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X-ORIGINAL-URL:https://cfanorthcarolina.org
X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART;TZID=America/New_York:20230909T130000
DTEND;TZID=America/New_York:20230909T143000
DTSTAMP:20260525T224647
CREATED:20230530T152103Z
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UID:5684-1694264400-1694269800@cfanorthcarolina.org
SUMMARY:CFA Exam Level I Ethics
DESCRIPTION:Professions can only exist within an industry when those acting with transparency\, integrity\, candor\, and trust reach a critical mass. Come join Ken Yee\, CFA\, CPA\, JD as he analyses CFA Institute’s Code of Ethics and Standards of Professional Conduct within the Level I CFA Curriculum. \n\n\n\nThis discussion will follow CFA Institute’s Learning Outcome Statements for 2023 Level I CFA Curriculum Volume 6 Ethical and Professional Standards Modules 1-3: \n\n\n\n\nExplain Ethics.\n\n\n\nDescribe the role of a code of ethics in defining a profession.\n\n\n\nDescribe professions and how they establish trust.\n\n\n\nDescribe the need for high ethical standards in investment management.\n\n\n\nExplain professionalism in investment management.\n\n\n\nIdentify challenges to ethical behavior compare and contrast ethical standards with legal standards.\n\n\n\nDescribe a framework for ethical decision making.\n\n\n\nDescribe the structure of the CFA Institute Professional Conduct Program and the process for the enforcement of the Code and Standards.\n\n\n\nIdentify the six components of the Code of Ethics and the seven Standards of Professional Conduct.\n\n\n\nExplain the ethical responsibilities required by the Code and Standards\, including the sub-sections of each Standard.\n\n\n\nDemonstrate the application of the Code of Ethics and Standards of Professional Conduct to situations involving issues of professional integrity.\n\n\n\nRecommend practices and procedures designed to prevent violations of the Code of Ethics and Standards of Professional Conduct.\n\n\n\nIdentify conduct that conforms to the Code and Standards and conduct that violates the Code and Standards.
URL:https://cfanorthcarolina.org/event/cfa-exam-level-i-ethics/
CATEGORIES:Candidate Focused Event,Virtual
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DTSTART;TZID=America/New_York:20230912T200000
DTEND;TZID=America/New_York:20231114T220000
DTSTAMP:20260525T224647
CREATED:20230717T204400Z
LAST-MODIFIED:20230717T204607Z
UID:5791-1694548800-1699999200@cfanorthcarolina.org
SUMMARY:Fixed Income Series - 2023
DESCRIPTION:This educational course is designed for those seeking to gain a broader understanding of fixed income strategies. A sound understanding of fixed income markets and strategies is fundamental for all serious finance and investment professionals. This course examines the characteristics\, benefits\, and risks of the various fixed income strategies including treasuries\, agencies\, MBS\, international\, municipal\, corporate\, and derivatives. Professionals 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. As 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 expire after 60 days. 
URL:https://cfanorthcarolina.org/event/fixed-income-series-2023/
CATEGORIES:Special Invitation for CFANC Members,Virtual
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DTSTART;TZID=America/New_York:20230919T120000
DTEND;TZID=America/New_York:20230919T130000
DTSTAMP:20260525T224647
CREATED:20230818T145558Z
LAST-MODIFIED:20230922T205923Z
UID:5829-1695124800-1695128400@cfanorthcarolina.org
SUMMARY:Virtual-An Update on the Health of the Banking Sector in the US
DESCRIPTION:A Fireside chat with Daniel Altscher\, Co-Portfolio Manager & Head of Macro Research with FJ Capital \n\n\n\nMr. Altscher joined FJ Capital Management in 2016 and serves as Co-Portfolio Manager for the Financial Opportunity Long/Short Fund and Market Neutral Strategy. His responsibilities include investment research and portfolio management with a focus on home builders\, mortgage REITs\, mortgage-related companies\, and business development companies. He currently is a member of the Board of Directors for Grasshopper Bancorp – based in New York\, NY. \n\n\n\nPrior to joining FJ Capital Management\, Mr. Altscher was a Senior Research Analyst\, Senior Vice President at FBR & Co. in equity research\, covering a variety of REITs including residential and commercial mortgage REITs\, net lease REITs\, healthcare REITs\, and farmland REITs. Mr. Altscher was also previously an Assistant Vice President at FBR & Co. in equity research\, covering both life and property/casualty insurance companies.
URL:https://cfanorthcarolina.org/event/virtual-an-update-on-the-health-of-the-banking-sector-in-the-us/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/08/Virtual-Event-2.png
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DTSTART;TZID=America/New_York:20230923T130000
DTEND;TZID=America/New_York:20230923T143000
DTSTAMP:20260525T224647
CREATED:20230717T192734Z
LAST-MODIFIED:20230717T192736Z
UID:5784-1695474000-1695479400@cfanorthcarolina.org
SUMMARY:Investing in Your Future-The CFA Charter and Your Future Employment
DESCRIPTION:Join seasoned CFA® investment management practitioners to discuss the future employment opportunities and the training needed to obtain highly rewarding jobs in the financial services industry. \n\n\n\nLearn more about:  \n\n\n\n\nThe value of the CFA® charter to your professional development and career\n\n\n\nEnrolling in the CFA® Program
URL:https://cfanorthcarolina.org/event/investing-in-your-future-the-cfa-charter-and-your-future-employment/
CATEGORIES:Candidate Focused Event,Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/07/General_1-10.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230927T130000
DTEND;TZID=America/New_York:20230927T140000
DTSTAMP:20260525T224647
CREATED:20230914T135401Z
LAST-MODIFIED:20230914T143740Z
UID:5933-1695819600-1695823200@cfanorthcarolina.org
SUMMARY:Virtual-A Transforming World
DESCRIPTION:We are at the dawn of a revolution. The pace at which technological and social megatrends are transforming our world today is unprecedented. However\, we believe this is just the beginning and the rate of change heading into an exponential inflection point. Global knowledge doubles every 2 years\, we will create more data in the next 2 days than we have created since the birth of civilization to the year 2000\, the rise of AI\, and the reincarnation of Moore’s law on top of demographic\, geopolitical and environmental radical transformation\, means we are heading into fastest changes in human history. Immortality\, singularity\, and quantum revolution are just some of the radical revolutions we could reach at the end of this decade. Join me to explore the future and the megatrends that will transform our world. \n\n\n\nHaim Israel is a Managing Director and Global Strategist who heads up the Global Thematic Research team. Prior to this\, Israel was the head of Bank of America’s EEMEA Technology\, Media and Telecommunication Research team. For the past three years\, Israel and team have been ranked first in the Thematic Research and ESG – Integrated Climate Change teams in the Institutional Investor Extel Global Survey. Israel attained his MBA from The Hebrew University\, Jerusalem\, and also holds a dual major in Finance & Business. For more information about any awards cited\, visit https://rsch.baml.com/awards. 
URL:https://cfanorthcarolina.org/event/virtual-a-transforming-world/
CATEGORIES:Co-Sponsored Event,Virtual,Webinar
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