EVENTS

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

FEATURED EVENT

Alternative Investment Series 2024

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

$250

Triangle-2024: A Foundational Year

Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United States

Join us for our May programming to hear from a leading bank and global economic expert on the current banking crisis and a global economic

Free

Asheville Networking: Capella on 9

Capella on 9-AC Hotel 10 Broadway Street, 9th Floor, Asheville

We are excited to host a networking event in Asheville! Please join us to connect with local or visiting Charterholders as well as members of

Free

Triad-2024: A Foundational Year

Forsyth Country Club Winston Salem, NC, United States

Join us for our May programming to hear from a leading bank and global economic expert on the current banking crisis and a global economic

Free

CLT-2024: A Foundational Year

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

Join us for our May programming to hear from a leading bank and global economic expert on the current banking crisis and a global economic

Free

The Wealth Allocation Framework

A Special Event with Ashvin Chhabra, a pioneer in Goals-Based Investing and CIO of Euclidean Capital Ashvin Chhabra’s is perhaps the world’s pre-eminent thinker on

Free

CFA NC & CAIA: A New Way of Optimizing Your Portfolio

Dimensional Fund Advisors 1515 S. Tryon Street, Charlotte, North Carolina

Our panel discussion with three thought leaders in the investment industry will answer many pertinent investment questions, such as How do sophisticated institutional investors approach

Free