What If Your Mother Knew What You Did? Experts Discuss Ethics in the Financial Services Industry
Join us as Greg Dienna, CFA leads our esteemed panelists (Paul Foley, Terry Jenkins, and Dorothy Kelly, CFA) through ethical scenarios and questions for the
World Water Day: Investing in our Most Valuable Resource
Join us on World Water Day to hear experts discuss how investors can improve global water scarcity while positioning portfolios to benefit from attractive opportunities
Triad Networking-Print Works Bistro
Print Works BistroJoin us for our next Networking Event, which alternates locations and venues around the Triad area. All members, candidates, and friends of the society are
CEO’s Insights: Analyzing Global Earnings Calls at Big Data Scale
Investment decision makers are constantly on the lookout for an edge. Natural language processing (NLP) brings both scale and speed to investing. NLP techniques can
Triad – Get Invested, Not Committed, with Private Equity Secondaries
Forsyth Country Club Winston Salem, NC, United StatesDuring these turbulent public markets, investors are seeking diversification through private market assets. Historically, HNW investors and small institutions have lacked access to secondary purchases
Triangle – Get Invested, Not Committed, with Private Equity Secondaries
Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United StatesDuring these turbulent public markets, investors are seeking diversification through private market assets. Historically, HNW investors and small institutions have lacked access to secondary purchases
Charlotte – Get Invested, Not Committed, with Private Equity Secondaries
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesDuring these turbulent public markets, investors are seeking diversification through private market assets. Historically, HNW investors and small institutions have lacked access to secondary purchases
Candidates: Overview of the Global Investment Performance Standard (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
CWIM Quarterly Book Club: “Master Mentors: 30 Transformative Insights from Our Greatest Minds”
For busy professionals and lifelong learners seeking practical strategies for reaching new heights, Master Mentors distills 30 essential learnings from top business minds and thought
Charlotte-Inflation: The Transition from Transitory
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesThe US Federal Reserve has acknowledged that inflation will become stickier. Tim Paulson, Investment Strategist, will discuss factors that may influence inflation – and interest
Triad-Inflation: The Transition from Transitory
Forsyth Country Club Winston Salem, NC, United StatesThe US Federal Reserve has acknowledged that inflation will become stickier. Tim Paulson, Investment Strategist, will discuss factors that may influence inflation – and interest
Triangle-Inflation: The Transition from Transitory
Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United StatesThe US Federal Reserve has acknowledged that inflation will become stickier. Tim Paulson, Investment Strategist, will discuss factors that may influence inflation – and interest
