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Join us to hear from industry experts and network with industry colleagues.


Hosted by CFA Institute

The leading industry event for investment performance and compliance professionals, from both investment management firms and asset owners. This year’s virtual conference will feature expert speakers discussing the newest developments with the Global Investment Performance Standards (GIPS®), ESG reporting, the SEC Marketing Rule, and manager selection and oversight.

Please view information about CPE credits for NASBA (PDF).

Registration includes your virtual event pass, social opportunities with peers, and access to on-demand session recordings for 90 days.

CFA Institute members, charterholders, candidates, and Society members can take advantage of any available discounts by logging in to register.

Register (with CFA Institute Account) Register (without CFA Institute Account)

9 PL

including 6 SER

CFA Institute members/charterholders who log in to register will automatically receive PL/SER credits in their online trackers post-event.

Speakers

Lindsey Beecroft
Lindsey Beecroft CFA

Lindsey Beecroft, CFA, is a Senior Advisor in Performance at CDPQ, which manages investments on behalf of many of Québec's public and parapublic pension and insurance funds. Ms. Beecroft is responsible for monitoring and analyzing investment returns for various asset classes and strategies, and is involved in developing tools, models, and applications to better interpret performance. Previously, she held roles in McGill University’s Office of Investments, working in areas such as manager oversight, asset allocation, and performance analysis and reporting. Ms. Beecroft has served as a volunteer for the GIPS Standards Asset Owner Subcommittee and earned a MA in Economics from Concordia University.

Emily Chew
Emily Chew

Emily Chew is Executive Vice President and Chief Responsible Investment Officer, Calvert Research and Management. Ms. Chew is responsible for overseeing Calvert’s Research and Engagement departments and works to develop and support Calvert’s strategies in data and technology, client solutions, thought leadership, and product development execution. She co-chairs the Morgan Stanley Investment Management Sustainability Council, and previously served as Global Head of Sustainability for Investment Management. Before joining Morgan Stanley in 2020, Ms. Chew was Global Head of ESG Research and Integration for Manulife Investment Management in Hong Kong and Boston, where she built an ESG investing program for public markets investments encompassing research, investee stewardship, thought leadership and thematic product development. Previously, she was Head of Asia-Pacific ESG Research for MSCI Inc. Ms. Chew is a member of the CFA Institute ESG Technical Committee, which is developing a new global ESG disclosure standard for investment funds. She has also served as rotating chair of the Steering Committee of the Climate Action 100+ investor engagement initiative and chair of the Asian Investor Group on Climate Change. Ms. Chew holds an MBA from the University of Oxford, and Bachelors of Laws and Arts (honors) from the University of Melbourne.

Shivani Choudhary, CFA, CIPM
Shivani Choudhary CFA, CIPM

Shivani Choudhary, CFA, CIPM, is a Managing Director with ACA Group. Working from our Chicago office, Shivani manages a diverse client base of GIPS® verification engagements, as well as conducting performance certifications and focused reviews, for firms of all sizes and asset classes. Prior to joining ACA, Shivani worked for Guggenheim Partners Investment Management as a senior performance measurement associate for more than five years. During her tenure, she chaired Guggenheim’s GIPS committee, led the team maintaining GIPS compliance for Guggenheim’s GIPS firm, and oversaw the GIPS verification process. She has also served as a performance measurement associate at Wilshire Associates Inc., where she worked on business development and client servicing for Wilshire’s iQuantum clients for three years. These experiences have given her an in-depth knowledge of GIPS compliance from the client and verifier perspectives. All in all, Shivani has more than 10 years of investment industry experience in performance measurement, portfolio analytics, risk measurement, performance attribution, and operations. Shivani earned her Masters of Business Administration (MBA) (Finance emphasis) from the Illinois Institute of Technology and her Bachelor of Science in Engineering (Electronics and Instrumentation) from the Institute of Technology and Management in India. She also has earned a Certificate in Investment Performance Management (CIPM) from the CFA Institute and is a CFA Charterholder.

