Category Archives: Events

11th Annual Fall Fundraiser

Date: Wednesday, Nov. 15, 2017
Time: 6-9 pm
Location: Napa on Providence

Join us for an evening of hors d’ oeuvres, music, cocktails and inspiration! Please consider investing as a sponsor, host or friend of the event to provide educational options to economically disadvantaged children so that they have the opportunity to succeed and reach their highest potential.

Click here for more information on how to register


12th Annual Spring Investment Speaker Series

Thursday, April 27th
Duke Mansion
6:30 – 9:00 pm
RSVP by April 21st

Join us for an evening of networking, inspiration, learning and engaging conversation. Speakers include Co-founder and Chief Investment Office of Banbury Partners Baker Burleson, Senior Analyst at Hound Partners Chris Webber, and Founder and Portfolio Manager of Stamina Capital Christoper Weldon.

Thank you to our sponsors: Bloomberg, Goldman Sachs, Brian Gootzeit, Banbury Partners, Morgan Stanley, The Andover Group at UBS, Tourmaline Partners, Eze Castle Integration, Guidepoint, Ridgetop Research, Rinehart Wealth Management, Solovis, Inc., Peggy and Jim Hynes, Karen and Barry Knoble, Brian Lesesne, Gwen and Andrew Lindner, Francie and John Mangan, Esten and Bob Mason, Dee Schwab, Pat and Bill Williamson, Sue and Joe Young, Alpha Theory, Cameron Carmichael, Dickens Mitchener, KPB Corporation, and Robert W. Baird & Company

View Invitation

2nd Annual Charlotte Heptathlon

Saturday, May 20, 2017
Queens University Athletic Fields
8:00 am – 12:00 noon

The Charlotte Heptathlon seeks to become the premier athletic fundraising competition benefitting a charity in the Greater Charlotte region. The 2017 competition will benefit Children’s Scholarship Fund of Charlotte and offer sponsors the opportunity to showcase their business to a concentrated group of successful, community-minded individuals primarily from the financial services industry.

If you’d like to participate, you can register a team or sign up as a volunteer.

Learn more at:

Brandshop Event Benefits CSFC

Day of Family Fun with The Brandshop – Dec. 10

Brandshop, a traveling shopping event that brings top emerging designers to cities near you, will host one of its Flagship shopping events in Charlotte December 9-15th. We are pleased to present a Kid’s Focused Day on Saturday, December 10th to benefit The Children’s Scholarship Fund of Charlotte. We’ll be popping up in the future Tompkins Hall space in Optimist Park (340 E 16th Street).

The event features a jewelry-making workshop with Kidpreneur Riley Kinnae-Peterson of Little Lux, a very Merry Visit from Santa, Hot Chocolate (and other goodies) from Not Just Coffee, and trunk shows from some of the country’s top kids clothing brands who will be showing in Charlotte for the first time– like Victoria-RoaddeBuci Baby, + LoveLane Designs.

Our event wouldn’t be complete without a Mimosa Bar for parents, designed by funny New York food blogger Serena Wolf of Domesticate Me. Serena will be in attendance signing copies of her new book from 10-12.

Santa visits from 10-1 pm. Photos are $10 or free with a purchase at the event. Parents can opt in to a series of raffles including a photo session with local newborn photographer JodyG. Event is free and open to the public with the exception of the jewelry workshop which is ticketed. Purchase TICKETS.

20% of shop sales and all ticket proceeds go to benefit The Children’s Scholarship Fund of Charlotte.

Charlotte Heptathlon

The Charlotte Heptathlon was a huge success, involving 74 participants, 50 volunteers, 20 corporate sponsors and raising over $200,000!  The net proceeds will benefit Children’s Scholarship Fund-Charlotte which provides economically disadvantaged children (grades K-8) the  opportunity to attend independent schools where they can be taught how they best learn and gives them hope toward a brighter future!

