Ethical Decision-Making Workshop
Do only "bad" people make ethically questionable decisions? In today's fast-paced and high-pressure world, busy finance and investment professionals often face ethical dilemmas where they
Overview of the Global Investment Performance Standards (GIPS)
If you’re a Level III Candidate looking for a better breakdown on Global Investment Performance Standards (GIPS®), or if you’re looking to learn how to
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,
Triangle Networking-Sneaky Penguin Brewing Company
Sneaky Penguin Brewing Company 7449 Six Forks Road, Raleigh, North Carolina, United StatesYou're invited to a networking event at Sneaky Penguin Brewing Company, where members and guests can connect over craft beers and great conversation. Join us
An Evening with the Charlotte Knights
Truist Field 324 S. Mint Street, Charlotte, North CarolinaJoin us for a summer social networking event with our friends from CAIA at the Charlotte Knights baseball game! Thank you to our Sponsors: Hines
CLT-Can Gold and Crypto Co-Exist in a Portfolio?
As the global markets ebb and flow, the ongoing discussion on whether to invest in crypto or gold remains a focal point for investors. Crypto
Triad Networking-Incendiary Brewing
You're invited to a networking event at Incendiary Brewing, where members and guests can connect over craft beers and great conversation. Join us for an
Triad-Can Gold and Crypto Co-Exist in a Portfolio?
As the global markets ebb and flow, the ongoing discussion on whether to invest in crypto or gold remains a focal point for investors. Crypto
Triangle-Can Gold and Crypto Co-Exist in a Portfolio?
As the global markets ebb and flow, the ongoing discussion on whether to invest in crypto or gold remains a focal point for investors. Crypto
Webinar Career Series: Embracing Accountability: Foster Ownership and Drive Results in Your Team
Accountability is a vital component of high-performing teams and organizations. In this training session, participants will explore the concept of accountability and its impact on
Asheville Networking
We are excited to host a networking event in Asheville! Please join us to connect with local or visiting Charterholders as well as members of
Webinar Series: Beyond Active and Passive: The Customization of Finance
The common narrative that passive investing will overtake active management suggests a primarily passive future for investors. However, an analysis of fund AUM data across
