BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//CFA Society North Carolina - ECPv6.15.17.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:CFA Society North Carolina
X-ORIGINAL-URL:https://cfanorthcarolina.org
X-WR-CALDESC:Events for CFA Society North Carolina
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240302T130000
DTEND;TZID=America/New_York:20240302T143000
DTSTAMP:20260601T172425
CREATED:20240219T170327Z
LAST-MODIFIED:20240219T170328Z
UID:6317-1709384400-1709389800@cfanorthcarolina.org
SUMMARY:Level I Derivatives and Alternatives Workshop
DESCRIPTION:Prepare yourself for the Derivatives and Alternatives sections for the 2024 Level I CFA Exam! Combined\, the Derivatives and Alternatives sections can account for up to 18% of the Level I Exam. Both sections can be intimidating\, especially for first-time candidates potentially costing valuable time and points on exam day. Are you ready to quickly and correctly answer questions on interest rate swaps\, and put-call parity\, as well as discuss alternative investment performance both before and after fees? \n\n\n\nPlease join Milton Hadinoto\, CFA as he helps prepare you for both the Derivatives and Alternatives sections of the Level I CFA Exam. This workshop will go over some key concepts and provide you with 30 – 40 exam-type questions covering both sections. Mr. Hadinoto will cover the key concepts\, and questions\, and provide test-taking tips specific to both sections of the 2024 Level I exam.
URL:https://cfanorthcarolina.org/event/level-i-derivatives-and-alternatives-workshop/
CATEGORIES:Candidate Focused Event,Co-Sponsored Event,Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2024/02/Add-a-heading-15.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240305T120000
DTEND;TZID=America/New_York:20240305T131500
DTSTAMP:20260601T172425
CREATED:20240102T145346Z
LAST-MODIFIED:20240314T140212Z
UID:6256-1709640000-1709644500@cfanorthcarolina.org
SUMMARY:CLT-Public versus Private Credit Perspective as the Fed Changes Course
DESCRIPTION:Following surprisingly benign inflation trends for the past six months\, the latest communications from the Fed indicate that rate cuts are coming.  It now appears to be just a matter of when and how many.  Beyond the Fed\, there is much to navigate from a global fixed income perspective as credit spreads are tight across the spectrum of publicly traded credit while certain developing world policy makers have already begun aggressively slashing their respective policy rates in response to a deflationary pulse largely stemming from economic weakness in China. \n\n\n\nImportantly\, in addition to public debt markets is the burgeoning world of private credit which is increasingly proving to be an increasingly powerful complement to public market funding.  Private Credit\, for example\,  in a post global financial crisis world that has brought heightened regulation to the US banking system\, is an additional source of funding that is helping facilitate M&A activity and is also helping provide flexibility\, speed\, and certainty to corporate borrowers across numerous sectors of the economy.   \n\n\n\nSpeaker Bios: \n\n\n\nChris Dillon\, CFA: Investment Specialist in the Global Fixed Income Division and a Vice President of T. Rowe Price Group\, Inc. and T. Rowe Price Associates\, Inc. \n\n\n\nChris’s investment experience began in 1993\, and he has been with T. Rowe Price since 2006\, beginning in the Fixed Income Division as a global fixed-income specialist with dedicated responsibility for the firm’s municipal bond\, emerging market debt\, and international fixed income teams. Chris also worked in the Multi-Asset Division\, where he was responsible for articulating a market view for the firm. Most recently\, Chris returned to the Global Fixed Income Division\, where he expresses the investment views for the overall division. Chris earned a B.A.\, cum laude\, in history/economics from the University of Delaware and an M.B.A. from Wilmington University. Chris also has earned the Chartered Financial Analyst® designation \n\n\n\nFritz Thomas: Head of Client Coverage and Partner\, Oak Hill Advisors \n\n\n\nFritz Thomas has primary responsibility for investment product development and client coverage. Mr. Thomas is a member of various firm committees including risk\, compliance\, and ESG committees. Prior to joining OHA in 2008\, he worked at Deutsche Bank for ten years\, most recently as Managing Director and head of global distribution for CDOs and other alternative products. Until his return to New York from London in June 2008\, his duties also included management of Deutsche Bank’s European CDO platform. Mr. Thomas previously worked at Bankers Trust Company\, where he structured and syndicated corporate loans before joining the CDO Group. In addition\, he worked at Chemical Bank in a corporate lending function. Mr. Thomas earned an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from the University of Pennsylvania.
