Fixed Income Series
This workshop series is designed for those seeking to gain a broader understanding of fixed income strategies. A sound understanding of fixed income markets and
First Annual Collaborative Women in Investment Management Global Summit
Collaborative WIM is honored to highlight an incredible lineup of truly outstanding finance executives and diverse experts for your professional and personal advancement. Thank you
Virtual-Are You Deal Ready? Assessing M & A in the RIA Industry
In 2021, M&A deals in the RIA space set a record. Now that we are in 2022 and there are questions around capital markets and
CLT-Holiday Networking
Rooster's Wood-fired Kitchen 150 N. College Street, Charlotte, North CarolinaCheers to 2022! Whether you have a lot to celebrate (earning your Charter, starting with a new firm) or just want to catch up with
Triad-Holiday Networking Social
Eastern Standard 1131 Burke Street, Winston Salem, North CarolinaCheers to 2022! Whether you have a lot to celebrate (earning your Charter, starting with a new firm) or just want to catch up with
CLT-Energy Complex(ity): A Look at 2023 and Beyond
Barings Global Headquarters 300 S. Tryon Street, Charlotte, North CarolinaThis event is co-sponsored by CFA NC, CAIA Turmoil or transition? Or a little of both? Energy markets have been on a wild ride throughout
Triangle Holiday Networking
Level7 Rooftop Bar 101 Park at North Hills Street, Raleigh, North CarolinaCheers to 2022! Whether you have a lot to celebrate (earning your Charter, starting with a new firm) or just want to catch up with
A History of Securities Fraud Scandals
UCLA School of Law Professor James Park will discuss his new book on the history of securities fraud regulation, The Valuation Treadmill: How Securities Fraud
2023 Outlook Dinner
Charlotte Marriott City Center 100 W Trade St, Charlotte, NC, United StatesInvesting in a World of Uncertainty: David Lebovitz, Managing Director of J.P. Morgan Asset Management, will discuss the 2023 economic outlook, sharing views on growth,
Geopolitical Update with Former US Ambassador: John Emerson
Join us for an intimate and insightful conversation with John Emerson, former United States ambassador to the Federal Republic of Germany and Vice Chairman of
Member Only-Coming Back to the “60/40” in 2023?
A Virtual Round Table Discussion for investment Professionals with an interest in Private Wealth Management As we leave 2022 in the rear-view mirror and prepare
CLT & Virtual : Risks, Opportunities, and the Need for Agility: 2023 Asset Allocation Outlook
Sébastien Page, CFA, Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price, will share key insights into navigating the coming year in
