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X-WR-CALDESC:Events for CFA Society North Carolina
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190207T000000
DTEND;TZID=America/New_York:20190207T000000
DTSTAMP:20260604T084653
CREATED:20200221T193249Z
LAST-MODIFIED:20200221T193252Z
UID:623-1549497600-1549497600@cfanorthcarolina.org
SUMMARY:CLT - Late-cycle assets and portfolio/investment strategies
DESCRIPTION:Join us for a panel discussion with 5 tenured portfolio managers sharing unique insights on investing in the later stages of a waning bull market.  You should walk away with a better understanding of how to navigate rising market volatility\, changing economic growth and elevated risk of recession. \nSPEAKER\nAnton Schutz: RMB Capital Management \nDarwei Kung: DWS  \nLaura Geritz and Blake Clayton: Rondure Global Advisors \nMichael Cuggino: Permanent Portfolio Family of Funds
URL:https://cfanorthcarolina.org/event/clt-late-cycle-assets-and-portfolio-investment-strategies/
LOCATION:Morton’s the Steakhouse\, 227 W Trade St #150\, Charlotte\, NC\, 28202\, United States
CATEGORIES:Monthly Meeting
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190212T000000
DTEND;TZID=America/New_York:20190212T000000
DTSTAMP:20260604T084653
CREATED:20200221T193250Z
LAST-MODIFIED:20200221T193252Z
UID:624-1549929600-1549929600@cfanorthcarolina.org
SUMMARY:Charlotte February  Networking
DESCRIPTION:Join friends\, colleagues\, and peers as we gather for drinks and delicious appetizers. \nSPEAKER
URL:https://cfanorthcarolina.org/event/charlotte-february-networking/
CATEGORIES:Networking
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190213T173000
DTEND;TZID=America/New_York:20190213T203000
DTSTAMP:20260604T084653
CREATED:20200213T011345Z
LAST-MODIFIED:20200213T013347Z
UID:139-1550079000-1550089800@cfanorthcarolina.org
SUMMARY:Annual Outlook Dinner: "Trump\, Trade and the 2020 Election"
DESCRIPTION:OVERVIEW\n\n\n\nPlease join CFA Society of North Carolina as we celebrate our 2020 Annual Outlook Dinner. This is the premier networking event of the year\, bringing together over 350 of North Carolina’s leading investment professionals and key decision-makers.  \n\n\n\nThis year our keynote speaker will be Daniel Clifton\, Partner at Strategas\, speaking on “Trade\, Trump and the 2020 Election”. Mr. Clifton is a Partner and Head of Policy Research for Strategas Securities. In this capacity\, Mr. Clifton evaluates government policy initiatives and its impact on the global economy and financial markets for institutional investors. \n\n\n\nSPEAKER\n\n\n\nDaniel Clifton has been recognized as a top analyst of Washington policy by Institutional Investor magazine for 10 consecutive years. Separately\, Mr. Clifton is also ranked as a top Wall Street analyst in the category of Accounting and Tax Policy. \n\n\n\nPrior to joining Strategas\, Daniel has a long record of public service working in government\, on political campaigns\, as a lobbyist\, and running a non-profit organization. \n\n\n\nMr. Clifton was Executive Director of the American Shareholders Association (ASA)\, a non-partisan\, non-profit organization which analyzes public policy affecting shareholders. In this capacity\, Daniel was part of coalitions that successfully lowered capital gains and dividend tax rates to 15 percent\, a repatriation tax holiday on foreign source revenue in 2004\, and reform of the nation’s private-sector pension system. \n\n\n\nPrior to joining ASA\, Mr. Clifton was Federal Affairs Manager for Americans for Tax Reform and served as a senior staff member in two gubernatorial administrations working on economic issues. Daniel has also worked in various capacities on elections at federal\, state\, and local levels. \n\n\n\nMr. Clifton received both his BA in Urban Planning and his MS in Public Policy from Rutgers University where he was a Fellow at the Eagleton Institute of Politics and a Harold Martin Fellow for Public Policy. 
URL:https://cfanorthcarolina.org/event/annual-outlook-dinner-trump-trade-and-the-2020-election/
LOCATION:Charlotte Marriott City Center\, 100 W Trade St\, Charlotte\, NC\, 28202\, United States
CATEGORIES:Outlook Dinner
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190223T000000
DTEND;TZID=America/New_York:20190223T000000
DTSTAMP:20260604T084653
CREATED:20200221T193250Z
LAST-MODIFIED:20200221T193252Z
UID:625-1550880000-1550880000@cfanorthcarolina.org
SUMMARY:2019 CFA Institute Research Challenge hosted by CFA Society North Carolina
DESCRIPTION:You are invited to attend the CFA Institute Research Challenge hosted by CFA Society North Carolina for an exciting competition in which student teams from universities across North Carolina present their own equity investment research on a leading\, North Carolina-based company to a panel of investment industry experts. \nSPEAKER
URL:https://cfanorthcarolina.org/event/2019-cfa-institute-research-challenge-hosted-by-cfa-society-nc/
LOCATION:UNC-Greensboro\, Greensboro\, NC\, United States
CATEGORIES:University
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190226T000000
DTEND;TZID=America/New_York:20190226T000000
DTSTAMP:20260604T084653
CREATED:20200221T193256Z
LAST-MODIFIED:20200221T193256Z
UID:631-1551139200-1551139200@cfanorthcarolina.org
SUMMARY:CLT- February 2019 Compounding Quality
DESCRIPTION:Laura Geritz\, CFA presents Compounding Quality \nSPEAKER\nLaura Geritz\, CFA
URL:https://cfanorthcarolina.org/event/clt-february-2019-compounding-quality/
LOCATION:Morton’s the Steakhouse\, 227 W Trade St #150\, Charlotte\, NC\, 28202\, United States
CATEGORIES:Monthly Meeting
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190227T000000
DTEND;TZID=America/New_York:20190227T000000
DTSTAMP:20260604T084653
CREATED:20200221T193257Z
LAST-MODIFIED:20200221T193257Z
UID:632-1551225600-1551225600@cfanorthcarolina.org
SUMMARY:Triangle- February 2019 Compounding Quality
DESCRIPTION:Compounding Quality by Laura Geritz\, CFA MA \nSPEAKER\nLaura Geritz\, CFA MA
URL:https://cfanorthcarolina.org/event/triangle-february-2019-compounding-quality/
LOCATION:Flemings Steakhouse – Crabtree location\, Glenwood Ave #5004\, Raleigh\, NC\, 27612\, United States
CATEGORIES:Monthly Meeting
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190227T000000
DTEND;TZID=America/New_York:20190227T000000
DTSTAMP:20260604T084653
CREATED:20200221T193257Z
LAST-MODIFIED:20200221T193257Z
UID:633-1551225600-1551225600@cfanorthcarolina.org
SUMMARY:Triad - February 2019 Compounding Quality
DESCRIPTION:Compounding Quality by Laura Geritz\, CFA MA \nSPEAKER\nLaura Geritz\, CFA
URL:https://cfanorthcarolina.org/event/triad-february-2019-compounding-quality/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
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