CLT- Before Its Too Late: Using Lumber and Gold to Actively Manage Stocks and Bonds
Michael Gayed will speak on lumber and gold and the effects they can have on stocks and bonds. In their 2015 NAAIM Wagner award-winning paper,
CLT-Improving Stock Returns Forecasts: A “Fair-Value” CAPE Approach
Are U.S. stock prices overvalued? U.S. stock valuations are nearing historical highs, but some investors are wondering whether this bull market could become a bubble.
Triad – Improving Stock Return Forcasts: A “Fair-Value” CAPE Approach
Are U.S. stock prices overvalued? U.S. stock valuations are nearing historical highs, but some investors are wondering whether this bull market could become a bubble.
Triangle-Improving Stock Returns Forecasts: A “Fair Value” CAPE Approach
Are U.S. stock prices overvalued? U.S. stock valuations are nearing historical highs, but some investors are wondering whether this bull market could become a bubble.
2018 CFA Institute Research Challenge hosted by CFA Society North Carolina
You are invited to attend the CFA Institute Research Challenge hosted by CFA Society North Carolina for an exciting competition in which student teams from
CLT- The Oil Market Rhetoric, Reality, Shale
The Oil Market Rhetoric, Reality, Shale Presented by Tom Loughrey, CFA holds some wildly unpopular views on the Energy sector, oil prices, and shale producers.
CLT – Investing in Infrastructure
CFA NC presents a portfolio manager panel featuring three tenured infrastructure portfolio managers sharing unique insights on investing in the niche infrastructure asset class. You
Triad The Oil Market Rhetoric, Reality, Shale
SPEAKERTom Loughrey, CFA
Triangle The Oil Market Rhetoric, Reality, Shale
The Oil Market Rhetoric, Reality, Shale Presented by Tom Loughrey, CFA holds some wildly unpopular views on the Energy sector, oil prices, and shale producers.
2018 New Charterholder reception
Private reception prior to 2018 Outlook Dinner to recognize the 2017 New Charterholders and Level 3 Passed Candidates.SPEAKERRepresentative from CFA Institute TBA
Eighteenth Annual CFA NC Society Outlook Dinner
The CFA NC Society presents the Eighteenth Annual Outlook Dinner on January 9, 2018. The dinner is the premier NC event for investment professionals to
Holiday Merry Mixer Charlotte Networking Event
Join friends, colleagues, and peers as we gather for a holiday merry mixer. Come enjoy a drink and delicious appetizers as we network spread holiday

