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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:20240910T200000
DTEND;TZID=America/New_York:20241112T220000
DTSTAMP:20260422T160047
CREATED:20240917T155853Z
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UID:6614-1725998400-1731448800@cfanorthcarolina.org
SUMMARY:Fixed Income Series
DESCRIPTION:This educational course is designed for those seeking to gain a broader understanding of fixed income strategies. A sound understanding of fixed income markets and strategies is fundamental for all serious finance and investment professionals. This course examines the characteristics\, benefits\, and risks of the various fixed income strategies including treasuries\, agencies\, MBS\, international\, municipal\, corporate\, and derivatives. Professionals from prominent local investment firms will lead this series so attendees will obtain unique perspectives on the current market. Instructors will also share their insights on asset allocation and risk management. As a course participant\, you will have access to the corresponding course recording. If you sign up as a series registrant\, you will have access to all 10 course recordings. Access to course recordings expire after 60 days. 
URL:https://cfanorthcarolina.org/event/fixed-income-series-3/
CATEGORIES:Co-Sponsored Event,Virtual
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DTSTART;TZID=America/New_York:20241002T120000
DTEND;TZID=America/New_York:20241002T130000
DTSTAMP:20260422T160047
CREATED:20240930T140423Z
LAST-MODIFIED:20240930T140424Z
UID:6648-1727870400-1727874000@cfanorthcarolina.org
SUMMARY:Webinar Series: A View on Washington & the State of the 2024 Election
DESCRIPTION:Libby Cantrill | Ms. Cantrill is head of U.S. public policy and 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. \n\n\n\nPrior 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 20 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/webinar-series-a-view-on-washington-the-state-of-the-2024-election/
CATEGORIES:Special Invitation for CFANC Members,Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241009T120000
DTEND;TZID=America/New_York:20241009T131500
DTSTAMP:20260422T160047
CREATED:20240904T180839Z
LAST-MODIFIED:20240916T203936Z
UID:6585-1728475200-1728479700@cfanorthcarolina.org
SUMMARY:CLT-Is Private Credit a Bubble? Risks & Opportunities in Private Credit 
DESCRIPTION:As the clash between private lenders and the broadly syndicated market continues\, the latter attempts to regain market share amid an attractive lending environment. In an effort to retain deal flow\, the largest market capitalization segment of the direct lending sector\, which tends to compete more directly with the broadly syndicated market\, has experienced notable spread compression in newly issued deals. This ongoing dynamic presents some underlying risks and opportunities that investors should know. \n\n\n\nSpeaker Bio: \n\n\n\nRobert O’Hara\, CFA \n\n\n\nRobert is a Research Analyst at First Trust Capital Management L.P. (FTCM). Robert is focused on supporting all aspects of the investmentresearch efforts.Prior to joining FTCM\, Robert worked as an investment analyst and trader with an RIA in the Southeast focused on fixed-income credit research and portfolio management across high-yield corporate and tax-exempt municipal markets.Robert is a graduate of Pennsylvania State University with a degree in Finance and an undergraduate certificate in Real Estate Analysis and Development. While at Penn State\, Robert interned at Citigroup Global Markets as a sales and trading summer analyst. Robert is a CFA charterholder.
URL:https://cfanorthcarolina.org/event/clt-is-private-credit-a-bubble-risks-opportunities-in-private-credit/
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:20241010T080000
DTEND;TZID=America/New_York:20241010T091500
DTSTAMP:20260422T160047
CREATED:20240904T181402Z
LAST-MODIFIED:20240916T203900Z
UID:6589-1728547200-1728551700@cfanorthcarolina.org
SUMMARY:Triad-Is Private Credit a Bubble? Risks & Opportunities in Private Credit 
DESCRIPTION:As the clash between private lenders and the broadly syndicated market continues\, the latter attempts to regain market share amid an attractive lending environment. In an effort to retain deal flow\, the largest market capitalization segment of the direct lending sector\, which tends to compete more directly with the broadly syndicated market\, has experienced notable spread compression in newly issued deals. This ongoing dynamic presents some underlying risks and opportunities that investors should know. \n\n\n\nSpeaker Bio: \n\n\n\nRobert O’Hara\, CFA \n\n\n\n \n\n\n\nRobert is a Research Analyst at First Trust Capital Management L.P. (FTCM). Robert is focused on supporting all aspects of the investment research efforts.Prior to joining FTCM\, Robert worked as an investment analyst and trader with an RIA in the Southeast focused on fixed-income credit research and portfolio management across high-yield corporate and tax-exempt municipal markets.Robert is a graduate of Pennsylvania State University with a degree in Finance and an undergraduate certificate in Real Estate Analysis and Development. While at Penn State\, Robert interned at Citigroup Global Markets as a sales and trading summer analyst. Robert is a CFA charterholder.
