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X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART;TZID=America/New_York:20220407T190000
DTEND;TZID=America/New_York:20220407T203000
DTSTAMP:20260602T174157
CREATED:20220225T203752Z
LAST-MODIFIED:20220225T203754Z
UID:4755-1649358000-1649363400@cfanorthcarolina.org
SUMMARY:Candidates: Overview of the Global Investment Performance Standard (GIPS)
DESCRIPTION:If you’re a Level III Candidate looking for a better breakdown on Global Investment Performance Standards (GIPS®)\, or if you’re looking to learn how to best apply the GIPS Standards or get the most out of them for your firm and clients\, then this event is for you.
URL:https://cfanorthcarolina.org/event/candidates-overview-of-the-global-investment-performance-standard-gips/
CATEGORIES:Candidate Focused Event,Virtual
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220413T160000
DTEND;TZID=America/New_York:20220413T170000
DTSTAMP:20260602T174157
CREATED:20220202T190741Z
LAST-MODIFIED:20220202T190743Z
UID:4588-1649865600-1649869200@cfanorthcarolina.org
SUMMARY:CWIM Quarterly Book Club: "Master Mentors: 30 Transformative Insights from Our Greatest Minds"
DESCRIPTION:For busy professionals and lifelong learners seeking practical strategies for reaching new heights\, Master Mentors distills 30 essential learnings from top business minds and thought leaders of our time. \n\n\n\nAttendees will:  \n\n\n\n• Experience the incredible impact realized when you leverage key insights from the world’s most brilliant business and leadership thinkers.• Understand essential concepts like Seth Godin’s “Smallest Viable Market” principle or Karen Dillion’s “Deliberate vs. Emergent” strategy.• Reengage with their careers and lives in new\, exciting ways\, restoring their commitment to growth and leading to greater success. \n\n\n\nCapping a twenty-five-year career in which he served as chief marketing officer and executive vice president\, Scott Miller currently serves as FranklinCovey’s special advisor on thought leadership\, leading the strategy\, development\, and publication of the firm’s bestselling books and thought leadership. \n\n\n\nMiller hosts the FranklinCovey-sponsored On Leadership with Scott Miller\, the world’s largest and fastest-growing weekly leadership podcast\, reaching more than six million people. Miller also authors a leadership column for Inc.com\, hosted the weekly iHeartRadio show Great Life\, Great Career with Scott Miller\, and hosts and moderates FranklinCovey’s Bookclub.com series with world-renowned authors.
URL:https://cfanorthcarolina.org/event/cwim-quarterly-book-club-master-mentors-30-transformative-insights-from-our-greatest-minds/
CATEGORIES:Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220419T120000
DTEND;TZID=America/New_York:20220419T131500
DTSTAMP:20260602T174157
CREATED:20220222T165148Z
LAST-MODIFIED:20220720T132656Z
UID:4727-1650369600-1650374100@cfanorthcarolina.org
SUMMARY:Charlotte-Inflation: The Transition from Transitory
DESCRIPTION:The US Federal Reserve has acknowledged that inflation will become stickier. Tim Paulson\, Investment Strategist\, will discuss factors that may influence inflation – and interest rates – in 2022 and beyond\, as well as the potential portfolio impacts for fixed income and equity investments. \n\n\n\nSpeaker: Timothy Paulson\n\n\n\nTim Paulson engages regularly with Lord Abbett’s clients around the world\, articulating the firm’s views on capital markets developments and practical applications of Lord Abbett investment strategies.  \n\n\n\nMr. Paulson joined Lord Abbett in 2014. He began his financial services career on the mortgage trading desk at Goldman Sachs. There\, he developed close working relationships with Goldman’s largest counterparties\, including hedge fund principals\, bank CIOs\, and senior buyside portfolio managers facilitating transactions and managing the market risk of their portfolios of mortgages\, treasuries\, and various mortgage and interest rate derivatives. Tim transitioned to a senior client services role in 2006\, assuming primary responsibility for some of the firm’s largest relationships and sharing real-time market analysis with money center banks\, large asset managers\, and government entities such as sovereign wealth funds and central banks. Known for his insightful market views and opinions\, he authored a bi-weekly “Market Thoughts” commentary that achieved a regular readership of thousands of institutional investors. He has worked in the financial services industry since 1998.  \n\n\n\nHe earned a BA in English from Haverford College and an MBA from Northwestern’s Kellogg School of Business.
