Calendar of Events
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1 event,
Fixed Income Series
This workshop series is designed for those seeking to gain a broader understanding of fixed income strategies. A sound understanding of fixed income markets and
2 events,
Charlotte Networking-Town Brewing Company
Charlotte Networking-Town Brewing Company
Please join us for our next networking event in Charlotte. All members, candidates, and friends of the society are welcome! While there is no charge
1 event,
1 event,
1 event,
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1 event,
1 event,
2 events,
First Annual Collaborative Women in Investment Management Global Summit
First Annual Collaborative Women in Investment Management Global Summit
Collaborative WIM is honored to highlight an incredible lineup of truly outstanding finance executives and diverse experts for your professional and personal advancement. Thank you
1 event,
1 event,
1 event,
1 event,
2 events,
Virtual-Are You Deal Ready? Assessing M & A in the RIA Industry
Virtual-Are You Deal Ready? Assessing M & A in the RIA Industry
In 2021, M&A deals in the RIA space set a record. Now that we are in 2022 and there are questions around capital markets and
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1 event,
CLT-Holiday Networking
CLT-Holiday Networking
Cheers to 2022! Whether you have a lot to celebrate (earning your Charter, starting with a new firm) or just want to catch up with
1 event,
Triad-Holiday Networking Social
Triad-Holiday Networking Social
Cheers to 2022! Whether you have a lot to celebrate (earning your Charter, starting with a new firm) or just want to catch up with
1 event,
CLT-Energy Complex(ity): A Look at 2023 and Beyond
CLT-Energy Complex(ity): A Look at 2023 and Beyond
This event is co-sponsored by CFA NC, CAIA Turmoil or transition? Or a little of both? Energy markets have been on a wild ride throughout
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