• The Wealth Allocation Framework

    A Special Event with Ashvin Chhabra, a pioneer in Goals-Based Investing and CIO of Euclidean Capital Ashvin Chhabra’s is perhaps the world’s pre-eminent thinker on

    Free
  • CFA NC & CAIA: A New Way of Optimizing Your Portfolio

    Dimensional Fund Advisors 1515 S. Tryon Street, Charlotte, North Carolina

    Our panel discussion with three thought leaders in the investment industry will answer many pertinent investment questions, such as How do sophisticated institutional investors approach

    Free
  • Triangle Networking

    Ponysaurus Brewing Company 219 Hood Street, Durham, North Carolina

    Join us for a spring social networking event at Ponysaurus in Durham. All candidates, members, and friends of the society are welcome to join us!

    Free