BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//CFA Society North Carolina - ECPv6.15.17.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
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:20210314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20211107T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20220313T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20221106T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220303T170000
DTEND;TZID=America/New_York:20220303T174500
DTSTAMP:20260602T184220
CREATED:20220209T152614Z
LAST-MODIFIED:20220209T152616Z
UID:4620-1646326800-1646329500@cfanorthcarolina.org
SUMMARY:Identifying and Managing Equity Downside Risk 
DESCRIPTION: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 cover: \n\n\n\nWhat conditions usually signal heightened equity downside risk?What are the pros and cons of common equity defense strategies?What is the risk of a large/sustained downturn now?
URL:https://cfanorthcarolina.org/event/identifying-and-managing-equity-downside-risk/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2022/02/Copy-of-CFANC-Facebook-940x788-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220308T163000
DTEND;TZID=America/New_York:20220308T171500
DTSTAMP:20260602T184220
CREATED:20220301T144620Z
LAST-MODIFIED:20220301T205132Z
UID:4763-1646757000-1646759700@cfanorthcarolina.org
SUMMARY:Charting Disruption: Innovation in Equities
DESCRIPTION: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 the convergence of several digital technologies including robotics and electric mobility. They will also discuss how a new generation of consumers\, with distinct preferences\, are rapidly changing demand for key staples\, while unique climate change challenges are heralding an evolving relationship with the physical environment. Hear how this disruption is creating unprecedented opportunities\, while also upending many long-standing industries.
URL:https://cfanorthcarolina.org/event/charting-disruption-innovatoin-in-equities/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2022/03/Copy-of-CFANC-Facebook-940x788-9.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220309T163000
DTEND;TZID=America/New_York:20220309T180000
DTSTAMP:20260602T184220
CREATED:20211223T160857Z
LAST-MODIFIED:20211223T160858Z
UID:4487-1646843400-1646848800@cfanorthcarolina.org
SUMMARY:Coaching Yourself to Success During Volatile Times: Define Inside Out Success
DESCRIPTION: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 desires\, whether we realize it or not. In so doing\, we will have the tools to remain mindful and centered as we navigate a sea of distractions. You will be able to take away: \n\n\n\nAn understanding of our current state of living in a VUCA worldOverview of Locus of Control\, and how it impacts our ability to thrive through changeThe outsized benefits to coaching yourself\, and why it matters more in volatile timesA tangible understanding of your most important Personal Values\n\n\n\nWith this\, you will have the foundation needed to be able to thrive through change. Specifically\, you will be able to better understand the context of the world we’re in right now\, know that you have a lot more power than you think to tilt the scales in your favor\, and personal values that can enable you to have tangible language to make decisions with.
URL:https://cfanorthcarolina.org/event/coaching-yourself-to-success-during-volatile-times-define-inside-out-success/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2021/12/Copy-of-CFANC-Facebook-940x788-1-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220309T173000
DTEND;TZID=America/New_York:20220309T193000
DTSTAMP:20260602T184220
CREATED:20220217T143244Z
LAST-MODIFIED:20220309T182035Z
UID:4708-1646847000-1646854200@cfanorthcarolina.org
SUMMARY:Triangle Networking-Bowstring Pizza and Brewyard
DESCRIPTION: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 welcome to join us for this free\, networking event! Please RSVP and let us know if you can attend.
URL:https://cfanorthcarolina.org/event/triangle-networking-bowstring-pizza-and-brewyard/
LOCATION:Bowstring Pizza and Brewyard\, 1930 Wake Forest Road\, Raleigh\, North Carolina\, 27608
CATEGORIES:Networking
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2022/02/Copy-of-CFANC-Facebook-940x788-1-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220315T180000
DTEND;TZID=America/New_York:20220315T193000
DTSTAMP:20260602T184220
CREATED:20220301T145159Z
LAST-MODIFIED:20220302T204456Z
UID:4766-1647367200-1647372600@cfanorthcarolina.org
SUMMARY:Real Estate: What May be in Store for the Frothy US Housing Market
DESCRIPTION: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\, to home ownership\, the residential real estate world is on lots of people’s minds. Hear insights from Ivy Zelman\, CEO of Zelman Associates\, a preeminent boutique research and investment firm dedicated exclusively to the housing industry. Ivy is a nationally recognized expert in the industry. Ivy’s presentation will be followed by a conversation between Ivy and Eric Sussman\, adjunct professor in accounting and real estate at UCLA Anderson and founding partner at Clear Capital\, LLC. \n\n\n\nThis event is in collaboration with the 16 Western Region CFA Societies. \n\n\n\n$10 discount using code: 2022WRCFA
URL:https://cfanorthcarolina.org/event/real-estate-what-may-be-in-store-for-the-frothy-us-housing-market/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2022/03/Copy-of-CFANC-Facebook-940x788-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220316T173000
DTEND;TZID=America/New_York:20220316T193000
DTSTAMP:20260602T184220
CREATED:20220215T203633Z
LAST-MODIFIED:20220215T203635Z
UID:4679-1647451800-1647459000@cfanorthcarolina.org
SUMMARY:Charlotte Networking-Petty Thieves Brewing Company
DESCRIPTION: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 welcome to join us for this free\, networking event! Please RSVP and let us know if you can attend.
