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.

15 events

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India Investment Conference

India Investment Conference

The new Modi government has led to optimism in India’s financial markets. Although expectations run high, there are concerns about a buildup of risk from prevailing easy money policies in large developed economies. How quickly can India get back on track to fast growth? And how can it do so while avoiding asset bubbles?

CFA Institute / EDHEC-Risk Institute: Advances in Asset Allocation Seminar (London)

CFA Institute / EDHEC-Risk Institute: Advances in Asset Allocation Seminar (London)

The Advances in Asset Allocation Seminar is an intensive three-day course that will provide participants with practical tools to improve asset allocation and risk management processes, implement novel investment management approaches, and develop new products.

CFA Institute: Sixth Annual Middle East Investment Conference

CFA Institute: Sixth Annual Middle East Investment Conference

Under the central theme of Investing in New Realities, the 2015 Middle East Investment Conference brings together international thought leaders, policymakers, industry experts, and key market participants from across the MENA region to consider the new opportunities open to MENA investors who are willing to investigate, evaluate, and seize them.Under the patronage of His Excellency Anas K. Al-Saleh, minister of finance, State of Kuwait, the 2015 Middle East Investment Conference brings together international thought leaders, policymakers, industry experts and key market participants from across the MENA region to consider the central theme of “Investing in New Realities.”

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.

CFA Institute Conference: Women in Investment Management

CFA Institute Conference: Women in Investment Management

In today’s investment industry, putting your head down, working hard, and expecting to move forward—as a firm or as an individual—is not always sufficient. To succeed, you must put the same level of energy into strategically mapping your career as you do into daily investment research.

CFA Institute and Harvard Business School: Investment Management Workshop

CFA Institute and Harvard Business School: Investment Management Workshop

For more than 40 years, the Investment Management Workshop (IMW) has played an essential role in shaping the principles and practices of investment management across the globe. This renowned program, developed by Harvard Business School and CFA Institute, brings together highly accomplished faculty and leading executives from around the world to confront the ever-changing challenges that define the investment management industry. Since its inception in 1968, the program has provided a forum for more than 3,500 participants to share broad-ranging insights and investigate cutting-edge strategies for balancing risk and return.

CFA Institute: 2015 Financial Analysts Seminar

CFA Institute: 2015 Financial Analysts Seminar

Join us for the 60th Anniversary of the Financial Analysts Seminar (FAS) on 20–23 July 2015 at the University of Chicago’s Gleacher Center. Offering engaging lectures, discussions, and case studies, FAS 2015 is your opportunity to connect with top investors, researchers, and peers on the latest trends and thought leadership affecting global capital markets.

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.

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 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.

CFA Institute Conference: Fixed-Income Management 2015

CFA Institute Conference: Fixed-Income Management 2015

At Fixed-Income Management 2015, leading practitioners will navigate through what’s happening in global credit markets, take a closer look at the long-term effects of monetary policies by central banks, and discover where leading investors are finding value. They will examine diversification strategies that generate income and provide relative safety for a variety of client mandates in spite of unprecedented policy and economic risks.

CFA Institute Conference: Equity Research and Valuation 2015

CFA Institute Conference: Equity Research and Valuation 2015

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 18th 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. Key discussions will include the best valuation tools for specific sectors and companies and the top questions facing equity investors today.

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.