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DTSTART;TZID=America/New_York:20260407T080000
DTEND;TZID=America/New_York:20260609T170000
DTSTAMP:20260531T155631
CREATED:20251223T213734Z
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UID:11797-1775548800-1781024400@cfanorthcarolina.org
SUMMARY:Alternative Investment Series 2026
DESCRIPTION:This educational series is designed for those seeking to gain a broader understanding of alternative investment strategies. A sound understanding of alternative investments (AI) is fundamental for all serious finance and investment professionals. This course examines the characteristics\, benefits\, and risks of the various AI strategies including private equity\, hedge funds\, and derivatives. \n\n\n\nProfessionals 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. \n\n\n\nAs 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/alternative-investment-series-2026/
CATEGORIES:Special Invitation for CFANC Members,Virtual
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DTSTART;TZID=America/New_York:20260604T190000
DTEND;TZID=America/New_York:20260604T210000
DTSTAMP:20260531T155631
CREATED:20260519T205802Z
LAST-MODIFIED:20260519T205804Z
UID:18579-1780599600-1780606800@cfanorthcarolina.org
SUMMARY:Overview of the Global Investment Performance Standards (GIPS) June 2026
DESCRIPTION:Come join Kim Cash\, CFA\, CAIA\, CIPM\, CSCP a specialist in GIPS compliance consulting\, verification\, and education as she breaks down the GIPS Standards portion of the Level I CFA Curriculum. \n\n\n\nIf you’re a CFA Candidate looking for a better breakdown on Global Investment Performance Standards (GIPS®)\, or if you’re looking to learn how to best apply the GIPS Standards or get the most out of them for your firm and clients\, then this event is for you. \n\n\n\nThe GIPS Standards were referenced in the SEC’s marketing rule for investment advisors 26 times\, and private fund presentations are now required by FINRA to show GIPS compliant capital funding ratios. With practical lessons for every skill level and expertise\, this event offers an in-depth overview of the GIPS standards and helps participants master the fundamentals. \n\n\n\nThis discussion will follow CFA Institute’s Learning Outcome Statements for 2026 Level I CFA Curriculum Volume 10\, Module 4: \n\n\n\nDescribe the concept of independent verification \n\n\n\nExplain why the GIPS standards were created\, who can claim Compliance\, and who benefits from compliance \n\n\n\nDescribe the key concepts of the GIPS Standards for Firms \n\n\n\nExplain the purpose of composites in performance reporting \n\n\n\nDescribe the fundamentals of compliance\, including the Recommendations of the GIPS standards with respect to the Definition of the firm and the firm’s definition of discretion
URL:https://cfanorthcarolina.org/event/overview-of-the-global-investment-performance-standards-gips-june-2026/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members
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DTSTART;TZID=America/New_York:20260609T170000
DTEND;TZID=America/New_York:20260609T200000
DTSTAMP:20260531T155631
CREATED:20260513T201507Z
LAST-MODIFIED:20260528T190249Z
UID:18344-1781024400-1781035200@cfanorthcarolina.org
SUMMARY:Triad: 2026 Annual Dinner: AI\, Policy and the Long Game: China's Rise and Japan's Revival
DESCRIPTION:5:00 PM – Networking \n\n\n\n6:00 PM – Dinner \n\n\n\n7:00 PM – Presentation \n\n\n\nIs AI truly revolutionary—or are investors getting swept up in hype? While enthusiasm around AI has driven attention toward an increasingly concentrated group of U.S. technology stocks and elevated valuations\, international markets are quietly reshaping the investment landscape. From China’s rapid emergence as an AI innovator to Japan’s corporate reforms and technological evolution\, East Asian equities have demonstrated remarkable strength despite geopolitical uncertainty and economic disruption. \n\n\n\nJoin Phillip Wool and Fujia Liu for a timely and thought-provoking discussion on how AI\, policy\, and global economic shifts are influencing investment opportunities across international markets. Drawing on deep Far East portfolio management expertise\, they’ll explore what today’s rapidly evolving environment means for portfolio construction\, global diversification\, and the future of international equity investing. Don’t miss this opportunity to gain fresh insights on one of the most consequential investment themes of our time.
URL:https://cfanorthcarolina.org/event/triad-2026-annual-dinner-ai-policy-and-the-long-game-chinas-rise-and-japans-revival/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Annual Event
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DTSTART;TZID=America/New_York:20260627T130000
DTEND;TZID=America/New_York:20260627T150000
DTSTAMP:20260531T155631
CREATED:20260519T210144Z
LAST-MODIFIED:20260519T210146Z
UID:18582-1782565200-1782572400@cfanorthcarolina.org
SUMMARY:Level III Essay Writing Workshop
DESCRIPTION:Are you ready for the Level III CFA Exam? How about the Essay Portion? Knowing the best strategies and methods on how to answer essay questions is almost as important as knowing the actual CFA curriculum content\, and a lot of candidates don’t take the necessary time to prepare. \n\n\n\nPlease join Glen Holden\, Jr.\, CFA as he guides you through the essay writing process of the Level III CFA Exam. This workshop will take you through the CFA Institute Essay Grading Methodology\, Test Taking Tips\, and Pitfalls that can occur during the Level III Exam.
URL:https://cfanorthcarolina.org/event/level-iii-essay-writing-workshop-4/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members,Virtual
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