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X-WR-CALNAME:CFA Society North Carolina
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X-WR-CALDESC:Events for CFA Society North Carolina
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230301T180000
DTEND;TZID=America/New_York:20230303T200000
DTSTAMP:20260602T054912
CREATED:20230206T203437Z
LAST-MODIFIED:20230206T203439Z
UID:5496-1677693600-1677873600@cfanorthcarolina.org
SUMMARY:Introduction to Python for Business and Finance
DESCRIPTION:Python is a high-level\, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact\, it is one of the most in-demand programming languages today. \n\n\n\nLearning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity\, Python is a common first programming language for business and finance individuals. \n\n\n\nBut\, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. \n\n\n\nThis virtual\, interactive class will be held over three sessions on March 1-3 in the evening\, see the course schedule below for details. The course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game. \n\n\n\nWhat This Course Offers:\n\n\n\n\nA solid Python foundation\n\n\n\nHands-on Python programming experience\n\n\n\nOverview of different development environments\n\n\n\nOverview of popular Python libraries\n\n\n\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\n\n\n\nAn engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experience.\n\n\n\n\nWho is This For:\n\n\n\nThis course is relevant for any professionals who want to gain a hands-on introduction to Python. \n\n\n\nView the full Introduction to Python Course Curriculum.\n\n\n\nSchedule\n\n\n\n\nMarch 1- 6:00-8:30 PM\n\n\n\nMarch 2- 6:00-8:30 PM\n\n\n\nMarch 3- 6:00-8:00 PM
URL:https://cfanorthcarolina.org/event/introduction-to-python-for-business-and-finance/
CATEGORIES:Co-Sponsored Event,Webinar
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/02/Copy-of-CFANC-Facebook-940x788-48.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230308T120000
DTEND;TZID=America/New_York:20230308T131500
DTSTAMP:20260602T054912
CREATED:20230210T145100Z
LAST-MODIFIED:20230606T124921Z
UID:5505-1678276800-1678281300@cfanorthcarolina.org
SUMMARY:CLT - Before It’s Too Late: Using Lumber And Gold To Actively Manage Stocks And Bonds
DESCRIPTION:Michael A. Gayed authored five award-winning white papers on stock market anomalies from 2014 to 2020\, one of which is the 2015 Founders Award study titled “Lumber: Worth Its Weight in Gold Offense and Defense in Active Portfolio Management.” His paper documents how Lumber and Gold can be used as signals for managing investment portfolios. This eye-opening research focuses on the predictive power of two seemingly unrelated commodities which provide important information on the economic cycle\, and risk-seeking behavior in various assets. His work has important implications for both asset allocators and active managers. \n\n\n\nBiography: Michael A. Gayed is Portfolio Manager at Tidal Financial Group\, an investment management company specializing in ETF focused research\, investment strategies and services designed for financial advisors\, RIAs\, family offices and investment managers. \n\n\n\nPrior to Tidal Financial Group\, Michael was the Co-Portfolio Manager and Chief Investment Strategist at Pension Partners\, LLC\, an investment advisor managing mutual funds and separate accounts. \n\n\n\nHe is the author of five award-winning research papers on market anomalies and investing. Michael was an active contributor to MarketWatch for a number of years and has been interviewed on CNBC\, Bloomberg\, and Fox Business\, as well as the Wall Street Journal Live for his unique approach to interpreting market movements. \n\n\n\nMichael earned his Bachelor of Science degree with a double major in Finance & Management at NYU Stern School of Business. Michael became a CFA Charterholder in 2008.
URL:https://cfanorthcarolina.org/event/clt-before-its-too-late-using-lumber-and-gold-to-actively-manage-stocks-and-bonds-2/
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/2023/02/Copy-of-CFANC-Facebook-940x788-52.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230309T080000
DTEND;TZID=America/New_York:20230309T091500
DTSTAMP:20260602T054912
CREATED:20230210T154449Z
LAST-MODIFIED:20230210T154451Z
UID:5507-1678348800-1678353300@cfanorthcarolina.org
SUMMARY:Triad - Before It’s Too Late: Using Lumber And Gold To Actively Manage Stocks And BondsTriad -
DESCRIPTION:Michael A. Gayed authored five award-winning white papers on stock market anomalies from 2014 to 2020\, one of which is the 2015 Founders Award study titled “Lumber: Worth Its Weight in Gold Offense and Defense in Active Portfolio Management.” His paper documents how Lumber and Gold can be used as signals for managing investment portfolios. This eye-opening research focuses on the predictive power of two seemingly unrelated commodities which provide important information on the economic cycle\, and risk-seeking behavior in various assets. His work has important implications for both asset allocators and active managers. \n\n\n\nBiography: Michael A. Gayed is Portfolio Manager at Tidal Financial Group\, an investment management company specializing in ETF focused research\, investment strategies and services designed for financial advisors\, RIAs\, family offices and investment managers. \n\n\n\nPrior to Tidal Financial Group\, Michael was the Co-Portfolio Manager and Chief Investment Strategist at Pension Partners\, LLC\, an investment advisor managing mutual funds and separate accounts. \n\n\n\nHe is the author of five award-winning research papers on market anomalies and investing. Michael was an active contributor to MarketWatch for a number of years and has been interviewed on CNBC\, Bloomberg\, and Fox Business\, as well as the Wall Street Journal Live for his unique approach to interpreting market movements. \n\n\n\nMichael earned his Bachelor of Science degree with a double major in Finance & Management at NYU Stern School of Business. Michael became a CFA Charterholder in 2008.
