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DTSTART;TZID=America/New_York:20240410T160000
DTEND;TZID=America/New_York:20240410T170000
DTSTAMP:20260601T161801
CREATED:20231101T195111Z
LAST-MODIFIED:20240320T130416Z
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SUMMARY:Career Series: Stories that Stick| Learn Top Techniques to Make Your Business Story Pop!
DESCRIPTION:As human beings\, our brains are WIRED for story. When you tell a thrilling story about your work to your ideal audience\, they are more likely to connect to you\, trust you–and buy from you!  But\, not all stories are created the same.  Neuroscientists have identified 3 key techniques that can make or break the story you’re telling. Whether you’re pitching new business\, networking at events\, or speaking publicly\, this fun\, interactive mini-workshop with Fearelss Communicators’ Public Speaking Coaches/Story Doulas will take your business storytelling to the next level. \n\n\n\nYou’ll get: • Fearless Communicators’ top 3 tips to elevate your storytelling for business• The latest research on what thrilling stories do in the minds and bodies of our listeners• Time and space to craft a bit of your own story for business This interactive workshop is perfect for: • Founders & Entrepreneurs• Sales and business development rockstars who want to reach the next level• Anyone who wants to get better at storytelling for business
URL:https://cfanorthcarolina.org/event/career-series-stories-that-stick-learn-top-techniques-to-make-your-business-story-pop/
CATEGORIES:Co-Sponsored Event,Webinar
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DTSTART;TZID=America/New_York:20240417T120000
DTEND;TZID=America/New_York:20240417T131500
DTSTAMP:20260601T161801
CREATED:20240320T123242Z
LAST-MODIFIED:20240425T184523Z
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SUMMARY:Triangle-EM Ex-China Opportunities: Friendshoring\, Demographics\, and More!
DESCRIPTION:In a world where aging demographics are shifting economic tides\, there are complex implications that the “silver wave” is having on global trade and investment. As the developed West grays with its retiring boomers\, many emerging markets (EM)\, brimming with youthful vigor and increasing productivity\, are poised to claim their seat at the table\, turning decades of trade dynamics on their head. This monumental shift has many investment implications\, and will challenge our commonly held global economic assumptions to ensure our portfolios are set to perform in times ahead. It’s a message to investors and policymakers alike: the future belongs to those who understand and adapt to these changing tides\, where emerging markets emerge not just as factories of the world\, but as its new economic powerhouses. \n\n\n\nSpeaker Bio: \n\n\n\nJason Hsu\, Ph.D.Chairman and CIO\, Rayliant Global AdvisorsProfessor of Finance\, UCLA Anderson School of Management \n\n\n\nJason is Founder\, Chairman\, and CIO of Rayliant Global Advisors\, an investment management group supporting a diverse range of international institutions and financial advisors. Rayliant provides direct management and sub-advisory services that power global investment solutions\, including both quant-driven strategies and asset allocation. Jason is also portfolio manager for Rayliant’s suite of quantitative and quantamental ETFs (https://funds.rayliant.com). Prior to Rayliant\, Jason co-founded Research Affiliates\, a global asset manager widely credited for pioneering and popularizing smart beta indices. \n\n\n\nJason is a professor of finance at UCLA Anderson School of Management\, and a visiting professor at Tsinghua University (China)\, Kyoto University (Japan) and National Chengchi University (Taiwan). In January 2024\, Jason was appointed to the Financial Analysts Journal Advisory Council. He is also a member of the editorial boards of several notable publications\, including the Journal of Portfolio Management. \n\n\n\nJason has published more than 40 journal articles and is a contributing author to nine handbooks in finance and economics. He has won two Graham and Dodd Scroll Awards\, one Graham and Dodd Reader’s Choice Award\, one Graham and Dodd most prestigious award\, three Bernstein Fabozzi/Jacob Levy Awards\, and three William F. Sharpe Awards. \n\n\n\nAfter completing his undergraduate studies summa cum laude at CalTech\, Jason attended Stanford\, receiving an M.Sc. In 2005\, he earned a Ph.D. in finance from UCLA’s Anderson School of Management.
URL:https://cfanorthcarolina.org/event/triangle-em-ex-china-opportunities-friendshoring-demographics-and-more/
LOCATION:Flemings Steakhouse\, Crabtree Valley Mall\, Glenwood Ave #5004\, Raleigh\, NC\, United States
CATEGORIES:Monthly Meeting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240418T080000
DTEND;TZID=America/New_York:20240418T091500
DTSTAMP:20260601T161801
CREATED:20240320T123617Z
LAST-MODIFIED:20240320T123618Z
UID:6347-1713427200-1713431700@cfanorthcarolina.org
SUMMARY:Triad-EM Ex-China Opportunities: Friendshoring\, Demographics\, and More!
