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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
Jan 13, 2026 8:00 am - 8:30 am
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
  • August 2021

  • Mon 16
    Aug 16, 2021 12:00 pm - 1:00 pm

    INSURANCE: Subsectors Worth Watching, According to AFLAC’s CIO

    Virtual

    Significant market shifts often begin in the margins. The speakers on our August 16 webinar will share where they see risk and opportunity in small

    $10
    Mon 2
    Aug 2, 2021 11:00 am - 12:00 pm

    Development Bank Perspective: Optimizing Investments in Sustainable Infrastructure in Emerging Markets

    Virtual

    Tune in to this virtual Asset Owner Series event featuring Prof. Zamir Iqbal, Vice President, Finance, and Chief Financial Officer of the Islamic Development Bank

  • June 2021

  • Tue 22
    Jun 22, 2021 5:00 pm - 7:00 pm

    Triangle-IN PERSON Networking

    Networking

    Join us for our first IN-PERSON networking event in over a year! Come join us to catch up with friends and colleagues.

    Tue 22
    Jun 22, 2021 12:00 pm - 1:00 pm

    A Professional Investor’s Guide To Cryptoassets: Everything You Need To Know About A Rapidly-Emerging Asset Class

    Monthly Meeting Virtual

    2020 was a transformational year for bitcoin and crypto. Large institutions are starting to invest and major companies like Tesla, Square, and PayPal are embracing

    Tue 15
    Jun 15, 2021 12:00 pm - 1:15 pm

    Annual Meeting: My Life’s Journey | Reflections on Leadership | Contentment

    Annual Event Virtual

    Kelly S. King is chairman and chief executive officer of Truist Financial Corporation. He began his career in 1972, joining the Management Development Program of

    Thu 3
    Jun 3, 2021 2:00 pm - 3:15 pm

    SPAC ATTACK: EXAMINING SPECIAL PURPOSE ACQUISITION COMPANIES

    Virtual Webinar

    The recent IPO surge of special-purpose acquisition company (SPACs) is an important market development.  While the SPAC vehicle is not new, SPAC IPOs now comprise the majority of

    Free
  • May 2021

  • Tue 18
    May 18, 2021 12:00 pm - 1:00 pm

    The Emerging Market Outlier: A Chat with Phil Wool

    Monthly Meeting Virtual

    China is now the dominant exposure in some well-followed global emerging markets equity benchmarks– so what does that mean for the majority of portfolios that

    Tue 4
    May 4, 2021 12:00 pm - 1:15 pm

    Let’s Shape the Future Together- success stories of inclusion

    Premier Event Virtual

    Focus on solutions, not failures to solve the diversity, equity, and inclusion challenge.  This exciting virtual meeting brings together leading executives, Dennis Johnson, CFA, Former

    Free
  • April 2021

  • Wed 28
    Apr 28, 2021 12:00 pm - 1:00 pm

    Hack Your Brain: Unlocking your Potential in the Digital Age

    Virtual

    Hack your Brain?! How do you unlock your unique potential so you can become the best version of yourself? This is the focus of this event.

    Wed 14
    Apr 14, 2021 7:00 pm - 9:00 pm

    FinTech Series — Bitcoin in 2021: The Uncertainty and Appeal

    Virtual

    In March of 2020 Bitcoin demonstrated it was a poor hedge compared to gold. Institutions are dabbling, but what does Bitcoin have to accomplish before

    Wed 14
    Apr 14, 2021 12:00 pm - 1:00 pm

    The Future of Sustainability in Investment Management: Research and Tools

    Virtual

    Are you and your organization prepared for the impact that sustainability will have in investing going forward?  This growing area of the industry provides many

    Free
    Thu 8
    Apr 8, 2021 6:00 pm - 7:00 pm

    CIO INVESTMENT LEADERSHIP SERIES FEATURING FIXED INCOME MANAGERS

    Virtual

    The fifth installment of CFA Society Los Angeles' CIO Investment Leadership Series will feature Chief Investment Officers from leading Fixed Income Managers to discuss how

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