URL:https://cfanorthcarolina.org/event/clt-a-holistic-credit-update-exploring-opportunity-in-todays-public-and-private-markets/
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/2024/02/Add-a-heading-12.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240306T080000
DTEND;TZID=America/New_York:20240306T091500
DTSTAMP:20260601T172425
CREATED:20240102T145645Z
LAST-MODIFIED:20240201T183251Z
UID:6258-1709712000-1709716500@cfanorthcarolina.org
SUMMARY:Triad-Public versus Private Credit Perspective as the Fed Changes Course
DESCRIPTION:Following surprisingly benign inflation trends for the past six months\, the latest communications from the Fed indicate that rate cuts are coming.  It now appears to be just a matter of when and how many.  Beyond the Fed\, there is much to navigate from a global fixed income perspective as credit spreads are tight across the spectrum of publicly traded credit while certain developing world policymakers have already begun aggressively slashing their respective policy rates in response to a deflationary pulse largely stemming from economic weakness in China. \n\n\n\nImportantly\, in addition to public debt markets is the burgeoning world of private credit which is increasingly proving to be an increasingly powerful complement to public market funding.  Private Credit\, for example\,  in a post global financial crisis world that has brought heightened regulation to the US banking system\, is an additional source of funding that is helping facilitate M&A activity and is also helping provide flexibility\, speed\, and certainty to corporate borrowers across numerous sectors of the economy.   \n\n\n\nSpeaker Bios: \n\n\n\nChris Dillon\, CFA: Investment Specialist in the Global Fixed Income Division and a Vice President of T. Rowe Price Group\, Inc. and T. Rowe Price Associates\, Inc. \n\n\n\nChris’s investment experience began in 1993\, and he has been with T. Rowe Price since 2006\, beginning in the Fixed Income Division as a global fixed-income specialist with dedicated responsibility for the firm’s municipal bond\, emerging market debt\, and international fixed income teams. Chris also worked in the Multi-Asset Division\, where he was responsible for articulating a market view for the firm. Most recently\, Chris returned to the Global Fixed Income Division\, where he expresses the investment views for the overall division. Chris earned a B.A.\, cum laude\, in history/economics from the University of Delaware and an M.B.A. from Wilmington University. Chris also has earned the Chartered Financial Analyst® designation \n\n\n\nFritz Thomas: Head of Client Coverage and Partner\, Oak Hill Advisors \n\n\n\nFritz Thomas has primary responsibility for investment product development and client coverage. Mr. Thomas is a member of various firm committees including risk\, compliance\, and ESG committees. Prior to joining OHA in 2008\, he worked at Deutsche Bank for ten years\, most recently as Managing Director and head of global distribution for CDOs and other alternative products. Until his return to New York from London in June 2008\, his duties also included management of Deutsche Bank’s European CDO platform. Mr. Thomas previously worked at Bankers Trust Company\, where he structured and syndicated corporate loans before joining the CDO Group. In addition\, he worked at Chemical Bank in a corporate lending function. Mr. Thomas earned an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from the University of Pennsylvania.
URL:https://cfanorthcarolina.org/event/triad-a-holistic-credit-update-exploring-opportunity-in-todays-public-and-private-marketstriad-a-holistic/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2024/02/Add-a-heading-12.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240306T120000
DTEND;TZID=America/New_York:20240306T131500
DTSTAMP:20260601T172425
CREATED:20240102T150007Z
LAST-MODIFIED:20240201T183359Z
UID:6260-1709726400-1709730900@cfanorthcarolina.org
SUMMARY:Triangle-Public versus Private Credit Perspective as the Fed Changes Course
DESCRIPTION:Following surprisingly benign inflation trends for the past six months\, the latest communications from the Fed indicate that rate cuts are coming.  It now appears to be just a matter of when and how many.  Beyond the Fed\, there is much to navigate from a global fixed income perspective as credit spreads are tight across the spectrum of publicly traded credit while certain developing world policy makers have already begun aggressively slashing their respective policy rates in response to a deflationary pulse largely stemming from economic weakness in China. \n\n\n\nImportantly\, in addition to public debt markets is the burgeoning world of private credit which is increasingly proving to be an increasingly powerful complement to public market funding.  Private Credit\, for example\,  in a post global financial crisis world that has brought heightened regulation to the US banking system\, is an additional source of funding that is helping facilitate M&A activity and is also helping provide flexibility\, speed\, and certainty to corporate borrowers across numerous sectors of the economy.   \n\n\n\nSpeaker Bios: \n\n\n\nChris Dillon\, CFA: Investment Specialist in the Global Fixed Income Division and a Vice President of T. Rowe Price Group\, Inc. and T. Rowe Price Associates\, Inc. \n\n\n\nChris’s investment experience began in 1993\, and he has been with T. Rowe Price since 2006\, beginning in the Fixed Income Division as a global fixed-income specialist with dedicated responsibility for the firm’s municipal bond\, emerging market debt\, and international fixed income teams. Chris also worked in the Multi-Asset Division\, where he was responsible for articulating a market view for the firm. Most recently\, Chris returned to the Global Fixed Income Division\, where he expresses the investment views for the overall division. Chris earned a B.A.\, cum laude\, in history/economics from the University of Delaware and an M.B.A. from Wilmington University. Chris also has earned the Chartered Financial Analyst® designation \n\n\n\nFritz Thomas: Head of Client Coverage and Partner\, Oak Hill Advisors \n\n\n\nFritz Thomas has primary responsibility for investment product development and client coverage. Mr. Thomas is a member of various firm committees including risk\, compliance\, and ESG committees. Prior to joining OHA in 2008\, he worked at Deutsche Bank for ten years\, most recently as Managing Director and head of global distribution for CDOs and other alternative products. Until his return to New York from London in June 2008\, his duties also included management of Deutsche Bank’s European CDO platform. Mr. Thomas previously worked at Bankers Trust Company\, where he structured and syndicated corporate loans before joining the CDO Group. In addition\, he worked at Chemical Bank in a corporate lending function. Mr. Thomas earned an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from the University of Pennsylvania.
URL:https://cfanorthcarolina.org/event/triangle-a-holistic-credit-update-exploring-opportunity-in-todays-public-and-private-markets/
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/2024/02/Add-a-heading-12.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240309T130000
DTEND;TZID=America/New_York:20240309T143000
DTSTAMP:20260601T172425
CREATED:20230831T175529Z
LAST-MODIFIED:20240219T170657Z
UID:5885-1709989200-1709994600@cfanorthcarolina.org
SUMMARY:CFA Exam Level II 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 within the Level II CFA Curriculum. \n\n\n\nThis discussion will follow CFA Institute’s Learning Outcome Statements for 2024 Level II CFA Curriculum Volume 6\, Modules 1-3: \n\n\n\n\nDescribe the six components of the Code of Ethics and the seven Standards of Professional Conduct.\n\n\n\nExplain the ethical responsibilities required of CFA Institute members and candidates in the CFA Program by the Code and Standards.\n\n\n\nDemonstrate a thorough knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct by applying the Code and Standards to specific situations.\n\n\n\nRecommend practices and procedures designed to prevent violations of the Code of Ethics and Standards of Professional Conduct.\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\, and conduct do or do not violate the CFA Institute Code of Ethics and Standards of Professional Conduct.
URL:https://cfanorthcarolina.org/event/cfa-exam-level-ii-ethics/
CATEGORIES:Candidate Focused Event,Co-Sponsored Event,Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2024/02/Add-a-heading-16.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240326T163000
DTEND;TZID=America/New_York:20240326T190000
DTSTAMP:20260601T172425
CREATED:20240226T220049Z
LAST-MODIFIED:20240401T132739Z
UID:6327-1711470600-1711479600@cfanorthcarolina.org
SUMMARY:CLT-CFA NC & CAIA Joint Networking Event
DESCRIPTION:Join us for a spring social networking event with our friends from CAIA as well as other industry professionals. Drinks and light appetizers will be provided.
URL:https://cfanorthcarolina.org/event/clt-cfa-nc-caia-joint-networking-event/
LOCATION:The Corkscrew Wine Bar\, 1365 Broadcloth Street\, Suite 102\, Fort Mill\, South Carolina\, 29715
CATEGORIES:Co-Sponsored Event,Networking
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2024/02/Wine-and-Network-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240327T173000
DTEND;TZID=America/New_York:20240327T193000
DTSTAMP:20260601T172425
CREATED:20240314T140550Z
LAST-MODIFIED:20240314T140553Z
UID:6339-1711560600-1711567800@cfanorthcarolina.org
SUMMARY:Triangle Networking
DESCRIPTION:Join us for a spring social networking event at Ponysaurus in Durham. All candidates\, members\, and friends of the society are welcome to join us!
URL:https://cfanorthcarolina.org/event/triangle-networking-4/
LOCATION:Ponysaurus Brewing Company\, 219 Hood Street\, Durham\, North Carolina\, 27701
CATEGORIES:Networking
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2024/03/Wine-and-Network-3.png
END:VEVENT
END:VCALENDAR