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X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART;TZID=America/New_York:20220208T120000
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DTSTAMP:20260602T194632
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SUMMARY:NFTs: Fad or Frontier Assets; Dispatches From The Metaverse
DESCRIPTION:Mark R Bell\, PhD\, Senior Fellow of the Emory University Center for Alternative Assets and Partner of Balentine\, LLC will present materials from his coursework and research on frontier assets related to NFTs.  \n\n\n\nTopics that will be addressed include: what are NFTs; what is the size and nature of the market; who are the market participants; how to understand the trend towards fractionalization; are NFTs assets in the traditional sense; If so\, what traditional asset signals do they present; are they investable; what are the areas to watch as the market evolves and develops—all this along with important cocktail conversation essentials such as the difference between a Cryptopunk (good!) and a Cryptokitty (not as good)\, what’s a bored ape and how did an NFT try to buy the constitution. You won’t want to miss it! \n\n\n\nSpeaker Bio:  Mark Bell\, Ph.D.\, is a Partner and Head of Family Office Services and Private Capital at Balentine. He brings two decades of investing and leadership experience to this role. Prior to joining Balentine\, Mark was managing principal and director at Diversified Trust. He also served as chief investment officer at BlueArc Capital. Mark began his career with McKinsey & Co. and subsequently was director of strategy at D. E. Shaw & Co.\, a multi-strategy hedge fund manager\, where he developed and executed the organization’s private equity investment strategy and launched the firm’s reinsurance business. He later served as the executive vice-chairman of Brand Bank\, where he led the recapitalization of the bank during the Financial Crisis. In addition to being a frequent contributor to publications such as Real Assets Adviser\, Financial Times\, Wall Street Journal\, The New York Times\, and Atlanta Business Chronicle\, Mark has given international lectures at Luxembourg School of Finance\, the University of Zurich\, Sciences Po\, the Vatican\, and the Kuwait Fund. At Emory University\, Mark is a senior fellow and adjunct faculty member of the Center for Alternative Investments at Goizueta Business School and a Visiting Professor and Advisory Board Chair in the Department of Quantitative Theory and Methods.
URL:https://cfanorthcarolina.org/event/nfts-fad-or-frontier-assets-dispatches-from-the-metaverse/
CATEGORIES:Monthly Meeting,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220210T170000
DTEND;TZID=America/New_York:20220210T191500
DTSTAMP:20260602T194632
CREATED:20220202T144644Z
LAST-MODIFIED:20220202T144645Z
UID:4576-1644512400-1644520500@cfanorthcarolina.org
SUMMARY:DEI Virtual Conference
DESCRIPTION:CFALA and LACERA are happy to collaborate on our first DEI Virtual Conference. We will be highlighting the best practices learned from our first two roundtable discussions on Governance/Sponsorship and Program Architecture/KPIs. We will also be learning more about CFA Institute’s development of a DEI Code and updates on their Experimental Partner Research. \n\n\n\nJoin us for a fireside chat between LACERA Chief Investment Officer\, Jonathan Grabel\, and Clearlake Capital Group Managing Partner\, Jose Feliciano\, as they discuss diversity\, equity\, and inclusion (DEI) within the institutional investment management landscape. Both speakers will bring unique perspectives to what DEI leadership means for their organizations along with some personal insights on their journey towards leadership. \n\n\n\nThe Los Angeles County Employees Retirement Association (LACERA) oversees $74 billion in pension plan assets on behalf of approximately 168\,000 Los Angeles County employees.Clearlake Capital Group is a Santa Monica-based investment firm operating businesses across private equity\, credit and other related strategies with over $55 billion in assets under management.
