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.

12 events

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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: India Investment Conference 2015

CFA Institute: India Investment Conference 2015

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? The India Investment Conference will address these issues and more by bringing together some of the industry’s leading investment managers, regulators, investors, and finance professionals as well as global experts to provide a holistic perspective. The conference comes midway into the first year of the Modi government, an ideal time to take stock of recent developments and future trends.

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.

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: 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.

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.