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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200612T040000
DTEND;TZID=America/New_York:20200831T130000
DTSTAMP:20260603T153800
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200630T140000
DTEND;TZID=America/New_York:20200811T150000
DTSTAMP:20260603T153800
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200702T023000
DTEND;TZID=America/New_York:20200702T033000
DTSTAMP:20260603T153800
CREATED:20200612T180633Z
LAST-MODIFIED:20200702T141358Z
UID:1939-1593657000-1593660600@cfanorthcarolina.org
SUMMARY:APAC Regional Webinar: Brand Yourself to Attract Career Opportunities
DESCRIPTION:A strong personal brand helps you win trust\, build relationships\, and attract career opportunities. During this period when face-to-face meetings are not encouraged\, you want to leverage social media to build your online presence and expand your network with HQC (high quality connections). Let social media’s most followed CFA charterholder\, Eric Sim\, share with you his career advancement experience and help you attract career opportunities.
URL:https://cfanorthcarolina.org/event/apac-regional-webinar-brand-yourself-to-attract-career-opportunities/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200702T130000
DTEND;TZID=America/New_York:20200702T143000
DTSTAMP:20260603T153800
CREATED:20200624T131606Z
LAST-MODIFIED:20200702T141350Z
UID:2234-1593694800-1593700200@cfanorthcarolina.org
SUMMARY:Race and Inclusion Now: An Investment Industry Call to Action
DESCRIPTION:Join CFA Institute for a special online panel discussion that brings together two investment industry leaders — each of which have clear goals on race and inclusion for our industry — and an identity and diversity scholar and researcher who is an expert on how organizations can foster positive relationships across differences. \n\n\n\nWhat should our actions be to confront racism in the investment industry? As responsible investment professionals\, what steps can we take as individuals? What commitment to racial inclusion should we expect from our organizations? Join the conversation and prepare to contribute\, learn\, and venture outside your comfort zone.
URL:https://cfanorthcarolina.org/event/race-and-inclusion-now-an-investment-industry-call-to-action/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200714T063000
DTEND;TZID=America/New_York:20200714T080000
DTSTAMP:20260603T153800
CREATED:20200708T200248Z
LAST-MODIFIED:20200708T200249Z
UID:2386-1594708200-1594713600@cfanorthcarolina.org
SUMMARY:APAC Regional Webinar: The Driver of Pandemic Recession and the US-China Relations
DESCRIPTION:Richard Koo is chief economist of Nomura Research Institute. Mr. Koo is well known all over the world for his lectures on balance sheet recession. In this webinar\, Mr. Koo will discuss what’s driving the pandemic recession and US–China relations. Register for this free webinar to listen to his insights. \n\n\n\nTopics to be discussed include: \n\n\n\n• Which parts of the pandemic recession are similar to the post-2008 balance sheet recession and which parts are not• How to think about debt and inflation issues in the post-pandemic world• Which parts of the US–China trade dispute are similar to the US–Japan trade friction of the 1990s and which parts are not• Challenges for two side to get along together again \n\n\n\nSpeaker:Richard KooChief Economist\, Nomura Research Institute \n\n\n\nSession Chair:Navneet Munot\, CFAChief Investment Officer\, SBI Funds ManagementChairman\, CFA Society India
URL:https://cfanorthcarolina.org/event/apac-regional-webinar-the-driver-of-pandemic-recession-and-the-us-china-relations/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200715T110000
DTEND;TZID=America/New_York:20200715T120000
DTSTAMP:20260603T153800
CREATED:20200706T195644Z
LAST-MODIFIED:20200706T195646Z
UID:2369-1594810800-1594814400@cfanorthcarolina.org
SUMMARY:Decoding the CFA Institute Member Survey: Is the Coronavirus Rocking the Foundation of Capital Markets?