URL:https://cfanorthcarolina.org/event/charlotte-inflation-the-transition-from-transitory/
LOCATION:Morton’s the Steakhouse\, 227 W Trade St #150\, Charlotte\, NC\, 28202\, United States
CATEGORIES:Monthly Meeting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220420T080000
DTEND;TZID=America/New_York:20220420T091500
DTSTAMP:20260602T174157
CREATED:20220222T165841Z
LAST-MODIFIED:20220222T170348Z
UID:4729-1650441600-1650446100@cfanorthcarolina.org
SUMMARY:Triad-Inflation: The Transition from Transitory
DESCRIPTION:The US Federal Reserve has acknowledged that inflation will become stickier. Tim Paulson\, Investment Strategist\, will discuss factors that may influence inflation – and interest rates – in 2022 and beyond\, as well as the potential portfolio impacts for fixed income and equity investments. \n\n\n\nSpeaker: Timothy Paulson\n\n\n\nTim Paulson engages regularly with Lord Abbett’s clients around the world\, articulating the firm’s views on capital markets developments and practical applications of Lord Abbett investment strategies. \n\n\n\nMr. Paulson joined Lord Abbett in 2014. He began his financial services career on the mortgage trading desk at Goldman Sachs. There\, he developed close working relationships with Goldman’s largest counterparties\, including hedge fund principals\, bank CIOs\, and senior buyside portfolio managers facilitating transactions and managing the market risk of their portfolios of mortgages\, treasuries\, and various mortgage and interest rate derivatives. Tim transitioned to a senior client services role in 2006\, assuming primary responsibility for some of the firm’s largest relationships and sharing real-time market analysis with money center banks\, large asset managers\, and government entities such as sovereign wealth funds and central banks. Known for his insightful market views and opinions\, he authored a bi-weekly “Market Thoughts” commentary that achieved a regular readership of thousands of institutional investors. He has worked in the financial services industry since 1998. \n\n\n\nHe earned a BA in English from Haverford College and an MBA from Northwestern’s Kellogg School of Business.
URL:https://cfanorthcarolina.org/event/triad-inflation-the-transition-from-transitory/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220420T120000
DTEND;TZID=America/New_York:20220420T131500
DTSTAMP:20260602T174157
CREATED:20220222T170723Z
LAST-MODIFIED:20220222T170724Z
UID:4732-1650456000-1650460500@cfanorthcarolina.org
SUMMARY:Triangle-Inflation: The Transition from Transitory
DESCRIPTION:The US Federal Reserve has acknowledged that inflation will become stickier. Tim Paulson\, Investment Strategist\, will discuss factors that may influence inflation – and interest rates – in 2022 and beyond\, as well as the potential portfolio impacts for fixed income and equity investments. \n\n\n\nSpeaker: Timothy Paulson\n\n\n\nTim Paulson engages regularly with Lord Abbett’s clients around the world\, articulating the firm’s views on capital markets developments and practical applications of Lord Abbett investment strategies. \n\n\n\nMr. Paulson joined Lord Abbett in 2014. He began his financial services career on the mortgage trading desk at Goldman Sachs. There\, he developed close working relationships with Goldman’s largest counterparties\, including hedge fund principals\, bank CIOs\, and senior buyside portfolio managers facilitating transactions and managing the market risk of their portfolios of mortgages\, treasuries\, and various mortgage and interest rate derivatives. Tim transitioned to a senior client services role in 2006\, assuming primary responsibility for some of the firm’s largest relationships and sharing real-time market analysis with money center banks\, large asset managers\, and government entities such as sovereign wealth funds and central banks. Known for his insightful market views and opinions\, he authored a bi-weekly “Market Thoughts” commentary that achieved a regular readership of thousands of institutional investors. He has worked in the financial services industry since 1998. \n\n\n\nHe earned a BA in English from Haverford College and an MBA from Northwestern’s Kellogg School of Business.
