EVENTS

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

FEATURED EVENT

CFA NC & CAIA: A New Way of Optimizing Your Portfolio

Dimensional Fund Advisors 1515 S. Tryon Street, Charlotte, North Carolina

Our panel discussion with three thought leaders in the investment industry will answer many pertinent investment questions, such as How do sophisticated institutional investors approach

Free

The Wealth Allocation Framework

A Special Event with Ashvin Chhabra, a pioneer in Goals-Based Investing and CIO of Euclidean Capital Ashvin Chhabra’s is perhaps the world’s pre-eminent thinker on

Free

Alternative Investment Series 2024

This educational series is designed for those seeking to gain a broader understanding of alternative investment strategies. A sound understanding of alternative investments (AI) is

$250