Alternative Investment Series 2025
This educational series is designed for those seeking to gain a broader understanding of alternative investment strategies. A sound understanding of alternative investments (AI) is
Revolutionizing Finance: Harnessing AI and Big Data for Asset Management Success
Join us for an insightful session on the transformative role of AI in finance, where we will explore how big data and AI are revolutionizing
CLT-CFA NC & CAIA Joint Event-State of the World: Geopolitical Risks and Investing in National Security
Join CAIA Carolinas and CFA Society North Carolina for a joint event! State of the World: Geopolitical Risks and Investing in National Security will bring together experts
Level II Fixed Income
Are you ready for the Level II CFA Exam? How about the Fixed Income section? While Fixed Income at Level II is only 10% -
Securitization Is Not a Four-Letter Word
Jessica Leoncini, Head of Fixed Income CPM Management at Janus Henderson Investors, will present virtually on Wednesday, May 7, from 12:00 - 1:00 PM CT. CLOs didn’t cause the
Save the Date: Impact Your Profession. Impact Your Career. Women’s Workshop
Mark your calendar for Tuesday, May 20th, at 9:30 a.m. to build connections and grow professionally and personally. Space is minimal this year, so register early.
CLT-CFA Society NC & CAIA: An Evening at the Charlotte Knights
Join CFA Society NC and CAIA Carolinas as we kick off the summer at Truist Field with the Charlotte Knights. Pricing includes a ticket to
Overview of the Global Investment Performance Standards (GIPS)
If you’re a CFA Candidate looking for a better breakdown on Global Investment Performance Standards (GIPS®), or if you’re looking to learn how to best
Level III Essay Writing Workshop
Are you ready for the Level III CFA Exam? How about the Essay Portion? Knowing the best strategies and methods on how to answer essay
Level I Ethics Workshop
Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Ken Yee, CFA,
Level III Ethics Workshop
Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Erik Johnsen, CFA,
