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X-WR-CALNAME:CFA Society North Carolina
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:20260422T142543
CREATED:20240917T155853Z
LAST-MODIFIED:20240917T160340Z
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:20241113T120000
DTEND;TZID=America/New_York:20241113T131500
DTSTAMP:20260422T142543
CREATED:20241024T143420Z
LAST-MODIFIED:20241111T163545Z
UID:6667-1731499200-1731503700@cfanorthcarolina.org
SUMMARY:CLT- Fireside Chat: Diversified Real Estate Discussion with John Ockerbloom\, Head of U.S. and European Real Estate\, Barings
DESCRIPTION:Real estate debt has grown increasingly as banks have reduced their lending activity. This fireside chat with John Ockerbloom will cover the residential space\, commercial real estate\, real estate debt and construction lending. Will the massive distress on the horizon materialize or is the debt held in private funds that can extend much longer than regulated banks who were at the heart of GFC? Are the opportunities in private real estate finally competitive with other growth assets and worthy of the illiquidity? John will discuss how real estate is cyclical and compelling opportunities in equity will surface including distressed properties\, but also in asset classes such as residential that benefit from strong macro tailwinds. \n\n\n\nSpeaker Bio: \n\n\n\nJohn Ockerbloom is a member of Barings Real Estate\, a global real estate platform with extensive capabilities across both debt and equity strategies. John is a Managing Director and Head of U.S. & European Real Estate\, leading the development of the U.S. and European real estate businessstrategies across investment vehicles\, asset classes and geographies. In addition\, he serves as Co-Chair of the Barings Real Estate U.S. Equity Investment Committee and is a member of the Barings Global Real Estate Debt U.S. Investment Committee and Affordable Housing Investment Committee. He has worked in the industry since 1997. Prior to joining the firm in 2019\, John served as Managing Director and Global Head of Real Estate\, Gaming & Lodging at Jefferies\, where he founded the firm’s real estate investment banking business. Prior to Jefferies\, John held leadership positions in real estate investment banking with Morgan Keegan & Company\, Wachovia Securities and Bank of America Securities. Prior to banking\, he worked as an attorney in a private practice. John earned his B.A. from Westfield State College in Massachusetts and a J.D. at  Northeastern University School of Law. He holds FINRA Series 7\, 63 and 24 licenses.
URL:https://cfanorthcarolina.org/event/clt-fireside-chat-diversified-real-estate-discussion-with-john-ockerbloom-head-of-u-s-and-european-real-estate-barings/
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:20241119T080000
DTEND;TZID=America/New_York:20241119T091500
DTSTAMP:20260422T142543
CREATED:20241029T202722Z
LAST-MODIFIED:20241120T143707Z
UID:6670-1732003200-1732007700@cfanorthcarolina.org
SUMMARY:Triad-Seizing the Moment: Exceptional Opportunities in Non-Core Real Estate Investing 
DESCRIPTION:Real estate trades now seem to reflect higher interest rates and certain negative factors in general economies. Trading volume is still muted. It may take several years to resolve the pervasive issue of overleverage caused by steep value declines. Lender forbearance\, work-out and loan restructuring negotiations and foreclosures take time. Conditions are ripe for a potentially extraordinary vintage period for non-core investing via recapitalizations\, GP-led secondaries and distress sales. \n\n\n\nSpeaker Bio: \n\n\n\nJustin Thibault\, CFA\, is a member of the real estate team and focuses on various investment and portfolio management activities. Prior to StepStone\, Mr. Thibault was a consultant at Courtland Partners\, Ltd.\, an international real estate advisory firm which integrated with StepStone Real Estate. Previously\, Mr. Thibault was employed with Charles Schwab & Co.\, Inc. as a senior consultant\, where he provided an array of portfolio management and investment services to the firm’s high-net-worth clientele. Mr. Thibault received a BS from Indiana University and is a CFA charterholder.
URL:https://cfanorthcarolina.org/event/triad-seizing-the-moment-exceptional-opportunities-in-non-core-real-estate-investing/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241119T120000
DTEND;TZID=America/New_York:20241119T131500
DTSTAMP:20260422T142543
CREATED:20241029T203025Z
LAST-MODIFIED:20241029T203025Z
UID:6673-1732017600-1732022100@cfanorthcarolina.org
SUMMARY:Triangle-Seizing the Moment: Exceptional Opportunities in Non-Core Real Estate Investing 
DESCRIPTION:Real estate trades now seem to reflect higher interest rates and certain negative factors in general economies. Trading volume is still muted. It may take several years to resolve the pervasive issue of overleverage caused by steep value declines. Lender forbearance\, work-out and loan restructuring negotiations and foreclosures take time. Conditions are ripe for a potentially extraordinary vintage period for non-core investing via recapitalizations\, GP-led secondaries and distress sales. \n\n\n\nSpeaker Bio: \n\n\n\nJustin Thibault\, CFA\, is a member of the real estate team and focuses on various investment and portfolio management activities. Prior to StepStone\, Mr. Thibault was a consultant at Courtland Partners\, Ltd.\, an international real estate advisory firm which integrated with StepStone Real Estate. Previously\, Mr. Thibault was employed with Charles Schwab & Co.\, Inc. as a senior consultant\, where he provided an array of portfolio management and investment services to the firm’s high-net-worth clientele. Mr. Thibault received a BS from Indiana University and is a CFA charterholder.
URL:https://cfanorthcarolina.org/event/triangle-seizing-the-moment-exceptional-opportunities-in-non-core-real-estate-investing/
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:20241120T160000
DTEND;TZID=America/New_York:20241120T180000
DTSTAMP:20260422T142543
CREATED:20241107T165912Z
LAST-MODIFIED:20241107T165913Z
UID:6683-1732118400-1732125600@cfanorthcarolina.org
SUMMARY:3rd Annual Virtual DEI Conference
DESCRIPTION:CFALA and LACERA are happy to collaborate on our 3rd Annual DEI Virtual Conference. We will again briefly highlight CFA Institute’s DEI Initiatives and the best practices learned from this year’s roundtable discussions on DEI Leadership Amid Backlash and provide insights on leadership beyond compliance. We will end the conference with a frank discussion between two financial leaders who are passionate about DEI and how they lead with it in mind.
URL:https://cfanorthcarolina.org/event/3rd-annual-virtual-dei-conference/
CATEGORIES:Special Invitation for CFANC Members,Virtual
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