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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
  • February 2025

  • Wed 12
    Wed, February 12 8:00 am - 9:15 am

    Triad-Market Corrections, Endowments, and Retirees: How Buffered ETFs are Transforming Asset Allocation

    Monthly Meeting

    With traditional methods of risk mitigation showing limited effectiveness in controlling volatility, a growing number of investment professionals are reevaluating their diversification strategies. Defined outcome

    Free
    Wed 12
    Wed, February 12 12:00 pm - 1:15 pm

    Triangle-Market Corrections, Endowments, and Retirees: How Buffered ETFs are Transforming Asset Allocation

    Monthly Meeting

    With traditional methods of risk mitigation showing limited effectiveness in controlling volatility, a growing number of investment professionals are reevaluating their diversification strategies. Defined outcome

    Free
    Wed 12
    Wed, February 12 3:00 pm - 4:00 pm

    Interview Skills

    Special Invitation for CFANC Members Virtual

    Unlock the secrets to nailing your next interview and landing the job you want with Rob Hellman, an acclaimed career coach and expert in professional

    Free
    Thu 13
    Thu, February 13 4:00 pm - 5:00 pm

    Webinar Career Series: Organize Your Job Search Campaign and Stand Out from the Competition

    Special Invitation for CFANC Members Webinar

    Whether you're looking for a job internally or seeking to land a role at a new organization, you're more likely to get what you want

    Free
    Sat 22
    Featured Sat, February 22 12:00 pm - 5:00 pm

    2025 Research Challenge-Local Finals

    University

    Everyone is welcome! You are invited to attend the CFA Institute Research Challenge hosted by CFA Society North Carolina for an exciting competition in which

    Free
    Tue 25
    Tue, February 25 5:00 pm - 7:00 pm

    Triad Networking-Incendiary Brewing Co.

    Networking

    Join us for an evening of meaningful connections and professional networking with fellow CFA NC members and candidates. Register now to expand your network and

    Free
  • March 2025

  • Sat 1
    Sat, March 1 1:00 pm - 2:30 pm

    Mastering the Level II & III CFA Exams

    Candidate Focused Event Special Invitation for CFANC Members Virtual

    This event is free for all Level II and III CFA Candidates. We are excited to present CFA charterholders who have recently passed their Level III Exam

    Free
    Tue 4
    Tue, March 4 6:00 pm - 9:00 pm

    CLT-Mardi Gras & Casino Night

    Co-Sponsored Event Networking

    Join us and our colleagues from CAIA for our first Mardi Gras and Casino night fundraiser for the NC Council on Economic Education benefitting financial

    $50
    Wed 12
    Wed, March 12 5:30 pm - 7:30 pm

    Triangle Networking-Ponysaurus Brewing Co.

    Monthly Meeting

    Join us for an evening of meaningful connections and professional networking with fellow CFA NC members and candidates. Register now to expand your network and

    Free
    Sat 22
    Sat, March 22 1:00 pm - 5:00 pm

    Level I Derivatives and Alternatives Bootcamp

    Candidate Focused Event Virtual

    Prepare yourself for the Derivatives and Alternatives sections for the 2025 Level I CFA Exam! Combined, the Derivatives and Alternatives sections can account for up to

    $25
    Tue 25
    Featured Tue, March 25 12:00 pm - 1:15 pm

    CLT-Alpha Driven Fixed Income: Why Active Management Works

    Monthly Meeting

    Passive equities and passive fixed income are not equal and there are risks to viewing them as such. This session highlights some of the challenges

    Free
    Wed 26
    Wed, March 26 8:00 am - 9:15 am

    Triad-Alpha Driven Fixed Income: Why Active Management Works

    Monthly Meeting

    Passive equities and passive fixed income are not equal and there are risks to viewing them as such. This session highlights some of the challenges

    Free
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