2026 Outlook Dinner
Charlotte Marriott City Center 100 W Trade St, Charlotte, NC, United StatesWe are excited to announce that our keynote speaker will be Jim Bianco, with Bianco Research. Jim has deservingly earned a reputation among top strategists
Overview of the Global Investment Performance Standards (GIPS)
Come join Kim Cash, CFA, CAIA, CIPM, CSCP a specialist in GIPS compliance consulting, verification, and education as she breaks down the GIPS Standards portion
Alpha Disrupted Webinar Series: AI & automation in investment- Separating hype from reality
Artificial intelligence is transforming the investment landscape — but not always in the ways headlines suggest. This webinar cuts through the noise to explore how
Fintech Presents: AI Workshops for Investment Professionals
CFA Society Los Angeles’s FinTech Advisory Council invites you to a hands-on workshop on applying AI for Investment Professionals. Whether you’re a solo practitioner, part
The Stock Pitch Masterclass: Build the Pitch That Gets You Hired
Durable moat. Quality management. Secular tailwinds. Discount to peers. This is what every candidate learns to say. It's also what every candidate sounds like when
Alpha Disrupted Webinar Series: The future investment professional- Skills for the digital era
As digital disruption reshapes every corner of the investment and asset management industry, the role of the investment professional is evolving fast. This webinar explores
CLT-Not Your Grandpa’s Credit Markets: Underwriting Opportunities and Complexity in Today’s Markets
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesIn today’s credit markets, complexity isn’t a barrier; it’s a source of alpha. Artisan’s Global Special Situations team, Brian Louko and Scott Bartley, explores the
Triad-Not Your Grandpa’s Credit Markets: Underwriting Opportunities and Complexity in Today’s Markets
Forsyth Country Club Winston Salem, NC, United StatesIn today’s credit markets, complexity isn’t a barrier; it’s a source of alpha. Artisan’s Global Special Situations team, Brian Louko and Scott Bartley, explores the
Triangle-Not Your Grandpa’s Credit Markets: Underwriting Opportunities and Complexity in Today’s Markets
Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United StatesIn today’s credit markets, complexity isn’t a barrier, it’s a source of alpha. Artisan’s Global Special Situations team, Brian Louko and Scott Bartley, explore the
Webinar Series: Ethical Decision-Making For Investment Professionals
Ethical Decision Making for Investment Professionals is a highly interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to
2026 CFA Institute Research Challenge
Queens University of Charlotte 1928 Selwyn Avenue, Charlotte, North CarolinaYou are invited to attend the CFA Institute Research Challenge hosted by CFA Society North Carolina for an exciting competition in which student teams from
Stewardship of Public Capital: A Conversation with North Carolina State Treasurer Brad Briner
Junior League of Raleigh-Center for Community Leadership 711 Hillsborough Street, Raleigh, North Carolina, United States:30-6:15 PM-Networking 6:15-7:30 PM-Presentation Join the CAIA Chapter of the Carolinas and the CFA Society of North Carolina for a fireside chat with Brad Briner,
