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X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART;TZID=America/New_York:20240106T130000
DTEND;TZID=America/New_York:20240106T143000
DTSTAMP:20260601T192406
CREATED:20230831T174816Z
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UID:5881-1704546000-1704551400@cfanorthcarolina.org
SUMMARY:CFA Exam Level III 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/cfa-exam-level-iii-essay-writing-workshop/
CATEGORIES:Candidate Focused Event,Virtual
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DTSTART;TZID=America/New_York:20240109T171500
DTEND;TZID=America/New_York:20240109T203000
DTSTAMP:20260601T192406
CREATED:20231006T204557Z
LAST-MODIFIED:20240117T150851Z
UID:5994-1704820500-1704832200@cfanorthcarolina.org
SUMMARY:2024 Outlook Dinner
DESCRIPTION:The annual Outlook Dinner is our premier event of the year\, bringing together over 350 of North Carolina’s leading investment professionals and key decision-makers. We are excited to announce that our keynote speaker will be Libby Cantrill\, CFA\, Managing Director and Head of Public Policy for PIMCO. During this session\, Libby will share PIMCO’s outlook as we head into the 2024 election\, expectations for the policymaking environment\, and importantly\, the potential impact of politics on investment portfolios and the economy. \n\n\n\nSpeaker Bio: \n\n\n\n\n\n\n\nLibby Cantrill\, CFA Managing Director\, Head of Public Policy\, PIMCO \n\n\n\nMs. Cantrill is a managing director in PIMCO’s portfolio management group. In her role\, she analyzes policy and political risk for the firm’s Investment Committee and leads U.S. policymaker engagement and policy strategy for the firm. She also works closely with PIMCO’s Global Advisory Board\, led by former Federal Reserve Chair Ben Bernanke. She has served as a rotating member of the firm’s Executive Committee and is a founding member of PIMCO Families and PIMCO Women. Prior to joining PIMCO in 2007\, she served as a legislative aide in the House of Representatives and also worked in the investment banking division at Morgan Stanley. She has 19 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. Ms. Cantrill is a CFA charterholder and a regular contributor to Bloomberg and CNBC. She is also a member of the Council on Foreign Relations and sits on the boards of Covenant House New York and the Securities Industry and Financial Markets Association (“SIFMA”).
URL:https://cfanorthcarolina.org/event/2024-outlook-dinner/
LOCATION:Charlotte Marriott City Center\, 100 W Trade St\, Charlotte\, NC\, 28202\, United States
CATEGORIES:Annual Event,Premier Event
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DTSTART;TZID=America/New_York:20240110T140000
DTEND;TZID=America/New_York:20240110T153000
DTSTAMP:20260601T192406
CREATED:20231208T145755Z
LAST-MODIFIED:20231208T145756Z
UID:6247-1704895200-1704900600@cfanorthcarolina.org
SUMMARY:Planning and Organizing Your 2024 Job Search Campaign
DESCRIPTION:A collaboration with CFA Societies Philadelphia\, Washington DC\, Minnesota\, Baltimore\, Los Angeles and San Francisco. \n\n\n\nLearn the key elements of a successful executive job search. We’ll take the guesswork out of your search with a step-by-step approach that optimizes your time. Plus\, you’ll learn how to diagnose\, treat\, and resuscitate an ailing search to land interviews and offers. We’ll cover how to: \n\n\n\n\nCreate a Job Search Marketing Plan to speed up your search\n\n\n\nOrganize yourself for keeping in touch with a contact management system – never miss an opportunity.\n\n\n\nBrand and position yourself across all marketing channels – resume\, LinkedIn profile\, emails\, your pitch\n\n\n\nStructure your search across 2-5 “job-targets” to ensure you sell yourself optimally\n\n\n\nManage and prioritize your time across all four ways of getting interviews: postings\, search firms\, networking and cold outreach. In the process\, we’ll take into account how most senior executives land their next role – via their network and retained searches.
