Coaching Yourself to Success During Volatile Times: Maintain Peace Through Ups and Downs
In our third and final session, we will identify actionable ways for you to surf the inevitable ups and downs of your journey toward achieving
CLT-CFA NC & CAIA-Authentic ESG: CEOs drive meaningful change from the inside out
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesCEOs play an integral role in setting the tone of an organization from the top and in integrating sustainability into a company’s culture and core
Triangle-CFA NC/CAIA Networking
House of Hops 6909 Glenwood Avenue, Raleigh, North Carolina, United StatesLet's kick the summer off with networking and fellowship! Join us and our friends from CAIA for an evening of drinks, conversation, and fun!
Triad Networking-Incendiary Brewing
Incendiary Brewing Company 486 N. Patterson Avenue, #105, Winston Salem, North CarolinaJoin us for our next Networking Event, which alternates locations and venues around the Triad area. All members, candidates, and friends of the society are
CLT-CFA NC/CAIA Joint Networking
Puttery 210 Rampart Street, Charlotte, North CarolinaJoin us at Puttery Charlotte (a modern spin on indoor putt putt which fuses high-tech gameplay with adult beverages and curated cuisine) for a joint
2022 Alternative Investment Series
This educational series is designed for those seeking to gain a broader understanding of alternative investment strategies. A sound understanding of alternative investments (AI) is
2022 Annual Dinner
DeFi: Opportunities and Risks: with speaker Campbell R. Harvey In DeFi or Decentralized Finance, users interact as peers with algorithms or smart contracts rather than through
Mastering the Interview: Microsoft Excel
For many positions in finance, Excel is considered an essential tool used to efficiently analyze and manipulate data and to create compelling financial analysis. There
CFA LA-PORTFOLIO
JW Marriott 900 W. Olympic Blvd, Los Angeles, California, United StatesPORTFOLIO is an immersive all-day event geared toward the local investment community and beyond, brought to you by CFA Society Los Angeles. PORTFOLIO will provide
CFA Institute Alpha Summit
We’re back – live and in-person – delivering the one-of-kind experience that only CFA Institute can. The content you care about. The speakers who matter.
Coaching Yourself to Success During Volatile Times: Achieve Holistic Success
In our second session, we will pick up from the first session and help you to create clarity on what personalized holistic success looks like
The Four Pillars of Investor Misbehavior
How do the four primary psychological tendencies affect investment behavior and how can wealth be managed in a manner consistent with the realities of our