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X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART;TZID=America/New_York:20261013T120000
DTEND;TZID=America/New_York:20261013T131500
DTSTAMP:20260930T203521Z
CREATED:20260812T172336Z
LAST-MODIFIED:20260930T203521Z
UID:21658-1791892800-1791897300@cfanorthcarolina.org
SUMMARY:CLT-Navigating the New Digital Frontier—Digital Assets\, Prediction Markets\, and the Investment Adviser’s Playbook
DESCRIPTION:This presentation will cover three main areas. First\, we will survey the rapidly evolving SEC and CFTC regulatory framework and landscape for digital assets\, including the CFTC’s expanding oversight of prediction markets under the Commodity Exchange Act. Second\, we will walk through the fundamentals that investment professionals need to understand—the emerging digital asset taxonomy\, the difference between cryptocurrencies as a speculative asset class and tokenized traditional assets\, direct versus indirect exposure options such as spot Bitcoin and Ether ETFs\, custody considerations\, and the key CFTC registration categories governing event contract markets. Third\, we will tie it all together and discuss the implications and considerations for an investment adviser’s fiduciary duty under the Investment Advisers Act of 1940. The session will conclude with practical takeaways and an open Q&A.
URL:https://cfanorthcarolina.org/event/clt-navigating-the-new-digital-frontier-digital-assets-prediction-markets-and-the-investment-advisers-playbook/
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:20261014T080000
DTEND;TZID=America/New_York:20261014T091500
DTSTAMP:20260812T175329Z
CREATED:20260812T175329Z
LAST-MODIFIED:20260812T175329Z
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SUMMARY:Triad-Navigating the New Digital Frontier—Digital Assets\, Prediction Markets\, and the Investment Adviser’s Playbook
DESCRIPTION:This presentation will cover three main areas. First\, we will survey the rapidly evolving SEC and CFTC regulatory framework and landscape for digital assets\, including the CFTC’s expanding oversight of prediction markets under the Commodity Exchange Act. Second\, we will walk through the fundamentals that investment professionals need to understand—the emerging digital asset taxonomy\, the difference between cryptocurrencies as a speculative asset class and tokenized traditional assets\, direct versus indirect exposure options such as spot Bitcoin and Ether ETFs\, custody considerations\, and the key CFTC registration categories governing event contract markets. Third\, we will tie it all together and discuss the implications and considerations for an investment adviser’s fiduciary duty under the Investment Advisers Act of 1940. The session will conclude with practical takeaways and an open Q&A.
URL:https://cfanorthcarolina.org/event/triad-navigating-the-new-digital-frontier-digital-assets-prediction-markets-and-the-investment-advisers-playbook/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261014T120000
DTEND;TZID=America/New_York:20261014T131500
DTSTAMP:20260812T174948Z
CREATED:20260812T174947Z
LAST-MODIFIED:20260812T174948Z
UID:21660-1791979200-1791983700@cfanorthcarolina.org
SUMMARY:Triangle-Navigating the New Digital Frontier—Digital Assets\, Prediction Markets\, and the Investment Adviser’s Playbook
DESCRIPTION:This presentation will cover three main areas. First\, we will survey the rapidly evolving SEC and CFTC regulatory framework and landscape for digital assets\, including the CFTC’s expanding oversight of prediction markets under the Commodity Exchange Act. Second\, we will walk through the fundamentals that investment professionals need to understand—the emerging digital asset taxonomy\, the difference between cryptocurrencies as a speculative asset class and tokenized traditional assets\, direct versus indirect exposure options such as spot Bitcoin and Ether ETFs\, custody considerations\, and the key CFTC registration categories governing event contract markets. Third\, we will tie it all together and discuss the implications and considerations for an investment adviser’s fiduciary duty under the Investment Advisers Act of 1940. The session will conclude with practical takeaways and an open Q&A.
URL:https://cfanorthcarolina.org/event/triangle-navigating-the-new-digital-frontier-digital-assets-prediction-markets-and-the-investment-advisers-playbook/
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:20261017T130000
DTEND;TZID=America/New_York:20261017T150000
DTSTAMP:20260519T211346Z
CREATED:20260519T211345Z
LAST-MODIFIED:20260519T211346Z
UID:18592-1792242000-1792249200@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-4/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members,Virtual
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DTSTART;TZID=America/New_York:20261020T080000
DTEND;TZID=America/New_York:20261020T170000
DTSTAMP:20260730T203914Z
CREATED:20260730T203913Z
LAST-MODIFIED:20260730T203914Z
UID:21185-1792483200-1792515600@cfanorthcarolina.org
SUMMARY:ALTSSE 2026 Conference
DESCRIPTION:ALTSSE is an education-focused alternative investment event designed to bring the investor community together for dialogue and discussion on the most relevant topics facing investors and managers today. \n\n\n\nALTSSE is developed and led by the CAIA Association\, 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/altsse-2026-conference/
LOCATION:JW Marriott Charlotte\, 600 S. College Street\, Charlotte\, North Carolina\, 28202
CATEGORIES:Co-Sponsored Event,Premier Event
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/07/ALTSSE_Announcement-2026.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261027T090000
DTEND;TZID=America/New_York:20261027T113000
DTSTAMP:20260923T190226Z
CREATED:20260825T155539Z
LAST-MODIFIED:20260923T190226Z
UID:22261-1793091600-1793100600@cfanorthcarolina.org
SUMMARY:Charlotte-Impact Your Profession\, Impact Your Career: Women's Workshop
DESCRIPTION:Julie Jones\, Lauren Poleto\, Grisel Fernandez\, and Patricia Wilfong of The Armillary Group of Morgan Stanley are pleased to invite you to our fifth Professional Women’s Workshop — a morning designed to foster authentic\, guided discussion among professional women at all career stages. \n\n\n\nThis interactive workshop provides an opportunity to connect with peers\, exchange perspectives\, and engage in meaningful conversations focused on both professional and personal growth.Agenda9:00 a.m. – 9:30 a.m. | Check-in and networking9:30 a.m. – 11:30 a.m. | Guided tabletop discussions \n\n\n\nSpace is limited\, and we encourage you to register as soon as possible to reserve your spot.
URL:https://cfanorthcarolina.org/event/save-the-date-impact-your-profession-impact-your-career-womens-workshop-2/
LOCATION:The Parlor\, 1837 N. Tryon Street\, Charlotte\, North Carolina\, 28206
CATEGORIES:Co-Sponsored Event,Special Invitation for CFANC Members
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