2024 Annual Dinner: Talking Trends with Michael Melissinos and Jerry Parker, Moderated by Clint Sorenson, CFA
Trend-following can help any portfolio in any market environment. Today, with relentless inflation, rising taxes and more frequent booms and busts, it can provide protection
Alternative Investment Series 2024
This educational series is designed for those seeking to gain a broader understanding of alternative investment strategies. A sound understanding of alternative investments (AI) is
Charlotte Networking: honoring our 2023 Charlotte New Charterholders – Morton’s
Join us for a spring networking event honoring Charlotte’s 2023 New Charterholders! This is a great time to congratulate our newest CFA NC Members as
Level III CFA Exam Essay Writing Workshop
Are you ready for the Level III CFA Exam? How about the Essay Portion? Knowing the best strategies and methods on how to answer essay
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
You'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
Join 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
Fixed Income Series
This educational course is designed for those seeking to gain a broader understanding of fixed income strategies. A sound understanding of fixed income markets and
