BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//CFA Society North Carolina - ECPv6.15.17.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:CFA Society North Carolina
X-ORIGINAL-URL:https://cfanorthcarolina.org
X-WR-CALDESC:Events for CFA Society North Carolina
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20190310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20191103T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20200308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20201101T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20210314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20211107T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200610T120000
DTEND;TZID=America/New_York:20200610T133000
DTSTAMP:20260603T165339
CREATED:20200527T020910Z
LAST-MODIFIED:20200612T194206Z
UID:1702-1591790400-1591795800@cfanorthcarolina.org
SUMMARY:CFA Society NC Annual Meeting
DESCRIPTION:A Fireside Chat with Alex Robertson\, president of Tiger Management and moderated by John Maddison\, CFA \n\n\n\nSpeaker Bio: \n\n\n\nAlex Robertson is president and chief operating officer of Tiger Management\, LLC\, where he manages the operations of a firm committed to sourcing and developing future leaders in the investment management industry.  Prior to joining Tiger in 2008\, Alex served as legislative assistant to U.S. Senator Elizabeth Dole.  Alex serves as a trustee/board member of the Robertson Foundation\, Tiger Foundation\, The Boys’ Club of New York\, Memorial Sloan Kettering Board of Overseers\, Stanford GSB Advisory Council\, East Lake Foundation\, and Purpose Built Communities.  He is a graduate of University of North Carolina at Chapel Hill and Stanford Graduate School of Business.  Alex lives in New York City with his wife and their three children. \n\n\n\nModerator Bio: \n\n\n\nJohn Maddison\, CFA\, CFP® is a Partner and Head of Financial Planning at Balentine. Based in the firm’s Raleigh office\, John focuses on helping entrepreneurs and other professionals with complex planning needs simplify their financial lives. He has more than 17 years of experience working in the financial services industry in New York and North Carolina\, serving corporate\, institutional\, and private clients. John’s entrepreneurial background includes the launch of a new product vertical at GLG (Gerson Lehrman Group)\, a high-growth\, venture-backed technology company and\, most recently\, the formation of a bank supporting Canadians in the United States. A Chartered Financial Analyst\, John served two terms as president of the CFA Society North Carolina\, the twelfth-largest CFA society in the country\, and was named Volunteer of the Year in 2016 for his leadership and vision. John is also a CERTIFIED FINANCIAL PLANNER™ professional. He joined Balentine in 2014 and was named partner in 2019.
URL:https://cfanorthcarolina.org/event/save-the-date-cfa-society-nc-annual-meeting/
LOCATION:Virtual Event\, Virtual
CATEGORIES:Annual Event
ATTACH;FMTTYPE=image/jpeg:https://cfanorthcarolina.org/wp-content/uploads/2020/05/outlook-volunteer.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200610T140000
DTEND;TZID=America/New_York:20200610T150000
DTSTAMP:20260603T165339
CREATED:20200604T203323Z
LAST-MODIFIED:20200604T203323Z
UID:1827-1591797600-1591801200@cfanorthcarolina.org
SUMMARY:Fixed Income Management—Navigating Risks to Bond Markets from COVID-19
DESCRIPTION:In this webinar\, Anne Walsh\, CFA\, will discuss strategies to weather near-term bond market risks from COVID-19 and a global recession and take advantage of attractive fixed income investment opportunities as they unfold.
URL:https://cfanorthcarolina.org/event/fixed-income-management-navigating-risks-to-bond-markets-from-covid-19/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200611T063000
DTEND;TZID=America/New_York:20200611T073000
DTSTAMP:20260603T165339
CREATED:20200609T172729Z
LAST-MODIFIED:20200611T130124Z
UID:1872-1591857000-1591860600@cfanorthcarolina.org
SUMMARY:APAC Regional Webinar: Taking the Pulse of COVID-19 Policy Response: Lessons from the 2008 Global Financial Crisis and the Great Depression
DESCRIPTION:As a former Governor of the US Federal Reserve\, Chicago Booth Professor Randall Kroszner played a major role in responding to the 2008 Financial Crisis and improving consumer protection in financial services. Register now for the free webinar to hear from Professor Kroszner as he evaluates the fiscal policy response to the COVID-19 pandemic and shares insights and lessons learned from previous crises. Topics to be discussed include: \n\n\n\n• Fiscal and monetary policy response to COVID-19 thus far• Has the policy response been too bold? Will today’s actions create systemic risk?• Will the breakdown of global supply chains necessitate a partial reversal of globalization?• What are the other unintended consequences?• How can we build resiliency for future crises?
