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X-WR-CALDESC:Events for CFA Society North Carolina
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200902T183000
DTEND;TZID=America/New_York:20200902T193000
DTSTAMP:20260603T133835
CREATED:20200819T191334Z
LAST-MODIFIED:20200819T204335Z
UID:2629-1599071400-1599075000@cfanorthcarolina.org
SUMMARY:What Happens in California Affects the World: A Macroeconomic Review of California (WMES)
DESCRIPTION:California ranks as the 5th biggest economy in the world and was the epicenter of the 2000 and 2008 financial crises. As part of CFA Society Los Angeles’ Election 2020 Week\, come ask our panel of renowned speakers how California will drive our nation’s recovery into 2021 and beyond. \n\n\n\nThis event will be uniquely driven by a dynamic and interactive discussion on the current state of the State in the midst of the Covid-19 crisis. Our panelists will discuss how employment\, tech\, and housing have been affected by the pandemic and what we can expect moving forward. \n\n\n\nSpeakers: \n\n\n\nMatt Miller | Matt Miller is a political economist and corporate affairs advisor at Capital Group \n\n\n\nAna Gutierrez | Ana Gutierrez is a senior director at JFF \n\n\n\nFiona Ma\, CPA| Fiona Ma has been serving as the California State Treasurer since January 2019. \n\n\n\n\n\n$20 Non-Members
URL:https://cfanorthcarolina.org/event/what-happens-in-california-affects-the-world-a-macroeconomic-review-of-california-wmes/
CATEGORIES:Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200903T163000
DTEND;TZID=America/New_York:20200903T173000
DTSTAMP:20260603T133835
CREATED:20200818T202415Z
LAST-MODIFIED:20200819T191157Z
UID:2644-1599150600-1599154200@cfanorthcarolina.org
SUMMARY:Election 2020: A Special Analysis of the Election Outlook
DESCRIPTION:CFA Society Los Angeles has landed three top experts on U.S. politics and elections to give our members and friends a private conversation offering key insights into the 2020 election (as a participant\, you will also have the opportunity to submit questions for Q&A). In addition\, this will be a preview event for our 2021 PORTFOLIO Conference. The 2020 election matters to clients\, partners\, and your own portfolio. If you miss any events this year\, make sure it is *not* this one\, because this talk will prepare you for the fall campaign in a way that few other events can. \n\n\n\nModerator: Jane Wells \n\n\n\nPanelists: James Carville\, John Heilemann\, Dr. Frank L. Luntz \n\n\n\n\n\n$25 Non Member
URL:https://cfanorthcarolina.org/event/election-2020-a-special-analysis-of-the-election-outlook/
CATEGORIES:Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200908T100000
DTEND;TZID=America/New_York:20200908T110000
DTSTAMP:20260603T133835
CREATED:20200826T135926Z
LAST-MODIFIED:20200826T140427Z
UID:2710-1599559200-1599562800@cfanorthcarolina.org
SUMMARY:The Value of Private Investor Meetings
DESCRIPTION:Face-to-face meetings with company management are much more difficult during the pandemic\, but they can be an important part of due diligence that uncovers potential problems or overlooked sources of return. While many investment managers conduct such visits\, the Evli Emerging Frontier Fund has committed to meet every single company before investing. \n\n\n\nBurton Flynn\, the fund’s portfolio manager\, met over 600 companies in the past year while spending ten months living in ten emerging markets. Now that global travel has effectively stopped\, Burton is examining the relationship between in-person meetings with CEOs and investment returns. In this interactive webinar\, he will share insights from the data collected during his travels. \n\n\n\nThis webinar qualifies for 0.75 Professional Learning credits.
URL:https://cfanorthcarolina.org/event/the-value-of-private-investor-meetings/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200909T140000
DTEND;TZID=America/New_York:20200909T150000
DTSTAMP:20260603T133835
CREATED:20200826T140333Z
LAST-MODIFIED:20200826T140334Z
UID:2712-1599660000-1599663600@cfanorthcarolina.org
SUMMARY:The Psychology of Money
DESCRIPTION:Join Morgan Housel\, award-winning author\, to learn how people think about money\, investing\, and risk to understand the behavioral mistakes that undermine our long-term financial goals. \n\n\n\nEven the smartest people overlook their own biases and behaviors to negatively affect their investment outcomes. And although the approach to risk is the most important topic in investing\, it is not simple or intuitive. In this presentation — part of the “Wealth Management in Practice” discussion series — Morgan Housel will explore the psychology of investing\, offer ways to avoid behavioral pitfalls\, and provide insights about how you and your clients can think about risk in a more productive way to make better investment decisions. \n\n\n\nThis webinar is part of the Wealth Management in Practice series.
