• 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
  • 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

    Asheville Networking: Capella on 9

    Capella on 9-AC Hotel 10 Broadway Street, 9th Floor, Asheville

    We are excited to host a networking event in Asheville! Please join us to connect with local or visiting Charterholders as well as members of

    Free