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EVENTS

Last year we provided 61 opportunities for our members to meet, gather, learn and network together

FEATURED EVENT

CLT-The Momentum Factor: A Market Anomaly, Its Benefits as an Alpha Source, and Applications in a Style-Conscious World

CLT-The Momentum Factor: A Market Anomaly, Its Benefits as an Alpha Source, and Applications in a Style-Conscious World

Monthly Meeting
Tue, April 28 12:00 pm - 1:15 pm
Morton’s the Steakhouse
227 W Trade St #150
Charlotte, NC 28202 United States
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12 events found.

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Today
  • March 2025

  • Wed 12
    Mar 12, 2025 5:30 pm - 7:30 pm

    Triangle Networking-Ponysaurus Brewing Co.

    Monthly Meeting

    Join us for an evening of meaningful connections and professional networking with fellow CFA NC members and candidates. Register now to expand your network and

    Free
    Sat 22
    Mar 22, 2025 1:00 pm - 5:00 pm

    Level I Derivatives and Alternatives Bootcamp

    Candidate Focused Event Virtual

    Prepare yourself for the Derivatives and Alternatives sections for the 2025 Level I CFA Exam! Combined, the Derivatives and Alternatives sections can account for up to

    $25
    Tue 25
    Featured Mar 25, 2025 12:00 pm - 1:15 pm

    CLT-Alpha Driven Fixed Income: Why Active Management Works

    Monthly Meeting

    Passive equities and passive fixed income are not equal and there are risks to viewing them as such. This session highlights some of the challenges

    Free
    Wed 26
    Mar 26, 2025 8:00 am - 9:15 am

    Triad-Alpha Driven Fixed Income: Why Active Management Works

    Monthly Meeting

    Passive equities and passive fixed income are not equal and there are risks to viewing them as such. This session highlights some of the challenges

    Free
    Wed 26
    Mar 26, 2025 12:00 pm - 1:15 pm

    Triangle-Alpha Driven Fixed Income: Why Active Management Works

    Monthly Meeting

    Passive equities and passive fixed income are not equal and there are risks to viewing them as such. This session highlights some of the challenges

    Free
    Sat 29
    Mar 29, 2025 1:00 pm - 2:30 pm

    Level II Ethics Workshop

    Candidate Focused Event Virtual

    Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Paul Hwang, CFA as

    Free
  • April 2025

  • Tue 8
    Apr 8, 2025 8:00 pm - Jun 10, 2025 9:30 pm

    Alternative Investment Series 2025

    Special Invitation for CFANC Members Virtual

    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

    $300
    Wed 23
    Apr 23, 2025 1:00 pm - 2:00 pm

    Revolutionizing Finance: Harnessing AI and Big Data for Asset Management Success

    Co-Sponsored Event Monthly Meeting Virtual

    Join us for an insightful session on the transformative role of AI in finance, where we will explore how big data and AI are revolutionizing

    Free
    Thu 24
    Featured Apr 24, 2025 5:00 pm - 8:00 pm

    CLT-CFA NC & CAIA Joint Event-State of the World: Geopolitical Risks and Investing in National Security

    Co-Sponsored Event

    Join CAIA Carolinas and CFA Society North Carolina for a joint event! State of the World: Geopolitical Risks and Investing in National Security will bring together experts

    Free
    Sat 26
    Apr 26, 2025 1:00 pm - 3:00 pm

    Level II Fixed Income

    Candidate Focused Event Virtual

    Are you ready for the Level II CFA Exam? How about the Fixed Income section? While Fixed Income at Level II is only 10% -

    Free
  • May 2025

  • Wed 7
    May 7, 2025 1:00 pm - 2:00 pm

    Securitization Is Not a Four-Letter Word

    Co-Sponsored Event Virtual

    Jessica Leoncini, Head of Fixed Income CPM Management at Janus Henderson Investors, will present virtually on Wednesday, May 7, from 12:00 - 1:00 PM CT.  CLOs didn’t cause the

    Free
    Wed 14
    May 14, 2025 5:30 pm - 7:30 pm

    Triangle Networking: Lynnwood Brewing Concern

    Networking

    Join us for an evening of meaningful connections and professional networking with fellow CFA NC members and candidates. Register now to expand your network and

    Free
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