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X-WR-CALNAME:CFA Society North Carolina
X-ORIGINAL-URL:https://cfanorthcarolina.org
X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART:20140309T070000
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DTSTART:20141102T060000
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DTSTART:20151101T060000
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DTSTART;TZID=America/New_York:20150908T000000
DTEND;TZID=America/New_York:20150908T000000
DTSTAMP:20260411T202622
CREATED:20200221T193159Z
LAST-MODIFIED:20200221T193200Z
UID:444-1441670400-1441670400@cfanorthcarolina.org
SUMMARY:CLT - CFA NC presents Paul Smith\, CFA CEO & President CFA Institute
DESCRIPTION:CFA NC welcomes newly-appointed President & CEO\, Paul Smith\, CFA to North Carolina to share with members CFA Institute’s vision and initiatives. Mr. Smith will discuss his three-point leadership agenda that includes developing future professionals\, delivering member value and building market integrity. After formal comments members will have the opportunity to ask questions and give feedback. This is a wonderful opportunity to hear from the new leadership at CFA Institute and learn about the direction of CFA Institute. \nSPEAKER\nPaul Smith\, CFA
URL:https://cfanorthcarolina.org/event/clt-cfa-nc-presents-paul-smith-cfa-ceo-president-cfa-institute/
LOCATION:Morton’s the Steakhouse\, 227 W Trade St #150\, Charlotte\, NC\, 28202\, United States
CATEGORIES:Premier Event
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20150918T000000
DTEND;TZID=America/New_York:20150918T000000
DTSTAMP:20260411T202622
CREATED:20200221T193159Z
LAST-MODIFIED:20200221T193200Z
UID:445-1442534400-1442534400@cfanorthcarolina.org
SUMMARY:CLT- Wall St Prep - Financial & Valuation Modeling Boot Camp
DESCRIPTION:Financial & Valuation Modeling Boot Camp \nFinancial & Valuation modeling training for corporate finance\, investment banking\, and business development analysts and associates.  2-day intensive training program where trainees learn financial & valuation modeling in Excel using in a hands-on\, case-study approach. The modeling methodologies covered include: \nDay 1        Financial Statement Modeling and Excel Best Practices\nDay 2        Valuation Overview and DCF Modeling \nSPEAKER\nTBD
URL:https://cfanorthcarolina.org/event/clt-wall-st-prep-financial-valuation-modeling-boot-camp-2/
LOCATION:UNC-Charlotte Center City\, Charlotte\, NC\, United States
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20150922T000000
DTEND;TZID=America/New_York:20150922T000000
DTSTAMP:20260411T202622
CREATED:20200221T193200Z
LAST-MODIFIED:20200221T193200Z
UID:451-1442880000-1442880000@cfanorthcarolina.org
SUMMARY:Triangle-Putting Value on Your Value
DESCRIPTION:Putting a Value on Your Value – How much is financial advice worth in 2015 and beyond? How about 300 basis points of additional net return annually? The Vanguard Advisor’s Alpha framework has outlined how financial advisors can add value through relationship oriented services such as wealth management and behavioral coaching. \nSPEAKER\nMichael A. DiJoseph\, CFA\,
URL:https://cfanorthcarolina.org/event/triangle-putting-value-on-your-value/
LOCATION:Raleigh Marriott City Center\, 500 Fayetteville St\, Raleigh\, NC\, 27601\, United States
CATEGORIES:Monthly Meeting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20150923T000000
DTEND;TZID=America/New_York:20150923T000000
DTSTAMP:20260411T202622
CREATED:20200221T193201Z
LAST-MODIFIED:20200221T193201Z
UID:452-1442966400-1442966400@cfanorthcarolina.org
SUMMARY:CLT - Putting Value on Your Value
DESCRIPTION:Putting a Value on Your Value – How much is financial advice worth in 2015 and beyond? How about 300 basis points of additional net return annually? The Vanguard Advisor’s Alpha framework has outlined how financial advisors can add value through relationship oriented services such as wealth management and behavioral coaching. \nSPEAKER\nSpeaker Bio: Michael A. DiJoseph\, CFA
URL:https://cfanorthcarolina.org/event/clt-putting-value-on-your-value/
LOCATION:Morton’s the Steakhouse\, 227 W Trade St #150\, Charlotte\, NC\, 28202\, United States
CATEGORIES:Monthly Meeting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20150923T000000
DTEND;TZID=America/New_York:20150923T000000
DTSTAMP:20260411T202622
CREATED:20200221T193201Z
LAST-MODIFIED:20200221T193201Z
UID:453-1442966400-1442966400@cfanorthcarolina.org
SUMMARY:Triad- Putting Value on Your Value
DESCRIPTION:Putting a Value on Your Value – How much is financial advice worth in 2015 and beyond? How about 300 basis points of additional net return annually? The Vanguard Advisor’s Alpha framework has outlined how financial advisors can add value through relationship oriented services such as wealth management and behavioral coaching. \nSPEAKER\nMichael A. DiJoseph\, CFA\,
URL:https://cfanorthcarolina.org/event/triad-putting-value-on-your-value/
LOCATION:Piedmont Club\, 200 W Second St\, Winston Salem\, NC\, 27101\, United States
CATEGORIES:Monthly Meeting
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