CFA Institute Events

Our world-class events feature the latest trends and developments from top finance and investment experts. They offer the opportunity to network with other successful investment professionals and generate ideas to keep you on the leading edge of our competitive industry.

13 events

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The Fundamentals of Performance Measurement and Attribution

The Fundamentals of Performance Measurement and Attribution

If you've been looking for an introduction to performance analysis or a refresher on basic attribution principles and calculations, then pull up a chair at this hands-on workshop led by performance and risk expert Carl Bacon, CIPM.

GIPS Standards Interactive Workshop

GIPS Standards Interactive Workshop

If you're looking to learn how to best apply the GIPS standards or get the most out of them for your firm and clients, then this event is for you.

GIPS Standards Annual Conference

GIPS Standards Annual Conference

As the finance industry grows ever more interconnected, investors need standards of investment performance measurement and reporting that are reliable and comparable across markets, and professionals who can apply them.

Live Broadcast: Top 10 GIPS Compliance Issues

This session from the GIPS Standards Annual Conference will take place on Thursday, 18 September at 1:00 p.m. EDT. It will highlight areas that are often overlooked and what the SEC examiners focus on.

Live Broadcast: SEC Update

This session from the GIPS Standards Annual Conference will take place on Friday, 19 September at 10:30 a.m. EDT. It will cover relevant issues and hot topics for investment advisors.

CFA Institute Conference: Fixed-Income Management 2014

CFA Institute Conference: Fixed-Income Management 2014

How will Federal Reserve tapering affect interest rates and emerging markets? Will China be able to deflate its credit bubble without severe economic disruption? Will weak demand and persistent unemployment in debt-burdened industrialized nations improve the outlook for bonds?

Seventh Annual European Investment Conference

Seventh Annual European Investment Conference

The 2014 European Investment Conference, brought to you by CFA Institute and CFA Society of the United Kingdom, invites investment professionals to tackle the thought-provoking theme A Fresh Perspective: Checking Assumptions, Challenging Mindsets.

Philippines Investment Conference

Philippines Investment Conference

Register now for the Philippine Investment Conference on 22 October to find answers to the biggest questions facing investors in the country today from top government policy makers, local finance industry leaders, international investment experts and many others.

CFA Institute Conference: Equity Research and Valuation 2014

CFA Institute Conference: Equity Research and Valuation 2014

No matter what your portfolio’s focus is, today’s uncertain investment environment demands solid independent analysis, proven valuation tools, and rigorous risk management processes. At the 17th Annual Equity Research and Valuation Conference, join world-class investors for strategic insights on avoiding the market’s noise and herding effects and staying focused on fundamental value.

CFA Institute Conference: Wealth Management 2015

CFA Institute Conference: Wealth Management 2015

The 2015 CFA Institute Wealth Management Conference will feature practitioner-oriented educational sessions across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.

CFA Institute: Tax-Efficient Monetization of Concentrated Wealth Workshop

CFA Institute: Tax-Efficient Monetization of Concentrated Wealth Workshop

Much of a client's wealth is often held in the form of privately owned businesses, commercial real estate, and publicly traded, concentrated stock positions. Baby Boomers are aging, and vast amounts of these highly appreciated assets must be monetized to fund their retirements. Wealth managers are no longer simply investment advisers. They are comprehensive wealth managers, focusing on a client's overall balance sheet. In addition, clients are more sophisticated and want to compare the benefits of continuing to hold these assets with those of selling them outright or monetizing them in a tax-efficient manner and reinvesting the proceeds in other asset classes.

68th CFA Institute Annual Conference

68th CFA Institute Annual Conference

The risk, opportunities, and challenges facing the global investment profession are as complex as ever and investment professionals must remain current. If you attend only one investment conference each year, make sure it's the CFA Institute Annual Conference.

69th CFA Institute Annual Conference

69th CFA Institute Annual Conference

The risk, opportunities, and challenges facing the global investment profession are as complex as ever and investment professionals must remain current. If you attend only one investment conference each year, make sure it's the CFA Institute Annual Conference.