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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
  • October 2016

  • Wed 19
    Oct 19, 2016 12:00 am

    Triangle- Perspectives on ESG Investing Trends and Tools

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

    Tools are becoming increasingly available for investors to better understand the sustainability performance of the funds and portfolios in which they invest. Please join Jon

    Tue 18
    Oct 18, 2016 12:00 am

    CLT – Perspectives on ESG Investing Trends and Tools

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

    Tools are becoming increasingly available for investors to better understand the sustainability performance of the funds and portfolios in which they invest. Please join Jon

  • September 2016

  • Thu 15
    Sep 15, 2016 12:00 am

    Triangle- A Survival Guide To A Policy Driven Market

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

    SPEAKERDr. Ben Hunt is chief risk officer at Salient and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses

    Thu 15
    Sep 15, 2016 12:00 am

    Triad-A Survival Guide To A Policy-Driven Market

    Monthly Meeting

    SPEAKERDr. Ben Hunt Ben Hunt Chief Risk officer at Salient and the author of Epsilon Theory, a newsletter and website that examines markets through the

    Wed 14
    Sep 14, 2016 12:00 am

    CLT – A Survival Guide To A Policy-Driven Market

    Monthly Meeting

    SPEAKERDr. Ben Hunt is Chief Risk Officer at Salient and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses

  • August 2016

  • Sat 27
    Aug 27, 2016 12:00 am

    Triad Baseball Outing – Winston Salem Dash

    Networking

    Join us for an evening of Baseball with the Winston Salem Dash! The Dash will play Carolina at home. It's also - Food Truck Saturday

  • June 2016

  • Tue 7
    Jun 7, 2016 12:00 am

    2016 CFA NC Annual Meeting featuring Mark Yusko

    Annual Event

    Join CFA Society North Carolina Members and guests for a special Annual Meeting event at the Grandover Resort in Greensboro on Tuesday June 7th. Our

  • May 2016

  • Tue 24
    May 24, 2016 12:00 am

    From Trust to Loyalty – A Global Survey of What Investors Want

    Co-Sponsored Event

    CFA NC along with 100 Women in Hedge Funds and Alston & Bird LLP presents Lisa Plaxco, CFA. This presentation will be followed by a

    Sat 21
    May 21, 2016 12:00 am

    CLT 2016 June Mock Exam Enrollment

    Candidate Focused Event

    The CFA Society of NC board is proud to host the 2016 Mock Exam in Charlotte, NC. Registration begins at 8:00 AM, Exam begins promptly

    Sat 21
    May 21, 2016 12:00 am

    Triad 2015 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 2016 Mock Exam in Winston Salem, NC at Wake Forest University. Registration begins at

    Fri 20
    May 20, 2016 12:00 am

    From Trust to Loyalty – A Global Survey of What Investors Want

    Co-Sponsored Event
    The Umstead Hotel and Spa Cary, NC, United States

    CFA NC along with 100 Women in Hedge Funds and Alston & Bird LLP presents Lisa Plaxco, CFA. This presentation will be followed by a

    Wed 18
    May 18, 2016 12:00 am

    Triad-The Risk Landscape A Close-Up Look

    Monthly Meeting

    Melissa Brown - Sr. Director, Applied Research, Axioma, Inc. Risk started to rear its ugly head early in 2015, but then settled back down by

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