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The Future of Finance featuring Charley Ellis

Charles D. Ellis serves as a consultant on investing to large institutional investors, government organizations, and wealthy families.

His professional career centered on three decades with Greenwich Associates, the international strategy consulting firm he founded in 1972. Recognized worldwide for the proprietary research which informs its consulting, the firm grew in the 30 years he was Managing Partner to serve the leading firms in over 130 professional financial markets around the world. Services to the investment profession include: Chair and two terms as governor of the profession’s CFA Institute and an associate editor of both The Journal of Portfolio Management and the Financial Analysts Journal. He is one of only 12 individuals honored for lifetime contributions to the investment profession.

 

If you would like to book one of the discounted rate rooms at the Embassy Suites, use the link below.  Deadline for receiving the discount is Feb 26th.

Hotel Registration link: http://embassysuites.hilton.com/en/es/groups/personalized/R/RDUACES-CFA-20150312/index.jhtml?WT.mc_id=POG

 

2015 Annual Forecast Dinner

Please join CFA Society of North Carolina as we celebrate our 2015 Annual Forecast Dinner. This event is the premier networking event of the year, bringing together over 350 of North Carolina’s leading investment professionals and key decision-makers. In 2014, over 20 prominent North Carolina firms supported their Society members-employees and honored their newly inducted Charterholders by underwriting the event and purchasing corporate tables.

Keynote Speakers

Peter Chiappinelli, CFA GMO
Mr. Chiappinelli is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2010, he was an institutional portfolio manager in the asset allocation group at Pyramis Global Advisors. Previously, he was the director of institutional investment strategy and research at Putnam Investments. Mr. Chiappinelli earned his MBA from The Wharton School at the University of Pennsylvania and his B.A. from Carleton College. He is a CAIA Charterholder, and is the founder of the CAIA Boston chapter. He is a CFA Charterholder.

Dorothy Weaver Collins Capital Investments, LLC
With over 35 years of investment experience spanning hedge funds, real estate, energy, and emerging markets, including eight years in Latin America, Dorothy Weaver has few peers in the investment community. She is the former Chairman of the Federal Reserve Bank in Miami, and graduated Phi Beta Kappa from Wellesley College, serving on the Board of Trustees for 17 years and chairing the Finance Committee. She also served on the Investment Committee of the American Red Cross. In 2010, Mrs. Weaver was awarded 100 Women in Hedge Funds’ 2010 “Industry Leadership Award.” The 100 Women in Hedge Funds’ Industry Leadership Award is given to a woman who has shown leadership in the hedge fund industry. The honoree will possess talent, business ethics and a passion for investing that define the hedge fund industry’s standards of excellence. Awardees have been pioneers in some aspect of the business and have influenced a large population of hedge fund participants.

 

For other sponsorship information, please contact us.

Corporate Table Sponsorship: Register  (includes table of 10, reception and dessert reception)

 

Money for Nothing: Inside the Federal Reserve Tuesday Sept 23rd

CFA Society North Carolina presents an exclusive screening of “Money for Nothing: Inside the Federal Reserve.”

Money For Nothing: Inside The Federal Reserve is an independent, non partisan documentary film that examines America’s central bank in a critical, yet balanced way.

Narrated by the acclaimed actor Liev Schreiber, and featuring interviews with Paul Volcker, Janet Yellen, Jeremy Grantham and many of the world’s best financial minds, Money For Nothing is the first film ever to take viewers inside the world’s most powerful financial institution.

Please join us as the director Jim Bruce, hosts a post-screening Q&A.

Event Schedule:
5:15 – 6:15pm: Film Screening
6:15 – 6:45pm: Panelist Discussion
6:45 – 7:30pm: Reception
Tickets are priced at $5 and seating is limited, so please register in advance.

