CFA Institute Takes Aim At Greenwashing
An ESG Committee Sponsored Event The complexities of the ESG investing landscape are great. The CFA Institute is committed to identifying ways to mitigate greenwashing
CEO’s Insights: Toolkit for Consistent Compounding
As the Indian economy is advancing its physical (roads, air travel, rail), digital (telecom and internet), and financial (bank account access, payments, GST) integration, many
Insights from Investment Luminaries: The Research Foundation’s Vertin Award
This year represents the 25th anniversary of the CFA Institute Research Foundation’s Vertin Award. On this special occasion, we are announcing the publication of Investment Luminaries and
CLT Holiday Networking-Devil’s Logic Brewing
Cheers to 2021! Let’s celebrate the accomplishments of the year over appetizers and beverages, and ring in the year ahead. Did you recently pass
Triad Holiday Networking-6th & Vine Restaurant and Wine Bar
Cheers to 2021! Let’s celebrate the accomplishments of the year over appetizers and beverages, and ring in the year ahead. Did you recently pass
Triangle Holiday Networking-Barcelona Wine Bar
Cheers to 2021! Let's celebrate the accomplishments of the year over appetizers and beverages, and ring in the year ahead. Did you recently pass
CFA Philadelphia-Annual Private Wealth Management Conference
Featuring Kenote Speaker Michael Mauboussin. Topics to include: Portfolio Construction Best PracticesCurrent Technology Challenges and SolutionsWealth and Estate Planning ToolsTrends in Next Generation Wealth Management
Triangle-Networking-Durham
Join us to congratulate our most recent New Charterholders, connect with friends and colleagues, and enjoy a beverage! Open to all members and friends of
The Lessons of Enron: The Importance of Ethical Corporate Leadership
Guest Speaker Sherron Watkins: Known internationally as the Enron whistleblower, Sherron speaks around the globe to abroad range of audiences about ethics and leadership, and
Triad- Networking-Winston Salem
Join us to congratulate our most recent New Charterholders, connect with friends and colleagues, and enjoy a beverage! Open to all members and friends of
CLT-Top Golf Networking
Join us to meet our most recent New Charterholders, network, and work on your golf game. No golf experience is necessary! This will be a
Mortgage & Mortgage Backed Securities Boot Camp
A 2-day intensive training program where participants are instructed on mortgages and mortgage-backed securities. The program is designed to introduce participants to the broad variety