DESCRIPTION:This one-hour live virtual event will decode the survey’s findings and outline how Society Leaders can leverage the results to raise awareness locally. \n\n\n\nJoin us to learn how to: \n\n\n\nUse the survey results to build your brand and strengthen your relationships Seize on opportunities to mobilize your members on topics of immediate relevanceUnderstand the dichotomies at play within your membership in terms of economic theory or between emerging and developed marketsClearly demonstrate members’ attachment to ethics and professionalism\, while raising the issue of the heightened risks related to ethical behaviour in times of crisis.\n\n\n\nThe event will include an interactive Q&A session. We look forward to meeting with you virtually! \n\n\n\n\n\n\n\nAbout the Speakers: \n\n\n\nOlivier Fines\, CFA\, Head of Advocacy and Capital Markets Policy Research\, EMEOlivier Fines\, CFA\, joined CFA Institute in March 2019 as Head of Advocacy and Capital Markets Policy Research for EMEA. With teams based in London and Brussels\, Fines leads the effort in researching\, and commenting on\, the major trends that affect the investment management industry\, changes to the profession\, policy\, and regulatory developments. \n\n\n\nJosina Kamerling\, Head of Regulatory Outreach\, EMEAJosina Kamerling is head of regulatory outreach for CFA Institute for the Europe\, Middle East\, and Africa (EMEA) region and is based in the Brussels office. She is responsible for supporting CFA Institute’s EMEA policy development\, advancing the impact of advocacy efforts\, and promoting capital market integrity and investor protection issues. \n\n\n\nMary Leung\, CFA\, Head\, Standards and Advocacy\, APACMary is the Head\, Standards and Advocacy\, Asia Pacific. She is responsible for the development\, maintenance\, and promotion of capital markets policy perspectives in the APAC region. She also oversees the promotion and development of CFA Institute professional standards in the region. Mary has over 20 years of experience in the global financial industry\, having worked in corporate finance\, wealth management advisory\, and fund management. \n\n\n\nJim Allen\, CFA\, Head of Capital Markets Policy\, AMERMr. Allen is head of the Capital Markets Policy Group in the Americas at CFA Institute where he is responsible for developing and promoting capital markets positions and policies within the region. He also leads the organization’s capital markets outreach with policymakers and regulators in Washington D.C. \n\n\n\nGary Baker\, CFA Managing Director\, CFA Institute EMEA region\, Advocacy and Research\, CFA InstituteGary Baker joined CFA Institute as managing director for Europe\, Middle East\, and Africa (EMEA) in September 2016. Based in London\, Baker aims to strengthen the voice of CFA Institute to institutions\, member societies\, universities\, regulators\, and institutional partners in the region. He is responsible for supporting CFA Institute policy development in EMEA\, advancing the impact of advocacy efforts\, and supporting EMEA member societies in delivering value to members and candidates.
URL:https://cfanorthcarolina.org/event/decoding-the-cfa-institute-member-survey-is-the-coronavirus-rocking-the-foundation-of-capital-markets/
CATEGORIES:Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200715T130000
DTEND;TZID=America/New_York:20200715T140000
DTSTAMP:20260603T153800
CREATED:20200612T180953Z
LAST-MODIFIED:20200702T141342Z
UID:1942-1594818000-1594821600@cfanorthcarolina.org
SUMMARY:Quality Factor Update: The COVID Crisis and New Info Related to ESG Metrics\, Value Investing\, and Intangible Assets
DESCRIPTION:In this webinar\, the authors of “What Is Quality?” (March 2019 Financial Analysts Journal) — Winner of the 2019 Graham & Dodd Award — will present the results of their research\, examining a comprehensive group of quality measures and discussing the combinations of quality signals that provide the best chance of producing a return premium. They will also explore the relationship between the quality factor and environmental\, social\, and governance (ESG) metrics\, value investing\, and intangible assets\, as well as the implications for investors.
