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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: https://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 Finance Pros: Secular Sabbath, Fiduciary Standard, and Investing

Take time to pause this weekend, even if it's to read an article or two you didn't get around to earlier in the week, or to carve out some time to just "be" and not "do." Read more

Poll: Which Statement Best Reflects Your Opinion on Unconstrained Bond Funds?

We asked CFA Institute Financial NewsBrief readers for their opinions on unconstrained bond funds. Read more

Book Review: Worldly Philosopher

This beautifully written biography of German-born economist Albert O. Hirschman is well worth reading for its insights into a man who experienced the political events that gave birth to today’s world, saw the flawed ideologies that got us to where we are now, and saw how to identify and avoid those ideologies that might lead us astray in the future. Read more

11 Charts on Labor Force and Money Supply Growth around the World

You would think that growth in a country's money supply and labor force would lead to economic expansion, but does it always? We took a look over the last two economic cycles to see. Read more

The Work You Love

Whether the answer to “What is the work you can’t not do?” represents a 5-degree shift in career direction or a 90-degree change, it’s no reason to avoid asking yourself the question altogether. So, what’s the work you can’t not do? Read more

Focus for Investment Victory

Few investors with a public record can stay intensely focused on all three parts of the investment game: recency, avoiding mistakes, and anticipation. However, keen observation of the everyday can help. Read more

Weekend Reads for Investors: “The Most Crowded Trade”

The economic backdrop figures prominently in the chatter among investment strategists of late as they debate the sustainability of the “decoupling” of the US economy from sluggishness in the rest of the world. Bank of America Merrill Lynch strategists have called the decoupling trade — long US stocks and the dollar — “the most crowded trade in the world.” As US stocks hover near all-time highs, those with a contrarian bent may be receptive to the latest missive from Joe Calhoun. In "Is It Time to Zig?" he suggests investors might want to look outside of the United States for opportunities. Read more

Poll: How Useful Are Social Media Channels in Your Investment Decision-Making Process?

Social media can be a tool for gauging the perceptions of others, be it the market's receptivity to a company's product or the feelings investors have about a particular stock or bond. Read more

13F Watch: In Defense of Active Share

The poor performance of active management has been well chronicled of late but the active fund management industry is not going down without a fight. Apologists have been quick to point to artificially low interest rates as one factor dragging down the collective returns of stock pickers. Index huggers — those managers with low tracking error funds and almost no hope of outperforming their benchmark after fees — are also to blame. In response, active managers are pointing to their “active share” — a measure of how much a portfolio’s holdings differ from those of its benchmark — and research that suggests funds with the highest active share do indeed beat their benchmarks. A review of just-filed quarterly 13F reports reveals that some of the most prominent fund managers truly embrace their role as active portfolio managers. Read more

Is the Islamic Finance Industry a Success or Failure?

Since 1975, when the first Islamic commercial bank was established in Dubai, Islamic finance has come a long way. Its global assets are now estimated to be around US $1.5 trillion across the banking sector, capital markets, and takaful, or Islamic insurance. Given the available track record, how do informed observers characterize the development of this most prominent form of faith-based finance? 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 »