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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

  • 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
    Wed 26
    Wed, March 26 12:00 pm - 1:15 pm

    Triangle-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
    Sat 29
    Sat, March 29 1:00 pm - 2:30 pm

    Level II Ethics Workshop

    Candidate Focused Event Virtual

    Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Paul Hwang, CFA as

    Free
  • April 2025

  • Tue 8
    Tue, April 8 8:00 pm - Tue, June 10 9:30 pm

    Alternative Investment Series 2025

    Special Invitation for CFANC Members Virtual

    This educational series is designed for those seeking to gain a broader understanding of alternative investment strategies. A sound understanding of alternative investments (AI) is

    $300
    Wed 23
    Wed, April 23 1:00 pm - 2:00 pm

    Revolutionizing Finance: Harnessing AI and Big Data for Asset Management Success

    Co-Sponsored Event Monthly Meeting Virtual

    Join us for an insightful session on the transformative role of AI in finance, where we will explore how big data and AI are revolutionizing

    Free
    Thu 24
    Featured Thu, April 24 5:00 pm - 8:00 pm

    CLT-CFA NC & CAIA Joint Event-State of the World: Geopolitical Risks and Investing in National Security

    Co-Sponsored Event

    Join CAIA Carolinas and CFA Society North Carolina for a joint event! State of the World: Geopolitical Risks and Investing in National Security will bring together experts

    Free
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