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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
  • April 2016

  • Thu 21
    Apr 21, 2016 12:00 am

    Triangle- How to Marry Low Volatility and Momentum in Portfolio Construction

    Monthly Meeting

    How to Marry Low Volatility and Momentum in Portfolio ConstructionSPEAKERCraig Lazzara, CFA Managing Director Index Investment Strategy

    Thu 21
    Apr 21, 2016 12:00 am

    Triad- How to Marry Low Volatility and Momentum in Portfolio Construction

    Monthly Meeting

    How to Marry Low Volatility and Momentum in Portfolio ConstructionSPEAKERCraig Lazzara, CFA

  • May 2016

  • Sat 14
    May 14, 2016 12:00 am

    Triangle 2016 June Mock Exam Enrollment

    Candidate Focused Event

    The CFA Society of NC board will host a Mock Exam for all level candidates on the campus of UNC-Chapel Hill. You will need to

    Tue 17
    May 17, 2016 12:00 am

    CLT – The Risk Landscape A Close-Up Look

    Monthly Meeting

    Melissa Brown - Sr. Director, Applied Research, Axioma, Inc. Risk started to rear its ugly head early in 2015, but then settled back down by

    Wed 18
    May 18, 2016 12:00 am

    Triad-The Risk Landscape A Close-Up Look

    Monthly Meeting

    Melissa Brown - Sr. Director, Applied Research, Axioma, Inc. Risk started to rear its ugly head early in 2015, but then settled back down by

    Wed 18
    May 18, 2016 12:00 am

    Triangle-The Risk Landscape A Close-Up Look

    Monthly Meeting

    The Risk Landscape A Close-Up Look Risk started to rear its ugly head early in 2015, but then settled back down by mid-year, despite crises

    Fri 20
    May 20, 2016 12:00 am

    From Trust to Loyalty – A Global Survey of What Investors Want

    Co-Sponsored Event

    CFA NC along with 100 Women in Hedge Funds and Alston & Bird LLP presents Lisa Plaxco, CFA. This presentation will be followed by a

    Sat 21
    May 21, 2016 12:00 am

    Triad 2015 June Mock Exam Enrollment

    Candidate Focused Event

    The CFA Society of NC board is proud to host the 2016 Mock Exam in Winston Salem, NC at Wake Forest University. Registration begins at

    Sat 21
    May 21, 2016 12:00 am

    CLT 2016 June Mock Exam Enrollment

    Candidate Focused Event

    The CFA Society of NC board is proud to host the 2016 Mock Exam in Charlotte, NC. Registration begins at 8:00 AM, Exam begins promptly

    Tue 24
    May 24, 2016 12:00 am

    From Trust to Loyalty – A Global Survey of What Investors Want

    Co-Sponsored Event

    CFA NC along with 100 Women in Hedge Funds and Alston & Bird LLP presents Lisa Plaxco, CFA. This presentation will be followed by a

  • June 2016

  • Tue 7
    Jun 7, 2016 12:00 am

    2016 CFA NC Annual Meeting featuring Mark Yusko

    Annual Event

    Join CFA Society North Carolina Members and guests for a special Annual Meeting event at the Grandover Resort in Greensboro on Tuesday June 7th. Our

  • August 2016

  • Sat 27
    Aug 27, 2016 12:00 am

    Triad Baseball Outing – Winston Salem Dash

    Networking

    Join us for an evening of Baseball with the Winston Salem Dash! The Dash will play Carolina at home. It's also - Food Truck Saturday

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