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: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 BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20220313T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20221106T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20210127T080000 DTEND;TZID=America/New_York:20211231T170000 DTSTAMP:20260527T104831 CREATED:20210127T142513Z LAST-MODIFIED:20211118T145342Z UID:3118-1611734400-1640970000@cfanorthcarolina.org 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 ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2021/11/Copy-of-CFANC-Facebook-940x788-9.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210301T180000 DTEND;TZID=America/New_York:20210301T190000 DTSTAMP:20260527T104831 CREATED:20210125T220347Z LAST-MODIFIED:20210125T220348Z UID:3091-1614621600-1614625200@cfanorthcarolina.org SUMMARY:CFANY Asset Owner Series: A Look Forward with the Head of Duke’s Endowment DESCRIPTION:Evan Jones\, CFA\, Head of DUMAC (Duke University’s endowment) will be interviewed by Daniel Fridson\, Arrivato. URL:https://cfanorthcarolina.org/event/cfany-asset-owner-series-a-look-forward-with-the-head-of-dukes-endowment/ CATEGORIES:Virtual END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210303T183000 DTEND;TZID=America/New_York:20210303T200000 DTSTAMP:20260527T104831 CREATED:20210127T141352Z LAST-MODIFIED:20210127T141353Z UID:3115-1614796200-1614801600@cfanorthcarolina.org SUMMARY:Better Client Engagement=More Success DESCRIPTION:Part 1 of 4 in our 2021 Wealth Management Excellence Series. \n\n\n\nPlease join CFA Society Los Angeles and nationally recognized expert\, Julie Littlechild\, as she teaches us how to cultivate a better client experience. Learn actionable techniques for more effective client engagement and become referable! \n\n\n\nSPEAKER \n\n\n\n\n\n\n\nJulia Littlechild | Julia Littlechild is a recognized expert on the drivers of client engagement and a popular speaker on how client experience is being disrupted and how to leverage those trends to drive referrals. \n\n\n\nShe has worked with and studied successful financial advisors and their clients for more than twenty-five years. Prior to founding Absolute Engagement\, Julie launched and ran one of the industry’s leading research firms\, focused on client engagement. She is the author of a popular blog\, the co-host of the Becoming Referable podcast and the author of The Pursuit of Absolute Engagement. \n\n\n\nJulie sat on the national board of the Financial Planning Association\, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine\, and won the Influencer Award in practice management from Financial Planning Magazine. She holds an MBA from the University of Toronto. \n\n\n\nIndividual Registration: $20 Non-Members/ $5 CFANC Member (Coupon Code: WMES21NC) \n\n\n\nSeries Registration: $40 Non-Members/ $20 CFANC Member (Coupon Code: WMESseries21NC) URL:https://cfanorthcarolina.org/event/better-client-engagementmore-success/ CATEGORIES:Virtual END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210311T120000 DTEND;TZID=America/New_York:20210311T131500 DTSTAMP:20260527T104831 CREATED:20210125T220912Z LAST-MODIFIED:20210315T132019Z UID:3100-1615464000-1615468500@cfanorthcarolina.org SUMMARY:Asset Owner Series DESCRIPTION: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 insights. Panelists will represent:  \n\n\n\n\n\nsovereign wealth fundsinsurance companiessingle family officesmulti-family officesendowmentsfoundations\n\n\n\n\n\nprivate banksnational pensionscorporate pensionsinstitutional investment consultantspublic pensions\n\n\n\n\n\n\nLibby P. George – Director of InvestmentsPanelistLibby George is currently the Director of Investments at North Carolina State University accumulating over 30 years of experience in investment management\, corporate\, educational\, and financial accounting. \n\n\n\n\n\n\nRead full bio \n \n \n \n \n \n Libby currently manages five portfolios at NC State with assets in excess of $1.7 billion in short term\, intermediate term\, charitable giving\, traditional long- term endowment assets as well as long-term endowment assets invested in a sustainable responsible and impactful manner. Ms. George is currently on the