Webinar Series: Beyond Active and Passive: The Customization of Finance
The common narrative that passive investing will overtake active management suggests a primarily passive future for investors. However, an analysis of fund AUM data across
Asheville Networking
The Observatory Rooftop Bar at the Restoration Hotel 68 Patton Avenue-6th Floor, Asheville, North CarolinaWe are excited to host a networking event in Asheville! Please join us to connect with local or visiting Charterholders as well as members of
Webinar Career Series: Embracing Accountability: Foster Ownership and Drive Results in Your Team
Accountability is a vital component of high-performing teams and organizations. In this training session, participants will explore the concept of accountability and its impact on
Triangle-Can Gold and Crypto Co-Exist in a Portfolio?
Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United StatesAs the global markets ebb and flow, the ongoing discussion on whether to invest in crypto or gold remains a focal point for investors. Crypto
Triad-Can Gold and Crypto Co-Exist in a Portfolio?
Forsyth Country Club Winston Salem, NC, United StatesAs the global markets ebb and flow, the ongoing discussion on whether to invest in crypto or gold remains a focal point for investors. Crypto
Fixed Income Series
This educational course is designed for those seeking to gain a broader understanding of fixed income strategies. A sound understanding of fixed income markets and
Triad Networking-Incendiary Brewing
Incendiary Brewing Company 486 N. Patterson Avenue, #105, Winston Salem, North CarolinaYou're invited to a networking event at Incendiary Brewing, where members and guests can connect over craft beers and great conversation. Join us for an
CLT-Can Gold and Crypto Co-Exist in a Portfolio?
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesAs the global markets ebb and flow, the ongoing discussion on whether to invest in crypto or gold remains a focal point for investors. Crypto
An Evening with the Charlotte Knights
Truist Field 324 S. Mint Street, Charlotte, North CarolinaJoin us for a summer social networking event with our friends from CAIA at the Charlotte Knights baseball game! Thank you to our Sponsors: Hines
Triangle Networking-Sneaky Penguin Brewing Company
Sneaky Penguin Brewing Company 7449 Six Forks Road, Raleigh, North Carolina, United StatesYou're invited to a networking event at Sneaky Penguin Brewing Company, where members and guests can connect over craft beers and great conversation. Join us
Level I Ethics Workshop
Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Ken Yee, CFA,
Overview of the Global Investment Performance Standards (GIPS)
If you’re a Level III Candidate looking for a better breakdown on Global Investment Performance Standards (GIPS®), or if you’re looking to learn how to
