Overview of the Global Investment Performance Standards (GIPS)
Come join Kim Cash, CFA, CAIA, CIPM, CSCP a specialist in GIPS compliance consulting, verification, and education as she breaks down the GIPS Standards portion
2026 Outlook Dinner
We are excited to announce that our keynote speaker will be Jim Bianco, with Bianco Research. Jim has deservingly earned a reputation among top strategists
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,
Career Webinar Series: The Art & Science of Networking: Stand Out & Get Results in the AI Era
Having a network of relationships is crucial in today’s challenging environment, where being good at your job is simply not good enough. And, building and
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
Triangle Holiday Networking
Join us for an evening of festive cheer and professional connections at our Holiday Networking Event! Celebrate the season with colleagues, friends, and new connections
Charlotte Holiday Networking
Join us for an evening of festive cheer and professional connections at our Holiday Networking Event! Celebrate the season with colleagues, friends, and new connections
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,
Triad Holiday Networking
Rooster's Wood-Fired Kitchen 380 Knollwood Street, Winston Salem, North CarolinaJoin us for an evening of festive cheer and professional connections at our Holiday Networking Event! Celebrate the season with colleagues, friends, and new connections
Triangle-Roadkill on the EM Debt Superhighway
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United StatesAs global economic dynamics shift, emerging markets present a diversified landscape for investors offering growth potential through development and innovation across these markets. Darren
Triad-Roadkill on the EM Debt Superhighway
Graylyn Estate 1900 Reynolda Road, Winston Salem, North Carolina*Note location change As global economic dynamics shift, emerging markets present a diversified landscape for investors offering growth potential through development and innovation across these
CLT-Roadkill on the EM Debt Superhighway
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesAs global economic dynamics shift, emerging markets present a diversified landscape for investors offering growth potential through development and innovation across these markets. Darren
