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X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART;TZID=America/New_York:20240508T173000
DTEND;TZID=America/New_York:20240508T200000
DTSTAMP:20260601T151311
CREATED:20240423T155806Z
LAST-MODIFIED:20240429T184022Z
UID:6382-1715189400-1715198400@cfanorthcarolina.org
SUMMARY:The Wealth Allocation Framework
DESCRIPTION:A Special Event with Ashvin Chhabra\, a pioneer in Goals-Based Investing and CIO of Euclidean Capital \n\n\n\nAshvin Chhabra’s is perhaps the world’s pre-eminent thinker on how to structure investments to match goals. His Wealth Allocation Framework took the private wealth industry by storm nearly a quarter century ago and is now best practice at most major firms. For the first time ever\, CFALA members and friends can hear directly from him how the framework can revolutionize their own allocation process\, along with implementation details. As Chief Investment Officer of one of the largest family offices in the world\, James Simon’s (Renaissance Technologies) Euclidian Capital\, Dr. Chhabra will also discuss his view on the opportunities and challenges facing allocators today.
URL:https://cfanorthcarolina.org/event/the-wealth-management-framework/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20240521T090000
DTEND;TZID=America/New_York:20240521T120000
DTSTAMP:20260601T151311
CREATED:20240506T154230Z
LAST-MODIFIED:20240506T154232Z
UID:6442-1716282000-1716292800@cfanorthcarolina.org
SUMMARY:Impact Your Profession. Impact Your Career. Women's Workshop
DESCRIPTION:Julie Jones\, along with her teammates\, Lauren Poleto and Patricia Wilfong\, invite you to join them at this year’s “Impact Your Profession. Impact Your Career. Women’s Workshop” Come as your most authentic self to build relationships and sharpen your professional acumen. This is not your typical speaker event. Our table-top discussion format is designed to engage you in meaningful conversation and leave you feeling inspired.
URL:https://cfanorthcarolina.org/event/impact-your-profession-impact-your-career-womens-workshop/
LOCATION:The Ruth\, 2122 Thrift Road\, Suite C\, Charlotte\, North Carolina\, 28208
CATEGORIES:Co-Sponsored Event
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DTSTART;TZID=America/New_York:20240521T120000
DTEND;TZID=America/New_York:20240521T131500
DTSTAMP:20260601T151311
CREATED:20240320T124145Z
LAST-MODIFIED:20240321T194128Z
UID:6352-1716292800-1716297300@cfanorthcarolina.org
SUMMARY:CLT-2024: A Foundational Year
DESCRIPTION:Join us for our May programming to hear from a leading bank and global economic expert on the current banking crisis and a global economic update featuring Jim Reichard CFP\,CIMA\,CAIA\, Managing Director Market Investment Executive with Bank of America Private Bank. He will address the macro environment and a possible pull forward of a recession because of capital requirements\, regulation oversights\, less lending\, underwriting standards going up\, and a possible decrease in overall GDP.
URL:https://cfanorthcarolina.org/event/clt-the-current-banking-crisis-and-global-economic-forecast/
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:20240522T080000
DTEND;TZID=America/New_York:20240522T091500
DTSTAMP:20260601T151311
CREATED:20240320T124406Z
LAST-MODIFIED:20240321T194203Z
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SUMMARY:Triad-2024: A Foundational Year
DESCRIPTION:Join us for our May programming to hear from a leading bank and global economic expert on the current banking crisis and a global economic update featuring Jim Reichard CFP\,CIMA\,CAIA\, Managing Director Market Investment Executive with Bank of America Private Bank. He will address the macro environment and a possible pull forward of a recession because of capital requirements\, regulation oversights\, less lending\, underwriting standards going up\, and a possible decrease in overall GDP.
URL:https://cfanorthcarolina.org/event/triad-the-current-banking-crisis-and-global-economic-forecast/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
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DTSTART;TZID=America/New_York:20240522T173000
DTEND;TZID=America/New_York:20240522T193000
DTSTAMP:20260601T151311
CREATED:20240514T152224Z
LAST-MODIFIED:20240528T132126Z
UID:6466-1716399000-1716406200@cfanorthcarolina.org
SUMMARY:Asheville Networking: Capella on 9
DESCRIPTION:We are excited to host a networking event in Asheville! Please join us to connect with local or visiting Charterholders as well as members of the financial community.
URL:https://cfanorthcarolina.org/event/asheville-networking-capella-on-9/
LOCATION:Capella on 9-AC Hotel\, 10 Broadway Street\, 9th Floor\, Asheville\, 28801
CATEGORIES:Networking
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240523T120000
DTEND;TZID=America/New_York:20240523T131500
DTSTAMP:20260601T151311
CREATED:20240320T124635Z
LAST-MODIFIED:20240517T152348Z
UID:6356-1716465600-1716470100@cfanorthcarolina.org
SUMMARY:Triangle-2024: A Foundational Year
DESCRIPTION:Join us for our May programming to hear from a leading bank and global economic expert on the current banking crisis and a global economic update featuring Jim Reichard CFP\,CIMA\,CAIA\, Managing Director Market Investment Executive with Bank of America Private Bank. He will address the macro environment and a possible pull forward of a recession because of capital requirements\, regulation oversights\, less lending\, underwriting standards going up\, and a possible decrease in overall GDP.
URL:https://cfanorthcarolina.org/event/triangle-the-current-banking-crisis-and-global-economic-forecast/
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:20240528T163000
DTEND;TZID=America/New_York:20240528T193000
DTSTAMP:20260601T151311
CREATED:20240508T190058Z
LAST-MODIFIED:20240508T190100Z
UID:6456-1716913800-1716924600@cfanorthcarolina.org
SUMMARY:Triangle Networking: honoring our 2023 Triangle New Charterholders-The Velvet Hippo
DESCRIPTION:Join us for a spring networking event honoring the Triangle’s 2023 New Charterholders! This is a great time to congratulate our newest CFA NC Members as well as catch up with friends and colleagues.
URL:https://cfanorthcarolina.org/event/triangle-networking-honoring-our-2023-triangle-new-charterholders-the-velvet-hippo/
LOCATION:The Velvet Hippo\, 119 Orange Street\, 3rd Floor\, Durham\, North Carolina\, 27701
CATEGORIES:Networking
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2024/05/Wine-and-Network-5.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240529T170000
DTEND;TZID=America/New_York:20240529T190000
DTSTAMP:20260601T151311
CREATED:20240503T153208Z
LAST-MODIFIED:20240503T153209Z
UID:6433-1717002000-1717009200@cfanorthcarolina.org
SUMMARY:Triad Networking: honoring our 2023 Triad New Charterholders- Quanto Basta Italian Eatery and Wine Bar
DESCRIPTION:Join us for a spring networking event honoring the Triad’s 2023 New Charterholders! This is a great time to congratulate our newest CFA NC Members as well as catch up with friends and colleagues.
URL:https://cfanorthcarolina.org/event/triad-networking-honoring-our-2023-triad-new-charterholders-quanto-basta-italian-eatery-and-wine-bar/
LOCATION:Quanto Basta Italian Eatery and Wine Bar\, 680 W. 4th Street\, Winston Salem\, 27101
CATEGORIES:Networking
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