Christie Dillard
Christie Dillard CIPM

Christie Dillard, CIPM, is a Partner with ACA Performance Services, a division of ACA Group. Her primary responsibilities include overseeing business development, onboarding all new clients, and ACA’s education initiatives. Prior to joining ACA in 2007, Christie spent six years in private client banking at two regional banks in Chattanooga. Christie obtained her CIPM designation in 2011 and has served on the CIPM Standard setting in the past. Christie is also a past member of the CFA Institute Promotion and Awareness Subcommittee. She graduated from the University of the South in Sewanee, Tennessee with honors in 2001. Christie is also a member of the CFA Society of East Tennessee.

Benjamin Dreyer
Benjamin Dreyer

Benjamin Dreyer is vice president, executive managing editor and copy chief, of Random House. He began his publishing career as a freelance proofreader and copy editor. In 1993, he became a production editor at Random House, overseeing books by writers including Michael Chabon, Edmund Morris, Suzan-Lori Parks, Michael Pollan, Peter Straub, and Calvin Trillin. He has copyedited books by authors including E. L. Doctorow, David Ebershoff, Frank Rich, and Elizabeth Strout, as well as Let Me Tell You, a volume of previously uncollected work by Shirley Jackson. A graduate of Northwestern University, he lives in New York City. For more information on Speaker, please visit www.prhspeakers.com.

Chris Fidler
Chris Fidler

Chris Fidler is a Senior Director in the Global Industry Standards department at CFA Institute. Mr. Fidler leads the promotion of CFA Institute industry codes and standards globally and helps to identify areas where new standards are needed. He currently leads the development efforts for the CFA Institute ESG Disclosure Standards for Investment Products. Prior to joining CFA Institute, Mr. Fidler was a management consultant at Thought Logic Consulting, LLC, and served in a number of management roles at Capital One Financial Corporation. Mr. Fidler holds a Bachelor of Science degree in engineering from the University of Illinois and a Master of Business Administration from the Darden School of Business at University of Virginia.

Steven Furst
Steven Furst CFA, CIPM

Steven Furst, CFA, CIPM is the Managing Director at Ares Management, a leading global alternative investment manager, where he leads the firm's Performance and Attribution Group. Prior to joining Ares in 2013, Mr. Furst was a Consultant at Vincent Performance Services (subsequently acquired by ACA Group). Previously, Mr. Furst was a Manager at Ares Management and a Performance Analyst at Western Asset Management Company. Mr. Furst holds a B.A., with honors, from Claremont McKenna College in Economics and Government. He has been an active volunteer at CFA Institute and currently chairs the GIPS Standards Interpretations Subcommittee.

Kathryn Gernert
Kathryn Gernert

Kathryn Gernert has 14 years of experience as Senior Portfolio Manager, Private Market Investments at Texas Permanent School Fund. Prior to that, she served as the Director of Investment Operations at Employees Retirement System of Texas for 10 years. Ms. Gernert is a CAIA charterholder and a Council Member on the Reporting Standards for NCREIF/PREA. She is also an active participant within industry professional groups such as ILPA, PEWIN, AIF Global, and KAYO-WAVE. She holds a Master’s in Business Administration from Pace University- Lubin School of Business, New York, and a Bachelor of Science degree in Finance from George Mason University, Virginia.

Krista Harvey, CFA, CIPM
Krista Harvey CFA, CIPM

Krista Harvey, CFA, CIPM, is a Director in the Global Industry Standards department at CFA Institute.  Previously, Ms. Harvey held senior roles on investment performance teams at TIAA, Jennison Associates, and Goldman Sachs.  Prior to joining CFA Institute, she was a longtime volunteer. Ms. Harvey chaired the United States Investment Performance Committee (USIPC) and was a member of the GIPS Standards Interpretations Subcommittee.  She also co-founded and co-chaired the CFA Society New York Performance & Risk Committee.  Ms. Harvey received a B.A. in Economics from New York University.

