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X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART;TZID=America/New_York:20210127T080000
DTEND;TZID=America/New_York:20211231T170000
DTSTAMP:20260527T065938
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210406T200000
DTEND;TZID=America/New_York:20210608T220000
DTSTAMP:20260527T065938
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210603T140000
DTEND;TZID=America/New_York:20210603T151500
DTSTAMP:20260527T065938
CREATED:20210519T203630Z
LAST-MODIFIED:20210519T203634Z
UID:3629-1622728800-1622733300@cfanorthcarolina.org
SUMMARY:SPAC ATTACK: EXAMINING SPECIAL PURPOSE ACQUISITION COMPANIES
DESCRIPTION:The recent IPO surge of special-purpose acquisition company (SPACs) is an important market development.  While the SPAC vehicle is not new\, SPAC IPOs now comprise the majority of U.S. IPOs. The explosive growth continued into early 2021 and has raised concerns about whether the mania is reaching bubble proportions and whether disclosure and marketing practices offer adequate protections to investors.  In particular\, concerns are growing as to whether such investments are being mis-sold to retail investors\, promising access to exchange-traded private equity opportunities normally unavailable to retail.   \n\n\n\nSPAC proponents argue that this structure is here to stay; that it provides retail a chance to invest in emerging companies while offering companies advantages over other IPO routes. Investor advocates\, meanwhile\, warn of the complexity\, celebrity hype and fees being extracted by Wall Street professionals\, potentially leaving investors with a very small interest in the eventual public company.  \n\n\n\nJoin CFA Washington\, DC and CFA Institute Advocacy for a timely discussion about the mechanics\, prospects and pitfalls of the SPAC structure\, and what’s on the horizon for the SPAC boom. \n\n\n\nWho Should Attend: \n\n\n\nCIOsWealth Managers/Financial AdvisorsInvestment ProfessionalsMarket watchersRetail Investors\n\n\n\nQualifications: I hr Professional Learning | CFA Institute Competency Framework Skill = Industry Awareness + Regulatory Compliance
URL:https://cfanorthcarolina.org/event/spac-attack-examining-special-purpose-acquisition-companies/
CATEGORIES:Virtual,Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210615T120000
DTEND;TZID=America/New_York:20210615T131500
DTSTAMP:20260527T065938
CREATED:20210416T154459Z
LAST-MODIFIED:20210616T180143Z
UID:3518-1623758400-1623762900@cfanorthcarolina.org
SUMMARY:Annual Meeting:  My Life's Journey | Reflections on Leadership | Contentment
DESCRIPTION:Kelly S. King is chairman and chief executive officer of Truist Financial Corporation. He began his career in 1972\, joining the Management Development Program of Truist predecessor BB&T. His career at BB&T included leadership roles in commercial and retail banking\, operations\, insurance\, corporate financial services\, investment services\, and capital markets. He served as chief operating officer of BB&T Corporation and Branch Banking and Trust Company from June 2004 to December 2008 and president of BB&T Corporation from 1996 to June 2004. He was named president and chief executive officer of BB&T Corporation and chairman and chief executive officer of Branch Banking & Trust Company in January 2009 and became chairman of BB&T in January 2010. In December 2019\, he became chairman and chief executive officer of Truist Financial Corporation\, created through the merger of equals between BB&T Corporation and SunTrust Banks Inc. \n\n\n\nHe served on the Federal Advisory Council of the Federal Reserve System from 2013 to 2016 and as its president in 2016. He also served on the board of the Federal Reserve Bank of Richmond from 2009 to 2012. He is currently a board member for BEST NC\, The Clearing House\, Foundation For the Carolinas\, Charlotte Executive Leadership Council and the Bank Policy Institute (BPI)\, where he serves as chairman of BPI’s Nomination and Membership Committee. He is also a member of the National Leadership Advisory Council for High Point University. \n\n\n\nKing has served as chairman of the North Carolina Bankers Association board\, chairman of the North Carolina Rural Economic Center\, chairman of the North Carolina Small Business and Technology Development Center and chairman of the Forsyth County United Way Tocqueville Leadership Society. He has also served as chairman of East Carolina University’s Board of Visitors and is the former chairman of the Board of the Piedmont Triad Partnership and a former vice-chairman of the American Bankers Council. \n\n\n\nA native of North Carolina\, King earned a bachelor’s degree in business administration and a master’s in business administration from East Carolina University. He is a graduate of the Stonier Graduate School of Banking at Rutgers University.
URL:https://cfanorthcarolina.org/event/annual-meeting-my-lifes-journeyreflections-on-leadershipcontentment/
CATEGORIES:Annual Event,Virtual
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DTSTART;TZID=America/New_York:20210622T120000
DTEND;TZID=America/New_York:20210622T130000
DTSTAMP:20260527T065938
CREATED:20210414T195438Z
LAST-MODIFIED:20210623T154437Z
UID:3515-1624363200-1624366800@cfanorthcarolina.org
SUMMARY:A Professional Investor's Guide To Cryptoassets: Everything You Need To Know About A Rapidly-Emerging Asset Class
DESCRIPTION:2020 was a transformational year for bitcoin and crypto. Large institutions are starting to invest and major companies like Tesla\, Square\, and PayPal are embracing the space in significant ways. \n\n\n\nIn 2021 financial professionals are asking whether current trends can continue and if now is the time to add crypto to client portfolios. In this virtual event\, Bitwise Chief Investment Officer Matt Hougan\, will review the biggest developments that shaped the market in 2020 and look ahead to what’s coming in 2021. \n\n\n\nMatt Hougan\n\n\n\nChief Investment Officer Bitwise Asset Management  \n\n\n\nMatt Hougan is one of the world’s leading experts on crypto\, ETFs\, and financial technology. He is Chief Investment Officer for Bitwise Asset Management\, a pioneer in cryptoasset index funds. He was previously CEO of ETF.com\, where he helped build the world’s first ETF data and analytics system\, the leading ETF media site\, and the world’s largest ETF conference\, Inside ETFs. Hougan is co-author of the CFA Institute’s “Monograph on ETFs\,” a crypto columnist for Forbes\, and a three-time member of the Barron’s ETF Roundtable. \n\n\n\nPersonal info: Matt lives in Berkeley with his wife\, 3 kids\, his dog\, and seven chickens. Matt was a Philosophy major in college. His career history includes stops as a sea kayak guide\, minor league baseball mascot\, shoe salesman\, biotech analyst\, ETF.com CEO\, and now CIO of one of the world’s leading crypto asset managers. He was recently nominated for a Lifetime Achievement Award in ETFs\, but says that he’s not done achieving. His wife designs museum exhibits\, and is 100X cooler than he is. \n\n\n\n$0 CFANC Members \n\n\n\n$10 Non-Members/Guests
URL:https://cfanorthcarolina.org/event/a-professional-investors-guide-to-cryptoassets-everything-you-need-to-know-about-a-rapidly-emerging-asset-class/
CATEGORIES:Monthly Meeting,Virtual
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