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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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260407T080000
DTEND;TZID=America/New_York:20260609T170000
DTSTAMP:20260404T095715
CREATED:20251223T213734Z
LAST-MODIFIED:20251223T213735Z
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
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2025/12/Add-a-heading-2025-12-23T162325.061.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260418T130000
DTEND;TZID=America/New_York:20260418T150000
DTSTAMP:20260404T095715
CREATED:20260102T145750Z
LAST-MODIFIED:20260102T145752Z
UID:11841-1776517200-1776524400@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-3/
CATEGORIES:Candidate Focused Event,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260428T120000
DTEND;TZID=America/New_York:20260428T131500
DTSTAMP:20260404T095715
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
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/02/business-Tips-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260429T080000
DTEND;TZID=America/New_York:20260429T091500
DTSTAMP:20260404T095715
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
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/02/business-Tips-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260429T120000
DTEND;TZID=America/New_York:20260429T131500
DTSTAMP:20260404T095715
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
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/02/business-Tips-1.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260505T120000
DTEND;TZID=America/New_York:20260505T131500
DTSTAMP:20260404T095715
CREATED:20260306T201005Z
LAST-MODIFIED:20260313T194837Z
UID:14821-1777982400-1777986900@cfanorthcarolina.org
SUMMARY:CLT-Building the Backbone of AI
DESCRIPTION:AI is emerging as the next general-purpose technology\, much like electricity or the internet before it. Its impact will span every sector of the economy and require unprecedented investment in the infrastructure that supports it. Sam Garetano will discuss why trillions of dollars will be needed across the AI value chain and where those opportunities are emerging.  
URL:https://cfanorthcarolina.org/event/clt-building-the-backbone-of-ai/
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/2026/03/business-Tips-6.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260506T080000
DTEND;TZID=America/New_York:20260506T091500
DTSTAMP:20260404T095715
CREATED:20260306T201511Z
LAST-MODIFIED:20260313T194737Z
UID:14823-1778054400-1778058900@cfanorthcarolina.org
SUMMARY:Triad-Building the Backbone of AI
DESCRIPTION:AI is emerging as the next general-purpose technology\, much like electricity or the internet before it. Its impact will span every sector of the economy and require unprecedented investment in the infrastructure that supports it. Sam Garetano will discuss why trillions of dollars will be needed across the AI value chain and where those opportunities are emerging.  
URL:https://cfanorthcarolina.org/event/triad-building-the-backbone-of-ai/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/03/business-Tips-6.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260506T120000
DTEND;TZID=America/New_York:20260506T131500
DTSTAMP:20260404T095715
CREATED:20260306T201752Z
LAST-MODIFIED:20260313T194620Z
UID:14825-1778068800-1778073300@cfanorthcarolina.org
SUMMARY:Triangle-Building the Backbone of AI
DESCRIPTION:AI is emerging as the next general-purpose technology\, much like electricity or the internet before it. Its impact will span every sector of the economy and require unprecedented investment in the infrastructure that supports it. Sam Garetano will discuss why trillions of dollars will be needed across the AI value chain and where those opportunities are emerging.  
URL:https://cfanorthcarolina.org/event/triangle-building-the-backbone-of-ai/
LOCATION:Flemings Steakhouse\, Crabtree Valley Mall\, Glenwood Ave #5004\, Raleigh\, NC\, United States
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/03/business-Tips-6.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260715T110000
DTEND;TZID=America/New_York:20260715T120000
DTSTAMP:20260404T095715
CREATED:20260116T152444Z
LAST-MODIFIED:20260116T152445Z
UID:12791-1784113200-1784116800@cfanorthcarolina.org
SUMMARY:Alpha Disrupted Webinar Series: Cybersecurity & Resilience-Managing Digital Age Risk
DESCRIPTION:In today’s connected ecosystem\, technology risk is investment risk. This webinar explores the rising threat landscape facing investment firms — from cyberattacks and third-party vulnerabilities to operational breakdowns. Learn how leaders are building resilience through smarter systems\, stronger processes\, and better awareness across all functions. Real-world incidents and practical frameworks will help participants understand both the risks and the responses needed to secure trust and continuity. \n\n\n\nKey takeaways from this webinar include: \n\n\n\nPromote cyber-awareness across all roles — not just tech or compliance teams. \n\n\n\nUnderstand the unique cybersecurity challenges facing investment and asset management firms. \n\n\n\nLearn best practices for incident response\, third-party risk management\, and employee awareness. \n\n\n\nExamine real-world breaches and what they reveal about vulnerabilities and preparedness. \n\n\n\nGain practical frameworks for building operational and digital resilience.
URL:https://cfanorthcarolina.org/event/alpha-disrupted-webinar-series-cybersecurity-resilience-managing-digital-age-risk/
CATEGORIES:Webinar
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