URL:https://cfanorthcarolina.org/event/charlotte-networking-petty-thieves-brewing-company/
LOCATION:Petty Thieves Brewing Company\, 413 Dalton Avenue\, Suite B\, Charlotte\, North Carolina\, 28206
CATEGORIES:Networking
ATTACH;FMTTYPE=image/jpeg:https://cfanorthcarolina.org/wp-content/uploads/2022/02/Copy-of-CFANC-Facebook-940x788-2.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220319T130000
DTEND;TZID=America/New_York:20220319T140000
DTSTAMP:20260602T184220
CREATED:20220225T203451Z
LAST-MODIFIED:20220225T203452Z
UID:4752-1647694800-1647698400@cfanorthcarolina.org
SUMMARY:Candidates: Level II Exam Problem Solving
DESCRIPTION: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 test their skills\, learn how to solve answers quickly and efficiently\, and get better prepared for the actual exam. This workshop will provide you a list of practice problems that you should be done prior to the session. Attend this session with questions and ready to take a comprehensive look at how to solve each of these problems.
URL:https://cfanorthcarolina.org/event/candidates-level-ii-exam-problem-solving/
CATEGORIES:Candidate Focused Event,Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2022/02/Copy-of-CFANC-Facebook-940x788-7.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220322T120000
DTEND;TZID=America/New_York:20220322T130000
DTSTAMP:20260602T184220
CREATED:20220309T181725Z
LAST-MODIFIED:20220323T141129Z
UID:4820-1647950400-1647954000@cfanorthcarolina.org
SUMMARY:What If Your Mother Knew What You Did? Experts Discuss Ethics in the Financial Services Industry
DESCRIPTION: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 financial services industry. We will explore the legal\, behavioral\, and cultural perspectives.
URL:https://cfanorthcarolina.org/event/what-if-your-mother-knew-what-you-did-experts-discuss-ethics-in-the-financial-services-industry/
CATEGORIES:Monthly Meeting,Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2022/03/Copy-of-CFANC-Facebook-940x788-6-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220322T123000
DTEND;TZID=America/New_York:20220322T132000
DTSTAMP:20260602T184220
CREATED:20220301T145501Z
LAST-MODIFIED:20220301T145502Z
UID:4768-1647952200-1647955200@cfanorthcarolina.org
SUMMARY:World Water Day: Investing in our Most Valuable Resource
DESCRIPTION: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 in the space. They will examine water consumption patterns\, climate change\, supply disruptions\, and what the private sector can do via infrastructure investment to bring balance to the supply/demand gap of this precious resource. Topics include: \n\n\n\nWater consumption has increased by more than 150% in the past five decades worldwide yet supply—mainly from rainwater—remains unevenly distributed\, leaving few choices to address water shortages.The need for water-related investment over the next decade is worldwide. In Europe and the United States alone\, billions of dollars will be spent on water infrastructure where demand for water is outpacing supply\, driven by population growth\, expansion of agriculture\, and more water-intensive consumption as living standards continue to rise.The Global Water Crisis is so severe-a third of the world’s population lacks access to safe drinking water- that the United Nations lists “Ensuring access to water and sanitation for all” as one of its 17 Sustainable Development Goals. Achieving that goal requires a massive buildout of infrastructure driven by thoughtful management of investment capital.Climate change is exacerbating water challenges as we experience more severe weather patterns\, prolonged droughts\, flooding\, and unseasonal temperatures. As a result\, places that once had adequate water (including our own California and other Western States) may now require significant infrastructure upgrades to meet individual and industrial needs.\n\n\n\nThis event is offered in partnership with Virtus.
URL:https://cfanorthcarolina.org/event/world-water-day-investing-in-our-most-valuable-resource/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2022/03/Copy-of-CFANC-Facebook-940x788-8.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220323T170000
DTEND;TZID=America/New_York:20220323T190000
DTSTAMP:20260602T184220
CREATED:20220217T165940Z
LAST-MODIFIED:20220217T165942Z
UID:4714-1648054800-1648062000@cfanorthcarolina.org
SUMMARY:Triad Networking-Print Works Bistro
DESCRIPTION: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 welcome to join us for this free\, networking event! Please RSVP and let us know if you can attend.