URL:https://cfanorthcarolina.org/event/the-psychology-of-money/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200915T130000
DTEND;TZID=America/New_York:20200915T143000
DTSTAMP:20260603T133835
CREATED:20200826T140722Z
LAST-MODIFIED:20200826T140723Z
UID:2714-1600174800-1600180200@cfanorthcarolina.org
SUMMARY:Improving Transparency and Comparability of Investment Products with ESG-related Features
DESCRIPTION:CFA Institute staff will provide an overview of the Consultation Paper for the development of the CFA Institute ESG Disclosure Standards for Investment Products and answer questions from participants.
URL:https://cfanorthcarolina.org/event/improving-transparency-and-comparability-of-investment-products-with-esg-related-features/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200915T173000
DTEND;TZID=America/New_York:20200915T190000
DTSTAMP:20260603T133835
CREATED:20200826T133047Z
LAST-MODIFIED:20220720T133335Z
UID:2704-1600191000-1600196400@cfanorthcarolina.org
SUMMARY:Virtual Trivia Night
DESCRIPTION:Join us for our first CFA NC Trivia Night! Socialize with peers from across North Carolina in a fun\, casual setting and dust off any cobwebs that may be forming while working from home. \n\n\n\nAnd as an added bonus – all proceeds will be donated to the North Carolina Council on Economic Education! \n\n\n\nThe North Carolina Council on Economic Education (NCCEE) was founded with one goal in mind — to enhance and advance economic and financial education for K-12 educators and students of NorthCarolina. The non-profit organization provides financial literacy courses\, workshops\, and programs\, as well as economic education training to hundreds of North Carolina teachers each year. \n\n\n\nHow does our networking event help? These funds will be used to provide professional development for high school teachers that are teaching the newly required Economics and Personal Finance course. This is a new course required for graduation and is a new\, full credit course\, with no textbook. The state of NC was meant to provide funds but the state budget was vetoed and never approved. \n\n\n\nParticipate as a team or we can place you in a team!If you would like to play but can’t think of anyone special to recruit for your team of 4 to 5 people\, it is no problem! Sign up as an individual player and we will place you onto a team. All players will have the opportunity to briefly network with their teammates in breakout rooms before the game begins.Space is limited so gather your team and register today!How It Works:• Teams of 4-5 will compete in this virtual trivia competition.• Each team designates a team captain. The captain is responsible for submitting team answers electronically at the end of each round.• Players will be able to discuss their answers in private Zoom breakout rooms before submission.• The highest-scoring team wins a prize and CFANC bragging rights!How to Register:• Click “Register” and register only yourself OR if you are on a team\, add your team members or team name on the registration form.• Don’t have a team? No problem! You will be grouped with other single players or added to a team. \n\n\n\n$10 Members \n\n\n\n$20 Guests\, Family and Friends
URL:https://cfanorthcarolina.org/event/virtual-trivia-night/
CATEGORIES:Networking,Virtual
ATTACH;FMTTYPE=image/jpeg:https://cfanorthcarolina.org/wp-content/uploads/2020/08/Trivia-Night.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200915T200000
DTEND;TZID=America/New_York:20201118T220000
DTSTAMP:20260603T133835
CREATED:20200819T190857Z
LAST-MODIFIED:20200922T161359Z
UID:2660-1600200000-1605736800@cfanorthcarolina.org
SUMMARY:Fixed Income Series
DESCRIPTION:This educational course is designed for those seeking to gain a broader understanding of fixed income strategies. \n\n\n\nA sound understanding of fixed income markets and strategies is fundamental for all serious finance and investment professionals. This course examines the characteristics\, benefits\, and risks of the various fixed income strategies including treasuries\, agencies\, MBS\, international\, municipal\, corporate\, and derivatives. \n\n\n\nProfessionals from prominent local investment firms will lead this series so attendees will obtain unique perspectives on the current market. Instructors will also share their insights on asset allocation and risk management. As a participant\, you will also have access to course recordings. \n\n\n\n\n\n			 $300				Non-Members
URL:https://cfanorthcarolina.org/event/fixed-income-series/
CATEGORIES:Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200916T120000
DTEND;TZID=America/New_York:20200916T130000
DTSTAMP:20260603T133835
CREATED:20200806T202707Z
LAST-MODIFIED:20200806T202709Z
UID:2571-1600257600-1600261200@cfanorthcarolina.org
SUMMARY:Giving Voice to Values: Ethics in Action
DESCRIPTION:Are you confident you could speak your mind when you know what’s right? Giving Voice to Values (GVV) helps you learn how to effectively act on your values and ethical principles in the context of your professional responsibilities. Developed by Dr. Mary C. Gentile\, Professor at the Darden School of Business at the University of Virginia\, GVV is built from the perspective that the traditional approach to ethics education of awareness and analysis is just the first step toward changing culture at organizations. GVV takes the necessary next step with an action-oriented approach to values-driven leadership. \n\n\n\nGVV is not about persuading people to be more ethical. Instead\, it starts from the premise that most people want to act on their values\, but they also want their actions to be successful and effective. The GVV approach provides practical guidance to dealing successfully with challenges to your integrity and ethical principles.
