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EVENTS

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

FEATURED EVENT

2026 Outlook Dinner

2026 Outlook Dinner

Annual Event Outlook Dinner Premier Event
Tue, January 13 5:00 pm - 8:30 pm
Charlotte Marriott City Center
100 W Trade St
Charlotte, NC 28202 United States
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12 events found.

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Today
  • February 2018

  • Tue 13
    Feb 13, 2018 12:00 am

    CLT- The Oil Market Rhetoric, Reality, Shale

    Monthly Meeting

    The Oil Market Rhetoric, Reality, Shale Presented by Tom Loughrey, CFA holds some wildly unpopular views on the Energy sector, oil prices, and shale producers.

    Sat 17
    Feb 17, 2018 12:00 am

    2018 CFA Institute Research Challenge hosted by CFA Society North Carolina

    University

    You are invited to attend the CFA Institute Research Challenge hosted by CFA Society North Carolina for an exciting competition in which student teams from

  • March 2018

  • Tue 6
    Mar 6, 2018 12:00 am

    Triangle-Improving Stock Returns Forecasts: A “Fair Value” CAPE Approach

    Monthly Meeting

    Are U.S. stock prices overvalued? U.S. stock valuations are nearing historical highs, but some investors are wondering whether this bull market could become a bubble.

    Wed 7
    Mar 7, 2018 12:00 am

    Triad – Improving Stock Return Forcasts: A “Fair-Value” CAPE Approach

    Monthly Meeting

    Are U.S. stock prices overvalued? U.S. stock valuations are nearing historical highs, but some investors are wondering whether this bull market could become a bubble.

    Wed 7
    Mar 7, 2018 12:00 am

    CLT-Improving Stock Returns Forecasts: A “Fair-Value” CAPE Approach

    Monthly Meeting

    Are U.S. stock prices overvalued? U.S. stock valuations are nearing historical highs, but some investors are wondering whether this bull market could become a bubble.

  • April 2018

  • Wed 25
    Apr 25, 2018 12:00 am

    CLT- Before Its Too Late: Using Lumber and Gold to Actively Manage Stocks and Bonds

    Monthly Meeting

    Michael Gayed will speak on lumber and gold and the effects they can have on stocks and bonds. In their 2015 NAAIM Wagner award-winning paper,

    Thu 26
    Apr 26, 2018 12:00 am

    Triangle-Before Its Too Late: Using Lumber and Gold to Actively Manage Stocks and Bonds

    Monthly Meeting

    Michael Gayed will speak on lumber and gold and the effects they can have on stocks and bonds. In their 2015 NAAIM Wagner award-winning paper,

    Thu 26
    Apr 26, 2018 12:00 am

    Triad – Before Its Too Late: Using Lumber and Gold to Actively Manage Stocks and Bonds

    Monthly Meeting

    Michael Gayed will speak on lumber and gold and the effects they can have on stocks and bonds. In their 2015 NAAIM Wagner award-winning paper,

  • May 2018

  • Wed 23
    May 23, 2018 12:00 am

    CLT- May 2018 Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates

    Monthly Meeting

    Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates As investors have struggled to cope with volatility and rising

    Thu 24
    May 24, 2018 12:00 am

    Triangle- May 2018 Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates

    Monthly Meeting

    Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates As investors have struggled to cope with volatility and rising

    Thu 24
    May 24, 2018 12:00 am

    Triad – May 2018 Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates

    Monthly Meeting

    Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates As investors have struggled to cope with volatility and rising

  • June 2018

  • Sat 2
    Jun 2, 2018 12:00 am

    Triad 2018 June Mock Exam Enrollment

    Candidate Focused Event

    The CFA Society of NC board is proud to host the 2018 Mock Exam in Winston Salem, NC at Wake Forest University. Registration begins at

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