Level II 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,
Member Only- The RIA Hunger Games: Repositioning Portfolios for the Shifting Monetary Policy and Inflation Regime
Overview Prepare for an intense, high-stakes showdown at our upcoming CFA Roundtable event, "The RIA Hunger Games." Navigate the treacherous terrain of shifting monetary policies
Triad Networking
Incendiary Brewing Company 486 N. Patterson Avenue, #105, Winston Salem, North CarolinaJoin us for our next Networking Event, which alternates locations and venues around the Triad area. All members, candidates, and friends of the society are
Charlotte Networking
Wooden Robot Brewery 1440 S Tryon Street #110, Charlotte, North CarolinaJoin us for our next Networking Event, which alternates locations and venues around the Charlotte area. All members, candidates, and friends of the society are
Triangle Networking
Tap Yard Raleigh 1610 Automotive Way, Raleigh, North CarolinaJoin us for our next Networking Event, which alternates locations and venues around the Triangle area. All members, candidates, and friends of the society are
A View From the Top: Macroeconomic Picture and Market Outlook from Blackstone’s Chief Strategist Joe Zidle
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesPlease join us for an exclusive discussion with Joe Zidle, Blackstone Chief Investment Strategist, on the global macroeconomic picture, US financial markets, the Fed, and
Virtual-A Transforming World
We are at the dawn of a revolution. The pace at which technological and social megatrends are transforming our world today is unprecedented. However, we
Investing in Your Future-The CFA Charter and Your Future Employment
Join seasoned CFA® investment management practitioners to discuss the future employment opportunities and the training needed to obtain highly rewarding jobs in the financial services
Virtual-An Update on the Health of the Banking Sector in the US
A Fireside chat with Daniel Altscher, Co-Portfolio Manager & Head of Macro Research with FJ Capital Mr. Altscher joined FJ Capital Management in 2016 and
CLT-Passive Investing is a Series of Active Decisions
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesInvestors have increasingly adopted indexing as part of their mix of investments given in part to the low relative fees and the fact that traditional
Triangle-Passive Investing is a Series of Active Decisions
Brio Italian Grille 4325 Glenwood Ave STE 5000, Raleigh, North CarolinaInvestors have increasingly adopted indexing as part of their mix of investments given in part to the low relative fees and the fact that traditional
Triad-Passive Investing is a Series of Active Decisions
Forsyth Country Club Winston Salem, NC, United StatesInvestors have increasingly adopted indexing as part of their mix of investments given in part to the low relative fees and the fact that traditional
