EVENTS

Last year we provided 61 opportunities for our members to meet, gather, learn and network together

FEATURED EVENT

2018 New Charterholder reception

Charlotte Marriott City Center 100 W Trade St, Charlotte, NC, United States

Private reception prior to 2019 Outlook Dinner to recognize the 2018 New Charterholders and Level 3 Passed Candidates.SPEAKERBarbara Petitt, Head of Curriculum and Learning Experience,

Nineteenth Annual CFA NC Society Outlook Dinner

Charlotte Marriott City Center 100 W Trade St, Charlotte, NC, United States

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

CLT- October 2018 Anatomy of Active Portfolios

Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United States

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

Triangle- October 2018 Anatomy of Active Portfolios

Flemings Steakhouse - Crabtree location Glenwood Ave #5004, Raleigh, NC, United States

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