Check out Charlotte Heptathlon’s video highlighting the inaugural event …and start getting ready to compete next year!:








The Mission

The Charlotte Heptathlon seeks to be the premier, invitation-only athletic fundraising event in
the Greater Charlotte region. We will permanently impact the lives of our participants and our
charitable beneficiaries in order to drive improved long-term social and economic outcomes in
the region.

The Competition

The Heptathlon will consist of 7 events designed to test the speed, agility, strength and endurance of our competitors. Teams of 2 athletes will compete and receive a composite score for their results versus the rest of the field. Overall and age-bracketed winners will be crowned at both the team and individual levels.

  • Capped at 150 participants
  • Entry fee of $250 per individual and minimum required fund raise of $1,000 per team
  • Professionally produced athletic competition, rain or shine
  • Athletic events designed to be challenging to the serious athlete while remaining
    approachable for all competitors.
  • Fund raising excellence can improve a team’s composite score in the competition

The Competitors

The Charlotte Heptathlon is open to all men and women who enjoy athletic competition and are
passionate about our mission. A majority of our competitors are successful professionals in
Charlotte’s financial services industry. This includes senior professionals at commercial banks,
investment managers and investment banks, but also participants from local technology and
business or professional service firms who serve the financial industry. By channeling the
competitive nature of the financial industry’s participants for good, our event seeks to capitalize
on the indelible impact this industry has made on the Greater Charlotte region.

The Cause

Proceeds of The Charlotte Heptathlon benefit Children’s Scholarship Fund Charlotte (CSF-C).
Founded in 1999 by legendary investor Julian H. Robertson, Jr., CSF-C is a non-profit
organization dedicated to expanding educational options for children from low income families.
The organization provides tuition assistance for almost 400 K-8 students in Mecklenburg
County each year. Over $8 million has been awarded to more than 6,000 scholarship recipients
who have attend 60 different tuition-based schools. 95% of scholarship alumnae (2006-2011) who returned to their designated CMS public school graduated, as compared to between 71% – 86% of their demographic peers.

Athletic Events

Each competitor on a team will compete in the following events designed to test overall athletic


  • 40 Yard Dash (best of two attempts, timed)
  • 60 Yard Shuttle Run (best of two attempts, timed)


  • 20 Yard Shuttle Run (best of two attempts, timed)
  • Vertical Leap (best of two attempts, highest recorded distance)


  • Pull-ups (one attempt, max reps)


  • 500 Meter Row (one attempt, timed)
  • 1 mile run


Individual and team winners will be determined according to the scoring formula described

Individual competitors will complete each event and receive a ranking against the field according to their performance. An individual’s overall score for the competition will be the sum of these eight individual event rankings. The lower the overall number the better. A team’s overall score will simply be the sum of each of the two individual’s overall scores.

To illustrate, the lowest possible result for a single competitor is 7 should they finish first in all
seven events (7 x 1 = 7). The lowest possible two person team score is 21 assuming the two team members finished first and second in all eight events (7 scores of 1 plus 7 scores of 2).

Overall and age-bracketed results will be posted for both individuals and teams. The man, woman and team of two who post the lowest combined scores will be crowned as our inaugural Champions. In the case of any ties, fund raising success will determine the ultimate winner.
So this competition is about team members challenging themselves against the field by training
harder and raising more money. Bring it!

Dan O’Brien

As added motivation, Olympic Gold Medalist Dan O’Brien will be on hand to compete in our event. Regularly considered the World’s Greatest Athlete, Dan was the Olympic decathlon champion in 1996, famously out-dueling his rival Dave Johnson of “Dan and Dave” Reebok commercial fame.

The Venue

The Charlotte Heptathlon will be contested on May 21, 2016 at the Queens University Sports
Complex, a 65-acre world class athletic facility located at 2229 Tyvola Road in Charlotte, NC.

Sponsorship – Join Our Cause

Improving educational outcomes for deserving young people in our community is a cause all of us can get behind. Our competitors and spectators represent a highly desirable demographic within the Charlotte business community who are coming together to make a difference. A full list of customizable promotional opportunities is available at each of the following sponsorship levels.


  • Platinum $25,000
  • Gold $10,000
  • Silver $2,500