Upcoming Events

Happy Hours with SCRA - Columbia

Happy Hours with SCRA Join CFA Society South Carolina members and guests for a casual happy hour sponsored by   SCRA . Enjoy drinks, conversation, and networking with fellow members of the investment community. Representatives from SCRA will also be on hand to introduce themselves and share more about   SCRA’s venture capital program and its role in supporting South Carolina’s innovation and entrepreneurial ecosystem . We hope you’ll join us! Members, Guests, Students & Candidates: FREE! Click below to Register! Columbia   | Savage Craft | August 26 5:30pm Greenville   | Southernside Brewing Co. | August 27 5:30pm Charleston   | Holy City Brewing | September 2 5:30pm

Happy Hours with SCRA - Greenville

Happy Hours with SCRA Join CFA Society South Carolina members and guests for a casual happy hour sponsored by   SCRA . Enjoy drinks, conversation, and networking with fellow members of the investment community. Representatives from SCRA will also be on hand to introduce themselves and share more about   SCRA’s venture capital program and its role in supporting South Carolina’s innovation and entrepreneurial ecosystem . We hope you’ll join us! Members, Guests, Students & Candidates: FREE! Click below to Register! Columbia   | Savage Craft | August 26 5:30pm Greenville   | Southernside Brewing Co. | August 27 5:30pm Charleston   | Holy City Brewing | September 2 5:30pm

Happy Hours with SCRA - Charleston

Happy Hours with SCRA Join CFA Society South Carolina members and guests for a casual happy hour sponsored by   SCRA . Enjoy drinks, conversation, and networking with fellow members of the investment community. Representatives from SCRA will also be on hand to introduce themselves and share more about   SCRA’s venture capital program and its role in supporting South Carolina’s innovation and entrepreneurial ecosystem . We hope you’ll join us! Members, Guests, Students & Candidates: FREE! Click below to Register! Columbia   | Savage Craft | August 26 5:30pm Greenville   | Southernside Brewing Co. | August 27 5:30pm Charleston   | Holy City Brewing | September 2 5:30pm

Annual Forecast Dinner

The CFA Society South Carolina Annual Forecast Dinner is our largest and most anticipated event of the year , bringing together members and leaders across the investment community. We strongly encourage all members to participate. The date and location have been confirmed : 📍 Charleston, South Carolina The detailed agenda is currently in development and will be shared soon. Please mark your calendar and stay tuned for further updates.

ALTSSE 2026

We’re excited to announce the latest speaker line up for  ALTSSE 2026 , taking place on  October 20  at  JW Marriott Charlotte.  Co-hosted by the  CAIA Association ,  CFA Society North Carolina  and  CFA Society South Carolina , this is a hot spot for those seeking the very latest in alternative investment news and developments.   Featured Speakers Include • Brad Briner , Treasurer,   State of North Carolina •   Pat McCrory,   74th Governor of   North Carolina   and 53rd Mayor of   Charlotte •   Michael Hitchcock , Chief Executive Officer,   South Carolina Retirement System Investment Commission • Bob Fontana , CFA, Chief Investment Officer,   Investors Trust Company • Rael Gorelick , Partner & Head of Investments,   Biltmore Family Office • Yulia Alekseeva , CFA, Head of Fixed Income and Alternatives,   MissionSquare • Chris Osmond , CFA, CAIA, Chief Investment Officer,   Fifth Third Wealth Advisors • Dail St. Claire , President & Chief Executive Officer,   Episcopal Church Foundation and Endowment • Nimisha Srivastava , CAIA, Head of Investments, North America,   WTW • Sean Poe , CFA, CAIA, Managing Director, Head of Research,   Key Private Bank and many more! Visit the   website   or   download the agenda   to view the latest list of speakers and discussion topics. #User Created #ALTSSE