URL:https://cfanorthcarolina.org/event/dei-virtual-conference/
CATEGORIES:Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220215T160000
DTEND;TZID=America/New_York:20220215T173000
DTSTAMP:20260602T194632
CREATED:20220202T190341Z
LAST-MODIFIED:20220202T190343Z
UID:4584-1644940800-1644946200@cfanorthcarolina.org
SUMMARY:The Power and Payoff of Non-Consensus Investing
DESCRIPTION:Please join us for the Collaborative WIM Original special quarterly event\, hosted by CFA Societies Saskatchewan and Okanagan. Come prepared to network in breakout sessions with your peers and participate in a live Q&A with Rupal Bhansali of Ariel Investments. \n\n\n\nNon-Consensus thinking has resulted in breakthrough successes in science\, sports\, and silicon valley. Rupal shows how to apply it to the world of investing\, to maximize returns while minimizing risk. She illustrates how misdiagnosing quality can be the mother of all mistakes or the motherlode of all opportunities and how patience is the smart move\, not the slow one. \n\n\n\nCollaborative WIM is a global alliance comprised of CFA societies\, FPA chapters and industry groups who have joined forces to further a shared vision of inclusion and diversity in capitalism. The collaboration includes approaching 90 supporting organizations across the United States\, Canada\, the Caribbean\, EMEA and Latin America. These organizations demonstrate the commitment of the global finance community to inclusion and diversity\, and to supporting the advancement and development of female leaders of all backgrounds. Together\, Collaborative WIM and its supporting organizations provide high-caliber programming\, professional development and geography-agnostic networking opportunities to support finance professionals of all backgrounds in their personal career journey.  To stay up to date on the latest\, visit the new Collaborative WIM website to sign up to receive the CWIM global newsletter or consider joining the CWIM LinkedIn community. Replays of past events are available on the CWIM YouTube page.
URL:https://cfanorthcarolina.org/event/the-power-and-payoff-of-non-consensus-investing/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220217T140000
DTEND;TZID=America/New_York:20220217T144500
DTSTAMP:20260602T194632
CREATED:20220209T151336Z
LAST-MODIFIED:20220209T151338Z
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SUMMARY:Mastering the Market Cycle with Howard Marks
DESCRIPTION:2022 is poised to be a pivotal year for financial markets. Already off to a volatile start\, investors find themselves wrestling with a cacophony of inputs — from inflation to interest rates to labor to housing. How can market participants parse meaningful signals from the noise? Where do attractive investment opportunities remain\, and where may they emerge as the cycle evolves? What are investment professionals to make of the latest trends in their industry\, from cryptocurrency to ESG to automation? \n\n\n\nJoin us as we tackle these questions and more with a luminary of the industry\, Oaktree Capital Co-Chairman Howard Marks\, CFA  in conversation with journalist Devin Banerjee\, CFA.
URL:https://cfanorthcarolina.org/event/mastering-the-market-cycle-with-howard-marks/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220224T070000
DTEND;TZID=America/New_York:20220224T080000
DTSTAMP:20260602T194632
CREATED:20220128T143026Z
LAST-MODIFIED:20220128T143027Z
UID:4565-1645686000-1645689600@cfanorthcarolina.org
SUMMARY:Practitioners' Insights: Building an Angel Investment Portfolio
DESCRIPTION:India added twenty-eight unicorns in 2021. This may be unsurprising\, yet many have overlooked this important asset class. Against the backdrop of lofty valuations in the equity markets and uncertainty in macroeconomic trends\, monetary policy\, and the pandemic\, investors around the world have been turning to private investments. Angel investing can play an important role in diversifying portfolios and tapping into growth industries. This presentation will reveal how investors can approach angel investing with a view toward building a portfolio large enough to mitigate the risks of investing in early-stage companies and to generate returns.
URL:https://cfanorthcarolina.org/event/practitioners-insights-building-an-angel-investment-portfolio/
CATEGORIES:Virtual,Webinar
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DTSTART;TZID=America/New_York:20220226T120000
DTEND;TZID=America/New_York:20220226T163000
DTSTAMP:20260602T194632
CREATED:20220215T203033Z
LAST-MODIFIED:20220301T145842Z
UID:4677-1645876800-1645893000@cfanorthcarolina.org
SUMMARY:CFA Institute Research Challenge
DESCRIPTION:The CFA Institute Research Challenge is an annual\, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly-traded company and then write a research report on their assigned company with a buy\, sell\, or hold recommendation.  \n\n\n\nEach Research Challenge season leverages the efforts of over 150+ CFA member societies\, 3\,500+ member volunteers\, and more than 5\,000 students from over 1\,000 universities.    \n\n\n\nThe Challenge gathers students\, investment industry professionals\, publicly traded companies\, and corporate sponsors together locally\, regionally\, and globally for a real-world competition. Additionally\, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.
URL:https://cfanorthcarolina.org/event/cfa-institute-research-challenge/
CATEGORIES:Annual Event,University,Virtual
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