DESCRIPTION:In a world where aging demographics are shifting economic tides\, there are complex implications that the “silver wave” is having on global trade and investment. As the developed West grays with its retiring boomers\, many emerging markets (EM)\, brimming with youthful vigor and increasing productivity\, are poised to claim their seat at the table\, turning decades of trade dynamics on their head. This monumental shift has many investment implications\, and will challenge our commonly held global economic assumptions to ensure our portfolios are set to perform in times ahead. It’s a message to investors and policymakers alike: the future belongs to those who understand and adapt to these changing tides\, where emerging markets emerge not just as factories of the world\, but as its new economic powerhouses. \n\n\n\nSpeaker Bio: \n\n\n\nJason Hsu\, Ph.D.Chairman and CIO\, Rayliant Global AdvisorsProfessor of Finance\, UCLA Anderson School of Management \n\n\n\nJason is Founder\, Chairman\, and CIO of Rayliant Global Advisors\, an investment management group supporting a diverse range of international institutions and financial advisors. Rayliant provides direct management and sub-advisory services that power global investment solutions\, including both quant-driven strategies and asset allocation. Jason is also portfolio manager for Rayliant’s suite of quantitative and quantamental ETFs (https://funds.rayliant.com). Prior to Rayliant\, Jason co-founded Research Affiliates\, a global asset manager widely credited for pioneering and popularizing smart beta indices. \n\n\n\nJason is a professor of finance at UCLA Anderson School of Management\, and a visiting professor at Tsinghua University (China)\, Kyoto University (Japan) and National Chengchi University (Taiwan). In January 2024\, Jason was appointed to the Financial Analysts Journal Advisory Council. He is also a member of the editorial boards of several notable publications\, including the Journal of Portfolio Management. \n\n\n\nJason has published more than 40 journal articles and is a contributing author to nine handbooks in finance and economics. He has won two Graham and Dodd Scroll Awards\, one Graham and Dodd Reader’s Choice Award\, one Graham and Dodd most prestigious award\, three Bernstein Fabozzi/Jacob Levy Awards\, and three William F. Sharpe Awards. \n\n\n\nAfter completing his undergraduate studies summa cum laude at CalTech\, Jason attended Stanford\, receiving an M.Sc. In 2005\, he earned a Ph.D. in finance from UCLA’s Anderson School of Management.
URL:https://cfanorthcarolina.org/event/triad-em-ex-china-opportunities-friendshoring-demographics-and-more/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2024/03/Add-a-heading-18.png
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DTSTART;TZID=America/New_York:20240418T120000
DTEND;TZID=America/New_York:20240418T131500
DTSTAMP:20260601T161801
CREATED:20240320T123906Z
LAST-MODIFIED:20240320T123907Z
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SUMMARY:CLT-EM Ex-China Opportunities: Friendshoring\, Demographics\, and More!
DESCRIPTION:In a world where aging demographics are shifting economic tides\, there are complex implications that the “silver wave” is having on global trade and investment. As the developed West grays with its retiring boomers\, many emerging markets (EM)\, brimming with youthful vigor and increasing productivity\, are poised to claim their seat at the table\, turning decades of trade dynamics on their head. This monumental shift has many investment implications\, and will challenge our commonly held global economic assumptions to ensure our portfolios are set to perform in times ahead. It’s a message to investors and policymakers alike: the future belongs to those who understand and adapt to these changing tides\, where emerging markets emerge not just as factories of the world\, but as its new economic powerhouses. \n\n\n\nSpeaker Bio: \n\n\n\nJason Hsu\, Ph.D.Chairman and CIO\, Rayliant Global AdvisorsProfessor of Finance\, UCLA Anderson School of Management \n\n\n\nJason is Founder\, Chairman\, and CIO of Rayliant Global Advisors\, an investment management group supporting a diverse range of international institutions and financial advisors. Rayliant provides direct management and sub-advisory services that power global investment solutions\, including both quant-driven strategies and asset allocation. Jason is also portfolio manager for Rayliant’s suite of quantitative and quantamental ETFs (https://funds.rayliant.com). Prior to Rayliant\, Jason co-founded Research Affiliates\, a global asset manager widely credited for pioneering and popularizing smart beta indices. \n\n\n\nJason is a professor of finance at UCLA Anderson School of Management\, and a visiting professor at Tsinghua University (China)\, Kyoto University (Japan) and National Chengchi University (Taiwan). In January 2024\, Jason was appointed to the Financial Analysts Journal Advisory Council. He is also a member of the editorial boards of several notable publications\, including the Journal of Portfolio Management. \n\n\n\nJason has published more than 40 journal articles and is a contributing author to nine handbooks in finance and economics. He has won two Graham and Dodd Scroll Awards\, one Graham and Dodd Reader’s Choice Award\, one Graham and Dodd most prestigious award\, three Bernstein Fabozzi/Jacob Levy Awards\, and three William F. Sharpe Awards. \n\n\n\nAfter completing his undergraduate studies summa cum laude at CalTech\, Jason attended Stanford\, receiving an M.Sc. In 2005\, he earned a Ph.D. in finance from UCLA’s Anderson School of Management.
URL:https://cfanorthcarolina.org/event/clt-em-ex-china-opportunities-friendshoring-demographics-and-more/
LOCATION:Morton’s the Steakhouse\, 227 W Trade St #150\, Charlotte\, NC\, 28202\, United States
CATEGORIES:Monthly Meeting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240424T170000
DTEND;TZID=America/New_York:20240424T200000
DTSTAMP:20260601T161801
CREATED:20240405T143849Z
LAST-MODIFIED:20240405T143851Z
UID:6371-1713978000-1713988800@cfanorthcarolina.org
SUMMARY:CFA NC & CAIA: A New Way of Optimizing Your Portfolio
DESCRIPTION:Our panel discussion with three thought leaders in the investment industry will answer many pertinent investment questions\, such as How do sophisticated institutional investors approach building global portfolios from scratch? How do they perform manager selection and portfolio construction? Which strategies have the highest potential for delivering strong returns post-COVID? What are the biggest current threats to investors\, and how can they be mitigated? We are confident that the fresh ideas presented at our event will help you optimize your portfolios.
URL:https://cfanorthcarolina.org/event/cfa-nc-caia-a-new-way-of-optimizing-your-portfolio/
LOCATION:Dimensional Fund Advisors\, 1515 S. Tryon Street\, Charlotte\, North Carolina\, 28202
CATEGORIES:Co-Sponsored Event
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