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X-WR-CALNAME:CFA Society North Carolina
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X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART;TZID=America/New_York:20250206T163000
DTEND;TZID=America/New_York:20250206T193000
DTSTAMP:20260422T091413
CREATED:20250121T213941Z
LAST-MODIFIED:20250121T213941Z
UID:6752-1738859400-1738870200@cfanorthcarolina.org
SUMMARY:CLT- CFA NC & CAIA Joint Networking
DESCRIPTION:Join us\, along with our friends from CAIA Carolinas Chapter\, for an evening of fellowship and networking.  Drinks and light appetizers will be served. \n\n\n\nSpecial thanks to our sponsors: Artisan Partners and Partners Group
URL:https://cfanorthcarolina.org/event/clt-cfa-nc-caia-joint-networking-2/
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/2025/01/Wine-and-Network-13.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250211T120000
DTEND;TZID=America/New_York:20250211T131500
DTSTAMP:20260422T091413
CREATED:20250121T214835Z
LAST-MODIFIED:20250127T155241Z
UID:6754-1739275200-1739279700@cfanorthcarolina.org
SUMMARY:CLT-Market Corrections\, Endowments\, and Retirees: How Buffered ETFs are Transforming Asset Allocation
DESCRIPTION:With traditional methods of risk mitigation showing limited effectiveness in controlling volatility\, a growing number of investment professionals are reevaluating their diversification strategies. Defined outcome ETFs offer a compelling solution by consolidating predictable payoff structures into an easily accessible\, cost-effective\, and transparent package. We invite you to join our session to gain insights into why buffer ETFs have emerged as one of the most rapidly expanding segments within the active ETF marketplace. \n\n\n\nSpeaker Bio: \n\n\n\nJohan Grahn\, Head ETF Market Strategist\, Allianz Investment Management\, LLC \n\n\n\nBackgroundWith 20 years in the financial services industry\, Grahn has deep experience in market economics and financial products.Most recently\, he led the development and launch of Allianz Investment Management LLC’s exchange traded funds (ETFs)business\, which provides investors the opportunity to allocate assets and manage risk in their portfolios with the help ofbuffered ETFs. \n\n\n\nExperience \n\n\n\n\nGrahn currently focuses on strategic partnerships andgrowth objectives across distribution\, product\, branding\,and marketing for the ETF business.\n\n\n\nIn previous roles\, Grahn partnered with asset managersto develop cutting-edge\, volatility- managed and tacticalmulti-asset class portfolios\, growing them into a $35billion business. Grahn has also managed $60 billionof discretionary multi-asset fund-of-fund portfolios\,developed dynamic investment strategies\, and advisedon the oversight of $150 billion in sub-advised assets.\n\n\n\nGrahn has also built and overseen institutionalinvestment programs for endowments\, foundations\, andpension funds.\n\n\n\nGrahn is a frequent speaker in the media and at industryevents\, where he shares from his wide range of financialmarkets and portfolio management experience.\n\n\n\n\nEducation\, certifications\, and memberships \n\n\n\nInvestment committee member at Tubman\, a nonprofitthat helps people in need to navigate trauma \n\n\n\nMBA from Bryant University (Rhode Island) \n\n\n\nB.S. in international business from Johnson & WalesUniversity (Rhode Island) \n\n\n\nFINRA Series 7 securities registration \n\n\n\nVeteran member of the Swedish Navy’s Special Forces \n\n\n\nSwedish-American Chambers of Commerce USAboard member
URL:https://cfanorthcarolina.org/event/clt-market-corrections-endowments-and-retirees-how-buffered-etfs-are-transforming-asset-allocation/
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/2025/01/Add-a-heading-85.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250212T080000
DTEND;TZID=America/New_York:20250212T091500
DTSTAMP:20260422T091413
CREATED:20250121T215041Z
LAST-MODIFIED:20250127T155113Z
UID:6757-1739347200-1739351700@cfanorthcarolina.org
SUMMARY:Triad-Market Corrections\, Endowments\, and Retirees: How Buffered ETFs are Transforming Asset Allocation
DESCRIPTION:With traditional methods of risk mitigation showing limited effectiveness in controlling volatility\, a growing number of investment professionals are reevaluating their diversification strategies. Defined outcome ETFs offer a compelling solution by consolidating predictable payoff structures into an easily accessible\, cost-effective\, and transparent package. We invite you to join our session to gain insights into why buffer ETFs have emerged as one of the most rapidly expanding segments within the active ETF marketplace. \n\n\n\nSpeaker Bio: \n\n\n\nJohan Grahn\, Head ETF Market Strategist\, Allianz Investment Management\, LLC \n\n\n\nBackgroundWith 20 years in the financial services industry\, Grahn has deep experience in market economics and financial products.Most recently\, he led the development and launch of Allianz Investment Management LLC’s exchange traded funds (ETFs)business\, which provides investors the opportunity to allocate assets and manage risk in their portfolios with the help ofbuffered ETFs. \n\n\n\nExperience \n\n\n\n\nGrahn currently focuses on strategic partnerships andgrowth objectives across distribution\, product\, branding\,and marketing for the ETF business.