URL:https://cfanorthcarolina.org/event/apac-regional-webinar-taking-the-pulse-of-covid-19-policy-response-lessons-from-the-2008-global-financial-crisis-and-the-great-depression/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200611T140000
DTEND;TZID=America/New_York:20200611T150000
DTSTAMP:20260603T165339
CREATED:20200609T161040Z
LAST-MODIFIED:20200609T161041Z
UID:1865-1591884000-1591887600@cfanorthcarolina.org
SUMMARY:Four Lessons We Should Learn from the Pandemic
DESCRIPTION:TII Virtual Coffee-Break Series – Session #4 (Live Zoom Webinar) \n\n\n\n\n\n\n\n\n\n\n\n\n\nOur guest speaker\, Georg Kell\, Founding Executive Director of the United Nations Global Compact & Chairman of Arabesque\, will cover Four Lessons We Should Learn from the Pandemic.  He was recently featured in Forbes Magazine with an article on the subject.  Georg will give a 20-minute presentation to the TII community followed by a Q&A session moderated by Libby George\, Director of Investments at NC State University & Member of the TII Editorial Committee.  Audience members will be asked to type in their questions throughout the program for inclusion in the discussion.
URL:https://cfanorthcarolina.org/event/four-lessons-we-should-learn-from-the-pandemic/
CATEGORIES:Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200612T040000
DTEND;TZID=America/New_York:20200831T130000
DTSTAMP:20260603T165339
CREATED:20200612T174230Z
LAST-MODIFIED:20200617T184029Z
UID:1933-1591934400-1598878800@cfanorthcarolina.org
SUMMARY:On Demand-How Psychological Principles Can Help You Think and Act Your Way through a Financial Crisis and Personal Stress
DESCRIPTION:from the 73rd Annual Virtual Conference\, Dr. Daniel Crosby shares \n\n\n\nThe COVID-19 pandemic is unique in that it threatens our physical\, psychological\, and financial well-being;Financial services professionals\, who often serve as buffers between their clients and bad decisions\, can be especially taxed because they must attend to their own needs as well as those of the people that they serve; andPractical tips for maximizing personal wellness while assisting clients in making sound decisions in uncertain times.\n\n\n\nDaniel Crosby – How Psychological Principles Can Help You Think and Act Your Way through a Financial Crisis and Personal StressSharePlay Video \n\n\n\nAbout the Speaker(s)\n\n\n\n\n\n\n\nDaniel Crosby \n\n\n\nDaniel Crosby is currently chief behavioral officer at Brinker Capital. He is a psychologist and behavioral finance expert who helps organizations understand the intersection of the mind and markets. Dr. Crosby’s first book\, Personal Benchmark: Integrating Behavioral Finance and Investment Management\, was a New York Times bestseller. His second book\, . . .Show More \n\n\n\n0.5 PLRecord PL credit
URL:https://cfanorthcarolina.org/event/on-demand-how-psychological-principles-can-help-you-think-and-act-your-way-through-a-financial-crisis-and-personal-stress/
CATEGORIES:On Demand
ATTACH;FMTTYPE=image/jpeg:https://cfanorthcarolina.org/wp-content/uploads/2020/06/daniel-crosby.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200617T080000
DTEND;TZID=America/New_York:20200617T090000
DTSTAMP:20260603T165339
CREATED:20200609T173234Z
LAST-MODIFIED:20200616T151552Z
UID:1875-1592380800-1592384400@cfanorthcarolina.org
SUMMARY:The Pandemic and Populism
DESCRIPTION:The current economic crisis offers an opportunity to fix inequalities in the global economy\, and Eric Lonergan\, a macro hedge fund manager at M&G Investments\, has identified some starting points. In his latest book\, Angrynomics\, Lonergan analyzes ways to reduce income disparities and reverse the rising tide of populism. This interactive webinar will apply concepts from the book to offer ideas for creating a more inclusive economic system. Lonergan will also discuss how investors should think about asset allocation strategies in response to current\, unprecedented changes.
