CLT-2024: A Foundational Year
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesJoin us for our May programming to hear from a leading bank and global economic expert on the current banking crisis and a global economic
Impact Your Profession. Impact Your Career. Women’s Workshop
The Ruth 2122 Thrift Road, Suite C, Charlotte, North CarolinaJulie Jones, along with her teammates, Lauren Poleto and Patricia Wilfong, invite you to join them at this year's "Impact Your Profession. Impact Your Career.
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
CFA NC & CAIA: A New Way of Optimizing Your Portfolio
Dimensional Fund Advisors 1515 S. Tryon Street, Charlotte, North CarolinaOur panel discussion with three thought leaders in the investment industry will answer many pertinent investment questions, such as How do sophisticated institutional investors approach
CLT-EM Ex-China Opportunities: Friendshoring, Demographics, and More!
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesIn a world where aging demographics are shifting economic tides, there are complex implications that the "silver wave" is having on global trade and investment.
Triad-EM Ex-China Opportunities: Friendshoring, Demographics, and More!
Forsyth Country Club Winston Salem, NC, United StatesIn a world where aging demographics are shifting economic tides, there are complex implications that the "silver wave" is having on global trade and investment.
Triangle-EM Ex-China Opportunities: Friendshoring, Demographics, and More!
Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United StatesIn a world where aging demographics are shifting economic tides, there are complex implications that the "silver wave" is having on global trade and investment.
Career Series: Stories that Stick| Learn Top Techniques to Make Your Business Story Pop!
As human beings, our brains are WIRED for story. When you tell a thrilling story about your work to your ideal audience, they are more
Triangle Networking
Ponysaurus Brewing Company 219 Hood Street, Durham, North CarolinaJoin us for a spring social networking event at Ponysaurus in Durham. All candidates, members, and friends of the society are welcome to join us!
CLT-CFA NC & CAIA Joint Networking Event
The Corkscrew Wine Bar 1365 Broadcloth Street, Suite 102, Fort Mill, South CarolinaJoin us for a spring social networking event with our friends from CAIA as well as other industry professionals. Drinks and light appetizers will be
CFA Exam Level II Ethics
Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Ken Yee, CFA,
Triangle-Public versus Private Credit Perspective as the Fed Changes Course
Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United StatesFollowing surprisingly benign inflation trends for the past six months, the latest communications from the Fed indicate that rate cuts are coming. It now appears
