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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
  • September 2021

  • Wed 15
    Sep 15, 2021 6:00 pm - 7:30 pm

    Chinese Wealth Management Products, Safe as Cash

    Virtual

    Do the benefits of investing in Wealth Management Products (WMPs) outweigh the benefits of simply holding cash? Hear from an expert panel in the CFA

    $10
    Wed 15
    Sep 15, 2021 12:00 pm - 1:15 pm

    *Virtual-The Four Pillars of Post Covid Real Estate Investing

    Monthly Meeting Virtual

    This presentation explores the main features and benefits of US and Global Listed Real Estate. The presentation also provides additional insight into the market and

    Free
    Wed 15
    Sep 15, 2021 12:00 pm - 1:15 pm

    Triangle-The Four Pillars of Post Covid Real Estate Investing

    Monthly Meeting

    This presentation explores the main features and benefits of US and Global Listed Real Estate. The presentation also provides additional insight into the market and

    Free
    Wed 15
    Sep 15, 2021 8:00 am - 9:00 am

    Triad-The Four Pillars of Post Covid Real Estate Investing

    Monthly Meeting

    This presentation explores the main features and benefits of US and Global Listed Real Estate. The presentation also provides additional insight into the market and

    Free
    Tue 14
    Sep 14, 2021 12:00 pm - 1:15 pm

    Charlotte-The Four Pillars of Post Covid Real Estate Investing

    Monthly Meeting

    This presentation explores the main features and benefits of US and Global Listed Real Estate. The presentation also provides additional insight into the market and

    Free
    Wed 1
    Sep 1, 2021 6:00 pm - 7:30 pm

    The Accounting of Cryptoassets: Understanding the Financial Reporting Implications of a New Asset Class

    Virtual

    Join CFA Society New York for an evening of discussion on the mechanics of cryptocurrency management and valuation. Learn what financial professionals should consider when

    Free
  • August 2021

  • Thu 19
    Aug 19, 2021 5:00 pm - 7:00 pm

    Triad- IN PERSON Networking

    Networking

    Join us IN PERSON to catch up with local friends and colleagues!

    Wed 18
    Aug 18, 2021 5:00 pm - 7:00 pm

    CLT-IN PERSON Networking

    Networking

    Join us IN PERSON to catch up with friends, colleagues and peers!

    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

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