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Triad Summer Networking at BB&T Ballpark

Join your fellow members at the BB&T ballpark for our summer networking event sponsored by Kilpatrick Townsend & Stockton LLP.

This is a members only event and due to the size of the box, we will have a waitlist.
The Dash are hosting the Myrtle Beach Pelicans for a 7pm game.

The CFA NC members attending will receive two (2) drink tickets.  There is no charge to attend, but if you would like additional drinks or food, please be sure to bring some money.

 

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.

Weekend Reads for Finance Pros: Investing, Meditation, and Radiators versus Drains

There are two types of people in life, radiators and drains. When you are around "radiators," you feel energized, positive, and encouraged. They radiate good energy. But when you are in the company of "drains," well, you feel drained. Your energy is sapped. You feel depleted. Read more

Book Review: The Stewardship of Wealth

Gregory Curtis investigates the aspects of stewardship of the wealth of prosperous families, but the book is intended not only for wealthy investors and their advisors but also for family office executives, portfolio strategists, wealth relationship managers, and even less wealthy private investors. Read more

Internet Finance and China: Will Banking Innovation Promote Growth and Reform?

Will banking innovation in China promote growth and reform? Read more

Top Five Articles from June: The Rise of Wearables and the End of Capitalism

Highlights from June include April Rudin's predictions about an impending smartphone extinction, a discussion of another possible financial crisis by Ron Rimkus, CFA, and an analysis of the little worm that is destroying capitalism by Jason Voss, CFA. Read more

An Easier Way to Understand Hedge Fund Leverage

It is possible to create a valuation-based “rule of thumb” computation for the implied leverage that hedge fund strategies need given market valuations. Read more

How Did Keynes Perform as an Investor?

John Maynard Keynes is best known as an economist, and his ideas have done much to shape modern economic thought and policies. But there’s a side of Keynes that doesn’t get as much attention as his economic genius. Read more

Women in Investment Management: The Business Case for Diversity

If you work in the mutual fund industry, take a look around. How many women do you see? My guess: Not too many. Read more

The State of Retirement Today

Planning for retirement is undoubtedly essential — and can quickly become complicated without the proper preparation. Michael Finke, professor and director of retirement planning at Texas Tech University, discussed the importance of longevity in retirement planning, the implications of cognitive decline, and the notion of an impending retirement crisis. Read more

How Does Fed Policy Influence Financial Markets?

Research on how US Federal Reserve policy influences financial markets provides key findings for “astute” investors. Read more

Book Review: Strategic Value Investing

This book provides a broad overview of value investing and detailed implementation guidelines for a wide variety of value-investing disciplines. The book focuses more on guiding readers in selecting and applying their own approach to value investing than on stories of how the “gurus” achieved success. 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 »