URL:https://cfanorthcarolina.org/event/giving-voice-to-values-ethics-in-action/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200916T140000
DTEND;TZID=America/New_York:20200916T150000
DTSTAMP:20260603T133835
CREATED:20200826T141124Z
LAST-MODIFIED:20200826T141125Z
UID:2716-1600264800-1600268400@cfanorthcarolina.org
SUMMARY:Perspectives on the Value Premium: Professional Investing Series
DESCRIPTION:Join Marlena Lee of Dimensional Fund Advisors for an in-depth discussion of the value premium and the theory behind it. Study its recent performance and learn what investors should expect from value in the future. \n\n\n\nAcademics and practitioners have used data sets that span almost a century and include more than 40 countries to document the value premium. In this presentation\, Marlena Lee will explain why we should expect the value premium to be positive and place its recent performance in historical context. She will also explore hypotheses for recent value underperformance\, discussing how a disciplined approach can help investors capture the value premium when it appears. \n\n\n\nThis webinar is part of the Professional Investing series. \n\n\n\n1 PL
URL:https://cfanorthcarolina.org/event/perspectives-on-the-value-premium-professional-investing-series/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200917T180000
DTEND;TZID=America/New_York:20200917T190000
DTSTAMP:20260603T133835
CREATED:20200909T183636Z
LAST-MODIFIED:20200909T183636Z
UID:2753-1600365600-1600369200@cfanorthcarolina.org
SUMMARY:CIO Investment Leadership Series Featuring Family Offices
DESCRIPTION:The second installment of our CIO Investment Leadership Series will feature a diverse panel of Chief Investment Officer’s from leading family offices to discuss how some of the wealthiest families invest to “do good while also doing well” in an age of disruption and opportunity. These expert investors will discuss a range of topics including: \n\n\n\nThe current opportunities and challenges in the market.Balancing income\, growth\, and diversification while protecting capital.The strategies used to create wealth for their clients while promoting societal advancement.The importance of diversity and social responsibility as it relates to generating performance and meeting the needs of asset owners.How to identify and onboard the best existing and emerging fund managers.\n\n\n\n$5  Members (Use discount code: CIOFamilyOfficeNC20) \n\n\n\n$20 Non Members
URL:https://cfanorthcarolina.org/event/cio-investment-leadership-series-featuring-family-offices/
CATEGORIES:Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200922T120000
DTEND;TZID=America/New_York:20200922T130000
DTSTAMP:20260603T133835
CREATED:20200826T141801Z
LAST-MODIFIED:20200826T141802Z
UID:2718-1600776000-1600779600@cfanorthcarolina.org
SUMMARY:Factor Investing in Asset–Liability Management: Professional Investing Series
DESCRIPTION:Lionel Martellini\, Professor of Finance at EDHEC Business School and Director of EDHEC-Risk Institute will discuss how to integrate some of the most significant advances in institutional money management. \n\n\n\nInstitutional investors have begun to recognize the importance of risk factors in asset allocation decisions\, even though factor investing has had mixed results over the last few years. Lionel Martellini\, Professor of Finance at EDHEC Business School and Director of EDHEC-Risk Institute\, has been working to combine the benefits of liability hedging and performance improvement through factor investing. In this webinar\, Professor Martellini will explain how to integrate some of the most significant advances in institutional money management.
