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DTSTART;TZID=America/New_York:20230912T200000
DTEND;TZID=America/New_York:20231114T220000
DTSTAMP:20260525T213652
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231011T120000
DTEND;TZID=America/New_York:20231011T130000
DTSTAMP:20260525T213652
CREATED:20230911T213441Z
LAST-MODIFIED:20231011T194915Z
UID:5925-1697025600-1697029200@cfanorthcarolina.org
SUMMARY:Member Only- The RIA Hunger Games: Repositioning Portfolios for the Shifting Monetary Policy and Inflation Regime
DESCRIPTION:Overview\n\n\n\nPrepare for an intense\, high-stakes showdown at our upcoming CFA Roundtable event\, “The RIA Hunger Games.” Navigate the treacherous terrain of shifting monetary policies and evolving inflation regimes. As a key player in the Registered Investment Advisor (RIA) industry\, you can’t afford to miss this timely discussion. \n\n\n\nKey Topics\n\n\n\n\nThe changing landscape of global monetary policy\n\n\n\nInflation dynamics: Transitory vs. Sustained\n\n\n\nPortfolio repositioning strategies for RIAs\n\n\n\nReal-world case studies of asset allocation adjustments\n\n\n\nIdentifying market inefficiencies and opportunities\n\n\n\n\nWhy Attend?\n\n\n\n\nExpert Insight: Hear from a distinguished panel of experts in finance\, economics\, and portfolio management.\n\n\n\nActionable Strategies: Arm yourself with tangible tactics to weather monetary and inflationary shifts.\n\n\n\nNetworking: Engage with top-tier RIAs and investment professionals to expand your business contacts.\n\n\n\nKnowledge Sharing: Dissect complex scenarios in a collaborative setting\, challenging conventional wisdom to arrive at innovative solutions.\n\n\n\n\nWho Should Attend?\n\n\n\n\nCFA Charterholders\n\n\n\nRegistered Investment Advisors\n\n\n\nPortfolio Managers\n\n\n\nFinancial Analysts\n\n\n\nInstitutional Investors
URL:https://cfanorthcarolina.org/event/member-only-the-ria-hunger-games-repositioning-portfolios-for-the-shifting-monetary-policy-and-inflation-regime/
CATEGORIES:CFANC Member Only,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231014T130000
DTEND;TZID=America/New_York:20231014T143000
DTSTAMP:20260525T213652
CREATED:20230717T193031Z
LAST-MODIFIED:20230717T193032Z
UID:5786-1697288400-1697293800@cfanorthcarolina.org
SUMMARY:Level II Ethics Workshop
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 II CFA Curriculum. \n\n\n\nThis discussion will follow CFA Institute’s Learning Outcome Statements for 2023 Level II CFA Curriculum Volume 6\, Modules 1-3: \n\n\n\n\nDescribe the six components of the Code of Ethics and the seven Standards of Professional Conduct.\n\n\n\nExplain the ethical responsibilities required of CFA Institute members and candidates in the CFA Program by the Code and Standards.\n\n\n\nDemonstrate a thorough knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct by applying the Code and Standards to specific situations.\n\n\n\nRecommend practices and procedures designed to prevent violations of the Code of Ethics and Standards of Professional Conduct.\n\n\n\nEvaluate practices\, policies\, and conduct relative to the CFA Institute Code of Ethics and Standards of Professional Conduct.\n\n\n\nExplain how the practices\, policies\, and conduct do or do not violate the CFA Institute Code of Ethics and Standards of Professional Conduct.