URL:https://cfanorthcarolina.org/event/quality-factor-update-the-covid-crisis-and-new-info-related-to-esg-metrics-value-investing-and-intangible-assets/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200716T080000
DTEND;TZID=America/New_York:20200716T090000
DTSTAMP:20260603T153800
CREATED:20200612T181630Z
LAST-MODIFIED:20200702T141332Z
UID:1944-1594886400-1594890000@cfanorthcarolina.org
SUMMARY:Practitioners’ Insights: Asset Allocation and Index Investing in a Post-Covid World
DESCRIPTION:The current pandemic is forcing investors and practitioners to revisit their models and question the basics. In which markets should one invest? And which require the expertise of an active approach? Practitioners often overlook the significant influence asset allocation has in shaping investment outcomes and neglect the increasing availability of tools to help with diversification and liquidity. This webinar will examine the evolving choices and the evidence from recent markets\, providing insight on asset allocation using index strategies. \n\n\n\nLearning Outcomes:1. Understand the power of asset allocation\, risk management\, and outcome targeting2. Examine the pros and cons of using a passive approach in various global and local markets3. Empower practitioners to focus on the most important aspects of portfolio construction \n\n\n\nNote: Members should log in to review the following two refresher readings. The first reading covers asset allocation and the second addresses exchange-traded funds. \n\n\n\n1. Principles of Asset Allocation: https://bit.ly/2zgQ40J2. Exchange Traded Funds: Mechanics and Applications: https://bit.ly/2zgQ40J
URL:https://cfanorthcarolina.org/event/practitioners-insights-asset-allocation-and-index-investing-in-a-post-covid-world/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200716T100000
DTEND;TZID=America/New_York:20200716T110000
DTSTAMP:20260603T153800
CREATED:20200708T193919Z
LAST-MODIFIED:20200708T194508Z
UID:2382-1594893600-1594897200@cfanorthcarolina.org
SUMMARY:TII Virtual Coffee-Break Series – Session 6: Fireside Chat:  The Virus\, The Economy & The Markets
DESCRIPTION:Catherine LeGraw is a senior member of the GMO Asset Allocation team and one of their portfolio strategists. Catherine will speak to GMO’s Asset Allocation views\, and what she is seeing in their 7 year asset class proprietary forecasts. Catherine will address the disconnect between today’s high market valuations and the great economic uncertainty we face today. Following her opening remarks\, Catherine will be interviewed by a member of TII’s editorial committee in a virtual fireside chat format. There will be plenty of time left during the webinar for our viewers to type in their questions for our moderator to ask Catherine. \n\n\n\nPrior to joining GMO in 2013\, Catherine worked as a director at BlackRock. Previously\, she was an analyst at Bear\, Stearns & Co. Catherine received her B.A. and her B.S. in Economics from the University of Pennsylvania. She is a CFA charterholder.
URL:https://cfanorthcarolina.org/event/tii-virtual-coffee-break-series-session-6-fireside-chat-the-virus-the-economy-the-markets/
CATEGORIES:Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200722T080000
DTEND;TZID=America/New_York:20200722T090000
DTSTAMP:20260603T153800
CREATED:20200708T200655Z
LAST-MODIFIED:20200708T200656Z
UID:2388-1595404800-1595408400@cfanorthcarolina.org
SUMMARY:Crisis Insights for Better Investment Decisions
DESCRIPTION:Can your investment decision support system endure a crisis? The global pandemic has strained the behavioral and choice architecture systems that investment managers use for their decisions\, requiring innovative specialization through continuous improvement. This is easier said than done. To change behavioral and choice architectural routines\, certain conditions need to be met. Join Markus Schuller\, founder and managing partner of Panthera Solutions\, for an interactive webinar to learn practical tips for creating the best conditions to improve your decision-making process. \n\n\n\nThis webinar qualifies for 0.75 Professional Learning credits. CFA Institute members can self record their credit in their PL Tracker on their member profile.
URL:https://cfanorthcarolina.org/event/crisis-insights-for-better-investment-decisions/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200729T110000
DTEND;TZID=America/New_York:20200729T120000
DTSTAMP:20260603T153800
CREATED:20200612T181955Z
LAST-MODIFIED:20200702T141322Z
UID:1946-1596020400-1596024000@cfanorthcarolina.org
SUMMARY:The Global Search for Alpha: All Roads Lead to Emerging Markets
DESCRIPTION:In this webinar\, investor Mark Yusko will lead a whirlwind tour around the globe\, pursuing undervalued assets and opportunities for capitalizing on innovation. \n\n\n\n\n\n\n\nTopics: EconomicsEconomic ConditionsFinancial MarketsFintechInvestment Management StrategiesActive ManagementInternational Investing \n\n\n\nHosted by CFA Institute \n\n\n\nOverview\n\n\n\nEmerging market economies have been hit by pandemic-related lockdowns\, capital outflows\, reduced demand for exports\, a commodity price shock\, and the global disruption of supply chains. Policy makers have responded with aggressive approaches and new tools; signs that these programs are effective suggest that emerging market economies could be more resilient than their developed counterparts burdened with higher debt levels\, aging demographics\, and deflationary pressures. \n\n\n\nYusko will discuss places where investors will not just survive\, but thrive in a post-pandemic world — all roads lead to emerging markets when searching for alpha in the New Abnormal. \n\n\n\n0.75 PL\n\n\n\nCFA Institute members can claim PL credit by providing their CFA Institute ID number when registering. \n\n\n\nAbout the Speaker(s)\n\n\n\n\n\n\n\nMark W. Yusko \n\n\n\nMark W. Yusko is the founder\, CEO\, and chief investment officer of Morgan Creek Capital Management. He is also the managing partner of Morgan Creek Digital Assets\, an early- stage investor in blockchain technology\, digital currency\, and digital assets through the firm’s Venture Capital and Digital Asset Index Fund. Previously\, . . .Show More \n\n\n\n\n\n\n\nChris CannonCFA \n\n\n\nChris Cannon\, CFA\, is a partner\, chief investment officer\, and chair of the investment committee at FirsTrust. Previously\, he worked as a vice president at Andersen Financial. Mr. Cannon is a board member of CFA Society of Orlando\, a member of the best practices board for the Institute for the Fiduciary Standard\, and a member of the industry advisory board for Embry-Riddle College of Business. He also serves as a director for the nonprofit Goyan Foundation. Mr. Cannon holds a BA degree in economics and government from Centre College.
