• Better Client Engagement=More Success

    Part 1 of 4 in our 2021 Wealth Management Excellence Series. Please join CFA Society Los Angeles and nationally recognized expert, Julie Littlechild, as she teaches us how

    Asset Owner Series

    On an annual basis CFA Society NC will assemble a panel of senior-level investment executives from a broad range of industries to share their unique

  • 3rd Annual ESG Summit 2021

    Keynote Speakers: Audrey Choi, Jeremy Grantham, & Mary-Catherine Lader Description: CFA Society Washington, DC cordially invites you to attend the 3rd Annual ESG Summit – with a twist!

    ALTERNATIVE INVESTMENT SERIES

    Tuesdays, 8:00 pm - 10:00 pm April 6-June 8 This educational course is designed for those seeking to gain a broader understanding of alternative investment