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X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART;TZID=America/New_York:20260204T180000
DTEND;TZID=America/New_York:20260204T193000
DTSTAMP:20260531T175046
CREATED:20260102T144200Z
LAST-MODIFIED:20260102T144202Z
UID:11838-1770228000-1770233400@cfanorthcarolina.org
SUMMARY:The Stock Pitch Masterclass: Build the Pitch That Gets You Hired
DESCRIPTION:Durable moat. Quality management. Secular tailwinds. Discount to peers. \n\n\n\nThis is what every candidate learns to say. It’s also what every candidate sounds like when they get passed over in an interview—not because they’re wrong\, but because they’re not saying anything the market doesn’t already know. The market knows the moat exists. It’s priced in. The market has a view on management. Priced in. Discount to peers? Priced in. Most candidates fail buy-side interviews not because they’re unprepared\, but because they sound like bankers describing a company rather than investors predicting a mispricing. \n\n\n\nAfter 15 years on the buy-side and 1\,000+ pitches evaluated\, Ryan J. Ross\, CFA\, has seen exactly where pitches break. This 90-minute masterclass covers the Alpha Framework: \n\n\n\n• The Thesis: What separates a book report from an investment thesis—and the variant perceptions that PMs actually want to hear• The ‘Why’ Model: Why your 47-tab model won’t save you in an interview\, and how to identify the 2-3 drivers that matter• The Catalyst & Bear Case: Why “eventually” isn’t a catalyst and “macro risk” isn’t a bear case—and how to answer both with precision• Live Case Study: A before/after teardown of a real pitch—same company\, same data\, different outcome
URL:https://cfanorthcarolina.org/event/the-stock-pitch-masterclass-build-the-pitch-that-gets-you-hired/
CATEGORIES:Special Invitation for CFANC Members,Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260210T110000
DTEND;TZID=America/New_York:20260210T120000
DTSTAMP:20260531T175046
CREATED:20260115T221640Z
LAST-MODIFIED:20260115T221642Z
UID:12766-1770721200-1770724800@cfanorthcarolina.org
SUMMARY:Alpha Disrupted Webinar Series: The future investment professional- Skills for the digital era
DESCRIPTION:As digital disruption reshapes every corner of the investment and asset management industry\, the role of the investment professional is evolving fast. This webinar explores what tomorrow’s analyst\, portfolio manager\, or client advisor will need to succeed — from new technical fluency to adaptive thinking and cross-functional collaboration. We’ll unpack the most pressing skill gaps\, highlight how forward-thinking firms are reimagining talent development\, and offer practical tools for personal and team growth in a digitally-driven future. \n\n\n\nKey takeaways from this webinar include: \n\n\n\nGain insights from industry examples where talent strategies are aligning with innovation goals. \n\n\n\nUnderstand how digitization is transforming traditional investment roles. \n\n\n\nIdentify the emerging core skills: data literacy\, systems thinking\, and digital collaboration. \n\n\n\nExplore frameworks for assessing your team’s future readiness. \n\n\n\nLearn how to build practical development plans for upskilling and reskilling.
URL:https://cfanorthcarolina.org/event/alpha-disrupted-webinar-series-the-future-investment-professional-skills-for-the-digital-era/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260210T120000
DTEND;TZID=America/New_York:20260210T131500
DTSTAMP:20260531T175046
CREATED:20251219T200152Z
LAST-MODIFIED:20260129T213232Z
UID:11774-1770724800-1770729300@cfanorthcarolina.org
SUMMARY:CLT-Not Your Grandpa’s Credit Markets: Underwriting Opportunities and Complexity in Today’s Markets
DESCRIPTION:In today’s credit markets\, complexity isn’t a barrier; it’s a source of alpha. Artisan’s Global Special Situations team\, Brian Louko and Scott Bartley\, explores the structural forces reshaping credit\, the rise of more intricate instruments\, and the foundational principles investors still need to anchor decision-making. Attendees will walk away with a modern credit playbook grounded in fundamentals yet built for today’s opportunity set.
