Fireside Chat with North Carolina State Treasurer Brad Briner
On March 3, 2026, the CAIA Chapter of the Carolinas, in partnership with the CFA Society of North Carolina, hosted a successful fireside chat in Raleigh featuring North Carolina State Treasurer Brad Briner. The discussion was facilitated by our Chief Investment Officer, Mark Paccione, CFA, CFP®, BFA, who was the former President of the CFA Society of North Carolina. The event brought together investment professionals from across the region for an engaging and insightful exchange.
Since taking office, Treasurer Briner has been an active and thoughtful voice in public capital stewardship. The conversation covered a range of topics, including pension investment strategy, risk management, and governance frameworks. Attendees gained valuable perspective on how these elements work together to support the state’s long-term financial health.
A key focus of the discussion was the sustainability of the State Health Plan, alongside broader balance sheet considerations for North Carolina. Treasurer Briner shared insights into the challenges and opportunities facing public fiduciaries, particularly in navigating evolving market conditions while maintaining discipline around long-term obligations.
It was especially meaningful to see professionals from across the financial community come together for such a dynamic and relevant conversation. A special thank you to Treasurer Brad Briner for his time, participation, and valuable insights, and to all who attended and contributed to the event’s success.
— EQV Advisory
