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X-ORIGINAL-URL:https://cfanorthcarolina.org
X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART;TZID=America/New_York:20230601T170000
DTEND;TZID=America/New_York:20230601T193000
DTSTAMP:20260602T023132
CREATED:20230502T180111Z
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UID:5611-1685638800-1685647800@cfanorthcarolina.org
SUMMARY:2023 Annual Dinner-Be the Master of Your Domain: How to Take Risks in a Changing Economy
DESCRIPTION:We get many conflicting messages about risk. We are told to avoid risk\, other times we need to embrace risk head-on. We hear less about how to take smart\, calculated risks. When we do this we can get more out of our lives and minimize the odds the worst will happen. There is a science to taking risk\, it comes from the study of financial markets. The lessons from financial economics can help us feel more comfortable taking risks in any aspect of our lives: in business\, in our personal lives\, how to make sense of politics and economics\, or even what to have for dinner tonight. \n\n\n\nThe message of this talk is how to take the wisdom (and mistakes) from financial economics to take a more methodical approach to the risks we face. Allison draws on her financial expertise and time in the field with unusual risk-takers. \n\n\n\nSpeaker Bio: \n\n\n\n \n\n\n\nAllison Schrager is an economist\, senior fellow at the Manhattan Institute\, contributing editor at City Journal\, and co-founder of LifeCycle Finance Partners\, LLC\, a risk advisory firm. She is the author of An Economist Walks into a Brothel: And Other Unexpected Places to Understand Risk. She is the host of the podcast Risk Talking where she interviews leading economists\, business journalists\, and historians\, exploring their work in an effort to understand what’s happening in the marketplace today.  \n\n\n\nAllison diversified her career by working in finance\, policy\, and media. She led retirement product innovation at Dimensional Fund Advisors and consulted to international organizations\, including the OECD and IMF.  \n\n\n\nShe has been a regular contributor to the Economist\, Reuters\, and Bloomberg Businessweek. Her writing has also appeared in Playboy\, Wired\, National Review\, and Foreign Affairs. She has an undergraduate degree from the University of Edinburgh and a PhD in economics from Columbia University. She lives in New York City.
URL:https://cfanorthcarolina.org/event/2023-annual-dinner-be-the-master-of-your-domain-how-to-take-risks-in-a-changing-economy/
LOCATION:Grandover Resort and Conference Center\, Greensboro\, NC\, United States
CATEGORIES:Annual Event,Premier Event
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DTSTART;TZID=America/New_York:20230603T130000
DTEND;TZID=America/New_York:20230603T143000
DTSTAMP:20260602T023132
CREATED:20230508T140114Z
LAST-MODIFIED:20230508T140144Z
UID:5654-1685797200-1685802600@cfanorthcarolina.org
SUMMARY:Mastering the Level II & III CFA Exams
DESCRIPTION:This event is open to all Level II and III CFA Candidates for free. We are excited to present CFA charterholders that have recently passed their Level III Exam and will give tips on their process to prepare and study for the CFA Exams.Learn more about:  \n\n\n\n\nExam Formats\n\n\n\nTime Management\n\n\n\nSuccessful Study Strategies\n\n\n\nExam Day Strategies\n\n\n\nScholarships
URL:https://cfanorthcarolina.org/event/mastering-the-level-ii-iii-cfa-exams/
CATEGORIES:Candidate Focused Event,Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/05/General_1.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230615T180000
DTEND;TZID=America/New_York:20230615T190000
DTSTAMP:20260602T023132
CREATED:20230508T133749Z
LAST-MODIFIED:20230508T133751Z
UID:5651-1686852000-1686855600@cfanorthcarolina.org
SUMMARY:Non-Traditional Career Paths-Government
DESCRIPTION:Are you considering a career change? Are you an investment professional looking for a different path? Join this three-part series on Non-Traditional Career Paths. Each panel will discuss a different path from the traditional investment industry. \n\n\n\nCome join our Industry experts who will provide insight on their experiences serving each of those markets\, explore the differences between a traditional investment role and a non-traditional role\, opportunities available\, advice for those looking to transition or go into an untraditional investment career\, and more! This first panel is focused on government roles for investment professionals. Listen to information about how investment financial professionals can apply their skills in the federal government and learn about the types of relevant jobs/career paths available in the public sector.
URL:https://cfanorthcarolina.org/event/non-traditional-career-paths-government/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/05/General_2-7.png
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DTSTART;TZID=America/New_York:20230622T190000
DTEND;TZID=America/New_York:20230622T203000
DTSTAMP:20260602T023132
CREATED:20230508T141110Z
LAST-MODIFIED:20230530T153234Z
UID:5657-1687460400-1687465800@cfanorthcarolina.org
SUMMARY:CFA Exam Overview of the Global Investment Performance Standards
DESCRIPTION:Come join Kim Cash\, CFA\, CAIA\, CIPM\, CSCP a specialist in GIPS compliance consulting\, verification\, and education as she breaks down the GIPS Standards portion of the Level III CFA Curriculum. \n\n\n\nIf 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. \n\n\n\nThe GIPS Standards were referenced in the SEC’s marketing rule for investment advisors 26 times\, and private fund presentations are now required by FINRA to show GIPS compliant capital funding ratios. With practical lessons for every skill level and expertise\, this event offers an in-depth overview of the GIPS standards and helps participants master the fundamentals. \n\n\n\nThis discussion will follow CFA Institute’s Learning Outcome Statements for 2023 Level III CFA Curriculum Study Session 16\, Reading 35: \n\n\n\n\nDiscuss the objectives and scope of the GIPS standards and their benefits to prospective clients and investors\, as well as investment managers;\n\n\n\nExplain the fundamentals of compliance with the GIPS standards\, including the definition of the firm and the firm’s definition of discretion;\n\n\n\nDiscuss requirements of the GIPS standards with respect to return calculation methodologies\, including the treatment of external cash flows\, cash and cash equivalents\, and expenses and fees;\n\n\n\nExplain requirements of the GIPS standards with respect to composite return calculations\, including methods for asset weighting portfolio returns;\n\n\n\nExplain the meaning of “discretionary” in the context of composite construction and\, given a description of the relevant facts\, determine whether a portfolio is likely to be considered discretionary;\n\n\n\nExplain the role of investment mandates\, objectives\, or strategies in the construction of composites;\n\n\n\nExplain requirements of the GIPS standards with respect to composite construction\, including switching portfolios among composites\, the timing of the inclusion of new portfolios in composites\, and the timing of the exclusion of terminated portfolios from composites;\n\n\n\nExplain requirements of the GIPS standards with respect to presentation and reporting;\n\n\n\nExplain the conditions under which the performance of a past firm or affiliation may be linked to or used to represent the historical performance of a new or acquiring firm;\n\n\n\nExplain the recommended valuation hierarchy of the GIPS standards;\n\n\n\nDiscuss the purpose\, scope\, and process of verification.
URL:https://cfanorthcarolina.org/event/overview-of-the-global-investment-performance-standards/
CATEGORIES:Candidate Focused Event,Virtual
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