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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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  • July 2017

  • Wed 12
    Jul 12, 2017 12:00 am

    Challenges of Integrating ESG: A Practitioners Discussion

    Premier Event
    Fifth Third Center 201 North Tryon Street, Suite 2300, Charlotte, NC, United States

    Environmental, Social and Corporate Governance (ESG) investment issues are frequent topics in the news. These topics span a wide range of issues that may factor

  • June 2017

  • Tue 6
    Jun 6, 2017 12:00 am

    2017 CFA NC Annual Meeting featuring Chris Pavese, CFA

    Annual Event
    NC Museum of Art Raleigh, NC, United States

    Join CFA Society North Carolina Members and guests for a special Annual Meeting event at the NC Museum of Art in Raleigh on Tuesday June

  • May 2017

  • Wed 24
    May 24, 2017 12:00 am

    Triad-How Real Estate Fits Into a Diversified Investment Portfolio

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

    Durant Bell will look at historical trends in real estate investments, dive into a macro economic overview of the apartment industry, discuss some of the

    Wed 24
    May 24, 2017 12:00 am

    Triangle-How Real Estate Fits Into a Diversified Investment Portfolio

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

    Durant Bell's presentation will look at historical trends in real estate investments, dive into a macro economic overview of the apartment industry, discuss some of

    Tue 23
    May 23, 2017 12:00 am

    CLT – How Real Estate Fits into a Diversified Investment Portfolio

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

    Durant Bell's presentation will look at historical trends in real estate investments, dive into a macro economic overview of the apartment industry, discuss some of

    Sat 20
    May 20, 2017 12:00 am

    CLT 2017 June Mock Exam Enrollment

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

    The CFA Society of NC board is proud to host the 2017Mock Exam in Charlotte, NC. Registration begins at 8:00 AM, Exam begins promptly at

    Sat 20
    May 20, 2017 12:00 am

    Triangle 2017 June Mock Exam Enrollment

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

    The CFA Society of NC board will host a Mock Exam for all level candidates on the campus of UNC-Chapel Hill. You will need to

    Sat 20
    May 20, 2017 12:00 am

    Triad 2017 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 2017 Mock Exam in Winston Salem, NC at Wake Forest University. Registration begins at

  • April 2017

  • Thu 27
    Apr 27, 2017 12:00 am

    Triangle-The Global Search for Alpha: All Roads Lead to Private Markets

    Monthly Meeting

    Join us as Mark Yusko leads us in a provocative discussion showing how advisors can identify strong returns in a market that is poised to

    Wed 26
    Apr 26, 2017 12:00 am

    Triad-The Global Search for Alpha: All Roads Lead to Private Markets

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

    Join us as Mark Yusko leads us in a provocative discussion showing how advisors can identify strong returns in a market that is poised to

    Wed 26
    Apr 26, 2017 12:00 am

    CLT – The Global Search for Alpha: All Roads Lead to Private Markets

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

    Join us as Mark Yusko leads us in a provocative discussion showing how advisors can identify strong returns in a market that is poised to

    Tue 18
    Apr 18, 2017 12:00 am

    CFA NC Advisory Board Spring Meeting

    Advisory Board
    Grandover Resort and Conference Center Greensboro, NC, United States

    Spring 2017 CFA NC Advisory Board Dinner Meeting

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