The Value of Private Investor Meetings
Face-to-face meetings with company management are much more difficult during the pandemic, but they can be an important part of due diligence that uncovers potential
The Psychology of Money
Join Morgan Housel, award-winning author, to learn how people think about money, investing, and risk to understand the behavioral mistakes that undermine our long-term financial
Improving Transparency and Comparability of Investment Products with ESG-related Features
CFA Institute staff will provide an overview of the Consultation Paper for the development of the CFA Institute ESG Disclosure Standards for Investment Products and
Virtual Trivia Night
Join us for our first CFA NC Trivia Night! Socialize with peers from across North Carolina in a fun, casual setting and dust off any
Fixed Income Series
This educational course is designed for those seeking to gain a broader understanding of fixed income strategies. A sound understanding of fixed income markets and
Giving Voice to Values: Ethics in Action
Are you confident you could speak your mind when you know what’s right? Giving Voice to Values (GVV) helps you learn how to effectively act on your
Perspectives on the Value Premium: Professional Investing Series
Join Marlena Lee of Dimensional Fund Advisors for an in-depth discussion of the value premium and the theory behind it. Study its recent performance and
CIO Investment Leadership Series Featuring Family Offices
The second installment of our CIO Investment Leadership Series will feature a diverse panel of Chief Investment Officer’s from leading family offices to discuss how
Factor Investing in Asset–Liability Management: Professional Investing Series
Lionel Martellini, Professor of Finance at EDHEC Business School and Director of EDHEC-Risk Institute will discuss how to integrate some of the most significant advances
The Popularity Asset Pricing Model
The Popularity Asset Pricing ModelThe Popularity Asset Pricing Model (PAPM) builds on the familiar Capital Asset Pricing Model (CAPM) but relaxes key CAPM assumptions. In
TII Virtual Coffee-Break Series – Session #9: A Fireside Chat with Brady Dougan moderated by Ted Seides: From CS to FinTech to Investing in a Post-Covid World
Brady Dougan, the former CEO of Credit Suisse and now Founder of Exos Financial, will be interviewed by Ted Seides, Founder and Podcast Host of
CFA PROGRAM VIRTUAL OPEN HOUSE
Join us for a panel discussion on passing the CFA Exam during the COVID-19 Pandemic. Hear directly from the CFA Institute the latest updates on the