URL:https://cfanorthcarolina.org/event/the-global-search-for-alpha-all-roads-lead-to-emerging-markets/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200729T130000
DTEND;TZID=America/New_York:20200729T140000
DTSTAMP:20260603T153800
CREATED:20200708T201124Z
LAST-MODIFIED:20200708T201125Z
UID:2390-1596027600-1596031200@cfanorthcarolina.org
SUMMARY:Ethical Decision-Making: Practicing Your Skills
DESCRIPTION:Ethical Decision-Making webinars are free\, interactive\, case-based webinars led by CFA Institute staff that provide participants with the framework to analyze situations from an ethics perspective. The 60-minute sessions include: \n\n\n\nan examination of the factors that lead well-meaning individuals to make unethical decisions\,an explanation of how to apply a framework for analysis of ethical dilemmas common in investment practice\,several case studies involving real-life situations with the opportunity to vote on the appropriate conduct\,a facilitated discussion of those studies that allow participants to apply ethical framework.
URL:https://cfanorthcarolina.org/event/ethical-decision-making-practicing-your-skills/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200730T140000
DTEND;TZID=America/New_York:20200730T150000
DTSTAMP:20260603T153800
CREATED:20200727T195057Z
LAST-MODIFIED:20200727T195058Z
UID:2533-1596117600-1596121200@cfanorthcarolina.org
SUMMARY:TII Virtual Coffee-Break Series – Session 7: Life Science Investing: Doing Well by Doing Good!
DESCRIPTION:We are thrilled to announce Session #7 of TII’s Virtual Coffee-Break Series! Our guest speaker\, Albert Cha\, M.D.\, Ph.D.\, Partner at Vivo Capital\, will be interviewed by Larry Kochard\, Chief Investment Officer at Makena Capital\, on the topic of Life Science Investing: Doing Well By Doing Good! \n\n\n\nAlbert is a Partner at Vivo Capital and invests in private and public biopharmaceutical and medical device companies. He currently serves on the boards of Ascendis Pharma A/S (NASDAQ: ASND) and KalVista Pharmaceuticals (NASDAQ: KALV). He was an investor in Aclaris Therapeutics (NASDAQ: ACRS)\, Biohaven Pharma (NYSE: BHVN)\, Menlo Therapeutics (NASDAQ: MNLO)\, Sierra Oncology (NASDAQ: SRRA)\, Ceptaris Therapeutics (acquired by Actelion)\, Neomend (acquired by Bard)\, Vicept Therapeutics (acquired by Allergan)\, Bioform Medical (BFRM\, acquired by Merz)\, Biodel (BIOD)\, and Aspreva Pharmaceuticals (NASDAQ: ASPV\, acquired by Galenica). Albert was involved in founding NextWave Pharmaceuticals (acquired by Pfizer) and Prestwick Pharmaceuticals (acquired by Biovail). Albert is a co-founder of the annual Dermatology Summit and Dermatology Innovation Forum. Prior to Vivo\, Albert worked at Oracle Corporation in pharmaceutical consulting and at the Palo Alto VA Hospital as a biomedical engineer. Larry is the CIO at Makena Capital Management and a member of Makena’s Executive Committee. He leads Makena’s Investment Committee and is also a Management Committee member. Larry was previously the CEO and CIO of The University of Virginia Investment Management Company (UVIMCO) for eight years. Prior to joining UVIMCO\, Larry served as the CIO at Georgetown University and from 2001 to 2004\, he was the Managing Director of Equity and Hedge Fund Investments for the Virginia Retirement System.
URL:https://cfanorthcarolina.org/event/tii-virtual-coffee-break-series-session-7-life-science-investing-doing-well-by-doing-good/
CATEGORIES:Webinar
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