editorial committee of iConnections Investment Institute\, a member of the John Rex Endowment Board\, member of the CAP Trust/UNC 403B Investment Committee\, and a member of the Executive & Steering Committees of the Intentional Endowment Network. Ms. George previously served on the State of North Carolina’s Supplemental Retirement Board of Trustees as appointed by Governor Beverly Perdue in July 2009 and was the Chair of the Investment Subcommittee of the Supplemental Retirement Board. Libby was a NC State University Award for Excellence Nominee in 1991\, received the Pride of the Wolfpack Award in 2001\, named one of the 125 Transformational Women of NC State in 2013\, and in 2019\, received the Rodney H. Adams Endowment Management Award from NACUBO (National Association of College and Business Officers) for outstanding individual contributions to professional development activities related to University Endowment and Investment Management\, as well as being named one of the Top 30 Investors in Next-Generation leading Endowments by Trusted Insight. Libby received her Bachelor of Science degree in Accounting from Auburn University and was an All-American NCAA athlete in Swimming for the Auburn Tigers. She became a Certified Public Accountant in 1992. \n\n \n \n\n\n\n\n\n \n\n\n\n\n\n\n\nRead full bio \n \n \n \n \n \n Libby currently manages five portfolios at NC State with assets in excess of $1.7 billion in short term\, intermediate term\, charitable giving\, traditional long- term endowment assets as well as long-term endowment assets invested in a sustainable responsible and impactful manner. Ms. George is currently on the editorial committee of iConnections Investment Institute\, a member of the John Rex Endowment Board\, member of the CAP Trust/UNC 403B Investment Committee\, and a member of the Executive & Steering Committees of the Intentional Endowment Network. Ms. George previously served on the State of North Carolina’s Supplemental Retirement Board of Trustees as appointed by Governor Beverly Perdue in July 2009 and was the Chair of the Investment Subcommittee of the Supplemental Retirement Board. Libby was a NC State University Award for Excellence Nominee in 1991\, received the Pride of the Wolfpack Award in 2001\, named one of the 125 Transformational Women of NC State in 2013\, and in 2019\, received the Rodney H. Adams Endowment Management Award from NACUBO (National Association of College and Business Officers) for outstanding individual contributions to professional development activities related to University Endowment and Investment Management\, as well as being named one of the Top 30 Investors in Next-Generation leading Endowments by Trusted Insight. Libby received her Bachelor of Science degree in Accounting from Auburn University and was an All-American NCAA athlete in Swimming for the Auburn Tigers. She became a Certified Public Accountant in 1992. \n\n \n \n\n\n\n\n\n\n\n\n\n\nMark E. Roberts\, CFA PanelistMark E.Roberts serves as the Chief Investment Officer for Ironsides Asset Advisors\, LLC\, as well as a Managing Director for the Tuscarora Company (a family office). \n\n\n\n\n\n\nRead full bio \n \n \n \n \n \n Immediately preceding that\, Mr. Roberts was the Director of Global Equities and Hedged Strategies for the North Carolina Retirement Systems where he and his team were responsible for the management of the $33 billion Global Equity and Hedge Fund portfolios for the State of North Carolina. Additionally\, Mr. Roberts has served as Chief Investment Officer for families and provided consulting services for endowments and foundations in both asset allocation\, manager due diligence and portfolio construction. Earlier in his career\, Mr. Roberts served as Director of Risk Management for Centura Bank and had asset – liability management responsibilities. Mr. Roberts received his Master of Science degree in finance from Virginia Commonwealth University and a Bachelor of Science degree from the Calloway School of Business at Wake Forest University. Mr. Roberts serves on the Wake Forest Institute for Regenerative Medicine Philanthropic Advisory Board. Mr. Roberts is the past Chairman of the Board for the NC State Investment Fund and still serves