EVENTS

Last year we provided 61 opportunities for our members to meet, gather, learn and network together

FEATURED EVENT

Asset Owner Series

On an annual basis CFA Society NC will assemble a panel of senior-level investment executives from a broad range of industries to share their unique

Better Client Engagement=More Success

Part 1 of 4 in our 2021 Wealth Management Excellence Series. Please join CFA Society Los Angeles and nationally recognized expert, Julie Littlechild, as she teaches us how

Members Only-Private Wealth Round Table

Walking Through the ‘60/40’ into 2021  A Virtual Round Table Discussion for Investment Professionals with an Interest in Private Wealth Management As we leave 2020