URL:https://cfanorthcarolina.org/event/triad-networking-print-works-bistro/
LOCATION:Print Works Bistro
CATEGORIES:Networking
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2022/02/Copy-of-CFANC-Facebook-940x788-4-4.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220324T080000
DTEND;TZID=America/New_York:20220324T090000
DTSTAMP:20260602T184220
CREATED:20220128T143327Z
LAST-MODIFIED:20220128T143328Z
UID:4567-1648108800-1648112400@cfanorthcarolina.org
SUMMARY:CEO's Insights: Analyzing Global Earnings Calls at Big Data Scale
DESCRIPTION: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 be used to analyze a variety of data sources\, including company news\, earnings calls\, and even social media. The output from these models can be used for stock selection with varying time horizons and degrees of alpha capture. Join this webinar to explore these machine learning techniques to analyze global earnings calls.
URL:https://cfanorthcarolina.org/event/ceos-insights-analyzing-global-earnings-calls-at-big-data-scale/
CATEGORIES:Virtual,Webinar
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2022/01/Copy-of-CFANC-Facebook-940x788-1-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220330T080000
DTEND;TZID=America/New_York:20220330T090000
DTSTAMP:20260602T184220
CREATED:20220211T203726Z
LAST-MODIFIED:20220222T163721Z
UID:4652-1648627200-1648630800@cfanorthcarolina.org
SUMMARY:Triad - Get Invested\, Not Committed\, with Private Equity Secondaries
DESCRIPTION: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 and direct co-investments\, the tools used by the largest institutions to immediately add broadly diversified private asset exposure.  \n\n\n\nHow can your clients gain access to the same high quality private market investments as some of the largest institutions in the world?  \n\n\n\nJoin us in a conversation with Bob Long\, CEO of Conversus\, a StepStone company that will focus on how the evolution of the private markets is creating opportunities to level the playing field. The conversation will be focused on the following topics: \n\n\n\n\n • Overview of the PE Secondaries Market  \n\n\n\n• Leveraging Secondaries to Mitigate the PE J-Curve  \n\n\n\n• Opportunities in Co-Investments  \n\n\n\n• Evolution of ’40 Act Private Market Landscape \n\n\n\n\nSpeaker: Bob Long\, CEO Conversus\n\n\n\nMr. Long is the CEO of Conversus. Mr. Long has three decades of experience in the private markets and has led investment teams for global firms in both the general partner and limited partner role. He has served as the CEO of two publicly-traded companies focused on expanding private market access for high net worth investors. Prior to Conversus\, Mr. Long was the CEO of OHA Investment Corporation\, a publicly-traded specialty finance company. Previously\, he co-founded Conversus Capital\, the largest publicly traded fund of third-party private equity funds with $3 billion of AUM and served as its CEO. Previously\, Mr. Long led Bank of America’s $7 billion strategic capital division. Early in his career\, Mr. Long served as the lead in-house counsel for a large portion of Bank of America’s Investment Banking Division and worked as a securities lawyer for a major law firm. A recognized industry leader\, Mr. Long was named one of 50 “GameChangers” by Private Equity International\, has been profiled in the WSJ\, and hosted CNBC Squawk Box Europe on numerous occasions. He is a founding Director of the Defined Contribution Alternatives Association and chairs its Public Policy Committee. Mr. Long received his BA from the University of North Carolina at Chapel Hill and his JD from the University of Virginia. Mr. Long has served on board of the Children’s Home Society of North Carolina and is active supporter of adoption organizations.
