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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
  • September 2018

  • Wed 19
    Sep 19, 2018 12:00 am

    Triangle- Sept 2018 Direct Lending: Weighing the Pros and Cons of Direct Lending vs. More Traditional Fixed Income Investments

    Monthly Meeting
    Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United States

    Gary Hensen, managing Director and President of Tortoise, will discuss Direct Lending. As advisors have searched for higher yielding vehicles over the last several years,

    Wed 19
    Sep 19, 2018 12:00 am

    Triad – Sept 2018 Direct Lending: Weighing the Pros and Cons of Direct Lending vs. More Traditional Fixed Income Investments

    Monthly Meeting
    Forsyth Country Club Winston Salem, NC, United States

    Gary Hensen, managing Director and President of Tortoise, will discuss Direct Lending. As advisors have searched for higher yielding vehicles over the last several years,

    Tue 18
    Sep 18, 2018 12:00 am

    CLT- Sept 2018 CLT – Direct Lending: Weighing the Pros and Cons of Direct Lending vs. More Traditional Fixed Income Investments

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

    Gary Hensen, managing Director and President of Tortoise, will discuss Direct Lending. As advisors have searched for higher yielding vehicles over the last several years,

  • June 2018

  • Sat 9
    Jun 9, 2018 12:00 am

    Triangle 2018 June Mock Exam Enrollment

    Candidate Focused Event
    UNC-Chapel Hill Chapel Hill, NC, United States

    The 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

    Tue 5
    Jun 5, 2018 12:00 am

    Annual Meeting: Why Bull Markets Don’t Die of Old Age

    Annual Event
    Charlotte City Club Charlotte, NC, United States

    Join CFA Society North Carolina Members and guests for a special Annual Meeting event at the Charlotte City Club in Charlotte. Our Speaker for the

    Sat 2
    Jun 2, 2018 12:00 am

    Triad 2018 June Mock Exam Enrollment

    Candidate Focused Event
    Wake Forest University Wake Forest University, Winston Salem, NC, United States

    The CFA Society of NC board is proud to host the 2018 Mock Exam in Winston Salem, NC at Wake Forest University. Registration begins at

    Sat 2
    Jun 2, 2018 12:00 am

    CLT 2018 June Mock Exam Enrollment

    Candidate Focused Event
    UNC-Charlotte Charlotte, NC, United States

    The 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

  • May 2018

  • Thu 24
    May 24, 2018 12:00 am

    Triad – May 2018 Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates

    Monthly Meeting
    Forsyth Country Club Winston Salem, NC, United States

    Options 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

    Thu 24
    May 24, 2018 12:00 am

    Triangle- May 2018 Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates

    Monthly Meeting
    Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United States

    Options 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

    Wed 23
    May 23, 2018 12:00 am

    CLT- May 2018 Options for Enhanced Yield and Risk-adjusted Returns in Times of Low and Rising Interest Rates

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

    Options 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

  • April 2018

  • Thu 26
    Apr 26, 2018 12:00 am

    Triad – Before Its Too Late: Using Lumber and Gold to Actively Manage Stocks and Bonds

    Monthly Meeting
    Forsyth Country Club Winston Salem, NC, United States

    Michael Gayed will speak on lumber and gold and the effects they can have on stocks and bonds. In their 2015 NAAIM Wagner award-winning paper,

    Thu 26
    Apr 26, 2018 12:00 am

    Triangle-Before Its Too Late: Using Lumber and Gold to Actively Manage Stocks and Bonds

    Monthly Meeting
    Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United States

    Michael Gayed will speak on lumber and gold and the effects they can have on stocks and bonds. In their 2015 NAAIM Wagner award-winning paper,

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