• CLT- October 2018 Anatomy of Active Portfolios

    Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United States

    Leon 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

  • 2018 New Charterholder reception

    Private reception prior to 2019 Outlook Dinner to recognize the 2018 New Charterholders and Level 3 Passed Candidates.SPEAKERBarbara Petitt, Head of Curriculum and Learning Experience,