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X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART;TZID=America/New_York:20260407T080000
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SUMMARY:Alternative Investment Series 2026
DESCRIPTION:This educational series 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 expire after 60 days. 
URL:https://cfanorthcarolina.org/event/alternative-investment-series-2026/
CATEGORIES:Special Invitation for CFANC Members,Virtual
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DTSTART;TZID=America/New_York:20260513T120000
DTEND;TZID=America/New_York:20260513T130000
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CREATED:20260407T202730Z
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UID:16796-1778673600-1778677200@cfanorthcarolina.org
SUMMARY:Virtual-Agentic AI in Asset Management and RIAs: Driving Efficiency While Staying SEC-Ready
DESCRIPTION:Attendees will learn how asset management firms and RIAs can use Agentic AI to improve operational efficiency across compliance\, research\, client service\, marketing\, reporting\, and back-office workflows. The session will highlight practical use cases and lessons learned\, while addressing key considerations around privacy\, cybersecurity\, data governance\, recordkeeping\, and audit readiness.
URL:https://cfanorthcarolina.org/event/virtual-agentic-ai-in-asset-management-and-rias-driving-efficiency-while-staying-sec-ready/
CATEGORIES:Virtual,Webinar
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DTSTART;TZID=America/New_York:20260514T190000
DTEND;TZID=America/New_York:20260514T210000
DTSTAMP:20260417T065247
CREATED:20260413T194807Z
LAST-MODIFIED:20260413T194808Z
UID:16883-1778785200-1778792400@cfanorthcarolina.org
SUMMARY:AI in Action: High-Speed Workflows with Claude Cowork and Excel
DESCRIPTION:A Claude Cowork and Excel Interactive Virtual Workshop \n\n\n\nFinancial professionals have spent two years hearing about AI. This session is about using AI at the speed your work actually demands. In 60 minutes\, Lauren Cantor\, Wall Street executive turned AI implementation strategist\, will walk you through the Claude ecosystem live. You will see Claude CoWork and Claude in Excel running against real financial workflows\, collapsing hours of financial work into minutes. This is a 2 hour working session built around live demonstrations and Q&A. \n\n\n\nWorkshop Focus \n\n\n\nYour implementation path: Research\, portfolio management\, operations\, and advisory professionals each identify their highest-leverage AI workflows and leave with a concrete starting point specific to their function. \n\n\n\nClaude CoWork running live. Investment thesis pressure-tests\, executive communications\, and deep research handled inside a single continuous session. AI operating as a genuine digital co-worker. \n\n\n\nInside Excel: Financial modeling and dashboard reporting built directly in the spreadsheet\, in real time. The demo runs from raw numbers to formatted analysis without leaving the app.
URL:https://cfanorthcarolina.org/event/ai-in-action-high-speed-workflows-with-claude-cowork-and-excel/
CATEGORIES:Special Invitation for CFANC Members,Virtual
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