\n\n\n\nIn previous roles\, Grahn partnered with asset managersto develop cutting-edge\, volatility- managed and tacticalmulti-asset class portfolios\, growing them into a $35billion business. Grahn has also managed $60 billionof discretionary multi-asset fund-of-fund portfolios\,developed dynamic investment strategies\, and advisedon the oversight of $150 billion in sub-advised assets.\n\n\n\nGrahn has also built and overseen institutionalinvestment programs for endowments\, foundations\, andpension funds.\n\n\n\nGrahn is a frequent speaker in the media and at industryevents\, where he shares from his wide range of financialmarkets and portfolio management experience.\n\n\n\n\nEducation\, certifications\, and memberships \n\n\n\n\nMBA from Bryant University (Rhode Island)\n\n\n\nB.S. in international business from Johnson & WalesUniversity (Rhode Island)\n\n\n\nFINRA Series 7 securities registration\n\n\n\nVeteran member of the Swedish Navy’s Special Forces\n\n\n\nSwedish-American Chambers of Commerce USAboard member\n\n\n\nInvestment committee member at Tubman\, a nonprofitthat helps people in need to navigate trauma
URL:https://cfanorthcarolina.org/event/triad-market-corrections-endowments-and-retirees-how-buffered-etfs-are-transforming-asset-allocation/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2025/01/Add-a-heading-85.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250212T120000
DTEND;TZID=America/New_York:20250212T131500
DTSTAMP:20260422T091413
CREATED:20250121T215240Z
LAST-MODIFIED:20250217T195006Z
UID:6759-1739361600-1739366100@cfanorthcarolina.org
SUMMARY:Triangle-Market Corrections\, Endowments\, and Retirees: How Buffered ETFs are Transforming Asset Allocation
DESCRIPTION:With traditional methods of risk mitigation showing limited effectiveness in controlling volatility\, a growing number of investment professionals are reevaluating their diversification strategies. Defined outcome ETFs offer a compelling solution by consolidating predictable payoff structures into an easily accessible\, cost-effective\, and transparent package. We invite you to join our session to gain insights into why buffer ETFs have emerged as one of the most rapidly expanding segments within the active ETF marketplace. \n\n\n\nSpeaker Bio: \n\n\n\nJohan Grahn\, Head ETF Market Strategist\, Allianz Investment Management\, LLC \n\n\n\nBackgroundWith 20 years in the financial services industry\, Grahn has deep experience in market economics and financial products.Most recently\, he led the development and launch of Allianz Investment Management LLC’s exchange traded funds (ETFs)business\, which provides investors the opportunity to allocate assets and manage risk in their portfolios with the help ofbuffered ETFs. \n\n\n\nExperience \n\n\n\n\nGrahn currently focuses on strategic partnerships andgrowth objectives across distribution\, product\, branding\,and marketing for the ETF business.\n\n\n\nIn previous roles\, Grahn partnered with asset managersto develop cutting-edge\, volatility- managed and tacticalmulti-asset class portfolios\, growing them into a $35billion business. Grahn has also managed $60 billionof discretionary multi-asset fund-of-fund portfolios\,developed dynamic investment strategies\, and advisedon the oversight of $150 billion in sub-advised assets.\n\n\n\nGrahn has also built and overseen institutionalinvestment programs for endowments\, foundations\, andpension funds.\n\n\n\nGrahn is a frequent speaker in the media and at industryevents\, where he shares from his wide range of financialmarkets and portfolio management experience.\n\n\n\n\nEducation\, certifications\, and memberships \n\n\n\n\nMBA from Bryant University (Rhode Island)\n\n\n\nB.S. in international business from Johnson & WalesUniversity (Rhode Island)\n\n\n\nFINRA Series 7 securities registration\n\n\n\nVeteran member of the Swedish Navy’s Special Forces\n\n\n\nSwedish-American Chambers of Commerce USAboard member\n\n\n\nInvestment committee member at Tubman\, a nonprofitthat helps people in need to navigate trauma
URL:https://cfanorthcarolina.org/event/triangle-market-corrections-endowments-and-retirees-how-buffered-etfs-are-transforming-asset-allocation/
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/2025/01/Add-a-heading-85.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250212T150000
DTEND;TZID=America/New_York:20250212T160000
DTSTAMP:20260422T091413
CREATED:20250210T191642Z
LAST-MODIFIED:20250210T191643Z
UID:6801-1739372400-1739376000@cfanorthcarolina.org
SUMMARY:Interview Skills
DESCRIPTION:Unlock the secrets to nailing your next interview and landing the job you want with Rob Hellman\, an acclaimed career coach and expert in professional development. Rob’s extensive experience includes delivering high-impact workshops and presentations for institutions like Columbia University\, Harvard Business School\, LinkedIn\, and Unilever.
