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EVENTS

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

FEATURED EVENT

CLT-The Momentum Factor: A Market Anomaly, Its Benefits as an Alpha Source, and Applications in a Style-Conscious World

Monthly Meeting

Tue, April 28 12:00 pm - 1:15 pm

Morton’s the Steakhouse
227 W Trade St #150
Charlotte, NC 28202 United States

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May 2026

Wed 13

Wed, May 13 12:00 pm - 1:00 pm

Virtual-Agentic AI in Asset Management and RIAs: Driving Efficiency While Staying SEC-Ready

Virtual Webinar

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

Free

July 2026

Wed 15

Wed, July 15 11:00 am - 12:00 pm

Alpha Disrupted Webinar Series: Cybersecurity & Resilience-Managing Digital Age Risk

Webinar

In today’s connected ecosystem, technology risk is investment risk. This webinar explores the rising threat landscape facing investment firms — from cyberattacks and third-party vulnerabilities

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