CFA Institute Research Challenge hosted by CFA Society North Carolina
The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work
CFA SOCIETY ORLANDO FORECAST BREAKFAST
Please join CFA Society Orlando for the 2021 Forecast Breakfast, a first of its kind. We are thrilled to host Dr. David Kelly, Chief Global
CIO INVESTMENT LEADERSHIP SERIES FEATURING ENDOWMENTS
The fourth installment of CFA Society Los Angeles' CIO Investment Leadership Series will feature Chief Investment Officers from leading Endowments to discuss how they are
FIXED INCOME INVESTING IN A LOW RATE WORLD; RELATIVE VALUE OF FIXED INCOME
We are delighted to host a dynamic conversation with three of Nuveen’s senior investment professionals, Tony Rodriguez, Michael Davern and Brian Griggs, who will answer
Health Care Sector Evolution and Outlook in the Pandemic Era
Our guest speakers, Patrick Todd, CFA, and David Glickman, CFA, from Harding Loevner will present a review of the Health Care sector across industries -
Members Only-Private Wealth Round Table
Walking Through the ‘60/40’ into 2021 A Virtual Round Table Discussion for Investment Professionals with an Interest in Private Wealth Management As we leave 2020
Fintech Series-Artificial Intelligence: The New World of Asset Management
Artificial intelligence has begun to revolutionize the practice of asset management. In pursuit of alpha, asset managers have expanded the corpora of algorithms, data, and
Annual Outlook Event: Beyond the Horizon: 21st Century Global Security and Risk
This year we are excited to have ADM James Stavridis, USN (Ret.) speaking on the enhanced role of geopolitical and national security issues in today’s
ESG Series: Racial Equity Investing
In the wake of the events this summer in Minneapolis and other parts of the country, what role does the investment community have in combating
RJ Reynolds Tobacco Co- A CFA’s Nightmare
A fireside chat with Gene Hoots and Chris Pavese, CFA. They will discuss the history and importance of tobacco in North Carolina, RJ Reynolds history,
Global Economic Risks and Rewards
· Assessing the global business cycle and what the COVID-19 recession means for the economy and your investments. · In addition to the pandemic, what are the
Behavioral Insights From a Nobel Laureate: Dr. Richard Thaler, 2017 Nobel Prize winner for Economic Science, and Dr. Raife Giovinazzo, CFA, Partner, Lead Portfolio Manager at Fuller & Thaler Asset Management
Behavioral finance combines psychology and finance – contending thatpreconceptions and cognitive errors lead investors to misinterpret events andoverlook opportunities. People use shortcuts when making decisions