URL:https://cfanorthcarolina.org/event/interview-skills/
CATEGORIES:Special Invitation for CFANC Members,Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2025/02/Add-a-heading-93.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250213T160000
DTEND;TZID=America/New_York:20250213T170000
DTSTAMP:20260422T091413
CREATED:20250127T161021Z
LAST-MODIFIED:20250127T161021Z
UID:6778-1739462400-1739466000@cfanorthcarolina.org
SUMMARY:Webinar Career Series: Organize Your Job Search Campaign and Stand Out from the Competition
DESCRIPTION:Whether you’re looking for a job internally or seeking to land a role at a new organization\, you’re more likely to get what you want quickly if you take a step back to get organized. In addition\, you’ll get more of the “right” offers if you position and brand yourself properly at every stage of your search. In this interactive webinar\, you’ll learn both how to get set up for a quick search and techniques for standing out from the competition. \n\n\n\nSpeaker Bio: \n\n\n\nRobert Hellmann\, President of Hellman Career Consulting \n\n\n\nRobert Hellmann\, President of Hellmann Career Consulting\, has helped over 1\,000 individuals to achieve job search and career success\, and dozens of organizations to improve effectiveness via executive coaching\, workshops and outplacement services. He has also presented numerous times to a half-dozen CFA Society chapters and at the CFA Institute’s global conference. Rob has been certified as a “GetFive Career and Executive Coach” and by LinkedIn as a LinkedIn-certified Professional Recruiter. \n\n\n\nRob has affiliations with the graduate business schools at Columbia University and Cornell University\, via his inclusion in their highly selective networks of career coaches they recommend to alumni. He is a regular contributor to Forbes\, and his insights have also appeared in media outlets such as The New York Times\, The Wall Street Journal\, the Washington Post\, the Chicago Tribune\, CBS News\, ABC News\, NBC News and many others.  \n\n\n\nRob leverages his 20 years of management experience at American Express\, JP Morgan Chase\, and the Federal Reserve Bank of New York in helping clients achieve career success. 
URL:https://cfanorthcarolina.org/event/webinar-career-series-organize-your-job-search-campaign-and-stand-out-from-the-competition/
CATEGORIES:Special Invitation for CFANC Members,Webinar
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2025/01/Add-a-heading-87.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250222T120000
DTEND;TZID=America/New_York:20250222T170000
DTSTAMP:20260422T091413
CREATED:20250211T221254Z
LAST-MODIFIED:20250217T195041Z
UID:6804-1740225600-1740243600@cfanorthcarolina.org
SUMMARY:2025 Research Challenge-Local Finals
DESCRIPTION:Everyone is welcome! \n\n\n\nYou are invited to attend the CFA Institute Research Challenge hosted by CFA Society North Carolina for an exciting competition in which student teams from universities across North Carolina present their own equity investment research on a leading\, North Carolina-based company to a panel of investment industry experts. \n\n\n\nThe CFA Institute Research Challenge is an annual\, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company and then write a research report on their assigned company with a buy\, sell\, or hold recommendation.  \n\n\n\nEach Research Challenge season leverages the efforts of over 150+ CFA member societies\, 3\,500+ member volunteers\, and more than 5\,000 students from over 1\,000 universities.      \n\n\n\nThe Challenge gathers students\, investment industry professionals\, publicly traded companies\, and corporate sponsors together locally\, regionally\, and globally for a real-world competition.  Additionally\, all participants are introduced to and held to the standards of the CFA Institute Code of Ethics and Standards of Professional Conduct.
URL:https://cfanorthcarolina.org/event/2025-research-challenge-local-finals/
LOCATION:UNC-Greensboro\, Bryan School of Business\, United States
CATEGORIES:University
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2025/02/Add-a-heading-94.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250225T170000
DTEND;TZID=America/New_York:20250225T190000
DTSTAMP:20260422T091413
CREATED:20250206T191437Z
LAST-MODIFIED:20250206T191438Z
UID:6783-1740502800-1740510000@cfanorthcarolina.org
SUMMARY:Triad Networking-Incendiary Brewing Co.
DESCRIPTION:Join us for an evening of meaningful connections and professional networking with fellow CFA NC members and candidates. Register now to expand your network and engage in great conversations!
URL:https://cfanorthcarolina.org/event/triad-networking-incendiary-brewing-co/
LOCATION:Incendiary Brewing Company\, 486 N. Patterson Avenue\, #105\, Winston Salem\, North Carolina\, 27101
CATEGORIES:Networking
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2025/02/Wine-and-Network-14.png
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