URL:https://cfanorthcarolina.org/event/level-ii-ethics-workshop/
CATEGORIES:Candidate Focused Event,Virtual
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DTSTART;TZID=America/New_York:20231019T190000
DTEND;TZID=America/New_York:20231019T210000
DTSTAMP:20260525T213652
CREATED:20230821T212409Z
LAST-MODIFIED:20230821T212410Z
UID:5837-1697742000-1697749200@cfanorthcarolina.org
SUMMARY:Fintech Presents: Neobanks\, Digital Economics\, and Regulation in the Banking Industry
DESCRIPTION:Join us for an engaging discussion with industry experts as we explore the evolving landscape of NeoBanks and the regulations shaping the digital banking industry. Gain insights into the emerging trends\, challenges\, and opportunities within the NeoBank sector\, as well as the regulatory framework and macroeconomics that governs their operations. \n\n\n\nThe CFA Society of Los Angeles presents an exclusive event focused on NeoBanks and the regulatory environment in the banking industry. This event will bring together experts from both the financial and regulatory sectors to delve into the intricacies of NeoBanks and their relationship with the ever-evolving regulatory landscape. \n\n\n\nNeoBanks\, also known as digital banks or branchless banks\, are disrupting the traditional banking model by providing innovative financial services through digital platforms. As these digital natives gain prominence\, it becomes crucial to understand the regulatory framework governing their operations. During this event\, our panel of experts will provide in-depth insights into the following topics: \n\n\n\n● Emerging trends in the digital banking space and their impact on the overall banking industry● Regulatory challenges and opportunities for Digital Banking● Technological advancements driving digital banking innovation● The role of consumer protection laws and customer data privacy● How NeoBanks are addressing compliance and risk management in an increasingly digital world● Furthermore\, our esteemed panelists will analyze the benefits and limitations of the NeoBank model\, exploring its potential to enhance financial inclusion\, improve customer experience\, and drive greater transparency in the banking sector.● The impact of FedNow on the digital banking landscape \n\n\n\nWhether you are a finance professional\, industry enthusiast\, or simply seeking to stay informed about the latest developments in the banking industry\, this event promises valuable insights and networking opportunities. \n\n\n\nDon’t miss your chance to engage with experts in the field and gain a comprehensive understanding ofNeoBanks and their relationship with banking regulations. Register now to secure your seat at this highly anticipated event!
URL:https://cfanorthcarolina.org/event/fintech-presents-neobanks-digital-economics-and-regulation-in-the-banking-industry/
CATEGORIES:Special Invitation for CFANC Members,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231024T160000
DTEND;TZID=America/New_York:20231024T183000
DTSTAMP:20260525T213652
CREATED:20230808T160707Z
LAST-MODIFIED:20231025T134114Z
UID:5816-1698163200-1698172200@cfanorthcarolina.org
SUMMARY:Practical Applications of AI and Machine Learning in Investment Management
DESCRIPTION:More than a third of CFA Charterholders surveyed believe their role will be substantially different in five to ten years\, disrupted by new analytical methods\, including AI and machine learning. Are you taking action? \n\n\n\nWhat will you learn: \n\n\n\nIn this session\, expert practitioners will cover the application of AI/ML in everyday investment management workflows including:   \n\n\n\n\nReview of investment management workflows\n\n\n\nWhere to get your data sources and prepare data for analysis by AI/ML methods\n\n\n\nDemonstrate local and cloud-based infrastructure for development and deployment\n\n\n\nPerform actual data analysis for selected use cases\n\n\n\n\nWho should attend: \n\n\n\nThe agenda is designed for practitioners from research to portfolio managers to executives to gain practical experience in deploying AI and machine learning including: \n\n\n\n\nFundamental analysts that want to learn about quantitative techniques\n\n\n\nQuants that want to upgrade to AI/ML methods\n\n\n\nData