The Four Pillars of Investor Misbehavior
How do the four primary psychological tendencies affect investment behavior and how can wealth be managed in a manner consistent with the realities of our
2022 Outlook Dinner
Marriott City Center Charlotte 100 West Trade St, Charlotte, North CarolinaParking at the Marriott is accessed via the front of the hotel on Trade Street. Event parking is $!5 per vehicle. Overnight guests may use
Candidates: Level III 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
CIO Investment Leadership Series: Private Credit Strategies for the Future
CFA Society Los Angeles' CIO Investment Leadership Series is back with its 6th installment and first of 2022! With public fixed income returns under significant
Everything You Need to Know About ESG
As society continues to progress in making socially conscious decisions, attention has increasingly become directed towards improving Environmental, Social, and Corporate Governance standards and rightfully
CFA Society Washington DC: 4th Annual ESG Summit
CFA Society Washington, DC invites you to hear from 20+ ESG stakeholders, including Gillian Tett, Jeffrey Eckel, and Geeta Aiyer, CFA, at the 4th Annual ESG Asset Summit, on April 21, 2022
Triangle-Inflation: The Transition from Transitory
The 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
The US Federal Reserve has acknowledged that inflation will become stickier. Tim Paulson, Investment Strategist, will discuss factors that may influence inflation – and interest
Charlotte-Inflation: The Transition from Transitory
The US Federal Reserve has acknowledged that inflation will become stickier. Tim Paulson, Investment Strategist, will discuss factors that may influence inflation – and interest
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
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
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
