EVENTS

Last year we provided 61 opportunities for our members to meet, gather, learn and network together

FEATURED EVENT

Triangle Networking

Ponysaurus Brewing Company 219 Hood Street, Durham, North Carolina

Join us for a spring social networking event at Ponysaurus in Durham. All candidates, members, and friends of the society are welcome to join us!

Free

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