on the fund’s board. He is a member of the North Carolina Society of Financial Analysts and the American Finance Association. Mr. Roberts has served on multiple non- profit boards. \n\n \n \n\n\n\n\n\n\n\n\n\nRead full bio \n \n \n \n \n \n Immediately preceding that\, Mr. Roberts was the Director of Global Equities and Hedged Strategies for the North Carolina Retirement Systems where he and his team were responsible for the management of the $33 billion Global Equity and Hedge Fund portfolios for the State of North Carolina. Additionally\, Mr. Roberts has served as Chief Investment Officer for families and provided consulting services for endowments and foundations in both asset allocation\, manager due diligence and portfolio construction. Earlier in his career\, Mr. Roberts served as Director of Risk Management for Centura Bank and had asset – liability management responsibilities. Mr. Roberts received his Master of Science degree in finance from Virginia Commonwealth University and a Bachelor of Science degree from the Calloway School of Business at Wake Forest University. Mr. Roberts serves on the Wake Forest Institute for Regenerative Medicine Philanthropic Advisory Board. Mr. Roberts is the past Chairman of the Board for the NC State Investment Fund and still serves on the fund’s board. He is a member of the North Carolina Society of Financial Analysts and the American Finance Association. Mr. Roberts has served on multiple non- profit boards. \n\n \n \n\n\n\n\n\n\n\n\n\n\nMatt Bank\, CFA PanelistMatt Bank joined Global Endowment Management in March 2018 following a stint at Wellington Management developing US product strategy and six years as a Partner and Deputy Chief Investment Officer at Windhorse Capital Management\, an Outsourced CIO and multi-family office. \n\n\n\n\n\n\nRead full bio \n \n \n \n \n \n Prior to that\, he spent five years at Goldman\, Sachs & Co. in New York. Matt supports Stephanie Lynch in leading Global Endowment Management’s investor service efforts. He holds a B.A. in Government from Dartmouth College where he graduated with honors\, and an M.B.A. from Tuck School of Business. He is also a CFA Charterholder. \n\n \n \n\n\n\n\n\n\n\n\n\nRead full bio \n \n \n \n \n \n Prior to that\, he spent five years at Goldman\, Sachs & Co. in New York. Matt supports Stephanie Lynch in leading Global Endowment Management’s investor service efforts. He holds a B.A. in Government from Dartmouth College where he graduated with honors\, and an M.B.A. from Tuck School of Business. He is also a CFA Charterholder. \n\n \n \n\n\n\n\n\n\n\n\n\n\nDaniele Donahoe\, CFAModeratorDaniele Donahoe came to McShane Partners Wealth & Investment Advisory in May 2010 from Columbia Management Group\, previously owned by Bank of America\, whereas a Senior Portfolio Manager she co-managed the Columbia Small Cap Growth II fund. \n\n\n\n\n\n\nRead full bio \n \n \n \n \n \n Prior to Columbia Management\, Daniele served as an Associate Analyst on an Institutional Investor Magazine Ranked Equity Research Team following the Enterprise Software Industry at Salomon Smith Barney (Citigroup) in New York. She has also served as an associate at Thomas Weisel Partners in San Francisco\, CA and J.C. Bradford in Nashville\, TN. Throughout her career\, Daniele has focused on equity research across a broad range of industries ranging from multi-billion dollar corporations to small and micro capitalization equities\, and she has co-authored industry publications such as B2B eCommerce: A Vertical and Horizontal Perspective and E2E Commerce: How the Internet Redefines Enterprise Software. Daniele is a CFA charterholder and a graduate of the Kenan-Flagler\nBusiness School at the University of North Carolina at Chapel Hill. She recently passed Level I of the CAIA. Daniele is also a majority shareholder of Rinehart Wealth Management.