URL:https://cfanorthcarolina.org/event/triad-before-its-too-late-using-lumber-and-gold-to-actively-manage-stocks-and-bondstriad/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/02/Copy-of-CFANC-Facebook-940x788-52.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230309T120000
DTEND;TZID=America/New_York:20230309T131500
DTSTAMP:20260602T054912
CREATED:20230210T154857Z
LAST-MODIFIED:20230310T210039Z
UID:5509-1678363200-1678367700@cfanorthcarolina.org
SUMMARY:Triangle - Before It’s Too Late: Using Lumber And Gold To Actively Manage Stocks And BondsTriangle -
DESCRIPTION:Michael A. Gayed authored five award-winning white papers on stock market anomalies from 2014 to 2020\, one of which is the 2015 Founders Award study titled “Lumber: Worth Its Weight in Gold Offense and Defense in Active Portfolio Management.” His paper documents how Lumber and Gold can be used as signals for managing investment portfolios. This eye-opening research focuses on the predictive power of two seemingly unrelated commodities which provide important information on the economic cycle\, and risk-seeking behavior in various assets. His work has important implications for both asset allocators and active managers. \n\n\n\nBiography: Michael A. Gayed is Portfolio Manager at Tidal Financial Group\, an investment management company specializing in ETF focused research\, investment strategies and services designed for financial advisors\, RIAs\, family offices and investment managers. \n\n\n\nPrior to Tidal Financial Group\, Michael was the Co-Portfolio Manager and Chief Investment Strategist at Pension Partners\, LLC\, an investment advisor managing mutual funds and separate accounts. \n\n\n\nHe is the author of five award-winning research papers on market anomalies and investing. Michael was an active contributor to MarketWatch for a number of years and has been interviewed on CNBC\, Bloomberg\, and Fox Business\, as well as the Wall Street Journal Live for his unique approach to interpreting market movements. \n\n\n\nMichael earned his Bachelor of Science degree with a double major in Finance & Management at NYU Stern School of Business. Michael became a CFA Charterholder in 2008.
URL:https://cfanorthcarolina.org/event/triangle-before-its-too-late-using-lumber-and-gold-to-actively-manage-stocks-and-bondstriangle/
LOCATION:Flemings Steakhouse – Crabtree location\, Glenwood Ave #5004\, Raleigh\, NC\, 27612\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/02/Copy-of-CFANC-Facebook-940x788-52.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230315T180000
DTEND;TZID=America/New_York:20230317T200000
DTSTAMP:20260602T054912
CREATED:20230206T204054Z
LAST-MODIFIED:20230206T204056Z
UID:5499-1678903200-1679083200@cfanorthcarolina.org
SUMMARY:Introduction to Data Science for Finance
DESCRIPTION:The amount of data available to organizations and individuals is unprecedented. Financial services sectors\, including securities & investment services and banking\, have the most digital data stored per firm on average. As a result\, financial companies have been on an innovation and technology push to create new\, disruptive technologies that can maximize use of these data assets to solve some of the industry’s toughest problems. \n\n\n\nThis virtual\, interactive class will be held over three sessions on March 15-17th (see the schedule below for details) provides a structured teaching environment where students learn classic data science methods\, which are used as the bases for many financial technologies. At the end of the workshop\, course participants will have applied the Python programming language and essential data science techniques to solve complex finance problems. Specific areas in finance where the data science skills acquired from this course can be effectively applied include: sentiment analysis\, advanced time series analysis\, risk management\, real-time pricing and economic data analysis\, customer segmentation analysis\, and machine learning algorithm creation for financial technologies. \n\n\n\nWhat This Course Offers:\n\n\n\n\nAn overview of data science methods relevant to finance and fintech\n\n\n\nExplanation of the hype around data science\, machine learning & big data\n\n\n\nHands-on Python programming experience\n\n\n\nUnderstanding of effective data visualization techniques using Python\n\n\n\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\n\n\n\nAn engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experiences\n\n\n\n\nWho Is This For:\n\n\n\nThis course is relevant for professionals who want to gain a hands-on introduction to essential data science methods that are utilized in finance and fintech. \n\n\n\n*Please note that you must have introductory Python programming skills before attending this workshop. Cognitir offers an online Introduction to Python course that you can enroll in and complete if you don’t have basic Python skills. Our specific introductory Python course is not required; any introductory course is fine. You must have basic Python skills before the start of this data science workshop. \n\n\n\nView the full Introduction to Data Science for Finance Curriculum \n\n\n\nSchedule:\n\n\n\n\nMarch 15- 6:00-8:30 PM\n\n\n\nMarch 16- 6:00-8:30 PM\n\n\n\nMarch 17- 6:00-8:00 PM
