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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
  • September 2018

  • Fri 28
    Sep 28, 2018 12:00 am

    2019 CFA Research Challenge Subject Company Presentation

    University
    Lending Tree, Inc Charlotte, NC, United States

    Join us as we learn more about Lending Tree.SPEAKERRepresentative from Lending Tree

  • October 2018

  • Tue 16
    Oct 16, 2018 12:00 am

    Triangle- October 2018 Anatomy of Active Portfolios

    Monthly Meeting

    Leon Roisenberg will present on The Anatomy of Active Portfolios which will study the holdings and historical performance of the largest 20,000 mutual fund managers

    Wed 17
    Oct 17, 2018 12:00 am

    CLT- October 2018 Anatomy of Active Portfolios

    Monthly Meeting

    Leon Roisenberg will present on The Anatomy of Active Portfolios which will study the holdings and historical performance of the largest 20,000 mutual fund managers

    Wed 17
    Oct 17, 2018 12:00 am

    Triad – October 2018 Anatomy of Active Portfolios

    Monthly Meeting

    Leon Roisenberg will present on The Anatomy of Active Portfolios which will study the holdings and historical performance of the largest 20,000 mutual fund managers

  • November 2018

  • Wed 7
    Nov 7, 2018 12:00 am

    CLT- Nov 2018 Harvesting Lessons from History: 2008 Crisis, Then and Now

    Monthly Meeting

    Ron Rimkus, CFA will present on Harvesting Lessons from History: 2008 Crisis, Then & Now Ten years ago, the modern financial system experienced a global

    Thu 8
    Nov 8, 2018 12:00 am

    Triad – November 2018 Harvesting Lessons from History: 2008 Crisis, Then and Now

    Monthly Meeting

    Ron Rimkus, CFA will present on Harvesting Lessons from History: 2008 Crisis, Then & Now Ten years ago, the modern financial system experienced a global

    Thu 8
    Nov 8, 2018 12:00 am

    Triangle- November 2018 Harvesting Lessons from History: 2008 Crisis, Then and Now

    Monthly Meeting

    Ron Rimkus, CFA will present on Harvesting Lessons from History: 2008 Crisis, Then & Now Ten years ago, the modern financial system experienced a global

    Sat 10
    Nov 10, 2018 12:00 am

    CLT 2018 November Mock Exam Enrollment

    Candidate Focused Event

    The CFA Society of NC board is proud to host the 2018 Mock Exam in Charlotte, NC. Registration begins at 8:00 AM, Exam begins promptly

    Tue 13
    Nov 13, 2018 12:00 am

    So You Want a Career in the Investment Management Industry

    University

    We have assembled a panel of senior investment management professional to provide advice and guidance to prepare you to meet the challenges of the industry.

    Mon 19
    Nov 19, 2018 12:00 am

    Premier Event: Xu Sitao on China and the Asia Economic Outlook 2019

    Premier Event

    China and the Asia Economic Outlook 2019 by Xu Sitao How would a US-China trade war affect Asia? What are the policy choices for China

  • December 2018

  • Wed 5
    Dec 5, 2018 12:00 am

    CLT- Candidate Information and Networking

    Candidate Focused Event

    Mark your calendars for a candidate networking event on Wednesday December 5, 2018 at Morton's in uptown Charlotte (227 W Trade St #150, Charlotte, NC

  • January 2019

  • Tue 8
    Jan 8, 2019 12:00 am

    Nineteenth Annual CFA NC Society Outlook Dinner

    Annual Event

    The CFA NC Society presents the Nineteenth Annual Outlook Dinner on January 8, 2019. The dinner is the premier NC event for investment professionals to

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