URL:https://cfanorthcarolina.org/event/the-pandemic-and-populism/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://cfanorthcarolina.org/wp-content/uploads/2020/06/Webinar.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200618T080000
DTEND;TZID=America/New_York:20200618T090000
DTSTAMP:20260603T165339
CREATED:20200609T180220Z
LAST-MODIFIED:20200617T201457Z
UID:1877-1592467200-1592470800@cfanorthcarolina.org
SUMMARY:Practitioners’ Insights: Convertibles and Early Stage Valuations
DESCRIPTION:With early stage companies accounting for a large part of the aggregate PE/VC funding in India\, it is imperative to understand the choice of instruments these companies use and also to be able to value these instruments appropriately. \n\n\n\nThis webinar will focus on understanding the key terms of the convertible preference shares (CPS) that VCs use. The session will also demonstrate the use of an option pricing approach to better understand the valuation of early stage companies. \n\n\n\nLearning outcomes:1. Why do VCs invest through CPS in early stage companies?2. What are the special rights attached to CPS?3. How does one value these instruments?4. What happens in down cycles to the various rounds of CPS—do they decline in value proportionately?5. How does one use option pricing for the valuation of such instruments? \n\n\n\nNote: Members\, please go through the following refresher reading on private equity valuation. This webinar contains some content on best practices applicable to Indian markets.
URL:https://cfanorthcarolina.org/event/practitioners-insights-convertibles-and-early-stage-valuations/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200624T080000
DTEND;TZID=America/New_York:20200624T090000
DTSTAMP:20260603T165339
CREATED:20200612T175529Z
LAST-MODIFIED:20200617T200328Z
UID:1935-1592985600-1592989200@cfanorthcarolina.org
SUMMARY:APAC Regional Webinar: COVID-19 and the Credit Cycle
DESCRIPTION:Register for this free webinar as Professor Edward Altman shares his insights. Professor Altman is a world-renowned expert on high-yield and distressed debt. He developed the Altman Z-score for predicting bankruptcy more than 50 years ago.
URL:https://cfanorthcarolina.org/event/apac-regional-webinar-covid-19-and-the-credit-cycle/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200625T110000
DTEND;TZID=America/New_York:20200625T120000
DTSTAMP:20260603T165339
CREATED:20200612T175903Z
LAST-MODIFIED:20200617T200253Z
UID:1937-1593082800-1593086400@cfanorthcarolina.org
SUMMARY:ETFs and Systemic Risks During Market Stress
DESCRIPTION:The innovative structure of Exchange-Traded Funds (ETFs) has made it simpler and cheaper to invest in a wide variety of asset classes\, but what does their growing importance mean for market stability\, liquidity\, and performance? \n\n\n\nThe innovative structure of Exchange-Traded Funds (ETFs) has made it simpler and cheaper to invest in a wide variety of asset classes\, but what does their growing importance mean for market stability\, liquidity\, and performance? \n\n\n\nThis webinar qualifies for .75 Professional Learning credits. \n\n\n\nThis webinar is free and available to CFA Institute members and non-members.
URL:https://cfanorthcarolina.org/event/etfs-and-systemic-risks-during-market-stress/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200625T120000
DTEND;TZID=America/New_York:20200625T130000
DTSTAMP:20260603T165339
CREATED:20200604T205035Z
LAST-MODIFIED:20200605T130312Z
UID:1838-1593086400-1593090000@cfanorthcarolina.org
SUMMARY:Recent Market Tumult & the Prognosis for Value Investing
DESCRIPTION:Rob Arnott\, the founder and chairman of Research Affiliates\, will offer his perspective on the impact of the COVID-based economic shutdown and market tumult\, and will explore implications for the value investor and for asset allocation. He will also provide high-level takeaways from Research Affiliates’ recent research on the future of value investing as well as the behavior of value over the last six recessions and recoveries. He will conclude with Q&A. 
URL:https://cfanorthcarolina.org/event/recent-market-tumult-the-prognosis-for-value-investing/
CATEGORIES:Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200630T140000
DTEND;TZID=America/New_York:20200811T150000
DTSTAMP:20260603T165339
CREATED:20200623T130716Z
LAST-MODIFIED:20220720T133408Z
UID:2215-1593525600-1597158000@cfanorthcarolina.org
SUMMARY:Introducing the Wake Forest University Financial Services & Fintech Hub Speaker Series
DESCRIPTION:Note: This is a free event for CFA Society NC Members. \n\n\n\nExperience a unique opportunity to hear from world-class speakers and experts on topics that address relevant\, top of mind needs of the community. \n\n\n\nJoin us as we connect virtually to learn and navigate together through these new and uncertain times. \n\n\n\nWe will explore topics such as: \n\n\n\n·  Thought Leadership \n\n\n\n·  Cyber Security \n\n\n\n·  Data Analytics \n\n\n\n·  Forecasting & Planning \n\n\n\n·  Risk Management
URL:https://cfanorthcarolina.org/event/introducing-the-wake-forest-university-financial-services-fintech-hub-speaker-series/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://cfanorthcarolina.org/wp-content/uploads/2020/06/Untitled-design.jpg
END:VEVENT
END:VCALENDAR