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X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART;TZID=America/New_York:20250909T200000
DTEND;TZID=America/New_York:20251111T220000
DTSTAMP:20260421T200819
CREATED:20250626T183218Z
LAST-MODIFIED:20250626T183220Z
UID:6949-1757448000-1762898400@cfanorthcarolina.org
SUMMARY:Fixed Income Series 2025
DESCRIPTION:Tuesdays\, beginning Sept 9. Recordings will be available for those registered. \n\n\n\nThis 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-2025/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2025/06/Add-a-heading-2025-06-26T135427.929.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251008T080000
DTEND;TZID=America/New_York:20251008T091500
DTSTAMP:20260421T200819
CREATED:20250909T193656Z
LAST-MODIFIED:20250909T193658Z
UID:8047-1759910400-1759914900@cfanorthcarolina.org
SUMMARY:Triad-Understanding Private Fund Performance
DESCRIPTION:Private funds currently account for about 9% of the global investable universe.  Understanding the risk and return profiles of private funds is crucial for investors. Yet\, simply measuring the performance of private funds requires specialized methods due to the illiquid nature of their holdings. The same is true for benchmarking their performance to public investments.  \n\n\n\nMathieu Pellerin\, PhD in Economics\, and Retirement Research Director at Dimensional Fund Advisors\, will provide fresh evidence on private fund performance using comprehensive data covering multiple asset classes.
URL:https://cfanorthcarolina.org/event/triad-understanding-private-fund-performance/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2025/09/business-Tips.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251008T120000
DTEND;TZID=America/New_York:20251008T131500
DTSTAMP:20260421T200819
CREATED:20250909T193959Z
LAST-MODIFIED:20250909T194001Z
UID:8050-1759924800-1759929300@cfanorthcarolina.org
SUMMARY:Triangle-Understanding Private Fund Performance
DESCRIPTION:Private funds currently account for about 9% of the global investable universe.  Understanding the risk and return profiles of private funds is crucial for investors. Yet\, simply measuring the performance of private funds requires specialized methods due to the illiquid nature of their holdings. The same is true for benchmarking their performance to public investments.  \n\n\n\nMathieu Pellerin\, PhD in Economics\, and Retirement Research Director at Dimensional Fund Advisors\, will provide fresh evidence on private fund performance using comprehensive data covering multiple asset classes.
URL:https://cfanorthcarolina.org/event/triangle-understanding-private-fund-performance/
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:20251009T120000
DTEND;TZID=America/New_York:20251009T131500
DTSTAMP:20260421T200819
CREATED:20250909T194239Z
LAST-MODIFIED:20251015T142649Z
UID:8053-1760011200-1760015700@cfanorthcarolina.org
SUMMARY:CLT-Understanding Private Fund Performance
DESCRIPTION:Private funds currently account for about 9% of the global investable universe.  Understanding the risk and return profiles of private funds is crucial for investors. Yet\, simply measuring the performance of private funds requires specialized methods due to the illiquid nature of their holdings. The same is true for benchmarking their performance to public investments.  \n\n\n\nMathieu Pellerin\, PhD in Economics\, and Retirement Research Director at Dimensional Fund Advisors\, will provide fresh evidence on private fund performance using comprehensive data covering multiple asset classes.
URL:https://cfanorthcarolina.org/event/clt-understanding-private-fund-performance/
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/2025/09/business-Tips.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251016T120000
DTEND;TZID=America/New_York:20251016T130000
DTSTAMP:20260421T200819
CREATED:20251001T145038Z
LAST-MODIFIED:20251001T145040Z
UID:8916-1760616000-1760619600@cfanorthcarolina.org
SUMMARY:Webinar Series: The AI Financial Analyst: Hype\, Reality\, and the Future of Investment Research
DESCRIPTION:The recent boom in large language models (LLMs) has sparked widespread speculation about AI’s ability to replace knowledge workers\, with financial analysts frequently cited as one of the most exposed professions. But is the AI analyst truly ready for the trading floor? In this talk\, I share practical insights from the front lines as the founder of Sparkline Capital\, an investment firm applying LLMs to real-world financial research. Drawing on a series of case studies—ranging from automating the parsing of SEC filings to tracking corporate innovation via patents—I’ll demonstrate where AI is already outperforming junior analysts and where it still falls short. We’ll explore why AI struggles with high-level reasoning\, how noisy and non-stationary financial data limits direct return forecasting\, and what this means for the future of asset management. Rather than fearing full automation\, I argue that the most promising path forward lies in hybrid investment teams that combine human judgment with AI scale. This talk will resonate with both researchers and practitioners interested in the practical boundary between current AI capabilities and the domain expertise required in finance. \n\n\n\nKai Wu is the founder and Chief Investment Officer of Sparkline Capital\, an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large\, unstructured data sets. \n\n\n\nPrior to Sparkline\, Kai co-founded and co-managed Kaleidoscope Capital\, a quantitative hedge fund in Boston. With one other partner\, he grew Kaleidoscope to $350 million in assets from institutional investors. Kai jointly managed all aspects of the company\, including technology\, investments\, operations\, trading\, investor relations\, and recruiting. \n\n\n\nPreviously\, Kai worked at GMO\, where he was a member of Jeremy Grantham’s $40 billion asset allocation team. He also worked closely with the firm’s equity and macro investment teams in Boston\, San Francisco\, London\, and Sydney. \n\n\n\n​Kai graduated from Harvard College Magna Cum Laude and Phi Beta Kappa.
URL:https://cfanorthcarolina.org/event/webinar-series-the-ai-financial-analyst-hype-reality-and-the-future-of-investment-research/
CATEGORIES:Special Invitation for CFANC Members,Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251018T130000
DTEND;TZID=America/New_York:20251018T143000
DTSTAMP:20260421T200819
CREATED:20250626T174854Z
LAST-MODIFIED:20250626T174855Z
UID:6945-1760792400-1760797800@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-2/
CATEGORIES:Candidate Focused Event,Virtual
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251030T080000
DTEND;TZID=America/New_York:20251030T170000
DTSTAMP:20260421T200819
CREATED:20250425T145911Z
LAST-MODIFIED:20251103T195724Z
UID:6910-1761811200-1761843600@cfanorthcarolina.org
SUMMARY:ALTSSE Conference
DESCRIPTION:ALTSSE is developed and led by the CAIA Association\, CFA Society South Carolina\, CFA Society North Carolina\, and Markets Group\, and is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSSE is specifically designed to provide relevant\, education-focused content for individuals who manage\, advise\, allocate to\, or oversee alternative investments. With leading allocating and management firms\, the agenda will include topics such as global asset allocation\, private markets\, real assets\, private equity\, hedge funds\, alternative beta strategies\, and more.
URL:https://cfanorthcarolina.org/event/save-the-date-altsse-conference/
LOCATION:JW Marriott Charlotte\, 600 S. College Street\, Charlotte\, North Carolina\, 28202
CATEGORIES:Co-Sponsored Event,Premier Event
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