Calendar of Events
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Identifying and Managing Equity Downside Risk
Identifying and Managing Equity Downside Risk
Is it worthwhile for investors to predict and defend against equity market downturns? If so, what is the best way to defend? This presentation will
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Charting Disruption: Innovation in Equities
Charting Disruption: Innovation in Equities
Join this conversation between Pedro Palandrani, Thematic Research Analyst from Global X ETFs and Mario Valente, Deputy CIO of Stansberry Asset Management as they explore
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Coaching Yourself to Success During Volatile Times: Define Inside Out Success
Coaching Yourself to Success During Volatile Times: Define Inside Out Success
In the first session, we will establish a stronger foundation for success by defining our individual value systems, which is the origin of our deepest
Triangle Networking-Bowstring Pizza and Brewyard
Triangle Networking-Bowstring Pizza and Brewyard
Join us for our next Networking Event, which alternates locations and venues around the Triangle area. All members, candidates, and friends of the society are
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Real Estate: What May be in Store for the Frothy US Housing Market
Real Estate: What May be in Store for the Frothy US Housing Market
With housing prices surpassing all-time highs and the Property Technology sector is disrupting every part of the home buying process from listing homes, to loans,
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Charlotte Networking-Petty Thieves Brewing Company
Charlotte Networking-Petty Thieves Brewing Company
Join us for our next Networking Event, which alternates locations and venues around the Charlotte area. All members, candidates and friends of the society are
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Candidates: Level II Exam Problem Solving
Candidates: Level II Exam Problem Solving
Learn how to ace the Level II CFA Exam by breaking down how to answer questions. This workshop will provide CFA Candidates the opportunity to
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What If Your Mother Knew What You Did? Experts Discuss Ethics in the Financial Services Industry
What If Your Mother Knew What You Did? Experts Discuss Ethics in the Financial Services Industry
Join us as Greg Dienna, CFA leads our esteemed panelists (Paul Foley, Terry Jenkins, and Dorothy Kelly, CFA) through ethical scenarios and questions for the
World Water Day: Investing in our Most Valuable Resource
World Water Day: Investing in our Most Valuable Resource
Join us on World Water Day to hear experts discuss how investors can improve global water scarcity while positioning portfolios to benefit from attractive opportunities
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Triad Networking-Print Works Bistro
Triad Networking-Print Works Bistro
Join us for our next Networking Event, which alternates locations and venues around the Triad area. All members, candidates, and friends of the society are
1 event,
CEO’s Insights: Analyzing Global Earnings Calls at Big Data Scale
CEO’s Insights: Analyzing Global Earnings Calls at Big Data Scale
Investment decision makers are constantly on the lookout for an edge. Natural language processing (NLP) brings both scale and speed to investing. NLP techniques can
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Triad – Get Invested, Not Committed, with Private Equity Secondaries
Triad – Get Invested, Not Committed, with Private Equity Secondaries
During these turbulent public markets, investors are seeking diversification through private market assets. Historically, HNW investors and small institutions have lacked access to secondary purchases
Triangle – Get Invested, Not Committed, with Private Equity Secondaries
Triangle – Get Invested, Not Committed, with Private Equity Secondaries
During these turbulent public markets, investors are seeking diversification through private market assets. Historically, HNW investors and small institutions have lacked access to secondary purchases
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Charlotte – Get Invested, Not Committed, with Private Equity Secondaries
Charlotte – Get Invested, Not Committed, with Private Equity Secondaries
During these turbulent public markets, investors are seeking diversification through private market assets. Historically, HNW investors and small institutions have lacked access to secondary purchases
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