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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
  • July 2020

  • Thu 16
    Jul 16, 2020 10:00 am - 11:00 am

    TII Virtual Coffee-Break Series – Session 6: Fireside Chat: The Virus, The Economy & The Markets

    Virtual

    Catherine LeGraw is a senior member of the GMO Asset Allocation team and one of their portfolio strategists. Catherine will speak to GMO’s Asset Allocation

    Thu 16
    Jul 16, 2020 8:00 am - 9:00 am

    Practitioners’ Insights: Asset Allocation and Index Investing in a Post-Covid World

    Webinar

    The current pandemic is forcing investors and practitioners to revisit their models and question the basics. In which markets should one invest? And which require

    Wed 15
    Jul 15, 2020 1:00 pm - 2:00 pm

    Quality Factor Update: The COVID Crisis and New Info Related to ESG Metrics, Value Investing, and Intangible Assets

    Webinar

    In this webinar, the authors of “What Is Quality?” (March 2019 Financial Analysts Journal) — Winner of the 2019 Graham & Dodd Award — will present the

    Wed 15
    Jul 15, 2020 11:00 am - 12:00 pm

    Decoding the CFA Institute Member Survey: Is the Coronavirus Rocking the Foundation of Capital Markets?

    Virtual

    This one-hour live virtual event will decode the survey’s findings and outline how Society Leaders can leverage the results to raise awareness locally. Join us

    Tue 14
    Jul 14, 2020 6:30 am - 8:00 am

    APAC Regional Webinar: The Driver of Pandemic Recession and the US-China Relations

    Webinar

    Richard Koo is chief economist of Nomura Research Institute. Mr. Koo is well known all over the world for his lectures on balance sheet recession.

    Thu 2
    Jul 2, 2020 1:00 pm - 2:30 pm

    Race and Inclusion Now: An Investment Industry Call to Action

    Webinar

    Join CFA Institute for a special online panel discussion that brings together two investment industry leaders — each of which have clear goals on race

    Thu 2
    Jul 2, 2020 2:30 am - 3:30 am

    APAC Regional Webinar: Brand Yourself to Attract Career Opportunities

    Webinar

    A strong personal brand helps you win trust, build relationships, and attract career opportunities. During this period when face-to-face meetings are not encouraged, you want

  • June 2020

  • Tue 30
    Jun 30, 2020 2:00 pm - Aug 11, 2020 3:00 pm

    Introducing the Wake Forest University Financial Services & Fintech Hub Speaker Series

    Webinar

    Note: This is a free event for CFA Society NC Members. Experience a unique opportunity to hear from world-class speakers and experts on topics that

    Thu 25
    Jun 25, 2020 12:00 pm - 1:00 pm

    Recent Market Tumult & the Prognosis for Value Investing

    Virtual

    Rob Arnott, the founder and chairman of Research Affiliates, will offer his perspective on the impact of the COVID-based economic shutdown and market tumult, and will explore

    Thu 25
    Jun 25, 2020 11:00 am - 12:00 pm

    ETFs and Systemic Risks During Market Stress

    Webinar

    The innovative structure of Exchange-Traded Funds (ETFs) has made it simpler and cheaper to invest in a wide variety of asset classes, but what does

    Wed 24
    Jun 24, 2020 8:00 am - 9:00 am

    APAC Regional Webinar: COVID-19 and the Credit Cycle

    Webinar

    Register for this free webinar as Professor Edward Altman shares his insights. Professor Altman is a world-renowned expert on high-yield and distressed debt. He developed

    Thu 18
    Jun 18, 2020 8:00 am - 9:00 am

    Practitioners’ Insights: Convertibles and Early Stage Valuations

    Webinar

    With early stage companies accounting for a large part of the aggregate PE/VC funding in India, it is imperative to understand the choice of instruments

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