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X-ORIGINAL-URL:https://cfanorthcarolina.org
X-WR-CALDESC:Events for CFA Society North Carolina
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230503T120000
DTEND;TZID=America/New_York:20230503T131500
DTSTAMP:20260602T034051
CREATED:20230315T204904Z
LAST-MODIFIED:20230504T154445Z
UID:5579-1683115200-1683119700@cfanorthcarolina.org
SUMMARY:Triangle-Markets Tug of War
DESCRIPTION:With the World’s two largest economies pulling in opposite direction\, the US working to slow demand and China working to rebuild after 3 years lost\, markets are sure to be pulled in an ongoing tug of war between growth\, inflation\, and rate expectations. Risk appetite\, rates\, credit\, equities and regions will all likely continue to experience continued market volatility no matter our desire for some semblance of normalcy following the pandemic. As we enter the new phase of the markets in the 2nd half of 2023\, we will discuss risks and opportunities across asset classes. \n\n\n\nSpeaker Bio: Dan Gerard\, Senior Multi-Asset Strategist\, State Street Global Markets Team \n\n\n\nDan Gerard is a Senior Multi-Asset Strategist for State Street Global Markets team\, based in Boston having relocated from Asia in 2021.  The macro strategy team devises FX\, fixed income and equity market views for State Street’s range of clients using a blend of macroeconomics\, fundamentals\, risk and investor behavior.  Previously to his current position\, he was the head of the advisory group within State Street Associates (SSA) our partnership with academia. Prior to that\, Dan ran the North American Equity Research Sales group at SSGM in Boston\, providing investment ideas and strategies to the portfolio managers and investment analysts at mutual funds\, hedge funds\, and investment advisors having started there in 2011. Dan is a regular contributor to Bloomberg\, CNBC\, international and regional financial media. Prior to joining State Street\, he spent over a decade at Brown Brothers Harriman in London\, Zurich\, and New York in multi-asset research\, sales\, and relationship roles at the private bank.
URL:https://cfanorthcarolina.org/event/triangle-markets-tug-of-war/
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/2023/03/In-person-Event-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230504T080000
DTEND;TZID=America/New_York:20230504T091500
DTSTAMP:20260602T034051
CREATED:20230315T205513Z
LAST-MODIFIED:20230315T210923Z
UID:5581-1683187200-1683191700@cfanorthcarolina.org
SUMMARY:Triad-Markets Tug of War
DESCRIPTION:With the World’s two largest economies pulling in opposite direction\, the US working to slow demand and China working to rebuild after 3 years lost\, markets are sure to be pulled in an ongoing tug of war between growth\, inflation\, and rate expectations. Risk appetite\, rates\, credit\, equities and regions will all likely continue to experience continued market volatility no matter our desire for some semblance of normalcy following the pandemic. As we enter the new phase of the markets in the 2nd half of 2023\, we will discuss risks and opportunities across asset classes. \n\n\n\nSpeaker Bio: Dan Gerard\, Senior Multi-Asset Analyst\, State Street Global Markets Team \n\n\n\nDan Gerard is a Senior Multi-Asset Strategist for State Street Global Markets team\, based in Boston having relocated from Asia in 2021.  The macro strategy team devises FX\, fixed income and equity market views for State Street’s range of clients using a blend of macroeconomics\, fundamentals\, risk and investor behavior.  Previously to his current position\, he was the head of the advisory group within State Street Associates (SSA) our partnership with academia. Prior to that\, Dan ran the North American Equity Research Sales group at SSGM in Boston\, providing investment ideas and strategies to the portfolio managers and investment analysts at mutual funds\, hedge funds\, and investment advisors having started there in 2011. Dan is a regular contributor to Bloomberg\, CNBC\, international and regional financial media. Prior to joining State Street\, he spent over a decade at Brown Brothers Harriman in London\, Zurich\, and New York in multi-asset research\, sales\, and relationship roles at the private bank.
URL:https://cfanorthcarolina.org/event/triad-markets-tug-of-war/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/03/In-person-Event-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230504T120000
DTEND;TZID=America/New_York:20230504T131500
DTSTAMP:20260602T034051
CREATED:20230315T210857Z
LAST-MODIFIED:20230315T210858Z
UID:5583-1683201600-1683206100@cfanorthcarolina.org
SUMMARY:CLT-Markets Tug of War
DESCRIPTION:With the World’s two largest economies pulling in opposite direction\, the US working to slow demand and China working to rebuild after 3 years lost\, markets are sure to be pulled in an ongoing tug of war between growth\, inflation\, and rate expectations. Risk appetite\, rates\, credit\, equities and regions will all likely continue to experience continued market volatility no matter our desire for some semblance of normalcy following the pandemic. As we enter the new phase of the markets in the 2nd half of 2023\, we will discuss risks and opportunities across asset classes. \n\n\n\nSpeaker Bio: Dan Gerard\, Senior Multi-Asset Strategist for State Street Global Markets Team \n\n\n\nDan Gerard is a Senior Multi-Asset Strategist for State Street Global Markets team\, based in Boston having relocated from Asia in 2021.  The macro strategy team devises FX\, fixed income and equity market views for State Street’s range of clients using a blend of macroeconomics\, fundamentals\, risk and investor behavior.  Previously to his current position\, he was the head of the advisory group within State Street Associates (SSA) our partnership with academia. Prior to that\, Dan ran the North American Equity Research Sales group at SSGM in Boston\, providing investment ideas and strategies to the portfolio managers and investment analysts at mutual funds\, hedge funds\, and investment advisors having started there in 2011. Dan is a regular contributor to Bloomberg\, CNBC\, international and regional financial media. Prior to joining State Street\, he spent over a decade at Brown Brothers Harriman in London\, Zurich\, and New York in multi-asset research\, sales\, and relationship roles at the private bank.
