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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
  • April 2016

  • Thu 21
    Apr 21, 2016 12:00 am

    Triangle- How to Marry Low Volatility and Momentum in Portfolio Construction

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

    How to Marry Low Volatility and Momentum in Portfolio ConstructionSPEAKERCraig Lazzara, CFA Managing Director Index Investment Strategy

    Wed 20
    Apr 20, 2016 12:00 am

    CLT – How to Marry Low Volatility and Momentum in Portfolio Construction

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

    How to Marry Low Volatility and Momentum in Portfolio ConstructionSPEAKERCraig Lazzara, CFA

  • March 2016

  • Tue 22
    Mar 22, 2016 12:00 am

    A Conversation on Venture Capital in the Southeast and new models for investing

    Premier Event
    Durham Marriott City Center Durham, NC, United States

    Hear from the founders of the most active seed and early stage venture firm in the Southeast about the state of the regional and national

    Wed 2
    Mar 2, 2016 12:00 am

    Triad-Other Peoples Money A Look at Private Investment Funds

    Monthly Meeting
    Piedmont Club 200 W Second St, Winston Salem, NC, United States

    Other People's Money: A Look at Private Investment Funds Jim Cobb and Tom Cook of Wyrick Robbins law firm outline structure, formation, operation and regulation

    Wed 2
    Mar 2, 2016 12:00 am

    CLT -Other Peoples Money A Look at Private Investment Funds

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

    Other People's Money: A Look at Private Investment Funds Jim Cobb and Tom Cook of Wyrick Robbins law firm outline structure, formation, operation and regulation

    Tue 1
    Mar 1, 2016 12:00 am

    Triangle-Other Peoples Money A Look at Private Investment Funds

    Monthly Meeting
    Raleigh Marriott City Center 500 Fayetteville St, Raleigh, NC, United States

    Other People's Money: A Look at Private Investment Funds Jim Cobb and Tom Cook of Wyrick Robbins law firm outline structure, formation, operation and regulation

  • February 2016

  • Thu 18
    Feb 18, 2016 12:00 am

    CLT-Candidate Networking and informational meeting

    Candidate Focused Event
    Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United States

    Current NC Candidates for the June CFA(R) exam are invited to come meet one another, hear from the CFA Institute reps on the CFA Program

    Wed 17
    Feb 17, 2016 12:00 am

    Triangle- Hedged Equity; an overview of hedged equity alternative strategies

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

    Hedged Equity: an overview of hedged equity alternative strategies with Mr. Robert Guttschow, CFASPEAKERMr. Robert Guttschow, CFA

    Wed 17
    Feb 17, 2016 12:00 am

    Triad- Hedged Equity an overview of hedged equity alternative strategies

    Monthly Meeting
    Piedmont Club 200 W Second St, Winston Salem, NC, United States

    Hedged Equity: an overview of hedged equity alternative strategies with Mr. Robert Guttschow, CFASPEAKERMr. Robert Guttschow, CFA

    Tue 16
    Feb 16, 2016 12:00 am

    CLT – Hedged Equity, an overview of hedged equity alternative strategies

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

    Hedged Equity: an overview of hedged equity alternative strategies with Mr. Guttschow, CFA.SPEAKERMr. Robert Guttschow, CFA

    Wed 3
    Feb 3, 2016 12:00 am

    CFA NC presents Alternative Manaer Panel – Premier Event

    Premier Event
    Omni Charlotte Charlotte, NC, United States

    Doors open at 7:15am for breakfast; Presentation begins at 8:15amSPEAKER

  • January 2016

  • Tue 12
    Jan 12, 2016 12:00 am

    Sixteenth Annual CFA NC Society Outlook Dinner- Indvid. Ticket

    Annual Event
    Omni Charlotte Charlotte, NC, United States

    The CFA NC Society presents the Sixteenth Annual Outlook Dinner on January 12, 2016. The dinner is the premier NC event for investment professionals to

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