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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
  • October 2022

  • Wed 5
    Oct 5, 2022 4:30 pm - 5:30 pm

    Member Only-Your Resume: Have More Confidence. Get More Interviews

    CFANC Member Only Virtual

    A special, member-only, event with our friends at CFA Society Los Angeles While technology has radically changed the way we search and apply for jobs,

    Free
  • November 2022

  • Thu 10
    Nov 10, 2022 12:00 pm - 4:30 pm

    First Annual Collaborative Women in Investment Management Global Summit

    Special Invitation for CFANC Members Virtual

    Collaborative WIM is honored to highlight an incredible lineup of truly outstanding finance executives and diverse experts for your professional and personal advancement. Thank you

    Tue 15
    Nov 15, 2022 12:00 pm - 1:00 pm

    Virtual-Are You Deal Ready? Assessing M & A in the RIA Industry

    Monthly Meeting Virtual

    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

    Free
  • December 2022

  • Wed 14
    Dec 14, 2022 12:00 pm - 1:00 pm

    A History of Securities Fraud Scandals

    Special Invitation for CFANC Members Virtual

    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

    Free
  • January 2023

  • Wed 11
    Jan 11, 2023 12:00 pm - 1:00 pm

    Geopolitical Update with Former US Ambassador: John Emerson

    Special Invitation for CFANC Members Virtual

    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

    Free
    Wed 25
    Jan 25, 2023 12:00 pm - 1:00 pm

    Member Only-Coming Back to the “60/40” in 2023?

    CFANC Member Only Virtual

    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

  • February 2023

  • Tue 7
    Feb 7, 2023 12:00 pm - 1:00 pm

    CLT & Virtual : Risks, Opportunities, and the Need for Agility: 2023 Asset Allocation Outlook

    Premier Event Virtual

    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

    $40
  • April 2023

  • Thu 20
    Apr 20, 2023 4:00 pm - 5:00 pm

    Virtual-A Fireside Chat with Nuveen’s CIO, Saira Malik

    Premier Event Virtual

    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

    Free
    Tue 25
    Apr 25, 2023 4:30 pm - 5:30 pm

    ESG: Opportunities and Challenges for Asset Managers

    Virtual

    Environmental, Social, & Governance (ESG) investing is evolving in both its definition and application. Please join us for a discussion on the Opportunities, Challenges, and

    Free
  • May 2023

  • Wed 17
    May 17, 2023 12:00 pm - 1:00 pm

    Some Potentially Surprising Facts About Long-Term Stock Returns

    Virtual

    During this interactive webinar, we will hear from our speaker on the following:

    Free
    Wed 31
    May 31, 2023 4:00 pm - 5:00 pm

    CIO Investment Leadership Series: Venture Debt Opportunities

    Virtual

    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

    Free
  • June 2023

  • Sat 3
    Jun 3, 2023 1:00 pm - 2:30 pm

    Mastering the Level II & III CFA Exams

    Candidate Focused Event Virtual

    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

    Free
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