URL:https://cfanorthcarolina.org/event/triangle-inflation-the-transition-from-transitory/
LOCATION:Flemings Steakhouse\, Crabtree Valley Mall\, Glenwood Ave #5004\, Raleigh\, NC\, United States
CATEGORIES:Monthly Meeting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220421T080000
DTEND;TZID=America/New_York:20220421T163000
DTSTAMP:20260602T174157
CREATED:20220318T172908Z
LAST-MODIFIED:20220318T172910Z
UID:4856-1650528000-1650558600@cfanorthcarolina.org
SUMMARY:CFA Society Washington DC: 4th Annual ESG Summit
DESCRIPTION:CFA Society Washington\, DC invites you to hear from 20+ ESG stakeholders\, including Gillian Tett\, Jeffrey Eckel\, and Geeta Aiyer\, CFA\, at the 4th Annual ESG Asset Summit\, on April 21\, 2022 in Washington\, DC. Investment professionals will not want to miss this exciting\, full-day\, in-person conference.
URL:https://cfanorthcarolina.org/event/cfa-society-washington-dc-4th-annual-esg-summit/
CATEGORIES:Special Invitation for CFANC Members
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220421T120000
DTEND;TZID=America/New_York:20220421T130000
DTSTAMP:20260602T174157
CREATED:20220318T172151Z
LAST-MODIFIED:20220318T172153Z
UID:4852-1650542400-1650546000@cfanorthcarolina.org
SUMMARY:Everything You Need to Know About ESG
DESCRIPTION:As society continues to progress in making socially conscious decisions\, attention has increasingly become directed towards improving Environmental\, Social\, and Corporate Governance standards and rightfully so. The investment industry is no exception. As ESG considerations continue to gain traction\, the desire to do the right thing while doing the profitable thing has become more of a reality than it ever was. The CFA Institute has recognized the need to support these valuable societal developments and is now proud to offer a Certificate in ESG Investing. The Institute has also developed ESG Disclosure Standards for Investment Products to help guide institutions and industry professionals. \n\n\n\nJoin us as Chris Fidler of the CFA Institute introduce us to the new Certificate and Disclosure Standards. 
URL:https://cfanorthcarolina.org/event/everything-you-need-to-know-about-esg/
CATEGORIES:Monthly Meeting,Virtual
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220421T180000
DTEND;TZID=America/New_York:20220421T190000
DTSTAMP:20260602T174157
CREATED:20220406T185756Z
LAST-MODIFIED:20220406T190516Z
UID:4869-1650564000-1650567600@cfanorthcarolina.org
SUMMARY:CIO Investment Leadership Series:  Private Credit Strategies for the Future
DESCRIPTION:CFA Society Los Angeles’ CIO Investment Leadership Series is back with its 6th installment and first of 2022! With public fixed income returns under significant pressure due to low yields and concerns of rising interest rates and inflation\, asset allocators are turning to private credit strategies as a solution. Join leading CIOs with expertise in fixed income to learn: \n\n\n\nWhy private credit is currently regarded as the asset class du jour by many capital allocatorsFloating rate private credit strategies as an inflation hedgeWhat private credit strategies provide high income\, diversification\, and capital protectionWhere different types of private credit strategies fit in an allocator’s portfolioHow private credit is used to diversify a portfolioThe most attractive emerging (or niche) credit strategies that institutions should considerHow allocators can source the best emerging private credit managers
URL:https://cfanorthcarolina.org/event/cio-investment-leadership-series-private-credit-strategies-for-the-future/
CATEGORIES:Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220423T130000
DTEND;TZID=America/New_York:20220423T143000
DTSTAMP:20260602T174157
CREATED:20220225T204029Z
LAST-MODIFIED:20220225T204031Z
UID:4757-1650718800-1650724200@cfanorthcarolina.org
SUMMARY:Candidates: Level III Exam Essay Writing Workshop
DESCRIPTION:Are you ready for the Level III CFA Exam? How about the Essay Portion? Knowing the best strategies and methods on how to answer essay questions is almost as important as knowing the actual CFA curriculum content\, and a lot of candidates don’t take the necessary time to prepare.  \n\n\n\nPlease join Glen Holden\, Jr.\, CFA as he guides you through the essay writing process of the Level III CFA Exam. This workshop will take you through the CFA Institute Essay Grading Methodology\, Test Taking Tips\, and Pitfalls that can occur during the Level III Exam.
URL:https://cfanorthcarolina.org/event/candidates-level-iii-exam-essay-writing-workshop/
CATEGORIES:Candidate Focused Event,Virtual
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