Fixed Income Series
This workshop series is designed for those seeking to gain a broader understanding of fixed income strategies. A sound understanding of fixed income markets and
Virtual-Are You Deal Ready? Assessing M & A in the RIA Industry
In 2021, M&A deals in the RIA space set a record. Now that we are in 2022 and there are questions around capital markets and
A History of Securities Fraud Scandals
UCLA School of Law Professor James Park will discuss his new book on the history of securities fraud regulation, The Valuation Treadmill: How Securities Fraud
Geopolitical Update with Former US Ambassador: John Emerson
Join us for an intimate and insightful conversation with John Emerson, former United States ambassador to the Federal Republic of Germany and Vice Chairman of
Member Only-Coming Back to the “60/40” in 2023?
A Virtual Round Table Discussion for investment Professionals with an interest in Private Wealth Management As we leave 2022 in the rear-view mirror and prepare
CLT & Virtual : Risks, Opportunities, and the Need for Agility: 2023 Asset Allocation Outlook
Sébastien Page, CFA, Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price, will share key insights into navigating the coming year in
Virtual-A Fireside Chat with Nuveen’s CIO, Saira Malik
CFA Society North Carolina is delighted to invite you to participate in a virtual fireside chat with Saira Malik, Chief Investment Officer of Nuveen, one
ESG: Opportunities and Challenges for Asset Managers
Environmental, Social, & Governance (ESG) investing is evolving in both its definition and application. Please join us for a discussion on the Opportunities, Challenges, and
Some Potentially Surprising Facts About Long-Term Stock Returns
During this interactive webinar, we will hear from our speaker on the following:
CIO Investment Leadership Series: Venture Debt Opportunities
Demand for capital from startups is at an all-time high, which has created a supply-demand imbalance. In the past three years, startups have received a
Mastering the Level II & III CFA Exams
This event is open to all Level II and III CFA Candidates for free. We are excited to present CFA charterholders that have recently passed their Level
Non-Traditional Career Paths-Government
Are you considering a career change? Are you an investment professional looking for a different path? Join this three-part series on Non-Traditional Career Paths. Each