URL:https://cfanorthcarolina.org/event/clt-markets-tug-of-war/
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/2023/03/In-person-Event-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230517T120000
DTEND;TZID=America/New_York:20230517T130000
DTSTAMP:20260602T034051
CREATED:20230510T145008Z
LAST-MODIFIED:20230510T145010Z
UID:5640-1684324800-1684328400@cfanorthcarolina.org
SUMMARY:Some Potentially Surprising Facts About Long-Term Stock Returns
DESCRIPTION:During this interactive webinar\, we will hear from our speaker on the following: \n\n\n\n\nThe majority of common stocks have lifetime buy-and-hold returns that are less than one-month Treasuries.  \n\n\n\nIn terms of lifetime dollar wealth creation\, the best-performing 4% of listed companies explain the net gain for the entire US stock market as the performance of other stocks collectively matched US Treasury bills. \n\n\n\nThe findings help to explain why poorly diversified active strategies most often underperform market averages. 
URL:https://cfanorthcarolina.org/event/some-potentially-surprising-facts-about-long-term-stock-returns/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/05/General_2-5.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230518T173000
DTEND;TZID=America/New_York:20230518T193000
DTSTAMP:20260602T034051
CREATED:20230504T152621Z
LAST-MODIFIED:20230504T152623Z
UID:5623-1684431000-1684438200@cfanorthcarolina.org
SUMMARY:Charlotte Networking
DESCRIPTION:Join us for our next Networking Event\, which alternates locations and venues around the Charlotte area. All members\, candidates\, and colleagues in the finance industry 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-3/
LOCATION:NoDa Brewing Company-North End\, 150 W. 32nd Street\, Charlotte\, North Carolina\, 28206
CATEGORIES:Networking
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/05/Networking-Event-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230524T173000
DTEND;TZID=America/New_York:20230524T203000
DTSTAMP:20260602T034051
CREATED:20230504T153345Z
LAST-MODIFIED:20230504T153346Z
UID:5631-1684949400-1684960200@cfanorthcarolina.org
SUMMARY:Triangle Networking
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-2/
LOCATION:Zinc House Winery & Brewery\, 6225 Wake Forest Hwy\, Durham\, North Carolina\, 27703
CATEGORIES:Networking
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/05/Networking-Event-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230525T120000
DTEND;TZID=America/New_York:20230525T131500
DTSTAMP:20260602T034051
CREATED:20230504T154414Z
LAST-MODIFIED:20230519T180245Z
UID:5635-1685016000-1685020500@cfanorthcarolina.org
SUMMARY:Postponed until Fall 2023- Asset Owners Series
DESCRIPTION:On an annual basis\, CFA Society NC will assemble a panel of senior-level investment executives from a broad range of industries to share their unique insights. Panelists will represent: \n\n\n\n\n sovereign wealth funds\n\n\n\ninsurance companies\n\n\n\nsingle family offices\n\n\n\nmulti-family offices\n\n\n\nendowments\n\n\n\nfoundations\n\n\n\nprivate banks\n\n\n\nnational pensions\n\n\n\ncorporate pensions\n\n\n\ninstitutional investment consultants\n\n\n\npublic pensions
URL:https://cfanorthcarolina.org/event/2023-asset-owners-series/
LOCATION:Brio Italian Grille\, 4325 Glenwood Ave STE 5000\, Raleigh\, North Carolina\, 27613
CATEGORIES:Annual Event,Premier Event
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/05/Copy-of-CFANC-Facebook-940x788-55.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230525T170000
DTEND;TZID=America/New_York:20230525T190000
DTSTAMP:20260602T034051
CREATED:20230504T153024Z
LAST-MODIFIED:20230504T153026Z
UID:5627-1685034000-1685041200@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-3/
LOCATION:Green Valley Grill\, 622 Green Valley Grille\, Greensboro\, North Carolina\, 27408
CATEGORIES:Networking
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/05/Networking-Event-4.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230531T160000
DTEND;TZID=America/New_York:20230531T170000
DTSTAMP:20260602T034051
CREATED:20230508T133340Z
LAST-MODIFIED:20230508T133341Z
UID:5648-1685548800-1685552400@cfanorthcarolina.org
SUMMARY:CIO Investment Leadership Series: Venture Debt Opportunities
DESCRIPTION:Demand for capital from startups is at an all-time high\, which has created a supply-demand imbalance. In the past three years\, startups have received a record $750+ billion in equity capital and $100+ billion in debt capital and the high demand for growth capital and refinancings is expected to continue.While venture debt is now more topical and sought after than ever\, how it works remains a mystery to many startup borrowers and investors alike.Join the panel discussion to learn: \n\n\n\n\nWhat exactly is “venture debt”?\n\n\n\nHow does venture debt compare with venture equity?\n\n\n\nWhat is the historical risk and return of venture debt?\n\n\n\nHow do you mitigate risk in venture debt?\n\n\n\nWhy is venture debt an attractive replacement for other fixed income investments?\n\n\n\nWhere does venture debt fit into an allocator’s portfolio?\n\n\n\nWhy is demand for venture debt from investors so high?\n\n\n\nHow does the failure of Silicon Valley Bank create opportunities for non-bank lenders?\n\n\n\nWhy is venture debt very likely to outperform in 2023 and beyond?
URL:https://cfanorthcarolina.org/event/cio-investment-leadership-series-venture-debt-opportunities/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/05/General_2-6.png
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