CWIM Quarterly Book Club: “Master Mentors: 30 Transformative Insights from Our Greatest Minds”
For busy professionals and lifelong learners seeking practical strategies for reaching new heights, Master Mentors distills 30 essential learnings from top business minds and thought
Candidates: Overview of the Global Investment Performance Standard (GIPS)
If you’re a Level III Candidate looking for a better breakdown on Global Investment Performance Standards (GIPS®), or if you’re looking to learn how to
Charlotte – Get Invested, Not Committed, with Private Equity Secondaries
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesDuring these turbulent public markets, investors are seeking diversification through private market assets. Historically, HNW investors and small institutions have lacked access to secondary purchases
Triangle – Get Invested, Not Committed, with Private Equity Secondaries
Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United StatesDuring these turbulent public markets, investors are seeking diversification through private market assets. Historically, HNW investors and small institutions have lacked access to secondary purchases
Triad – Get Invested, Not Committed, with Private Equity Secondaries
Forsyth Country Club Winston Salem, NC, United StatesDuring these turbulent public markets, investors are seeking diversification through private market assets. Historically, HNW investors and small institutions have lacked access to secondary purchases
CEO’s Insights: Analyzing Global Earnings Calls at Big Data Scale
Investment decision makers are constantly on the lookout for an edge. Natural language processing (NLP) brings both scale and speed to investing. NLP techniques can
Triad Networking-Print Works Bistro
Print Works BistroJoin us for our next Networking Event, which alternates locations and venues around the Triad area. All members, candidates, and friends of the society are
World Water Day: Investing in our Most Valuable Resource
Join us on World Water Day to hear experts discuss how investors can improve global water scarcity while positioning portfolios to benefit from attractive opportunities
What If Your Mother Knew What You Did? Experts Discuss Ethics in the Financial Services Industry
Join us as Greg Dienna, CFA leads our esteemed panelists (Paul Foley, Terry Jenkins, and Dorothy Kelly, CFA) through ethical scenarios and questions for the
Candidates: Level II Exam Problem Solving
Learn how to ace the Level II CFA Exam by breaking down how to answer questions. This workshop will provide CFA Candidates the opportunity to
Charlotte Networking-Petty Thieves Brewing Company
Petty Thieves Brewing Company 413 Dalton Avenue, Suite B, Charlotte, North CarolinaJoin us for our next Networking Event, which alternates locations and venues around the Charlotte area. All members, candidates and friends of the society are
Real Estate: What May be in Store for the Frothy US Housing Market
With housing prices surpassing all-time highs and the Property Technology sector is disrupting every part of the home buying process from listing homes, to loans,