URL:https://cfanorthcarolina.org/event/factor-investing-in-asset-liability-management-professional-investing-series/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200924T120000
DTEND;TZID=America/New_York:20200924T133000
DTSTAMP:20260603T133835
CREATED:20200706T151811Z
LAST-MODIFIED:20201012T144352Z
UID:2245-1600948800-1600954200@cfanorthcarolina.org
SUMMARY:The Popularity Asset Pricing Model
DESCRIPTION:The Popularity Asset Pricing ModelThe Popularity Asset Pricing Model (PAPM) builds on the familiar Capital Asset Pricing Model (CAPM) but relaxes key CAPM assumptions. In the PAPM\, investors do not have to be rational\, can have risk and non-risk preferences\, and have heterogeneous expectations about security returns. By incorporating multiple investor preferences and allowing for diverse investor forecasts\, the PAPM takes two major steps towards asset pricing in the real world. The PAPM is nevertheless simple and intuitive\, serving as a general umbrella model encompassing not only the CAPM as a special case\, but also many other classical and behavioral asset pricing models.Speaker Bio:Roger G. Ibbotson\, PhD Roger G. Ibbotson is a Professor in the Practice Emeritus of Finance at Yale School of Management.He is also chairman and CIO of Zebra Capital Management\, LLC\, an equity investment andhedge fund manager. He is founder\, advisor\, and former chairman of Ibbotson Associates\,now a Morningstar Company. He has written numerous books and articles including StocksBonds Bills and Inflation with Rex Sinquefield (updated annually) which serves as astandard reference for information and capital market returns.Professor Ibbotson conducts research on a broad range of financial topics\, includingpopularity\, liquidity\, investment returns\, mutual funds\, international markets\, portfoliomanagement\, and valuation. He has recently published The Equity Risk Premium andLifetime Financial Advice. He has also co-authored two books with Gary Brinson\, GlobalInvesting and Investment Markets. He is a regular contributor and editorial board member toboth trade and academic journals.Professor Ibbotson serves on numerous boards including Dimensional Fund Advisorsıfunds. He frequently speaks at universities\, conferences\, and other forums. He received hisbachelorıs degree in mathematics from Purdue University\, his MBA from Indiana University\,and his PhD from the University of Chicago where he taught for more than ten years andserved as executive director of the Center for Research in Security Prices.
URL:https://cfanorthcarolina.org/event/the-popularity-asset-pricing-model/
CATEGORIES:Monthly Meeting,Virtual
ATTACH;FMTTYPE=image/jpeg:https://cfanorthcarolina.org/wp-content/uploads/2020/07/Ibbotson-graphic.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200924T140000
DTEND;TZID=America/New_York:20200924T150000
DTSTAMP:20260603T133835
CREATED:20200922T195326Z
LAST-MODIFIED:20200922T195327Z
UID:2856-1600956000-1600959600@cfanorthcarolina.org
SUMMARY:TII Virtual Coffee-Break Series – Session #9:  A Fireside Chat with Brady Dougan moderated by Ted Seides:  From CS to FinTech to Investing in a Post-Covid World
DESCRIPTION:Brady Dougan\, the former CEO of Credit Suisse and now Founder of Exos Financial\, will be interviewed by Ted Seides\, Founder and Podcast Host of Capital Allocators\, in a fireside chat for Session #9 of TII’s Virtual Coffee-Break Series on Thursday\, September 24\, 2020\, from 2:00 pm to 2:50 pm EDT.  Brady will discuss how he is building a next-generation platform for institutional finance with a goal of delivering all of the services of a traditional investment bank tailored to a modern digital world.  He will also speak about investing in SPACs\, bitcoin\, and more.  Please join us for a dynamic one-on-one conversation as Ted interviews one of the industry’s biggest names.  The interview will last roughly 30 minutes after which the speakers will take questions from TII’s audience for the remaining 15 minutes.
URL:https://cfanorthcarolina.org/event/tii-virtual-coffee-break-series-session-9-a-fireside-chat-with-brady-dougan-moderated-by-ted-seides-from-cs-to-fintech-to-investing-in-a-post-covid-world/
CATEGORIES:Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200929T170000
DTEND;TZID=America/New_York:20200929T183000
DTSTAMP:20260603T133835
CREATED:20200922T193858Z
LAST-MODIFIED:20200922T193859Z
UID:2852-1601398800-1601404200@cfanorthcarolina.org
SUMMARY:CFA PROGRAM VIRTUAL OPEN HOUSE
DESCRIPTION:Join us for a panel discussion on passing the CFA Exam during the COVID-19 Pandemic. \n\n\n\n Hear directly from the CFA Institute the latest updates on the December 2020 Exam and Exams in 2021 Learn strategies and tips for passing the exam from exam prep experts Enter drawing for free exam prep materials from Kaplan\n\n\n\nEvent Panel: \n\n\n\nMarc LeFebvre\, CFA – LevelUpRafay Sohail\, CFA – IFTZee Tan\, CFA – 300 Hours 
URL:https://cfanorthcarolina.org/event/cfa-program-virtual-open-house/
CATEGORIES:Candidate Focused Event,Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2020/09/CFA-Program-Virtual-Open-House.png
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