Upcoming Events

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 a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } The agenda has been finalized. Click the ' More Information ' link below to review the full agenda and learn more about the event.

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