Daniel Ingram
Daniel Ingram

Daniel E. Ingram has 13 years of financial services industry experience. Based in Santa Monica, California, Daniel helps advise institutional asset owners on how to protect and grow long-term capital by integrating Environmental Social and Governance (ESG) risks and opportunities into investment decisions. Daniel facilitates educational workshops, designs ESG policies, sources high-performing investment products and conducts portfolio impact analysis. He is the Chair of Wilshire’s ESG and Diversity Committee and a member of the CFA Institute’s 2020 ESG working group responsible for defining an industry standard. Before re-locating to the USA from the UK, Mr. Ingram worked in-house as the Head of the Responsible Investment for the BT Pension Scheme, the UK’s largest corporate defined benefit plan. Previously, he worked at Hermes Investment Management as a senior corporate governance analyst and as a policy analyst at Her Majesty’s Treasury on a number of high-profile reviews, including the landmark Stern Review of the Economics of Climate Change. Mr. Ingram is an MA from University of Dublin, Trinity College, holds a post-graduate certificate in Sustainable Leadership from the University of Cambridge, and the Fundamentals of Sustainability Accounting (FSA) Credential.

Beth Kaiser Schwartz
Beth Kaiser Schwartz CFA, CIPM

Beth Kaiser Schwartz, CFA, CIPM, is a Director in the Global Industry Standards department at CFA Institute. Ms. Kaiser helps maintain the GIPS standards through management of the interpretations process, developing standards and guidance for new technical areas, and working extensively with volunteer committees.  Previously, Ms. Kaiser worked for both investment managers and investors in various performance, risk, and operations-related roles, both as an employee and a consultant.  As founder and president of Kaiser Consulting Associates, Inc., she worked with institutional investors on performance measurement and GIPS standards-related matters. Before working for CFA Institute, she was a volunteer on the North American Investment Performance Committee, the Investor/Consultant Subcommittee of the GIPS Standards Executive Committee, and the Intellectual Property Working Group of the GIPS Standards Executive Committee. Ms. Kaiser holds a BS degree in finance from Florida Atlantic University.  

Sanjay Lamba
Sanjay Lamba

Prior to joining the Investment Adviser Association in 2013, Sanjay Lamba worked at the US Securities and Exchange Commission (SEC) for 10 years. He began his service in the rulemaking office of the Division of Investment Management before transferring to the Office of Chief Counsel (Legal Branch) in the Office of Compliance Inspections and Examinations in 2010. Prior to his roles at the SEC, Mr. Lamba was an associate in the investment management practice groups at Morrison & Foerster LLP and Dechert LLP. He received his B.S. degree in Finance from George Mason University in 1994 and his law degree from Boston University in 1997.

Matt Liposky
Matt Liposky

Matthew Liposky joined PRIM in 2013 and serves as PRIM’s Chief Investment Operating Officer.  Mr. Liposky is responsible for managing the PRIT Fund’s financial activities, including: investment performance reporting; investment accounting; operational due diligence; and investment manager onboarding and implementation. Prior to his position as CIOO, Mr. Liposky served as Director of Investment Operations at PRIM. He has more than 15 years of experience in investment operations and worked at Liberty Mutual Investment Group and Bank of New York Mellon before joining PRIM.  Mr. Liposky earned a B.S. in Finance from Quinnipiac University. 

Iain McAra
Iain McAra

Iain McAra is a Director in the Global Industry Standards department at CFA Institute, focusing on outreach in the EMEA region. Mr. McAra joined CFA Institute in April 2012 in New York, relocating to the CFA Institute London office in August 2013. Prior to joining CFA Institute, and for over 14 years, he was Vice President, US Performance Analysis Group for JPMorgan Asset Management, based in New York, where he also oversaw compliance with the GIPS standards. Originally from the UK, Mr. McAra worked in Performance Analysis for Citibank and Baring Asset Management, transferring to Baring’s Boston office in 1994 where he was also responsible for complying with the AIMR-PPS® standards and GIPS standards. Since 1992, he has served on various GIPS standards and AIMR-PPS standards committees. He was a member of the USIPC and the GIPS Standards Executive Committee, and chaired the Investment Manager Subcommittee. At CFA Institute, Mr. McAra supports the EMEA GIPS Standards Sponsors, and previously served as the staff liaison to the Investment Manager Subcommittee, the Interpretations Subcommittees, and the Risk and Investment Reporting Working Groups. He was a member of the EIOPA PRIIPs KID consultative expert group and the Costs and Past Performance expert group and works with other industry groups in the UK and the EU. Recently he worked on the development of the GIPS Standards for Fiduciary Management Providers to UK Pension Schemes, which are now mandated by the UK regulator. Mr. McAra has a BSc in Chemistry from the University of London.

