2018 New Charterholder reception
Charlotte Marriott City Center 100 W Trade St, Charlotte, NC, United StatesPrivate reception prior to 2018 Outlook Dinner to recognize the 2017 New Charterholders and Level 3 Passed Candidates.SPEAKERRepresentative from CFA Institute TBA
Holiday Merry Mixer Charlotte Networking Event
Join friends, colleagues, and peers as we gather for a holiday merry mixer. Come enjoy a drink and delicious appetizers as we network spread holiday
Triad- The Preferred Asset Class
Forsyth Country Club Winston Salem, NC, United StatesWhile preferred securities have been around since the 16th century in Europe and the 1850's in the United States, they often remain overlooked as an
Triangle- The Preferred Asset Class
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United StatesWhile preferred securities have been around since the 16th century in Europe and the 1850's in the United States, they often remain overlooked as an
CLT – The ‘Preferred’ Asset Class
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesWhile preferred securities have been around since the 16th century in Europe and the 1850's in the United States, they often remain overlooked as an
Leveraging Technology for the Future of Finance -Individual
The Westin Charlotte Charlotte, NC, United StatesCFA Society North Carolina will convene thought leaders and practitioners to decipher and debate concepts disrupting the financial services industry. Participants will learn the applications
2018 CFA Research Challenge Subject Company Presentation
Primo Water Corporation Winston Salem, NC, United StatesSubject Company presentation for Research Challenge NC teams.SPEAKERPrimo Water Investment Relations
Triangle-The Amazon Effect
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United StatesRichard Hastings will discuss some of the ways Amazon.com (AMZN, not a covered name at SGS) is changing commerce and markets. Amazon's disruptive impacts continue
Triad- The Amazon Effect
Forsyth Country Club Winston Salem, NC, United StatesRichard Hastings will discuss some of the ways Amazon.com (AMZN, not a covered name at SGS) is changing commerce and markets. Amazon's disruptive impacts continue
CLT – The Amazon Effect
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesRichard Hastings will discuss some of the ways Amazon.com (AMZN, not a covered name at SGS) is changing commerce and markets. Amazon's disruptive impacts continue
Challenges of Integrating ESG: A Practitioners Discussion
Fifth Third Center 201 North Tryon Street, Suite 2300, Charlotte, NC, United StatesEnvironmental, Social and Corporate Governance (ESG) investment issues are frequent topics in the news. These topics span a wide range of issues that may factor
2017 CFA NC Annual Meeting featuring Chris Pavese, CFA
NC Museum of Art Raleigh, NC, United StatesJoin CFA Society North Carolina Members and guests for a special Annual Meeting event at the NC Museum of Art in Raleigh on Tuesday June