Portfolio Benefits of Fixed Income in a Low Yield Environment: A Quantitative Perspective
Extremely low interest rates have led some investors to consider a reduction in fixed income allocations in response to low prospective returns. Within fixed income,
Mortgage & Mortgage Backed Securities Boot Camp
A 2-day intensive training program where participants are instructed on mortgages and mortgage-backed securities. The program is designed to introduce participants to the broad variety
CLT-Top Golf Networking
Top Golf 8024 Savoy Corporate Drive, Charlotte, North CarolinaJoin us to meet our most recent New Charterholders, network, and work on your golf game. No golf experience is necessary! This will be a
Triad- Networking-Winston Salem
Wise Man Brewing 826 Angelo Bros Avenue, Winston Salem, North CarolinaJoin us to congratulate our most recent New Charterholders, connect with friends and colleagues, and enjoy a beverage! Open to all members and friends of
The Lessons of Enron: The Importance of Ethical Corporate Leadership
Guest Speaker Sherron Watkins: Known internationally as the Enron whistleblower, Sherron speaks around the globe to abroad range of audiences about ethics and leadership, and
Triangle-Networking-Durham
Ponysaurus Brewing Company 219 Hood Street, Durham, North CarolinaJoin us to congratulate our most recent New Charterholders, connect with friends and colleagues, and enjoy a beverage! Open to all members and friends of
CFA Philadelphia-Annual Private Wealth Management Conference
Featuring Kenote Speaker Michael Mauboussin. Topics to include: Portfolio Construction Best PracticesCurrent Technology Challenges and SolutionsWealth and Estate Planning ToolsTrends in Next Generation Wealth Management
Triangle Holiday Networking-Barcelona Wine Bar
Barcelona Wine Bar 430 W. Martin Street (The Dillon), Raleigh, North CarolinaCheers to 2021! Let's celebrate the accomplishments of the year over appetizers and beverages, and ring in the year ahead. Did you recently pass
Triad Holiday Networking-6th & Vine Restaurant and Wine Bar
6th and Vine Restaurant and Wine Bar 209 W. 6th Street, Winston Salem, North CarolinaCheers to 2021! Let’s celebrate the accomplishments of the year over appetizers and beverages, and ring in the year ahead. Did you recently pass
CLT Holiday Networking-Devil’s Logic Brewing
Devil's Logic Brewing 1426 E. 4th Street, Charlotte, North CarolinaCheers to 2021! Let’s celebrate the accomplishments of the year over appetizers and beverages, and ring in the year ahead. Did you recently pass
Insights from Investment Luminaries: The Research Foundation’s Vertin Award
This year represents the 25th anniversary of the CFA Institute Research Foundation’s Vertin Award. On this special occasion, we are announcing the publication of Investment Luminaries and
CEO’s Insights: Toolkit for Consistent Compounding
As the Indian economy is advancing its physical (roads, air travel, rail), digital (telecom and internet), and financial (bank account access, payments, GST) integration, many
