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DTSTART;TZID=America/New_York:20210127T080000
DTEND;TZID=America/New_York:20211231T170000
DTSTAMP:20260527T082603
CREATED:20210127T142513Z
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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:20210406T200000
DTEND;TZID=America/New_York:20210608T220000
DTSTAMP:20260527T082603
CREATED:20210318T153136Z
LAST-MODIFIED:20210318T153138Z
UID:3427-1617739200-1623189600@cfanorthcarolina.org
SUMMARY:ALTERNATIVE INVESTMENT SERIES
DESCRIPTION:Tuesdays\, 8:00 pm – 10:00 pm April 6-June 8 \n\n\n\nThis educational course is designed for those seeking to gain a broader understanding of alternative investment strategies. A sound understanding of alternative investments (AI) is fundamental for all serious finance and investment professionals. This course examines the characteristics\, benefits\, and risks of the various AI strategies including private equity\, hedge funds\, 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. \n\n\n\nAs a course participant\, you will have access to the corresponding course recording. If you sign up as a series registrant\, you will have access to all 10 course recordings. Access to course recordings expires after 60 days.  \n\n\n\nPricing for the Series: $250 for Members and $300 for Non-Members \n\n\n\nDiscount Code for CFANC Members: AISeriesNC21
URL:https://cfanorthcarolina.org/event/alternative-investment-series/
CATEGORIES:Virtual
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DTSTART;TZID=America/New_York:20210504T120000
DTEND;TZID=America/New_York:20210504T131500
DTSTAMP:20260527T082603
CREATED:20210315T204319Z
LAST-MODIFIED:20210507T140843Z
UID:3387-1620129600-1620134100@cfanorthcarolina.org
SUMMARY:Let's Shape the Future Together- success stories of inclusion
DESCRIPTION:Focus on solutions\, not failures to solve the diversity\, equity\, and inclusion challenge.  This exciting virtual meeting brings together leading executives\, Dennis Johnson\, CFA\, Former Chief Strategy Officer for Public Investment Fund for the Kingdom of Saudi Arabia\, Ernie Dawal\, CFA\, Executive Vice President and Chief Investment Officer for Truist Advisory Services\, Inc and Tina Byles Williams\, Chief Executive Officer and Chief Investment Officer and Founder of Xponance\, to tell us what works.  \n\n\n\nWhile powerful social and political forces abound\, it is difficult to keep an emphasis on solutions.  There is no silver bullet.  No single solution.  Yet\, Dennis will guide the panel to talk about their success stories\, effective career strategies and how all constituents can partner to lead your organization into the future.  In nature and business\, diversity is strongly linked to the productivity of an ecosystem and its ability to provide multiple functions and services.  \n\n\n\nJoin us for this informative panel discussion.  Let us shape the future together! \n\n\n\nSpecial Guest Panelists: \n\n\n\nDennis Johnson\, CFA\n\n\n\nTina Byles-Williams\n\n\n\nErnie Dawal\, CFA
URL:https://cfanorthcarolina.org/event/lets-shape-the-future-together-a-discussion-about-success-stories-of-inclusion/
CATEGORIES:Premier Event,Virtual
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DTSTART;TZID=America/New_York:20210518T120000
DTEND;TZID=America/New_York:20210518T130000
DTSTAMP:20260527T082603
CREATED:20210323T144106Z
LAST-MODIFIED:20210519T143339Z
UID:3395-1621339200-1621342800@cfanorthcarolina.org
SUMMARY:The Emerging Market Outlier: A Chat with Phil Wool
DESCRIPTION:China is now the dominant exposure in some well-followed global emerging markets equity benchmarks– so what does that mean for the majority of portfolios that have direct or indirect exposure to the country? \n\n\n\nIn this presentation\, Phil Wool will talk about ways to assess :  \n\n\n\n·  China vs. a more diversified EM exposure\, which one makes more sense? \n\n\n\n·  What is the investment thesis for China for a global investor? \n\n\n\n·  Does a “Western” centric approach to investing work in China?  \n\n\n\nSpeaker Bio: \n\n\n\nPhil Wool\, Ph.D.\n\n\n\nManaging Director\, Head of Investment Solutions\, Rayliant Global Advisors  \n\n\n\nPhillip conducts research in support of Rayliant’s products\, with a focus on quantitative approaches to asset allocation and return predictability within asset classes\, as well as the design of equity strategies tailored to emerging markets\, including Chinese A shares. \n\n\n\nPrior to joining Rayliant\, Phillip was an assistant professor of Finance at the State University of New York in Buffalo\, where he pursued research on quantitative trading strategies and investor behavior\, and taught investment management. Before that\, he worked as a research analyst covering alternative investments for Hammond Associates\, an institutional fund consultant. \n\n\n\nPhillip received a BA in economics and a BSBA in finance and accounting from Washington University in St. Louis\, and earned his Ph.D. in finance from UCLA\, where his research focused on the portfolio holdings and trading activity of mutual fund managers and activist investors. \n\n\n\n$0 CFANC Members \n\n\n\n$10 Non-Members/Guests
URL:https://cfanorthcarolina.org/event/the-emerging-market-outlier-a-chat-with-phil-wool/
CATEGORIES:Monthly Meeting,Virtual
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