URL:https://cfanorthcarolina.org/event/triad-is-private-credit-a-bubble-risks-opportunities-in-private-credit/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241010T120000
DTEND;TZID=America/New_York:20241010T131500
DTSTAMP:20260422T160047
CREATED:20240905T155123Z
LAST-MODIFIED:20241009T151010Z
UID:6593-1728561600-1728566100@cfanorthcarolina.org
SUMMARY:Triangle-Is Private Credit a Bubble? Risks & Opportunities in Private Credit 
DESCRIPTION:As the clash between private lenders and the broadly syndicated market continues\, the latter attempts to regain market share amid an attractive lending environment. In an effort to retain deal flow\, the largest market capitalization segment of the direct lending sector\, which tends to compete more directly with the broadly syndicated market\, has experienced notable spread compression in newly issued deals. This ongoing dynamic presents some underlying risks and opportunities that investors should know. \n\n\n\nSpeaker Bio: \n\n\n\nRobert O’Hara\, CFA \n\n\n\n \n\n\n\nRobert is a Research Analyst at First Trust Capital Management L.P. (FTCM). Robert is focused on supporting all aspects of the investment research efforts.Prior to joining FTCM\, Robert worked as an investment analyst and trader with an RIA in the Southeast focused on fixed-income credit research and portfolio management across high-yield corporate and tax-exempt municipal markets.Robert is a graduate of Pennsylvania State University with a degree in Finance and an undergraduate certificate in Real Estate Analysis and Development. While at Penn State\, Robert interned at Citigroup Global Markets as a sales and trading summer analyst. Robert is a CFA charterholder.
URL:https://cfanorthcarolina.org/event/triangle-is-private-credit-a-bubble-risks-opportunities-in-private-credit/
LOCATION:Flemings Steakhouse\, Crabtree Valley Mall\, Glenwood Ave #5004\, Raleigh\, NC\, United States
CATEGORIES:Monthly Meeting
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DTSTART;TZID=America/New_York:20241019T130000
DTEND;TZID=America/New_York:20241019T150000
DTSTAMP:20260422T160047
CREATED:20240917T160143Z
LAST-MODIFIED:20240917T160145Z
UID:6616-1729342800-1729350000@cfanorthcarolina.org
SUMMARY:Level II Fixed Income Workshop
DESCRIPTION:Are you ready for the Level II CFA Exam? How about the Fixed Income section? While Fixed Income at Level II is only 10% – 15% of the exam there’s a lot of complex quantitative material to digest that can feel overwhelming if you have not seen it before. Are you ready to answer questions on forward interest rates\, how to price a bond using a variety of different valuation methodologies\, as well as discuss yield curves\, credit spreads\, and credit default swaps? \n\n\n\nPlease join Peter Stutz\, CFA as he helps prepare you for the fixed income section of the Level II CFA Exam. This workshop will take you through some key concepts as well as provide you with 30-40 exam-type questions covering each of the five learning modules. Mr. Stutz will work through solutions to these problems and provide test taking tips specific to the fixed income portion of the exam.
URL:https://cfanorthcarolina.org/event/level-ii-fixed-income-workshop/
CATEGORIES:Candidate Focused Event,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241022T170000
DTEND;TZID=America/New_York:20241022T200000
DTSTAMP:20260422T160047
CREATED:20240820T131029Z
LAST-MODIFIED:20241024T143446Z
UID:6556-1729616400-1729627200@cfanorthcarolina.org
SUMMARY:Triangle-Changing Behavior Using Behavioral Economics with Dan Ariely
DESCRIPTION:Dan will discuss some of the challenges (and some of the benefits) of our irrationalities as they play out day-to-day in both the workplace and in our personal lives. Some of the topics we will touch on include why it is so hard for us to make good decisions\, the role emotions play in our decision-making\, and what we can do to make decisions that are in our best long-term interest.  \n\n\n\nSpeaker Bio: \n\n\n\n\n\n\n\nAbout Dan: Despite our intentions\, why do we so often fail to act in our own best interest? Why do we promise to skip the chocolate cake\, only to find ourselves drooling our way into temptation when the dessert tray rolls around? Why do we overvalue things that we’ve worked to put together? What are the forces that influence our behavior? Dan Ariely\, a professor of Psychology & Behavioral Economics at Duke University\, is dedicated to answering these questions and others in order to help people live more sensible – if not rational – lives. His interests span a wide range of behaviors\, and his sometimes unusual experiments are consistently interesting\, amusing and informative\, demonstrating profound ideas that fly in the face of common wisdom.  \n\n\n\nDan has also advised governments in South Africa\, the Netherlands\, Brazil\, the United Kingdom\, US\, Saudi Arabia\, and Israel. Among the projects he has been involved with are how to help those in historically excluded populations stay in school\, how to help women in these populations find work\, and how to encourage more kids—girls especially—to study computer science. He has also worked on finding ways to address traffic congestion\, reduce government bureaucracy\, reduce prostitution\, improve trust between government and citizens\, and increase motivation among principals\, teachers\, and students.  \n\n\n\nHe is a founding member of the Center for Advanced Hindsight\, co-creator of the film documentary (Dis)Honesty: The Truth About Lies\, and a three-time New York Times bestselling author. His books include Predictably Irrational\, The Upside of Irrationality\, The Honest Truth About Dishonesty\, Irrationally Yours\, Payoff\, Dollars and Sense\, and Amazing Decisions. His latest book is Misbelief.  \n\n\n\nDan can be found at www.danariely.com.
URL:https://cfanorthcarolina.org/event/triangle-changing-behavior-using-behavioral-economics-with-dan-ariely/
LOCATION:Embassy Suites- RTP\, 201 Harrison Oaks Blvd\, Cary\, North Carolina\, 27513
CATEGORIES:Premier Event
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