URL:https://cfanorthcarolina.org/event/clt-not-your-grandpas-credit-markets-underwriting-opportunities-and-complexity-in-todays-markets/
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:20260211T080000
DTEND;TZID=America/New_York:20260211T091500
DTSTAMP:20260531T175046
CREATED:20251219T200532Z
LAST-MODIFIED:20251219T200534Z
UID:11777-1770796800-1770801300@cfanorthcarolina.org
SUMMARY:Triad-Not Your Grandpa’s Credit Markets: Underwriting Opportunities and Complexity in Today’s Markets
DESCRIPTION:In today’s credit markets\, complexity isn’t a barrier; it’s a source of alpha. Artisan’s Global Special Situations team\, Brian Louko and Scott Bartley\, explores the structural forces reshaping credit\, the rise of more intricate instruments\, and the foundational principles investors still need to anchor decision-making. Attendees will walk away with a modern credit playbook grounded in fundamentals yet built for today’s opportunity set.
URL:https://cfanorthcarolina.org/event/triad-not-your-grandpas-credit-markets-underwriting-opportunities-and-complexity-in-todays-markets/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260211T120000
DTEND;TZID=America/New_York:20260211T131500
DTSTAMP:20260531T175046
CREATED:20251219T195920Z
LAST-MODIFIED:20251219T195922Z
UID:11772-1770811200-1770815700@cfanorthcarolina.org
SUMMARY:Triangle-Not Your Grandpa’s Credit Markets: Underwriting Opportunities and Complexity in Today’s Markets
DESCRIPTION:In today’s credit markets\, complexity isn’t a barrier\, it’s a source of alpha. Artisan’s Global Special Situations team\, Brian Louko and Scott Bartley\, explore the structural forces reshaping credit\, the rise of more intricate instruments\, and the foundational principles investors still need to anchor decision-making. Attendees will walk away with a modern credit playbook grounded in fundamentals yet built for today’s opportunity set.
URL:https://cfanorthcarolina.org/event/triangle-not-your-grandpas-credit-markets-underwriting-opportunities-and-complexity-in-todays-markets/
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:20260225T120000
DTEND;TZID=America/New_York:20260225T130000
DTSTAMP:20260531T175047
CREATED:20251219T195503Z
LAST-MODIFIED:20251219T195505Z
UID:11770-1772020800-1772024400@cfanorthcarolina.org
SUMMARY:Webinar Series: Ethical Decision-Making For Investment Professionals
DESCRIPTION:Ethical Decision Making for Investment Professionals is a highly interactive\, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective. The session provides an engaging exploration of ethical decision-making in the financial services industry\, drawing on the CFA Institute’s Code of Ethics and Standards of Professional Conduct and the Ethical Decision-Making Framework. \n\n\n\nThe presentation will help participants:  \n\n\n\n\nRecognize and interpret ethical dilemmas in professional settings\n\n\n\nAnalyze complex situations where rules may be unclear or competing interests exist\n\n\n\nApply a structured approach and practical tools to make sound\, ethical decisions\n\n\n\n\n\n\n\n\nThe course emphasizes interaction and reflection\, using case studies\, group discussions\, and real-world examples. 
URL:https://cfanorthcarolina.org/event/webinar-series-ethical-decision-making-for-investment-professionals/
CATEGORIES:Special Invitation for CFANC Members,Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260228T120000
DTEND;TZID=America/New_York:20260228T170000
DTSTAMP:20260531T175047
CREATED:20251215T155107Z
LAST-MODIFIED:20260206T221115Z
UID:11753-1772280000-1772298000@cfanorthcarolina.org
SUMMARY:2026 CFA Institute Research Challenge
DESCRIPTION:You 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/save-the-date-2026-cfa-institute-research-challenge/
LOCATION:Queens University of Charlotte\, 1928 Selwyn Avenue\, Charlotte\, North Carolina\, 28274
CATEGORIES:University
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