CFA NC & CAIA: A New Way of Optimizing Your Portfolio
Dimensional Fund Advisors 1515 S. Tryon Street, Charlotte, North CarolinaOur panel discussion with three thought leaders in the investment industry will answer many pertinent investment questions, such as How do sophisticated institutional investors approach
The Wealth Allocation Framework
A Special Event with Ashvin Chhabra, a pioneer in Goals-Based Investing and CIO of Euclidean Capital Ashvin Chhabra’s is perhaps the world’s pre-eminent thinker on
Impact Your Profession. Impact Your Career. Women’s Workshop
The Ruth 2122 Thrift Road, Suite C, Charlotte, North CarolinaJulie Jones, along with her teammates, Lauren Poleto and Patricia Wilfong, invite you to join them at this year's "Impact Your Profession. Impact Your Career.
CLT-2024: A Foundational Year
Join us for our May programming to hear from a leading bank and global economic expert on the current banking crisis and a global economic
Triad-2024: A Foundational Year
Join us for our May programming to hear from a leading bank and global economic expert on the current banking crisis and a global economic
Asheville Networking: Capella on 9
We are excited to host a networking event in Asheville! Please join us to connect with local or visiting Charterholders as well as members of
Triangle-2024: A Foundational Year
Join us for our May programming to hear from a leading bank and global economic expert on the current banking crisis and a global economic
Triangle Networking: honoring our 2023 Triangle New Charterholders-The Velvet Hippo
Join us for a spring networking event honoring the Triangle’s 2023 New Charterholders! This is a great time to congratulate our newest CFA NC Members
Triad Networking: honoring our 2023 Triad New Charterholders- Quanto Basta Italian Eatery and Wine Bar
Join us for a spring networking event honoring the Triad's 2023 New Charterholders! This is a great time to congratulate our newest CFA NC Members
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