\nDaniele served on the board of NC CFA Society and is a member of the Women’s Impact Fund and the Women Executives (WE). Daniele serves on the Investment Committee at the Foundation for the Carolinas. She served as a tutor in the Study Buddies program at Dilworth Elementary. Daniele received the Charlotte Business Journal’s Women in Business Award for 2012\, and the Charlotte Business Journal’s 40 Under 40 Award for 2013. In 2014\, she was honored with the Mecklenburg Times 50 Most Influential Women award. Daniele is frequently quoted in the Wall Street Journal\, Bloomberg and other investment related publications. \n\n \n \n\n\n\n\n\n\n\n\n\nRead full bio \n \n \n \n \n \n Prior to Columbia Management\, Daniele served as an Associate Analyst on an Institutional Investor Magazine Ranked Equity Research Team following the Enterprise Software Industry at Salomon Smith Barney (Citigroup) in New York. She has also served as an associate at Thomas Weisel Partners in San Francisco\, CA and J.C. Bradford in Nashville\, TN. Throughout her career\, Daniele has focused on equity research across a broad range of industries ranging from multi-billion dollar corporations to small and micro capitalization equities\, and she has co-authored industry publications such as B2B eCommerce: A Vertical and Horizontal Perspective and E2E Commerce: How the Internet Redefines Enterprise Software. Daniele is a CFA charterholder and a graduate of the Kenan-Flagler\nBusiness School at the University of North Carolina at Chapel Hill. She recently passed Level I of the CAIA. Daniele is also a majority shareholder of Rinehart Wealth Management.\nDaniele served on the board of NC CFA Society and is a member of the Women’s Impact Fund and the Women Executives (WE). Daniele serves on the Investment Committee at the Foundation for the Carolinas. She served as a tutor in the Study Buddies program at Dilworth Elementary. Daniele received the Charlotte Business Journal’s Women in Business Award for 2012\, and the Charlotte Business Journal’s 40 Under 40 Award for 2013. In 2014\, she was honored with the Mecklenburg Times 50 Most Influential Women award. Daniele is frequently quoted in the Wall Street Journal\, Bloomberg and other investment related publications. \n\n \n \n\n\n\n\n\n$0 CFANC Members \n\n\n\n$10 Guests/Non-Members URL:https://cfanorthcarolina.org/event/asset-owner-series/ CATEGORIES:Premier Event,Virtual ATTACH;FMTTYPE=image/jpeg:https://cfanorthcarolina.org/wp-content/uploads/2021/02/AOS-Graphic.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210324T120000 DTEND;TZID=America/New_York:20210324T130000 DTSTAMP:20260527T104831 CREATED:20210208T180353Z LAST-MODIFIED:20210325T211748Z UID:3267-1616587200-1616590800@cfanorthcarolina.org SUMMARY:Global Macro and Strategy: The Great Re-Opening DESCRIPTION:The U.S. and global economies are set to re-open as widespread vaccinations get underway.  President Biden’s $1.9 trillion fiscal stimulus will provide a further jolt to the recovery.   \n\n\n\nFears of booming economy and accelerating inflation have spooked the bond market. Are investors right to worry about overheating and significantly higher inflation?  \n\n\n\nSpeaker \n\n\n\n\n\n\n\nHarvinder Kalirai\, CFA Chief Fixed Income & Currency Strategist\, Alpine Macro \n\n\n\nHarvinder spent a decade with BCA Research\, where he headed the firm’s Foreign Exchange Strategy service from 2008 to 2016 and Daily Insights from 2016 to 2018. Prior to BCA\, Harvinder was Head of Currency Management at CIBC Global Asset Management. Previously\, he held various positions at State Street Global Markets\, including Senior Macro Strategist (London)\, Head of Currency Research\, Asia-Pacific (Sydney)\, and Senior FX Strategist (Boston). Harvinder began his career at the Bank of Canada in 1995 with an MA (Economics) and a BCom (Finance) from McGill University. He also holds the CFA designation. URL:https://cfanorthcarolina.org/event/global-strategy-and-macro-overview/ CATEGORIES:Monthly Meeting,Virtual ATTACH;FMTTYPE=image/jpeg:https://cfanorthcarolina.org/wp-content/uploads/2021/03/Macro-Graphic2.