CIO Investment Leadership Series Featuring Family Offices
The second installment of our CIO Investment Leadership Series will feature a diverse panel of Chief Investment Officer’s from leading family offices to discuss how
Perspectives on the Value Premium: Professional Investing Series
Join Marlena Lee of Dimensional Fund Advisors for an in-depth discussion of the value premium and the theory behind it. Study its recent performance and
Giving Voice to Values: Ethics in Action
Are you confident you could speak your mind when you know what’s right? Giving Voice to Values (GVV) helps you learn how to effectively act on your
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
Virtual Trivia Night
Join us for our first CFA NC Trivia Night! Socialize with peers from across North Carolina in a fun, casual setting and dust off any
Improving Transparency and Comparability of Investment Products with ESG-related Features
CFA Institute staff will provide an overview of the Consultation Paper for the development of the CFA Institute ESG Disclosure Standards for Investment Products and
The Psychology of Money
Join Morgan Housel, award-winning author, to learn how people think about money, investing, and risk to understand the behavioral mistakes that undermine our long-term financial
The Value of Private Investor Meetings
Face-to-face meetings with company management are much more difficult during the pandemic, but they can be an important part of due diligence that uncovers potential
Election 2020: A Special Analysis of the Election Outlook
CFA Society Los Angeles has landed three top experts on U.S. politics and elections to give our members and friends a private conversation offering key insights
What Happens in California Affects the World: A Macroeconomic Review of California (WMES)
California ranks as the 5th biggest economy in the world and was the epicenter of the 2000 and 2008 financial crises. As part of CFA
Using Alternative Data in Investment Decision Making
Join Chief Data Scientist Michael Recce to discuss how investment firms can better integrate data analytics in the investment decision-making process and tap alternative data
CEO’s Insights: Alternative Strategies and Alpha
Hedge fund investing is considered by many as the ultimate frontier in active investing. Active investing is not easy. And alternative strategies that hedge funds
