Triad – November 2018 Harvesting Lessons from History: 2008 Crisis, Then and Now
Forsyth Country Club Winston Salem, NC, United StatesRon Rimkus, CFA will present on Harvesting Lessons from History: 2008 Crisis, Then & Now Ten years ago, the modern financial system experienced a global
CLT- Nov 2018 Harvesting Lessons from History: 2008 Crisis, Then and Now
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesRon Rimkus, CFA will present on Harvesting Lessons from History: 2008 Crisis, Then & Now Ten years ago, the modern financial system experienced a global
CLT- October 2018 Anatomy of Active Portfolios
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesLeon 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
Triad – October 2018 Anatomy of Active Portfolios
Forsyth Country Club Winston Salem, NC, United StatesLeon 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
Triangle- October 2018 Anatomy of Active Portfolios
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United StatesLeon 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
2019 CFA Research Challenge Subject Company Presentation
Lending Tree, Inc Charlotte, NC, United StatesJoin us as we learn more about Lending Tree.SPEAKERRepresentative from Lending Tree
Premier Event: Blockchain Panel Discussion and Dinner
NC Museum of Art Raleigh, NC, United StatesPlease join us for a dinner and panel discussion.SPEAKERWoody Preucil, CFA, Anthony Pompliano, and Mark Yusko
Triangle- Sept 2018 Direct Lending: Weighing the Pros and Cons of Direct Lending vs. More Traditional Fixed Income Investments
Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United StatesGary Hensen, managing Director and President of Tortoise, will discuss Direct Lending. As advisors have searched for higher yielding vehicles over the last several years,
Triad – Sept 2018 Direct Lending: Weighing the Pros and Cons of Direct Lending vs. More Traditional Fixed Income Investments
Forsyth Country Club Winston Salem, NC, United StatesGary Hensen, managing Director and President of Tortoise, will discuss Direct Lending. As advisors have searched for higher yielding vehicles over the last several years,
CLT- Sept 2018 CLT – Direct Lending: Weighing the Pros and Cons of Direct Lending vs. More Traditional Fixed Income Investments
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesGary Hensen, managing Director and President of Tortoise, will discuss Direct Lending. As advisors have searched for higher yielding vehicles over the last several years,
Triangle 2018 June Mock Exam Enrollment
UNC-Chapel Hill Chapel Hill, NC, United StatesThe CFA Society of NC board is proud to host the 2018 Mock Exam in Chapel Hill, NC. Registration begins at 8:30 AM, Exam begins
Annual Meeting: Why Bull Markets Don’t Die of Old Age
Charlotte City Club Charlotte, NC, United StatesJoin CFA Society North Carolina Members and guests for a special Annual Meeting event at the Charlotte City Club in Charlotte. Our Speaker for the