URL:https://cfanorthcarolina.org/event/get-invested-not-committed-with-private-equity-secondaries/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2022/02/Copy-of-CFANC-Facebook-940x788-2-5.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220330T120000
DTEND;TZID=America/New_York:20220330T130000
DTSTAMP:20260602T184220
CREATED:20220211T204342Z
LAST-MODIFIED:20220720T132733Z
UID:4655-1648641600-1648645200@cfanorthcarolina.org
SUMMARY:Triangle - Get Invested\, Not Committed\, with Private Equity Secondaries
DESCRIPTION: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 and direct co-investments\, the tools used by the largest institutions to immediately add broadly diversified private asset exposure.  \n\n\n\nHow can your clients gain access to the same high quality private market investments as some of the largest institutions in the world?  \n\n\n\nJoin us in a conversation with Bob Long\, CEO of Conversus\, a StepStone company that will focus on how the evolution of the private markets is creating opportunities to level the playing field. The conversation will be focused on the following topics: \n\n\n\n\n • Overview of the PE Secondaries Market  \n\n\n\n• Leveraging Secondaries to Mitigate the PE J-Curve  \n\n\n\n• Opportunities in Co-Investments  \n\n\n\n• Evolution of ’40 Act Private Market Landscape \n\n\n\n\n\n\n\n\nSpeaker: Bob Long CEO\, Conversus \n\n\n\nMr. Long is the CEO of Conversus. Mr. Long has three decades of experience in the private markets and has led investment teams for global firms in both the general partner and limited partner role. He has served as the CEO of two publicly-traded companies focused on expanding private market access for high net worth investors. Prior to Conversus\, Mr. Long was the CEO of OHA Investment Corporation\, a publicly-traded specialty finance company. Previously\, he co-founded Conversus Capital\, the largest publicly traded fund of third-party private equity funds with $3 billion of AUM and served as its CEO. Previously\, Mr. Long led Bank of America’s $7 billion strategic capital division. Early in his career\, Mr. Long served as the lead in-house counsel for a large portion of Bank of America’s Investment Banking Division and worked as a securities lawyer for a major law firm. A recognized industry leader\, Mr. Long was named one of 50 “GameChangers” by Private Equity International\, has been profiled in the WSJ\, and hosted CNBC Squawk Box Europe on numerous occasions. He is a founding Director of the Defined Contribution Alternatives Association and chairs its Public Policy Committee. Mr. Long received his BA from the University of North Carolina at Chapel Hill and his JD from the University of Virginia. Mr. Long has served on board of the Children’s Home Society of North Carolina and is active supporter of adoption organizations.
URL:https://cfanorthcarolina.org/event/triangle-get-invested-not-committed-with-private-equity-secondaries/
LOCATION:Flemings Steakhouse\, Crabtree Valley Mall\, Glenwood Ave #5004\, Raleigh\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2022/02/Copy-of-CFANC-Facebook-940x788-2-5.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220331T120000
DTEND;TZID=America/New_York:20220331T130000
DTSTAMP:20260602T184220
CREATED:20220211T204943Z
LAST-MODIFIED:20220222T163855Z
UID:4658-1648728000-1648731600@cfanorthcarolina.org
SUMMARY:Charlotte - Get Invested\, Not Committed\, with Private Equity Secondaries
DESCRIPTION: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 and direct co-investments\, the tools used by the largest institutions to immediately add broadly diversified private asset exposure.  \n\n\n\nHow can your clients gain access to the same high quality private market investments as some of the largest institutions in the world?  \n\n\n\nJoin us in a conversation with Bob Long\, CEO of Conversus\, a StepStone company that will focus on how the evolution of the private markets is creating opportunities to level the playing field. The conversation will be focused on the following topics: \n\n\n\n\n • Overview of the PE Secondaries Market  \n\n\n\n• Leveraging Secondaries to Mitigate the PE J-Curve  \n\n\n\n• Opportunities in Co-Investments  \n\n\n\n• Evolution of ’40 Act Private Market Landscape \n\n\n\n\n\n\n\n\nSpeaker: Bob Long\, CEO Conversus \n\n\n\nMr. Long is the CEO of Conversus. Mr. Long has three decades of experience in the private markets and has led investment teams for global firms in both the general partner and limited partner role. He has served as the CEO of two publicly-traded companies focused on expanding private market access for high net worth investors. Prior to Conversus\, Mr. Long was the CEO of OHA Investment Corporation\, a publicly-traded specialty finance company. Previously\, he co-founded Conversus Capital\, the largest publicly traded fund of third-party private equity funds with $3 billion of AUM and served as its CEO. Previously\, Mr. Long led Bank of America’s $7 billion strategic capital division. Early in his career\, Mr. Long served as the lead in-house counsel for a large portion of Bank of America’s Investment Banking Division and worked as a securities lawyer for a major law firm. A recognized industry leader\, Mr. Long was named one of 50 “GameChangers” by Private Equity International\, has been profiled in the WSJ\, and hosted CNBC Squawk Box Europe on numerous occasions. He is a founding Director of the Defined Contribution Alternatives Association and chairs its Public Policy Committee. Mr. Long received his BA from the University of North Carolina at Chapel Hill and his JD from the University of Virginia. Mr. Long has served on board of the Children’s Home Society of North Carolina and is active supporter of adoption organizations.
URL:https://cfanorthcarolina.org/event/charlotte-get-invested-not-committed-with-private-equity-secondaries/
LOCATION:Morton’s the Steakhouse\, 227 W Trade St #150\, Charlotte\, NC\, 28202\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2022/02/Copy-of-CFANC-Facebook-940x788-2-5.png
END:VEVENT
END:VCALENDAR