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X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART;TZID=America/New_York:20260407T080000
DTEND;TZID=America/New_York:20260609T170000
DTSTAMP:20260421T093450
CREATED:20251223T213734Z
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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:20260423T160000
DTEND;TZID=America/New_York:20260423T170000
DTSTAMP:20260421T093450
CREATED:20260406T133714Z
LAST-MODIFIED:20260406T133715Z
UID:16754-1776960000-1776963600@cfanorthcarolina.org
SUMMARY:Invesco-Evaluating the Market: Signs Commerical Real Estate May be Turning the Corner
DESCRIPTION:Join Invesco Real Estate as we examine current market conditions in commercial real estate and explore why the asset class may be nearing the bottom of cycle and positioned for recovery. We will look at: \n\n\n\n\nWhy the fundamentals may be pointing to a recovery \n\n\n\nCurrent conditions and opportunities across the CRE equity and debt markets \n\n\n\nHow today’s environment may offer compelling opportunities for portfolio diversification\, income potential\, and long-term value creation.  \n\n\n\nQ&A
URL:https://cfanorthcarolina.org/event/invesco-evaluating-the-market-signs-commerical-real-estate-may-be-turning-the-corner/
CATEGORIES:Special Invitation for CFANC Members,Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260428T120000
DTEND;TZID=America/New_York:20260428T131500
DTSTAMP:20260421T093450
CREATED:20260220T200716Z
LAST-MODIFIED:20260323T132230Z
UID:14379-1777377600-1777382100@cfanorthcarolina.org
SUMMARY:CLT-The Momentum Factor: A Market Anomaly\, Its Benefits as an Alpha Source\, and Applications in a Style-Conscious World
DESCRIPTION:IMC will provide an overview of momentum\, discuss common misconceptions about the factor – including its perceived riskiness and momentum crashes – share thoughts on the dynamic relationship between momentum and value\, and explain how momentum differs from growth. \n\n\n\nMomentum has long been a significant source of returns for investors. Yet\, there are many misconceptions about its existence\, its riskiness\, and how to properly harness its strength across global markets. IMC will provide an overview of the momentum factor\, share thoughts on why it exists and persists\, discuss how momentum’s formation path and lookback periods can influence performance in portfolio applications\, and differentiate naïve momentum from Informed Momentum\, a mechanism to translate the academia of momentum into tangible results for investors. Included in the overview will be a discussion on common myths related to the perceived risks of the factor. Finally\, IMC will provide various frameworks in which momentum can be beneficial to\, or even replace\, traditional style exposures in equity portfolios.
URL:https://cfanorthcarolina.org/event/clt-the-momentum-factor-a-market-anomaly-its-benefits-as-an-alpha-source-and-applications-in-a-style-conscious-world/
LOCATION:Morton’s the Steakhouse\, 227 W Trade St #150\, Charlotte\, NC\, 28202\, United States
CATEGORIES:Monthly Meeting
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DTSTART;TZID=America/New_York:20260429T080000
DTEND;TZID=America/New_York:20260429T091500
DTSTAMP:20260421T093450
CREATED:20260220T201113Z
LAST-MODIFIED:20260220T201114Z
UID:14381-1777449600-1777454100@cfanorthcarolina.org
SUMMARY:Triad-The Momentum Factor: A Market Anomaly\, Its Benefits as an Alpha Source\, and Applications in a Style-Conscious World
DESCRIPTION:IMC will provide an overview of momentum\, discuss common misconceptions about the factor – including its perceived riskiness and momentum crashes – share thoughts on the dynamic relationship between momentum and value\, and explain how momentum differs from growth. \n\n\n\nMomentum has long been a significant source of returns for investors. Yet\, there are many misconceptions about its existence\, its riskiness\, and how to properly harness its strength across global markets. IMC will provide an overview of the momentum factor\, share thoughts on why it exists and persists\, discuss how momentum’s formation path and lookback periods can influence performance in portfolio applications\, and differentiate naïve momentum from Informed Momentum\, a mechanism to translate the academia of momentum into tangible results for investors. Included in the overview will be a discussion on common myths related to the perceived risks of the factor. Finally\, IMC will provide various frameworks in which momentum can be beneficial to\, or even replace\, traditional style exposures in equity portfolios.
URL:https://cfanorthcarolina.org/event/triad-the-momentum-factor-a-market-anomaly-its-benefits-as-an-alpha-source-and-applications-in-a-style-conscious-world/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260429T120000
DTEND;TZID=America/New_York:20260429T131500
DTSTAMP:20260421T093450
CREATED:20260220T201543Z
LAST-MODIFIED:20260220T201544Z
UID:14383-1777464000-1777468500@cfanorthcarolina.org
SUMMARY:Triangle-The Momentum Factor: A Market Anomaly\, Its Benefits as an Alpha Source\, and Applications in a Style-Conscious World
DESCRIPTION:IMC will provide an overview of momentum\, discuss common misconceptions about the factor – including its perceived riskiness and momentum crashes – share thoughts on the dynamic relationship between momentum and value\, and explain how momentum differs from growth. \n\n\n\nMomentum has long been a significant source of returns for investors. Yet\, there are many misconceptions about its existence\, its riskiness\, and how to properly harness its strength across global markets. IMC will provide an overview of the momentum factor\, share thoughts on why it exists and persists\, discuss how momentum’s formation path and lookback periods can influence performance in portfolio applications\, and differentiate naïve momentum from Informed Momentum\, a mechanism to translate the academia of momentum into tangible results for investors. Included in the overview will be a discussion on common myths related to the perceived risks of the factor. Finally\, IMC will provide various frameworks in which momentum can be beneficial to\, or even replace\, traditional style exposures in equity portfolios.
URL:https://cfanorthcarolina.org/event/triangle-the-momentum-factor-a-market-anomaly-its-benefits-as-an-alpha-source-and-applications-in-a-style-conscious-world/
LOCATION:Flemings Steakhouse\, Crabtree Valley Mall\, Glenwood Ave #5004\, Raleigh\, NC\, United States
CATEGORIES:Monthly Meeting
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