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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:20260303T173000
DTEND;TZID=America/New_York:20260303T193000
DTSTAMP:20260421T111521
CREATED:20260209T215732Z
LAST-MODIFIED:20260306T201906Z
UID:13754-1772559000-1772566200@cfanorthcarolina.org
SUMMARY:Stewardship of Public Capital: A Conversation with North Carolina State Treasurer Brad Briner
DESCRIPTION:5:30-6:15 PM-Networking \n\n\n\n6:15-7:30 PM-Presentation \n\n\n\nJoin the CAIA Chapter of the Carolinas and the CFA Society of North Carolina for a fireside chat with Brad Briner\, Treasurer of the State of North Carolina. \n\n\n\nSince taking office\, Treasurer Briner has been an active voice on public capital stewardship. This discussion will focus on pension investment strategy\, risk management\, and governance\, alongside the financial sustainability of the State Health Plan and broader balance sheet considerations for North Carolina. Designed for financial services professionals\, the conversation will offer insight into how public fiduciaries are navigating market conditions while managing long-term obligations. \n\n\n\nThank you to our generous sponsor:
URL:https://cfanorthcarolina.org/event/stewardship-of-public-capital-a-conversation-with-north-carolina-state-treasurer-brad-briner/
LOCATION:Junior League of Raleigh-Center for Community Leadership\, 711 Hillsborough Street\, Raleigh\, North Carolina\, 27603\, United States
CATEGORIES:Co-Sponsored Event,Premier Event
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DTSTART;TZID=America/New_York:20260314T130000
DTEND;TZID=America/New_York:20260314T143000
DTSTAMP:20260421T111521
CREATED:20251106T160622Z
LAST-MODIFIED:20251106T160624Z
UID:10108-1773493200-1773498600@cfanorthcarolina.org
SUMMARY:Level II Ethics Workshop
DESCRIPTION:Professions can only exist within an industry when those acting with transparency\, integrity\, candor\, and trust reach a critical mass. Come join Paul Hwang\, CFA as he analyses CFA Institute’s Code of Ethics and Standards of Professional Conduct within the Level II CFA Curriculum. \n\n\n\nThis discussion will follow CFA Institute’s Learning Outcome Statements for 2026 Level II CFA Curriculum Volume 10\, Modules 1-3: \n\n\n\nExplain how the practices\, policies\, and conduct do or do not violate the CFA Institute Code of Ethics and Standards of Professional Conduct. \n\n\n\nDescribe the six components of the Code of Ethics and the seven Standards of Professional Conduct. \n\n\n\nExplain the ethical responsibilities required of CFA Institute members and candidates in the CFA Program by the Code and Standards. \n\n\n\nDemonstrate a thorough knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct by applying the Code and Standards to specific situations. \n\n\n\nRecommend practices and procedures designed to prevent violations of the Code of Ethics and Standards of Professional Conduct. \n\n\n\nEvaluate practices\, policies\, and conduct relative to the CFA Institute Code of Ethics and Standards of Professional Conduct.
URL:https://cfanorthcarolina.org/event/level-ii-ethics-workshop-4/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260317T120000
DTEND;TZID=America/New_York:20260317T131500
DTSTAMP:20260421T111521
CREATED:20260217T214050Z
LAST-MODIFIED:20260323T132347Z
UID:14107-1773748800-1773753300@cfanorthcarolina.org
SUMMARY:CLT-Unlocking Value in Precious Metals: Mining Insights & Royalty Strategies for Investors
DESCRIPTION:Discover how investors can capture opportunity across the precious metals landscape in this dynamic session with Lisa Wilkinson and Peter Bures. \n\n\n\nLisa will take attendees from the big picture to the ground level—exploring global market forces\, geopolitical and geographic risks\, and the critical metrics used to evaluate mining companies\, projects\, and investment potential. \n\n\n\nPeter will then turn to the powerful role of royalties in portfolio strategy\, sharing how opportunities are identified\, structured\, and negotiated\, and what drives the risk-reward profile and long-term value creation for shareholders of royalty companies. \n\n\n\nBlending macro perspective with actionable insight\, this session offers a compelling look at how capital can be positioned to benefit from evolving opportunities throughout the mining and royalty value chain.
