- Events
- Virtual
Introduction to Business Analytics & Visualization with Power Bi
As enterprises continue to gather and collect oceans of structured and unstructured data given extremely cheap data storage options, there is a critical responsibility of business decision-makers
CFANY: Sixth Annual Global Macro Outlook
Recent changes to global monetary and fiscal policies are complicating the playing field for macro investors, who face difficult decisions as economies transition out of
Noise: Applications to Financial Analysis and Discussion of the Recent Book by Daniel Kahneman, Olivier Sibony, and Cass Sunstein
Daniel Kahneman is a winner of the 2002 Nobel Prize in Economics. His 2011 book Thinking, Fast and Slow is a seminal work in behavioral economics. Olivier
CFA Institute Research Challenge Kick-Off Call
On behalf of CFA Society North Carolina, we'd like to invite your school to find out about the CFA Institute Research Challenge. Like any great challenge,
Fintech Series-Investing in Private Companies: Valuations and Deal Flow
The supply of publicly trading company stock is only half what it was in 1980. High growth companies are delaying going public and many choose
Data Science in Asset Management
Session I: Come learn how data science and machine learning are used in practice for asset management and forecasting from two practitioners in the field.
CFA Research Challenge-Company Follow Up Call
After watching ChannelAdvisor's Investor Day Webcast, join us to see your questions answered.
Portfolio Benefits of Fixed Income in a Low Yield Environment: A Quantitative Perspective
Extremely low interest rates have led some investors to consider a reduction in fixed income allocations in response to low prospective returns. Within fixed income,
Mortgage & Mortgage Backed Securities Boot Camp
A 2-day intensive training program where participants are instructed on mortgages and mortgage-backed securities. The program is designed to introduce participants to the broad variety
The Lessons of Enron: The Importance of Ethical Corporate Leadership
Guest Speaker Sherron Watkins: Known internationally as the Enron whistleblower, Sherron speaks around the globe to abroad range of audiences about ethics and leadership, and
CFA Philadelphia-Annual Private Wealth Management Conference
Featuring Kenote Speaker Michael Mauboussin. Topics to include: Portfolio Construction Best PracticesCurrent Technology Challenges and SolutionsWealth and Estate Planning ToolsTrends in Next Generation Wealth Management
Insights from Investment Luminaries: The Research Foundation’s Vertin Award
This year represents the 25th anniversary of the CFA Institute Research Foundation’s Vertin Award. On this special occasion, we are announcing the publication of Investment Luminaries and