Knowing the World: Intuition, Theories, Models, and Data

Some 70 years ago, cybernetics was a hot field; 30 years ago, catastrophe theory was on everyone’s lips. Those Greek-derived words for disciplines that once brought hope of explaining human behavior now evoke a quaint nostalgia, like Polaroids of long-haired young people in bell-bottom jeans and tie-dyed T-shirts. The new buzzword nowadays is big data, the fashionable term for capturing and analyzing the vast collections of information that people reveal about themselves when shopping online at Amazon.com and Travelocity or when writing about themselves on Facebook and Twitter.

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Weekend Reads for Global Investors: Oil Economics, Emerging Markets, and Some Lighter Fare

Where will oil price go from here? And how will it affect the global economy, markets, and investors' nest eggs? We have curated some expert views on this and more in this edition of Weekend Reads for Global Investors. Read more

The Gender Imbalance in Finance: How Do We Narrow the Gap?

As part of the Future of Finance initiative, CFA Institute recently held an online forum to discuss the high cost of the gender imbalance in finance. Two of the questions that were discussed were: (1) Would it be good for the end investor if women represented more of the industry? and (2) Greater diversity of thought processes can often lead to better end results. But is the finance industry attracting and, perhaps more importantly, retaining women? Read more

Poll: Which Skill Will Be Most Important for Investment Professionals in 10 Years?

Given the rapid pace of change in the finance industry in recent years, it’s hard to foresee what types of skills will prove most essential to investment professionals in the years ahead. So we asked readers which areas of expertise they anticipate will be most essential to success a decade from now. Read more

Job Interview Preparation

The main strategy for successful interviews — and this is no surprise really — is to spend adequate time preparing. If you know that you are likely to be invited to tell interviewers about yourself and asked to discuss your weaknesses, there is no reason to walk into an interview without having crafted and practiced respectable responses. Read more

David Swensen on the Fossil Fuel Divestment Debate

Many educational endowments and other investment organizations are struggling with the question of whether to comply with the widespread demands of students and other constituencies to divest their fossil fuel stocks. Some have announced decisions to divest, whereas others have announced decisions not to divest. Read more

Why Do We Still Have a Retirement Crisis?

Laurence B. Siegel sat down for an interview with Barbara S. Petitt, CFA, editor of the Financial Analysts Journal to discuss the retirement crisis — the subject of the FAJ's 70th anniversary issue. According to Siegel, there are two things we can do collectively to address the crisis: "save more" and "support efforts to rationalize the systems of pensions and savings in whatever country we happen to live." Read more

Weekend Reads for Finance Pros: Ben Graham, Toughness, and “The Whoosh”

If you're a regular reader of these roundups, you'll know that I love language. And hopefully by now you've also come to expect the unexpected when reading through my selections. This week's gem comes from Dwight Garner's review of a recently updated version of Marco Pierre White's White Heat. Read more

The Only Equities Most Investors Should Buy

The only equity exposure most investors should have is in the cheapest, broadest, most tax-efficient index tracker of aggregate world equity markets they can find. Read more

Book Review: Virtual Banking

At the intersection of banking, financial services, and technology, Virtual Banking offers an excellent view of the changes taking place in banking and financial services thanks to changes in consumer behavior and advances in Internet and mobile banking. If banks do not adapt, they run the risk of becoming irrelevant to their customers. Read more

Margin of Safety: The Lost Art

Despite history's greatest investors — Benjamin Graham, Warren Buffett, Bruce Berkowitz, Seth Klarman — stressing the importance of the "margin of safety," it remains a lost art. Read more

About the CFA Society North Carolina

“Serving CFA Charterholders, candidates, investors and the broader professional investment community through educational events and the opportunity to engage and interact with one another.”

CFA Society North Carolina (CFA NC) was established in 1971 to provide education and support to the area’s investment professionals. CFA Society North Carolina membership consists of portfolio managers, security analysts, investment advisors, and other financial professionals. CFA Society North Carolina is one of the world’s larger societies of investment professionals. Learn more »