Michael McGrath, CFA
Michael McGrath CFA

Michael McGrath, CFA, is a partner in the Boston office of K&L Gates, where he practices in the areas of asset management and investment funds, securities, and commodities law, including the representation of institutional investment firms, registered investment companies, private equity, and hedge funds. He counsels clients with respect to SEC, CFTC, NFA, and FINRA regulation. Mr. McGrath also helps financial institutions design their compliance programs, supporting trading and investment management issues including best execution, soft dollars, control of nonpublic information, and derivatives trading, as well as assisting with SEC and NFA staff examinations.

Brian Minns
Brian Minns CFA

Brian Minns, CFA, is the Managing Director of Responsible Investing at University Pension Plan (UPP). He is responsible for integrating responsible investing (RI) into UPP’s total portfolio approach and corporate practices. He oversees UPP’s RI strategy, ensuring RI commitments are achieved through investment processes and stewardship practices and that UPP communicates openly and transparently about its RI practices as they evolve. Brian came to UPP after nearly a decade at Addenda Capital, culminating in his last position as Vice-President, Sustainable Investing. Prior to Addenda, he held positions in responsible investing with CPP Investments and Mercer. A veteran in responsible investing, Brian is Co-founder and Co-chair of the Canadian Responsible Investing Working Group, a member of the CFA Institute ESG Technical Committee and was Co-chair of the Reporting and Advisory Committee of the Principles for Responsible Investment. He is a Chartered Financial Analyst and hold a Master’s in Environmental Studies from York University, the Sustainable Investment Professional certification from Concordia University, and a Bachelor of Science in Mechanical Engineering from Queen’s University.

Kate Misic, CFA
Kate Misic CFA

Kate Misic, CFA, is head of alternative investments at Telstra Super Pty Ltd, an Australian corporate superannuation fund with over 95,000 members. She is responsible for the hedge fund and private markets programs. Ms. Misic has more than 17 years of experience in investment manager research and performance analysis. Previously, she was senior portfolio analyst for the Australian equities funds at Warakirri. Ms. Misic has also worked at Frontier Investment Consulting, a leading asset consultant, and Wilshire Associates, a private equity specialist. She has served as president of CFA Society Melbourne. Ms. Misic earned a bachelor of science at the Australian National University and a graduate diploma of applied finance and investment from FINSIA.

Jason Mitchell
Jason Mitchell

Jason Mitchell is Co-Head of Responsible Investment at Man Group and co-chairs Man Group’s Stewardship and Active Ownership Committee. He has held this position since July 2018. Jason worked at Man GLG from 2004 to 2008 as a portfolio manager. Between 2008 to 2010, he advised the UK government on on infrastructure development across Sub-Saharan Africa. He returned to Man GLG in 2010 as a portfolio manager, before becoming a sustainability strategist across Man Group in 2017. Prior to Man GLG, he was a Vice President at Andor Capital Management and an investment research analyst with Pequot Capital Management. Besides having managed environmental and sustainability strategies, he speaks and publishes widely on responsible investment. Jason’s articles and comments on sustainable investing have been quoted in a number of top-tier publications, including Institutional Investor, Wall Street Journal, CNBC Squawk Box, Responsible Investor, Aftenposten, Global Times, AIMA Journal and Investment Europe. He has written widely on the European refugee migrant crisis. He also hosts the award-winning podcast series, A Sustainable Future. Jason serves on the EFRAG (European Financial Reporting Advisory Group) Lab Steering Group, SASB (Sustainable Accounting Standards Board) Investor Advisory Group, the CFA Institute’s ESG Technical Committee, the Alternative Investment Manager Association’s (AIMA) Responsible Investment Committee and the United Nations-supported Principles for Responsible Investment (PRI) Academic Advisory Committee. He chaired the PRI Hedge Funds Advisory Committee from 2014 to 2018. He is a contributing author to: CFA UK’s Certificate in ESG Investing Textbook (Ed. 2, 2020); Responsible Investing: A Guide to Environmental, Social, and Governance Investments (Routledge: 2018); Sustainable Investing: Revolutions in Theory and Practice (Routledge: 2017) and Evolutions in Sustainable Investing: Strategies, Funds and Thought Leadership (Wiley Finance: 2012). Jason holds a MSc in International Political Economy from the London School of Economics and a bachelor’s degree in English literature and classics. He is a Fellow of the Royal Society of the Arts and the British- American Project. He was named one of Institutional Investor’s 2011 Hedge Fund Rising Stars.

