2022 Annual Dinner
DeFi: Opportunities and Risks: with speaker Campbell R. Harvey In DeFi or Decentralized Finance, users interact as peers with algorithms or smart contracts rather than through
2022 Alternative Investment Series
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
CLT-CFA NC/CAIA Joint Networking
Puttery 210 Rampart Street, Charlotte, North CarolinaJoin us at Puttery Charlotte (a modern spin on indoor putt putt which fuses high-tech gameplay with adult beverages and curated cuisine) for a joint
Triad Networking-Incendiary Brewing
Incendiary Brewing Company 486 N. Patterson Avenue, #105, Winston Salem, North CarolinaJoin us for our next Networking Event, which alternates locations and venues around the Triad area. All members, candidates, and friends of the society are
Triangle-CFA NC/CAIA Networking
House of Hops 6909 Glenwood Avenue, Raleigh, North Carolina, United StatesLet's kick the summer off with networking and fellowship! Join us and our friends from CAIA for an evening of drinks, conversation, and fun!
CLT-CFA NC & CAIA-Authentic ESG: CEOs drive meaningful change from the inside out
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesCEOs play an integral role in setting the tone of an organization from the top and in integrating sustainability into a company’s culture and core
Coaching Yourself to Success During Volatile Times: Maintain Peace Through Ups and Downs
In our third and final session, we will identify actionable ways for you to surf the inevitable ups and downs of your journey toward achieving
Investing in Your Future: The CFA Charter and Your Career Path
Join seasoned CFA® investment management practitioners to discuss the future employment opportunities and the training needed to obtain highly rewarding jobs in the financial services
Investing in Your Future: The CFA Charter and Your Career Path
Join seasoned CFA® investment management practitioners discuss the future employment opportunities and the training needed to obtain highly rewarding jobs in the financial services industry.
The Empire Strikes Back-Energy and Commodities, Long Excluded from the Menu of Active Management, are Making a Comeback
In 1981, the Energy sector was the most valuable GICS sector making up almost 25% of the U.S. stock market. Since then, inflation was tamed
Mastering the Level II & III Exams
This event is open to all Level II and III CFA Candidates for free. We are excited to present CFA charterholders that have recently passed their Level
Mortgage & Mortgage-Backed Securities Boot Camp
A 2-day intensive training program where participants are instructed on mortgages and mortgage-backed securities. The program is designed to introduce participants to the broad variety