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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.

Read more

Weekend Reads for Advisers: Psychopaths, Bubbles, and Black Holes

Most Americans of a certain generation (and I suspect other nationalities, too) recall 22 November 1963, and exactly where they were and what they were doing when they heard President John F. Kennedy had been shot. As a South African, I experienced that moment on 5 December, when I saw a tweet that Nelson Mandela, 95, had died. Disbelieving, given the rumors swirling his health in recent months, I frantically scrolled through my Twitter feed to find an official source. I grew up in Apartheid South Africa during a time of great injustice, of police in riot gear chasing people with guns, tear gas, and sjamboks (whips). There were acts of heroism and treachery. And so many searing images of unspeakable cruelty and sadness that it is impossible to recount them. But above it all was Nelson Mandela. There have been so many images of Madiba, and so many words of tribute, that it is hard to single out the best. But several passages of Bill Keller’s obituary in The New York Times stood out for what they revealed about his grace and leadership… Read more

Book Review: The Value Proposition

The book is an informative guide for those striving to gain a deeper understanding of and improve their skills in value investing. Its themes include adapting to changing market conditions, defining and calculating intrinsic value, and constructing and rebalancing portfolios. Read more

Financial Advisers Need to Get “On the Right Side” of the Robo-Adviser Trend

The Future of Finance Initiative at CFA Institute recently hosted an online forum, "Robo-Advisers: Opportunity or Threat?" One of the themes that emerged is that financial advisers need get "on the right side" of the trend. Read more

Weekend Reads for Finance Pros: Our Brains and “The Disease” of Busyness

I don't know about you, but I have a very hard time sitting still and just "being" instead of "doing." My idea of "relaxing" usually involves something physical: running, swimming, cooking, spring cleaning, doing whatever, so long as I'm on the move. It takes a lot of discipline to just "be" instead of "do." Which is why a passage from a recent post on the On Being blog, "The Disease of Being Busy," really struck me. Read more

A Scandal That Should Shock Nobody

Non-traded REITs are coming under increasingly negative scrutiny, and for good reason. Read more

Poll: Will the Shanghai-Hong Kong Stock Connect Be a Transformational Breakthrough in Opening China’s Capital Markets?

We asked CFA Institute NewsBrief readers whether the stock connect program represents a "transformational breakthrough" in opening China's capital markets. Read more

Why Personal Branding Matters to Your Career Now

Personal branding is not new, but it has taken on a distinct buzz in the past few years. Like networking and most other career management strategies, personal branding can be most impactful if you start doing it well before you need to. Read more

How to Invest in China: Five Myths Stock Investors Should Ignore

China’s phenomenal economic growth is no news to anyone. Many investors, however, missed out on the action as they did not feel they knew enough to get started. I recently met with veteran China stock fund manager Martin Lau to discuss some of the myths about investing in China. Read more

Everything Is a Meme

When certain memes appeal to our belief system, we expose ourselves to a wide range of behavioral psychology problems ranging from confirmation bias, to framing, to social proof, to authority influence, to meme validation, to cognitive dissonance. The list goes on and on. In short, a well-constructed meme can make us gullible. Read more

Skills That Separate You as an Investment Manager: Scaling

An overlooked skill that separates you from other analysts is the ability to use a multitude of scales to lead to deeper understanding of an investment. Read more

13F Watch: Active Management Looks Like a Contrarian’s Bet

It’s been an annus horribilis for stock pickers. In the US, fewer than one in five active fund managers are beating the market this year, their worst showing in over a decade. As a result, active funds have been bleeding assets and passive products are seeing record inflows. The fortunes of active managers certainly weren’t helped by Warren Buffett, who earlier this year advocated for passive investing. 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 »