 
URL:https://cfanorthcarolina.org/event/cfa-society-orlando-forecast-breakfast/
CATEGORIES:Virtual
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DTSTART;TZID=America/New_York:20210220T120000
DTEND;TZID=America/New_York:20210220T160000
DTSTAMP:20260527T120422
CREATED:20210216T210424Z
LAST-MODIFIED:20210220T201304Z
UID:3315-1613822400-1613836800@cfanorthcarolina.org
SUMMARY:CFA Institute Research Challenge hosted by CFA Society North Carolina
DESCRIPTION:The CFA Institute Research Challenge is an annual\, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly-traded company and then write a research report on their assigned company with a buy\, sell\, or hold recommendation.   \n\n\n\nEach Research Challenge season leverages the efforts of over 150+ CFA member societies\, 3\,500+ member volunteers\, and more than 5\,000 students from over 1\,000 universities.     \n\n\n\nThe Challenge gathers students\, investment industry professionals\, publicly traded companies\, and corporate sponsors together locally\, regionally\, and globally for a real-world competition. Additionally\, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.This year’s subject company is Albemarle Corporation.
URL:https://cfanorthcarolina.org/event/cfa-institute-research-challenge-hosted-by-cfa-society-north-carolina/
CATEGORIES:University,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210226T120000
DTEND;TZID=America/New_York:20210226T130000
DTSTAMP:20260527T120422
CREATED:20210129T215620Z
LAST-MODIFIED:20210507T140959Z
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SUMMARY:The Psychology of Money
DESCRIPTION: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 we can think about risk in a more productive way that helps investors make better decisions for themselves and their clients. \n\n\n\nSpeaker: Morgan Housel \n\n\n\n\n\n\n\nMorgan Housel is a partner at the Collaborative Fund\, a venture capital firm backing young companies that are moving the world forward.  \n\n\n\nPreviously\, he was a columnist at The Wall Street Journal and an analyst at The Motley Fool. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers and was selected by the Columbia Journalism Review for the Best Business Writing anthology. In 2013 and 2016\, he was a finalist for the Gerald Loeb Award and Scripps Howard Award.  \n\n\n\nUsing insights from psychology\, history\, neurology\, and sociology\, Morgan walks audiences through the cognitive biases that cause investors to become their own worst enemies and explains how understanding your own behavior can be the key to reaching your financial goals. An expert on behavioral finance and investing history\, his presentations combine storytelling with the latest research to discuss the current state of financial markets\, the investment industry\, and personal finance. He has authored two books: Everyone Believes It; Most Will Be Wrong and 50 Years in the Making: The Great Recession and Its Aftermath. “Morgan Housel’s explanatory skills are simply superb. Best of the class” praised the judges of the prestigious Society of American Business Editors and Writers. \n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n$10 Guests/Non-Members \n\n\n\n$0 CFANC Members
URL:https://cfanorthcarolina.org/event/the-psychology-of-money-2/
CATEGORIES:Premier Event,Virtual
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