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X-ORIGINAL-URL:https://cfanorthcarolina.org
X-WR-CALDESC:Events for CFA Society North Carolina
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210127T080000
DTEND;TZID=America/New_York:20211231T170000
DTSTAMP:20260527T021550
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211013T120000
DTEND;TZID=America/New_York:20211013T130000
DTSTAMP:20260527T021550
CREATED:20211007T202233Z
LAST-MODIFIED:20211007T202234Z
UID:4150-1634126400-1634130000@cfanorthcarolina.org
SUMMARY:CFA Institute Research Challenge Kick-Off Call
DESCRIPTION:On behalf of CFA Society North Carolina\, we’d like to invite your school to find out about the CFA Institute Research Challenge. Like any great challenge\, this annual initiative provides all participants-including students and volunteers with incredible opportunities.  \n\n\n\nThe Research Challenge gives students all around the world the chance to learn best practices in equity research through hands-on mentoring and intensive training in company analysis. Last year’s competition featured over 6\,000 students from more than 1\,000 universities worldwide.  \n\n\n\nOpen to both graduate and undergraduate students\, as a participating university your team of three to five students will compete against other universities in the area and will have the chance to: ·   Analyze a public company·   Be mentored by investment management professionals·   Write an equity research report·   Present their research to a high-profile panel of experts·   Advance to Regional and Global levels of competition if they win the local challenge
URL:https://cfanorthcarolina.org/event/cfa-institute-research-challenge-kick-off-call/
CATEGORIES:University,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211014T190000
DTEND;TZID=America/New_York:20211014T210000
DTSTAMP:20260527T021550
CREATED:20210901T185236Z
LAST-MODIFIED:20210902T181303Z
UID:3973-1634238000-1634245200@cfanorthcarolina.org
SUMMARY:Fintech Series-Investing in Private Companies: Valuations and Deal Flow
DESCRIPTION:The supply of publicly trading company stock is only half what it was in 1980. High growth companies are delaying going public and many choose to be acquired rather than listing on public exchanges. Therefore\, the investing opportunity is with private companies in the growth stage. Under the Securities Act of 1933\, the offer and sale of securities must be registered unless an exemption from registration is available. With Reg D\, Reg A\, Reg CrowdFunding\, and Reg A+ investors can access private company investment without starting a venture or seed capital fund. \n\n\n\nHow does one go about valuing a private company in the growth stage? Making intelligent investments involves understanding risk and evaluating whether pricing is fair just as in public companies. Sourcing deal flow and evaluating investments include objective measures as well as artful decisions. Additionally\, the offering of private securities is available through distinct channels. Private companies seeking capital pitch to audiences of potential investors; platforms list and offer companies seeking equity crowdfunding. \n\n\n\nOur panel of two fintech investors plus a company founded by a CFALA member\, that just completed a Series B fundraise\, will highlight the opportunities in private investing plus how to find and evaluate deals. \n\n\n\nBreakout room discussions follow for networking and attendee questions.
URL:https://cfanorthcarolina.org/event/fintech-series-investing-in-private-companies-valuations-and-deal-flow/
CATEGORIES:Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211019T123000
DTEND;TZID=America/New_York:20211019T143000
DTSTAMP:20260527T021550
CREATED:20210909T200308Z
LAST-MODIFIED:20210920T195538Z
UID:4005-1634646600-1634653800@cfanorthcarolina.org
SUMMARY:Data Science in Asset Management
DESCRIPTION:Session I: Come learn how data science and machine learning are used in practice for asset management and forecasting from two practitioners in the field. We will take an interactive deep dive into the inner workings of two different bespoke financial applications with their creators. \n\n\n\nSession II: Learn the best practices employed by industry leaders at the convergence of finance and cutting-edge technology. In this interactive conversation\, you will learn the major trends and priorities in the deployment of data science in asset management front office\, middle and back office.