URL:https://cfanorthcarolina.org/event/clt-unlocking-value-in-precious-metals-mining-insights-royalty-strategies-for-investors/
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/2026/02/business-Tips.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260318T080000
DTEND;TZID=America/New_York:20260318T091500
DTSTAMP:20260421T111521
CREATED:20260217T214538Z
LAST-MODIFIED:20260217T214539Z
UID:14112-1773820800-1773825300@cfanorthcarolina.org
SUMMARY:Triad-Unlocking Value in Precious Metals: Mining Insights & Royalty Strategies for Investors
DESCRIPTION:Discover how investors can capture opportunity across the precious metals landscape in this dynamic session with Lisa Wilkinson and Peter Bures. \n\n\n\nLisa will take attendees from the big picture to the ground level—exploring global market forces\, geopolitical and geographic risks\, and the critical metrics used to evaluate mining companies\, projects\, and investment potential. \n\n\n\nPeter will then turn to the powerful role of royalties in portfolio strategy\, sharing how opportunities are identified\, structured\, and negotiated\, and what drives the risk-reward profile and long-term value creation for shareholders of royalty companies. \n\n\n\nBlending macro perspective with actionable insight\, this session offers a compelling look at how capital can be positioned to benefit from evolving opportunities throughout the mining and royalty value chain.
URL:https://cfanorthcarolina.org/event/triad-unlocking-value-in-precious-metals-mining-insights-royalty-strategies-for-investors/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/02/business-Tips.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260318T120000
DTEND;TZID=America/New_York:20260318T131500
DTSTAMP:20260421T111521
CREATED:20260217T215052Z
LAST-MODIFIED:20260217T215053Z
UID:14114-1773835200-1773839700@cfanorthcarolina.org
SUMMARY:Triangle-Unlocking Value in Precious Metals: Mining Insights & Royalty Strategies for Investors
DESCRIPTION:Discover how investors can capture opportunity across the precious metals landscape in this dynamic session with Lisa Wilkinson and Peter Bures. \n\n\n\nLisa will take attendees from the big picture to the ground level—exploring global market forces\, geopolitical and geographic risks\, and the critical metrics used to evaluate mining companies\, projects\, and investment potential. \n\n\n\nPeter will then turn to the powerful role of royalties in portfolio strategy\, sharing how opportunities are identified\, structured\, and negotiated\, and what drives the risk-reward profile and long-term value creation for shareholders of royalty companies. \n\n\n\nBlending macro perspective with actionable insight\, this session offers a compelling look at how capital can be positioned to benefit from evolving opportunities throughout the mining and royalty value chain.
URL:https://cfanorthcarolina.org/event/triangle-unlocking-value-in-precious-metals-mining-insights-royalty-strategies-for-investors/
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:20260328T120000
DTEND;TZID=America/New_York:20260328T150000
DTSTAMP:20260421T111521
CREATED:20251106T160400Z
LAST-MODIFIED:20251106T160401Z
UID:10106-1774699200-1774710000@cfanorthcarolina.org
SUMMARY:Quantitative Methods 1/2 Day Bootcamp - 2026
DESCRIPTION:Come join Andy Berkin\, Ph.D\, as he reviews Volume 1\, Quantitative Methods\, from the Level I 2026 CFA Curriculum. CFA® Institute’s Quantitative Methods curriculum introduces the Time Value of Money (TVM)\, Organizing\, Visualizing\, & Describing Data\, Presentation Concepts\, Common Probability Distributions\, Sampling & Estimation\, Hypothesis Testing\, and Introduction to Linear Regression. Quantitative Methods plays a significant role in the CFA exam that is utilized in many of the other areas of the CFA curriculum\, such as equity investments\, fixed income valuation\, and corporate issuers. If you’re a Level I Candidate looking for a better breakdown of Quantitative Methods\, or if you’re looking to learn how to best apply Quantitative Methods\, then this half day bootcamp is for you.
URL:https://cfanorthcarolina.org/event/quantitative-methods-1-2-day-bootcamp-2026/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members
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