URL:https://cfanorthcarolina.org/event/introduction-to-data-science-for-finance/
CATEGORIES:Co-Sponsored Event,Webinar
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/02/Copy-of-CFANC-Facebook-940x788-49.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230321T170000
DTEND;TZID=America/New_York:20230321T190000
DTSTAMP:20260602T054912
CREATED:20230215T191628Z
LAST-MODIFIED:20230215T191630Z
UID:5518-1679418000-1679425200@cfanorthcarolina.org
SUMMARY:Triangle Networking Event
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-event/
LOCATION:R&D Brewing-Seven Saturdays Taproom\, 1399 Capital Blvd\, Raleigh\, North Carolina\, 27603\, United States
CATEGORIES:Networking
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/02/Networking-Event.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230322T170000
DTEND;TZID=America/New_York:20230322T190000
DTSTAMP:20260602T054912
CREATED:20230213T215337Z
LAST-MODIFIED:20230217T140550Z
UID:5513-1679504400-1679511600@cfanorthcarolina.org
SUMMARY:Triad Networking
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-2/
LOCATION:Incendiary Brewing Company\, 486 N. Patterson Avenue\, #105\, Winston Salem\, North Carolina\, 27101
CATEGORIES:Networking
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/02/Copy-of-CFANC-Facebook-940x788-54.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230322T180000
DTEND;TZID=America/New_York:20230324T200000
DTSTAMP:20260602T054912
CREATED:20230206T204802Z
LAST-MODIFIED:20230206T204804Z
UID:5502-1679508000-1679688000@cfanorthcarolina.org
SUMMARY:Data Visualization and Business Analytics with Microsoft Power BI Training Course
DESCRIPTION:Strong data culture is a sine qua non for effective organizations in the digital age\, and proprietary data insights are increasingly becoming the most important asset such organizations can accrue. Additionally\, firms that are invested in crafting a compelling\, authentic narrative from their data are uniquely positioned to establish enduring brands\, often thriving in the dynamic markets and uncertain times we find ourselves in. When it comes to communicating such insights in service of a great mission or brand\, there are few things that can beat a striking data visualization. \n\n\n\nThis virtual\, interactive class will be held over three sessions on March 22-24th\, see details in the schedule below. Over the duration of this course\, we invite participants to explore an exciting and extensible data visualization framework (Microsoft Power BI) that allows finance and business professionals to create reports and dashboards on top of their existing data products. Participants will learn how to gather relevant data from sample spreadsheets\, overcome common data preparation obstacles\, and build an interactive dashboard they can publish to the web. \n\n\n\nAt the conclusion of the workshop\, participants will have developed their own web dashboard that they can readily adapt to their own professional contexts\, and which they can then use to obtain better insights into their own work and/or share it with their co-workers. \n\n\n\nWhat This Course Offers:\n\n\n\n\nHands-on data visualization experience Microsoft Power BI and its Power Query engine\n\n\n\nEvery participant leaves with a working dashboard that they can connect to theirorganization’s data sources\n\n\n\nInsights on how best to automate tedious data workflows with web dashboards\n\n\n\nOverview of data sourcing\, preparation\, and visualization pitfalls\n\n\n\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year An engaging and practical training approach with a qualified instructor with relevanttechnical\, business\, and educational experiences\n\n\n\n\nWho This Is For:\n\n\n\nThe target audience for this course is finance and business professionals\, but the skills we teach here are transferable across many disciplines. \n\n\n\nPrerequisites:\n\n\n\nThere are no prerequisites for this course\, though some may find it helpful to have experience with Microsoft Excel and Power Query\, as Power BI uses similar formulas and frameworks. \n\n\n\nView the full Intro to Data Visualization and Business Analytics with Microsoft Power BI Curriculum.\n\n\n\nSchedule:\n\n\n\n\nMarch 22- 6:00-8:30 PM\n\n\n\nMarch 23- 6:00-8:30 PM\n\n\n\nMarch 24- 6:00-8:00 PM
URL:https://cfanorthcarolina.org/event/data-visualization-and-business-analytics-with-microsoft-power-bi-training-course/
CATEGORIES:Co-Sponsored Event,Webinar
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/02/Copy-of-CFANC-Facebook-940x788-51.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230323T173000
DTEND;TZID=America/New_York:20230323T193000
DTSTAMP:20260602T054912
CREATED:20230220T143633Z
LAST-MODIFIED:20230220T143635Z
UID:5524-1679592600-1679599800@cfanorthcarolina.org
SUMMARY:Charlotte Networking Event
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-event/
LOCATION:The Olde Mecklenburg Brewery and Biergarten\, 4150 Yancey Road\, Charlotte\, North Carolina\, 28217
CATEGORIES:Networking
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/02/Networking-Event-1.png
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