URL:https://cfanorthcarolina.org/event/planning-and-organizing-your-2024-job-search-campaign/
CATEGORIES:Co-Sponsored Event,Virtual
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DTSTART;TZID=America/New_York:20240117T160000
DTEND;TZID=America/New_York:20240117T170000
DTSTAMP:20260601T192406
CREATED:20231102T145945Z
LAST-MODIFIED:20231102T150035Z
UID:6133-1705507200-1705510800@cfanorthcarolina.org
SUMMARY:Career Series: Speak OUT| Disrupting Your Public Speaking Panic
DESCRIPTION:76% of people admit to fear of public speaking—and we’re pretty sure everybody else is lying. The ability to connect with an audience as your authentic self can mean the difference between being celebrated for your work and being stuck on the sidelines. But\, for many people–particularly women and those with intersectional marginalized identities–authenticity comes at a cost. We face pressures to perform in ways that can silence our voices and prevent us from stepping into the spotlight. In this free workshop with Fearless Communicators\, top public speaking coaches for US Presidential candidates\, Fortune 500 companies\, and entrepreneurs across the world\, you’ll get: • Our top vocal/physical hacks to disrupt your body’s fight-or-flight response to public speaking   • A mindset framework that turns panic into power • A freer\, more connected voice so that you can speak publicly as your authentic yourself This interactive workshop is perfect for: • People who shy away from microphones\, but who are the face of their business• Seasoned presenters who want to level up• Anyone who wants to become a more confident\, empowered\, authentic public speaker
URL:https://cfanorthcarolina.org/event/career-series-speak-out-disrupting-your-public-speaking-panic/
CATEGORIES:Co-Sponsored Event,Webinar
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DTSTART;TZID=America/New_York:20240125T173000
DTEND;TZID=America/New_York:20240125T200000
DTSTAMP:20260601T192406
CREATED:20240102T162648Z
LAST-MODIFIED:20240130T192608Z
UID:6264-1706203800-1706212800@cfanorthcarolina.org
SUMMARY:Decoding the Affordable Housing Market: Today's Investment Insights and Tomorrow's Opportunities
DESCRIPTION:Join CAIA Carolinas\, Nuveen and the CFA Society North Carolina for a deep dive into the affordable housing landscape. Our panel will discuss and examine: \n\n\n\n\nHow various institutions are investing in the affordable housing space\n\n\n\nWays in which different groups define “affordable”\n\n\n\nCurrent investment opportunities—and risks—in this real estate segment\n\n\n\nHow investors are using this asset class to advance both their financial and ESG goals…\n\n\n\n\n…and much more! \n\n\n\nWhether you are new to the space or a seasoned investor\, our panel of experts promise an evening of robust discussion\, unique insights\, and actionable strategies for 2024 and beyond.
URL:https://cfanorthcarolina.org/event/decoding-the-affordable-housing-market-todays-investment-insights-and-tomorrows-opportunities/
LOCATION:Junior Achievement of Central Carolinas\, 1701 N. Graham Street\, Charlotte\, North Carolina\, 28206
CATEGORIES:Co-Sponsored Event
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DTSTART;TZID=America/New_York:20240127T080000
DTEND;TZID=America/New_York:20240127T170000
DTSTAMP:20260601T192406
CREATED:20230831T175144Z
LAST-MODIFIED:20230831T175650Z
UID:5883-1706342400-1706374800@cfanorthcarolina.org
SUMMARY:CFA Exam Level III Ethics
DESCRIPTION:Professions can only exist within an industry when those acting with transparency\, integrity\, candor\, and trust reach a critical mass. Come join Ken Yee\, CFA\, CPA\, JD as he analyses CFA Institute’s Code of Ethics and Standards of Professional Conduct and its relationship to the Asset Manager Code within the Level III CFA Curriculum. \n\n\n\nThis discussion will follow CFA Institute’s Learning Outcome Statements for 2024 Level III CFA Curriculum Volume 6\, Module 1-4: \n\n\n\n\nDescribe the structure of the CFA Institute Professional Conduct Program and the disciplinary review process for the enforcement of the CFA Institute Code of Ethics and Standards of Professional Conduct.\n\n\n\nExplain the ethical responsibilities required by the Code and Standards\, including the sub-sections of each standard.\n\n\n\nDemonstrate a thorough knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct by interpreting the Code and Standards in various situations involving issues of professional integrity.\n\n\n\nRecommend practices and procedures designed to prevent violations of the Code and Standards.\n\n\n\nEvaluate practices\, policies\, and conduct relative to the CFA Institute Code of Ethics and Standards of Professional Conduct.\n\n\n\nExplain how the practices\, policies\, or conduct does or does not violate the CFA Institute Code of Ethics and Standards of Professional Conduct.\n\n\n\nExplain the purpose of the Asset Manager Code and the benefits that may accrue to a firm that adopts the Code.\n\n\n\nExplain the ethical and professional responsibilities required by the six General Principles of Conduct of the Asset Manager Code.\n\n\n\nDetermine whether an asset manager’s practices and procedures are consistent with the Asset Manager Code.\n\n\n\nRecommend practices and procedures designed to prevent violations of the Asset Manager Code.
URL:https://cfanorthcarolina.org/event/cfa-exam-level-iii-ethics/
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