URL:https://cfanorthcarolina.org/event/data-science-in-asset-management/
CATEGORIES:Co-Sponsored Event,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211025T140000
DTEND;TZID=America/New_York:20211025T150000
DTSTAMP:20260527T021550
CREATED:20211014T151650Z
LAST-MODIFIED:20211025T135935Z
UID:4154-1635170400-1635174000@cfanorthcarolina.org
SUMMARY:CFA Research Challenge-Company Follow Up Call
DESCRIPTION:After watching ChannelAdvisor’s Investor Day Webcast\, join us to see your questions answered.
URL:https://cfanorthcarolina.org/event/cfa-research-challenge-company-follow-up-call/
CATEGORIES:University,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211027T120000
DTEND;TZID=America/New_York:20211027T131500
DTSTAMP:20260527T021550
CREATED:20210914T201305Z
LAST-MODIFIED:20211028T135246Z
UID:4060-1635336000-1635340500@cfanorthcarolina.org
SUMMARY:Portfolio Benefits of Fixed Income in a Low Yield Environment: A Quantitative Perspective
DESCRIPTION:Extremely low interest rates have led some investors to consider a reduction in fixed income allocations in response to low prospective returns.  Within fixed income\, other investors are reaching for yield in higher risk segments of the fixed income market.  A misguided focus on static return targets may be behind such reallocation decisions\, leading some to over-allocate to riskier assets.  The presentation will evaluate the strategic allocation decision in total and as it relates to fixed income from three perspectives.  First\, current risk premium estimates will be evaluated to better understand the expected compensation for taking additional portfolio risk.  Second\, diversification benefits of fixed income will be discussed from a historical and forward looking perspective.  Finally\, strategic allocation within an asset-liability framework will be presented in relation to recent market returns.  While individual portfolio circumstances differ\, the analysis will suggest that lowering strategic fixed income allocations in response to lower yields is not optimal.  Tactical viewpoints based on quantitative analysis will also be presented.  The analysis will point to a tactical underweight to duration but also a conservative approach to risk in both equities and fixed income spreads in general.  \n\n\n\nSpeaker: Kevin J. Stoll\, CFA \n\n\n\nKevin J. Stoll\, CFA®\, is a Managing Director and Head of Quantitative Research at Sterling Capital Management. Kevin first worked at Sterling from 2004 to 2007 and rejoined the firm in 2013. He leads Sterling’s asset allocation process and is responsible for developing and applying quantitative analytics used in the investment and risk management process. Kevin has published papers on house price dynamics and corporate bond risk and won the 2014 Peter L. Bernstein Award\, given annually for the best paper published across all the Institutional Investor Journals. Kevin has investment experience since 1998. Prior to joining Sterling\, he worked at Smith Breeden Associates where he was director of quantitative research and analytics. Kevin also has prior investment experience as an analyst at Jones Lang LaSalle. Kevin received his B.A. in Economics and Mathematical Methods in the Social Sciences from Northwestern University and his M.B.A. from Duke University’s Fuqua School of Business. He holds the Chartered Financial Analyst® designation.
URL:https://cfanorthcarolina.org/event/portfolio-benefits-of-fixed-income-in-a-low-yield-environment-a-quantitative-perspective/
CATEGORIES:Monthly Meeting,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211028T113000
DTEND;TZID=America/New_York:20211029T190000
DTSTAMP:20260527T021550
CREATED:20210901T140851Z
LAST-MODIFIED:20210903T181615Z
UID:3965-1635420600-1635534000@cfanorthcarolina.org
SUMMARY:Mortgage & Mortgage Backed Securities Boot Camp
DESCRIPTION:A 2-day intensive training program where participants are instructed on mortgages and mortgage-backed securities. The program is designed to introduce participants to the broad variety of mortgage and MBS products\, explain technical aspects of MBS performance\, and demonstrate why and how different types of MBS structures are created. \n\n\n\nThe program includes both in-depth presentations and modeling case studies using MS Excel. Participants will explore a wide variety of concepts while gaining experience in modeling cash flows\, market execution and risks.
URL:https://cfanorthcarolina.org/event/mortgage-mortgage-backed-securities-boot-camp/
CATEGORIES:Virtual
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