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EVENTS

Last year we provided 61 opportunities for our members to meet, gather, learn and network together

FEATURED EVENT

2026 Outlook Dinner

2026 Outlook Dinner

Annual Event Outlook Dinner Premier Event
Jan 13, 2026 8:00 am - 8:30 am
Charlotte Marriott City Center
100 W Trade St
Charlotte, NC 28202 United States
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12 events found.
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Today
  • April 2021

  • Wed 28
    Apr 28, 2021 12:00 pm - 1:00 pm

    Hack Your Brain: Unlocking your Potential in the Digital Age

    Virtual

    Hack your Brain?! How do you unlock your unique potential so you can become the best version of yourself? This is the focus of this event.

  • May 2021

  • Tue 4
    May 4, 2021 12:00 pm - 1:15 pm

    Let’s Shape the Future Together- success stories of inclusion

    Premier Event Virtual

    Focus on solutions, not failures to solve the diversity, equity, and inclusion challenge.  This exciting virtual meeting brings together leading executives, Dennis Johnson, CFA, Former

    Free
    Tue 18
    May 18, 2021 12:00 pm - 1:00 pm

    The Emerging Market Outlier: A Chat with Phil Wool

    Monthly Meeting Virtual

    China is now the dominant exposure in some well-followed global emerging markets equity benchmarks– so what does that mean for the majority of portfolios that

  • June 2021

  • Thu 3
    Jun 3, 2021 2:00 pm - 3:15 pm

    SPAC ATTACK: EXAMINING SPECIAL PURPOSE ACQUISITION COMPANIES

    Virtual Webinar

    The recent IPO surge of special-purpose acquisition company (SPACs) is an important market development.  While the SPAC vehicle is not new, SPAC IPOs now comprise the majority of

    Free
    Tue 15
    Jun 15, 2021 12:00 pm - 1:15 pm

    Annual Meeting: My Life’s Journey | Reflections on Leadership | Contentment

    Annual Event Virtual

    Kelly S. King is chairman and chief executive officer of Truist Financial Corporation. He began his career in 1972, joining the Management Development Program of

    Tue 22
    Jun 22, 2021 12:00 pm - 1:00 pm

    A Professional Investor’s Guide To Cryptoassets: Everything You Need To Know About A Rapidly-Emerging Asset Class

    Monthly Meeting Virtual

    2020 was a transformational year for bitcoin and crypto. Large institutions are starting to invest and major companies like Tesla, Square, and PayPal are embracing

  • August 2021

  • Mon 2
    Aug 2, 2021 11:00 am - 12:00 pm

    Development Bank Perspective: Optimizing Investments in Sustainable Infrastructure in Emerging Markets

    Virtual

    Tune in to this virtual Asset Owner Series event featuring Prof. Zamir Iqbal, Vice President, Finance, and Chief Financial Officer of the Islamic Development Bank

    Mon 16
    Aug 16, 2021 12:00 pm - 1:00 pm

    INSURANCE: Subsectors Worth Watching, According to AFLAC’s CIO

    Virtual

    Significant market shifts often begin in the margins. The speakers on our August 16 webinar will share where they see risk and opportunity in small

    $10
  • September 2021

  • Wed 1
    Sep 1, 2021 6:00 pm - 7:30 pm

    The Accounting of Cryptoassets: Understanding the Financial Reporting Implications of a New Asset Class

    Virtual

    Join CFA Society New York for an evening of discussion on the mechanics of cryptocurrency management and valuation. Learn what financial professionals should consider when

    Free
    Wed 15
    Sep 15, 2021 12:00 pm - 1:15 pm

    *Virtual-The Four Pillars of Post Covid Real Estate Investing

    Monthly Meeting Virtual

    This presentation explores the main features and benefits of US and Global Listed Real Estate. The presentation also provides additional insight into the market and

    Free
    Wed 15
    Sep 15, 2021 6:00 pm - 7:30 pm

    Chinese Wealth Management Products, Safe as Cash

    Virtual

    Do the benefits of investing in Wealth Management Products (WMPs) outweigh the benefits of simply holding cash? Hear from an expert panel in the CFA

    $10
    Mon 20
    Sep 20, 2021 12:00 pm - 1:30 pm

    Carbon Quotient: Building Accountability for Net Zero Across the Investment Value Chain

    Virtual

    You’re invited to explore the development and the features of Carbon Quotient™ methodology with experts from accounting, institutional investors, and financial regulators. As a growing

    $10
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