John Molesphini
John Molesphini

John Molesphini is Global Head of Insights for the Investment Intelligence unit of Nasdaq which includes eVestment and he continues to participate as part of the eVestment leadership team. In his role, he focuses on enhancing the relationship with leadership at client firms and also discussing industry trends and eVestment’s data and analysis with broader client and industry audiences. Previously, he was Global Head of Client Success, managing efforts to ensure eVestment’s clients realize their full value and satisfaction with their subscriptions while having an amazing client experience. Prior to that, he has served as the Director of eVestment’s Global Sales Specialist team, an Omni Specialist on the eVestment Business Development team, and Vice President and Manager of Client Service. Prior to joining eVestment in July 2006, John worked for a hedge fund for a short time and before that, he spent four years at INVESCO, most notably as a Marketing Support Manager which included the consultant database reporting team and product strategy team. John began his career as a financial advisor with Quick & Reilly (now part of Bank of America Merrill Lynch).

Kristen Murray
Kristen L. Murray

Kristen L. Murray is Vice President and Manager, Performance, at Wellington Management and is the Composite Team manager within Performance. For more than ten years, Ms. Murray has had oversight responsibilities for the firm’s policies and procedures for compliance with the GIPS standards, including composite management and analysis. She works closely with the Investment Products & Fund Strategies Group, Legal and Compliance, and the Global Relationship Group to interpret new guidance statements and address client solutions. She is a member of the firm’s Composite Working Group and Composite Oversight Group. Ms. Murray joined the firm in 2005 as a trust administration analyst, overseeing the Wellington Trust Company pools until 2010. Prior to joining Wellington Management, she held a variety of fund accounting positions within State Street Corporation. Ms. Murray earned her BA in economics from the University of Rhode Island.

Neal Prunier
Neal Prunier

Neal Prunier is the Director, Standards and Best Practices at the Institutional Limited Partners Association (ILPA) within the Industry Affairs group. He is responsible for the continuing evolution and expansion of the ILPA standards to help ILPA provide impactful service for its members. Prior to ILPA, Neal spent his career at Cambridge Associates where he most recently served as Senior Director in CA’s Arlington, Virginia office. In this role, he oversaw staff across Singapore, London, and Arlington as head of a global investment operations department responsible for enterprise data management for Private Investment, Hedge Fund, and Long Only investment manager/client specific data. There he focused on serving the data needs of research, consulting, and performance reporting functions, as well as clients and the broader industry, including the creation of the ILPA Private Markets Benchmark reports. Neal holds a BS in Finance from Elon University and an MBA from the Duke University Fuqua School of Business.

Ken-Robinson
Ken Robinson CFA, CIPM

Ken Robinson, CFA, CIPM, is a Director in the Global Industry Standards department at CFA Institute. Mr. Robinson is responsible for leading CFA Institute activities related to the GIPS standards in the Americas region, including managing and developing relationships with GIPS standards sponsors and volunteers. Prior to joining CFA Institute, Mr. Robinson was a director in the investment management audit practice at PricewaterhouseCoopers LLP.  He is a member of the Performance Measurement Committee of NCREIF and the GIPS Standards Task Force of the NCREIF PREA Reporting Standards. Prior to joining CFA Institute, Mr. Robinson served as a member of the North American Investment Performance Committee, the GIPS standards Interpretations Subcommittee, the Quantitative Investing Subcommittee of CFA Society Boston, and the Investment Performance Standards Task Force of the AICPA. Mr. Robinson holds a Bachelor of Science degree in finance from Indiana University.

