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CLT- Wall St Prep – Financial & Valuation Modeling 2 Day Boot Camp

This instructor-led boot camp is a 2-day intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions.

Wall Street Prep is a global financial training firm specializing in financial modeling training, preparing professionals and students for the demands of careers in investment banking, private equity, asset management, and corporate finance.

Seminar participants will receive training materials that are comprehensive and intuitive, and are designed to serve as stand-alone materials for easy use long after the training session has ended.
This courses is eligible for 18 CPE credits and 35 PD credits

Members $999 / Non Members $1099

Prerequisites

Financial Accounting (Participants lacking this background can purchase Wall Street Prep’s online Accounting Crash Course for $39 at:
http://www.wallstreetprep.com/self-study-programs/accounting-crash-course/.)
Excel, Beginner level. Access to Wall Street Prep’s online Excel Crash Course is included in enrollment.

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)

 

Weekend Reads for Global Investors: Bridgewater, the Financial Times, and Gold

Has Ray Dalio at Bridgewater changed his view on investing in China? Or has he? Will gold continue its slide from here? And how did The Financial Times itself end up in the story? Check out the latest edition of Weekend Reads for Global Investors to find out. Read more

A More Personalized Approach to Private Wealth

Instead of developing a one-size-fits-all rubric or concentrating on honing their social savvy, whether interpersonally or via social media, private wealth managers might be better served by focusing on their metrics, their risk mitigation, and, especially, the development of individualized strategies designed for clients' particular situations, that take into account what they ultimately want to achieve with their wealth. Read more

Book Review: Speculation, Trading, and Bubbles

Adapted from a lecture by the author and a follow-up discussion with eminent economists, this book includes an analysis of the South Sea Bubble and the application of the author’s new economic model to that and similar episodes. Open-minded investors would benefit from the book’s insights on speculative trading bubbles. Read more

This Chart Breaks Capitalism — Can the Fed Fix It?

As I write this, US Federal Reserve Chair Janet Yellen and the Fed Board of Governors are ensconced in another two-day meeting. They will make a statement at the end. That statement will either move markets or bore them, but as a professional investor I will be waiting for exactly one thing: certainty about the path interest rates will take. Read more

The 10 Keys to a Retirement System That Works

When clients ask you whether the hodgepodge of social security programs, private savings accounts, and employer-sponsored retirement plans that we collectively rely on will be sufficient to provide them with a comfortable living after they stop working, you probably have an easy answer at the ready. "Ha!" Read more

Why Financial Advisers Need to Talk to Clients about Elder Care

With baby boomers aging and average life expectancies rising, financial advisers need to address elder care in their conversations with clients. Read more

Alpha Wounds: Benchmark Tail Wags the Portfolio Management Dog

Active management is under siege from many corners. Yet many of these alpha wounds are self-inflicted. Chief among them is benchmark idolatry. Read more

How Financial Advisers Can Help Close the Behavior Gap

It is critical for financial advisers to help close the behavior gap by considering how they can keep their clients from making emotional investment mistakes. Read more

Weekend Reads for Finance Pros: The Financial Analysts Seminar Edition

This week's Weekend Reads is a little different from the usual because I just attended the 60th Annual Financial Analysts Seminar (FAS) in Chicago. If this is your first time hearing about FAS, it has a long and storied history: Benjamin Graham was on the faculty and Warren Buffett is perhaps the most illustrious attendee. Read more

Financial History: How to Learn from It

We are part of the history that future generations will study and we owe it to ourselves and the clients we serve to thoughtfully consider lessons from the past when making decisions that will impact our future. 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 »