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210325T130000 DTEND;TZID=America/New_York:20210325T143000 DTSTAMP:20260527T104831 CREATED:20210202T150640Z LAST-MODIFIED:20210202T150641Z UID:3255-1616677200-1616682600@cfanorthcarolina.org SUMMARY:Financial Innovation and Its Impact on Economic Growth and Development-History and Future DESCRIPTION:Join CFA Society Nashville on Thursday\, March 25 from 12:00 – 1:30 pm CST as we welcome Robert C. Merton\, Distinguished Professor of Finance\, MIT Sloan School & Nobel Laureate – Economics 1997\, to discuss “Financial Innovation and its Impact on Economic Growth and Development – History and Future.” \n\n\n\nHis research focuses on finance theory\, including lifecycle and retirement finance\, optimal portfolio selection\, capital asset pricing\, pricing of derivative securities\, credit risk\, loan guarantees\, financial innovation\, the dynamics of institutional change\, and improving the methods of measuring and managing macro-financial risk. \n\n\n\nPLEASE REGISTER BY WEDNESDAY\, MARCH 24. \n\n\n\nSPEAKERS\n\n\n\n\n\n\n\nRobert C. Merton \n\n\n\nRobert C. Merton is Resident Scientist at Dimensional since 2009. He is the School of Management Distinguished Professor of Finance at the MIT Sloan School of Management and John and Natty McArthur University Professor Emeritus at Harvard University since 2010. He was the George Fisher Baker Professor of Business Administration (1988–98) and the John and Natty McArthur University Professor (1998–2010) at Harvard Business School. After receiving a Ph.D. in Economics from MIT in 1970\, Merton served on the finance faculty of MIT’s Sloan School of Management until 1988 at which time he was J.C. Penney Professor of Management. Professor Merton served as an independent member\, Board of Directors\, Dimensional Funds from 2003-2009. \n\n\n\nHe received the Alfred Nobel Memorial Prize in Economic Sciences in 1997 for a new method to determine the value of derivatives. He is past president of the American Finance Association\, a member of the National Academy of Sciences\, and a Fellow of the American Academy of Arts and Sciences. \n\n\n\nHe has also been recognized for translating finance science into practice. He received the inaugural Financial Engineer of the Year Award from the International Association for Quantitative Finance (formerly International Association of Financial Engineers)\, which also elected him a Senior Fellow. He received the 2011 CME Group Melamed-Arditti Innovation Award\, and the 2013 WFE Award for Excellence from World Federation of Exchanges. A Distinguished Fellow of the Institute for Quantitative Research in Finance (‘Q Group’) and a Fellow of the Financial Management Association\, Professor Merton received the Nicholas Molodovsky Award from the CFA Institute. He is a member of the Halls of Fame of the Fixed Income Analyst Society\, Risk\, and Derivative Strategy magazines. Merton received Risk’s Lifetime Achievement Award for contributions to the field of risk management and the 2014 Lifetime Achievement Award from the Financial Intermediation Research Society. He received the 2017 Finance Diamond Prize from Fundación de Investigación\, IMEF. \n\n\n\nHe received a B.S. in Engineering Mathematics from Columbia University\, a M.S. in Applied Mathematics from California Institute of Technology and a Ph.D. in Economics from Massachusetts Institute of Technology. He holds honorary degrees from nineteen universities including the University of Chicago. http://robertcmerton.com/ URL:https://cfanorthcarolina.org/event/financial-innovation-and-its-impact-on-economic-growth-and-development-history-and-future/ CATEGORIES:Virtual ATTACH;FMTTYPE=image/jpeg:https://cfanorthcarolina.org/wp-content/uploads/2021/02/image001-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210329T170000 DTEND;TZID=America/New_York:20210329T180000 DTSTAMP:20260527T104831 CREATED:20210323T160735Z LAST-MODIFIED:20210323T160739Z UID:3459-1617037200-1617040800@cfanorthcarolina.org SUMMARY:CFA/DFW: Emerging Managers: The Women's Panel DESCRIPTION:Join as Industry Legend\, Cynthia Steer\, interviews Pat Zollar of Neuberger  Berman\, Suzanne Yoon\, Founder of Kinzie Capital\, and Christina Drake of  Fund Evaluation Group\, on the challenges of being an emerging manager as well as constructing a program. They will delve into some of the pitfalls and positives of the programs\, and some of the unique challenges facing female emerging managers. You don’t want to miss Part 1 of this exciting series. URL:https://cfanorthcarolina.org/event/cfa-dfw-emerging-managers-the-womens-panel/ CATEGORIES:Virtual ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2021/03/Graphic.png END:VEVENT END:VCALENDAR