CLT- October 2018 Anatomy of Active Portfolios
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesLeon Roisenberg will present on The Anatomy of Active Portfolios which will study the holdings and historical performance of the largest 20,000 mutual fund managers
Triad – October 2018 Anatomy of Active Portfolios
Forsyth Country Club Winston Salem, NC, United StatesLeon Roisenberg will present on The Anatomy of Active Portfolios which will study the holdings and historical performance of the largest 20,000 mutual fund managers
CLT- Nov 2018 Harvesting Lessons from History: 2008 Crisis, Then and Now
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesRon Rimkus, CFA will present on Harvesting Lessons from History: 2008 Crisis, Then & Now Ten years ago, the modern financial system experienced a global
Triad – November 2018 Harvesting Lessons from History: 2008 Crisis, Then and Now
Forsyth Country Club Winston Salem, NC, United StatesRon Rimkus, CFA will present on Harvesting Lessons from History: 2008 Crisis, Then & Now Ten years ago, the modern financial system experienced a global
Triangle- November 2018 Harvesting Lessons from History: 2008 Crisis, Then and Now
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United StatesRon Rimkus, CFA will present on Harvesting Lessons from History: 2008 Crisis, Then & Now Ten years ago, the modern financial system experienced a global
CLT 2018 November Mock Exam Enrollment
UNC-Charlotte Charlotte, NC, United StatesThe CFA Society of NC board is proud to host the 2018 Mock Exam in Charlotte, NC. Registration begins at 8:00 AM, Exam begins promptly
So You Want a Career in the Investment Management Industry
SKEMA Business School Raleigh, NC, United StatesWe have assembled a panel of senior investment management professional to provide advice and guidance to prepare you to meet the challenges of the industry.
Premier Event: Xu Sitao on China and the Asia Economic Outlook 2019
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United StatesChina and the Asia Economic Outlook 2019 by Xu Sitao How would a US-China trade war affect Asia? What are the policy choices for China
CLT- Candidate Information and Networking
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesMark your calendars for a candidate networking event on Wednesday December 5, 2018 at Morton's in uptown Charlotte (227 W Trade St #150, Charlotte, NC
2018 New Charterholder reception
Charlotte Marriott City Center 100 W Trade St, Charlotte, NC, United StatesPrivate reception prior to 2019 Outlook Dinner to recognize the 2018 New Charterholders and Level 3 Passed Candidates.SPEAKERBarbara Petitt, Head of Curriculum and Learning Experience,
Nineteenth Annual CFA NC Society Outlook Dinner
Charlotte Marriott City Center 100 W Trade St, Charlotte, NC, United StatesThe CFA NC Society presents the Nineteenth Annual Outlook Dinner on January 8, 2019. The dinner is the premier NC event for investment professionals to
CLT – Late-cycle assets and portfolio/investment strategies
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesJoin us for a panel discussion with 5 tenured portfolio managers sharing unique insights on investing in the later stages of a waning bull market.
