Triad – October 2018 Anatomy of Active Portfolios
Forsyth Country Club Winston Salem, NC, United StatesLeon Roisenberg will present on The Anatomy of Active Portfolios which will study the holdings and historical performance of the largest 20,000 mutual fund managers
Triangle- October 2018 Anatomy of Active Portfolios
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United StatesLeon Roisenberg will present on The Anatomy of Active Portfolios which will study the holdings and historical performance of the largest 20,000 mutual fund managers
2019 CFA Research Challenge Subject Company Presentation
Lending Tree, Inc Charlotte, NC, United StatesJoin us as we learn more about Lending Tree.SPEAKERRepresentative from Lending Tree
Premier Event: Blockchain Panel Discussion and Dinner
NC Museum of Art Raleigh, NC, United StatesPlease join us for a dinner and panel discussion.SPEAKERWoody Preucil, CFA, Anthony Pompliano, and Mark Yusko
Triangle- Sept 2018 Direct Lending: Weighing the Pros and Cons of Direct Lending vs. More Traditional Fixed Income Investments
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United StatesGary Hensen, managing Director and President of Tortoise, will discuss Direct Lending. As advisors have searched for higher yielding vehicles over the last several years,
Triad – Sept 2018 Direct Lending: Weighing the Pros and Cons of Direct Lending vs. More Traditional Fixed Income Investments
Forsyth Country Club Winston Salem, NC, United StatesGary Hensen, managing Director and President of Tortoise, will discuss Direct Lending. As advisors have searched for higher yielding vehicles over the last several years,
CLT- Sept 2018 CLT – Direct Lending: Weighing the Pros and Cons of Direct Lending vs. More Traditional Fixed Income Investments
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesGary Hensen, managing Director and President of Tortoise, will discuss Direct Lending. As advisors have searched for higher yielding vehicles over the last several years,
Triangle 2018 June Mock Exam Enrollment
UNC-Chapel Hill Chapel Hill, NC, United StatesThe CFA Society of NC board is proud to host the 2018 Mock Exam in Chapel Hill, NC. Registration begins at 8:30 AM, Exam begins
Annual Meeting: Why Bull Markets Don’t Die of Old Age
Charlotte City Club Charlotte, NC, United StatesJoin CFA Society North Carolina Members and guests for a special Annual Meeting event at the Charlotte City Club in Charlotte. Our Speaker for the
Triad 2018 June Mock Exam Enrollment
Wake Forest University Wake Forest University, Winston Salem, NC, United StatesThe CFA Society of NC board is proud to host the 2018 Mock Exam in Winston Salem, NC at Wake Forest University. Registration begins at
CLT 2018 June Mock Exam Enrollment
UNC-Charlotte Charlotte, NC, United StatesThe CFA Society of NC board is proud to host the 2018 Mock Exam in Charlotte, NC. Registration begins at 8:30 AM, Exam begins promptly
Triad – May 2018 Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates
Forsyth Country Club Winston Salem, NC, United StatesOptions for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates As investors have struggled to cope with volatility and rising
