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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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To Cope with More Volatile Markets, Take a Lesson from Football Managers

Thinking about how best to design a more robust investment strategy to deal with the prospect of increased volatility becoming the new normal, the best model that comes to mind is from a sporting context: football (or soccer, to most Americans). Read more

Innovative Writings on Innovation

So many questions and opinions and even passions swirl around the topic of innovation. Here are five books on the subject. Read more

Weekend Reads for Finance Pros: Wanderlust, Memory, and Flat Heads

It has always amazed me when I meet people who have not left their home countries, let alone traveled overseas. Why is that? Why are some people driven to explore the world, while others are content with their lot at home? It turns out wanderlust may be in our genes. Read more

The Diversification Dividend

The world equity portfolio is the most diversified equity portfolio available. Investing abroad in a geographically diversified way is easier than it used to be, and there are some great reasons to do it. Read more

Martin Wolf on the Eurozone, the ECB, and General Investment Woes

Gustavo Teruel, CFA, recently spoke with Martin Wolf of the Financial Times about his latest book, recent developments in the eurozone, and the global investing outlook more generally. Read more

Second Life: Stories Worth Another Look

All authors have stories they are proud of that just did not perform that well with their audience. Here are posts Jason A. Voss, CFA, believes deserve a second life. Read more

Small Hedge Funds Complement Large Ones

What are the benefits of embracing smaller emerging hedge fund managers? Michael Oliver Weinberg, CFA, shares his take. Read more

Serving Millennials: Are Traditional Advisers Doomed?

Beth Hamilton-Keen, CFA; Patrick O'Shaughnessy, CFA; and Jason Zweig discuss effective ways for financial advisers to serve millennial clients. Read more

Better Search Methods Can Improve Hiring Outcomes

Most wealth managers’ organizational charts have very little padding. Consequently, it’s important to make good hiring decisions the first time around and to avoid the hire-fire-hire cycle, but some firms lack a methodical approach to hiring. Read more

Book Review: Asset Management

This highly engaging book will be warmly received by a wide audience. Anyone teaching entry-level finance should consider adopting it, and practitioners will be well rewarded by a close reading. It belongs on the front shelves of pension and endowment managers, who should read and reread the chapters on hedge funds, real estate, commodities, and private equity. 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 »