scientists that want to learn about applications of AI/ML in asset management\n\n\n\nPortfolio managers that want to learn about applications of AI/ML in their everyday workflows\n\n\n\nAsset management executives that want to learn about operational efficiencies brought about by the AI/ML methods\n\n\n\nTechnology service providers that want to engage with the financial services industry \n\n\n\n\nAgenda \n\n\n\n3:00 PM – Welcome & Registration \n\n\n\nSession 1 \n\n\n\n3:15 PM – Application of Data Science in Investment Management Workflow to Improve Operational Efficiency \n\n\n\n\nSpeakers: Mehrzad Mahdavi\, PhD & Cordell Tanny\, CFA\, FRM\, FDP\n\n\n\n\n4:00 PM – Q&A \n\n\n\nSession 2 \n\n\n\n4:15 PM – Use Cases of Large Language Models (LLMs) in Investment Management \n\n\n\nDemo of Use Case \n\n\n\n\nSpeakers: Mehrzad Mahdavi\, PhD & Lucas Bunting\, CFA\n\n\n\n\n4:45 PM – Q&A \n\n\n\nSession 3 \n\n\n\n5:00 PM – Panel: Practical Approach for Digital Transformation with AI Tools \n\n\n\n\nSpeakers: Mehrzad Mahdavi\, PhD\, Cordell Tanny\, CFA\, FRM\, FDP\, & Lucas Bunting\, CFA
URL:https://cfanorthcarolina.org/event/practical-applications-of-ai-and-machine-learning-in-investment-management/
CATEGORIES:Special Invitation for CFANC Members,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231026T150000
DTEND;TZID=America/New_York:20231026T160000
DTSTAMP:20260525T213652
CREATED:20230913T162630Z
LAST-MODIFIED:20230913T162633Z
UID:5928-1698332400-1698336000@cfanorthcarolina.org
SUMMARY:Ethical Decison-Making Workshop
DESCRIPTION:Do only bad people make ethically questionable decisions? \n\n\n\nIn today’s fast paced and high-pressure world\, busy finance and investment professionals often face ethical dilemmas where they must choose between competing and equally compelling options. \n\n\n\nThrough the use of real-life examples\, we will identify the internal and external forces that can lead any conscientious professional to act unethically.  Participants will have an opportunity to consider a series of short\, real life case studies and vote on the best (and\, in some cases\, the least-worst) outcome. \n\n\n\nWe are pleased to introduce our presenters from CFA Institute: \n\n\n\nBradford Jealous\, JD \n\n\n\nBradford is a Director and Senior Investigator (Enforcement – Professional Conduct) at CFA Institute\, in Charlottesville\, Virginia. Bradford investigates matters involving alleged violations of the CFA Code of Ethics and Standards of Professional Conduct by charterholders and candidates that are industry related. He also conducts hearings in front of the CFA Disciplinary Review Committee when necessary. \n\n\n\nPaul R. Johnson \n\n\n\nPaul is a Manager and Special Investigator (Enforcement and Exam – Professional Conduct) at CFA Institute in Charlottesville\, Virginia. Paul supervises the PC-Exam team\, which oversees candidate disclosures and exam-related conduct. Paul also investigates matters involving alleged violations of the CFA Code of Ethics and Standards of Professional Conduct by charterholders and candidates\, both industry and exam related. In addition\, Paul prepares and\, when necessary\, presents cases to the CFA Disciplinary Review Committee. \n\n\n\nJulia McDonough \n\n\n\nJulia is a Director and Senior Investigator (Enforcement – Professional Conduct) in Charlottesville\, Virginia. In addition to investigating violations of the CFA Institute Code and Standards by members and candidates\, Julia manages the Enforcement group’s paralegal staff and oversees its program to detect and mitigate misuse of the CFA designation. When necessary\, she also conducts hearings before the organization’s Disciplinary Review Committee. \n\n\n\nThis webinar is being produced for the following CFA societies: \n\n\n\nCFA Society Atlanta \n\n\n\nCFA Society Baltimore \n\n\n\nCFA Society Minnesota \n\n\n\nCFA Society North Carolina \n\n\n\nCFA Society Pittsburgh \n\n\n\nCFA Society Philadelphia \n\n\n\nCFA Society Stamford \n\n\n\nCFA Society Washington\, DC \n\n\n\nThank you to CFA Institute for providing our webinar presenters.
URL:https://cfanorthcarolina.org/event/ethical-decison-making-workshop/
CATEGORIES:Co-Sponsored Event,Virtual
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