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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
Tue, January 13 5:00 pm - 8:30 pm
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
  • December 2015

  • Wed 2
    Dec 2, 2015 12:00 am

    Triad- Future of Finance with Adrian J. Cronje, Ph.D., CFA Partner and Chief Investment Officer Balentine

    Monthly Meeting

    Future of Finance with Adrian J. Cronje, Ph.D., CFA Partner and Chief Investment Officer BalentineSPEAKERAdrian J. Cronje, Ph.D., CFA Partner and Chief Investment Officer Balentine

    Tue 1
    Dec 1, 2015 12:00 am

    CLT – Future of Finance with Adrian J. Cronje, Ph.D., CFA Partner and Chief Investment Officer Balentine

    Monthly Meeting

    SPEAKERSpeaker Bio: Adrian J. Cronje, Ph.D., CFA Partner and Chief Investment Officer Balentine

  • November 2015

  • Wed 18
    Nov 18, 2015 12:00 am

    Triad- Reducing Equity Options Strategies to Reduce Portfolio Volatility

    Monthly Meeting

    Reducing Equity Options Strategies to Reduce Portfolio VolatilitySPEAKERDaniel M. Ashcraft, CFA Portfolio Manager Gateway Investment Advisers, LLC

    Wed 18
    Nov 18, 2015 12:00 am

    CLT -Reducing Equity Options Strategies to Reduce Portfolio Volatility

    Monthly Meeting

    Reducing Equity Options Strategies to Reduce Portfolio Volatility with Gateway Investment AdvisorsSPEAKERDaniel M. Ashcraft, CFA Portfolio Manager Gateway Investment Advisers, LLC

    Tue 17
    Nov 17, 2015 12:00 am

    Triangle-Reducing Equity Options Strategies to Reduce Portfolio Volatility

    Monthly Meeting

    Reducing Equity Options Strategies to Reduce Portfolio Volatility with Gateway Investment AdvisorsSPEAKERDaniel M. Ashcraft, CFA Portfolio Manager Gateway Investment Advisers, LLC

    Sat 14
    Nov 14, 2015 12:00 am

    CLT 2015 December Mock Exam Enrollment

    Candidate Focused Event

    The CFA Society of NC board is proud to host the 2015 Mock Exam in Charlotte, NC. Registration begins at 8:00 AM, Exam begins promptly

  • October 2015

  • Wed 28
    Oct 28, 2015 12:00 am

    Triangle-Real Estates Second Great Migration

    Monthly Meeting

    CFA Society North Carolina welcomes back Richard Hastings, Macro Strategist with Global Hunter Securities, a Division of Seaport Global Securities LLC, to discuss his positive

    Wed 28
    Oct 28, 2015 12:00 am

    Triad- Real Estates Second Great Migration

    Monthly Meeting

    CFA Society North Carolina welcomes back Richard Hastings, Macro Strategist with Global Hunter Securities, a Division of Seaport Global Securities LLC, to discuss his positive

    Tue 27
    Oct 27, 2015 12:00 am

    CLT – Real Estates Second Great Migration

    Monthly Meeting

    CFA Society North Carolina welcomes back Richard Hastings, Macro Strategist with Global Hunter Securities, a Division of Seaport Global Securities LLC, to discuss his positive

    Thu 8
    Oct 8, 2015 12:00 am

    Charlotte Fall Networking Event

    Networking

    The CFA NC Society Presents an Exclusive Wine Tasting and networking event at Bond Street Wines on Thursday, October 8th, 2015 from 5:30 pm @

  • September 2015

  • Wed 23
    Sep 23, 2015 12:00 am

    CLT – Putting Value on Your Value

    Monthly Meeting

    Putting a Value on Your Value - How much is financial advice worth in 2015 and beyond? How about 300 basis points of additional net

    Wed 23
    Sep 23, 2015 12:00 am

    Triad- Putting Value on Your Value

    Monthly Meeting

    Putting a Value on Your Value - How much is financial advice worth in 2015 and beyond? How about 300 basis points of additional net

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