Jed Schneider
Jed Schneider CIPM

Jed Schneider, CIPM, is responsible for compliance with the GIPS standards and performance reporting at Lazard Asset Management. Mr. Schneider has over 25 years of experience in the performance measurement industry and investment operations. Before joining Lazard, his roles have included Head of Performance Reporting for J.P. Morgan’s U.S. Private Bank division and Senior Verifier at The Spaulding Group, where he conducted verifications and performance attestations. He also spent time at Morgan Stanley and U.S. Trust managing performance measurement teams and was a statistician for Consumer Reports magazine, responsible for data analysis on all product testing. Mr. Schneider is a former co-chair of the Performance and Risk Committee of CFA Society New York and an active volunteer supporting the GIPS Standards and the CIPM Program. He holds the FRM® (Financial Risk Manager) designation and has a B.S. in Applied Mathematics from Stony Brook University and a M.S. in Statistics from Baruch College.

Dimitri A. Senik, CFA
Dimitri Senik CFA

Dimitri Senik, CFA, leads the Investor Trust Services at PwC Switzerland. Mr. Senik provides assurance services to investment managers and investors with respect to investment process and governance, investment performance and risk management, GIPS compliance, and ESG Investing. He is a member of the Investment Committee of the Pension Funds of PwC Switzerland. Mr. Senik has been a long-standing volunteer in the standard-setting bodies for the GIPS standards and currently chairs the GIPS Standards Technical Committee. He is also a member of the GIPS Standards Expert Group of the Asset Management Association Switzerland. Mr. Senik chairs the ESG Verification Subcommittee of CFA Institute, which is currently engaged in the development of the new ESG Disclosure Standards for Investment Products. He holds a degree in international economics and is also a Chartered Certified Accountant.

Arin Stancil, CFA, CIPM
Arin Stancil CFA, CIPM

Arin Stancil, CFA, CIPM, is a Managing Director and Principal at Guardian Performance Solutions LLC (GPS), a specialty compliance consulting firm established to help investment managers to comply with the GIPS standards. Mr. Stancil has been working with the GIPS standards for over 20 years and has extensive experience interpreting and applying them to almost any situation. Prior to joining GPS, he served as a Vice President and GIPS Compliance Manager for a global investment adviser with over $2 trillion in assets under management, where he was responsible for maintaining the firm’s ongoing compliance with the GIPS standards. Previously, he was a partner at an accounting firm that specialized in GIPS compliance consultation and verification services, where he conducted and oversaw hundreds of GIPS compliance verification projects for firms around the world of all sizes and levels of complexity. Mr. Stancil is currently a member of the GIPS Standards Technical Committee (TC), a volunteer committee established by CFA Institute. The purpose of the TC includes providing technical oversight of the GIPS standards and guiding the development and adoption of the GIPS standards. He is also a past member of the GIPS Standards Executive Committee (EC) and the United States Investment Performance Committee (USIPC).

David-Terris
David Terris CIPM

David Terris, CIPM, is director, global industry standards, at CFA Institute. Previously, he worked for 10 years as a verifier, serving as a managing director at ACA Performance Services, LLC, and as a consultant at Vincent Performance Services LLC. Mr. Terris has also served as a fixed-income portfolio manager at Northwest Corporate FCU and as a senior portfolio strategist at USAA, where he worked on the asset management side of his prior firm’s pension plan. He earned a BBA in accounting from the University of Texas at San Antonio and an MBA in finance from St. Mary’s University.

Karyn D. Vincent, CFA, CIPM
Karyn D. Vincent CFA, CIPM

Karyn D. Vincent, CFA, CIPM, is the Senior Head in the Global Industry Standards department at CFA Institute and is the GIPS Standards Executive Director. Previously, Ms. Vincent was managing partner for client services at ACA Performance Services. She founded Vincent Performance Services LLC, which subsequently merged with ACA. She also served as the global practice leader for investment performance services at PricewaterhouseCoopers. Prior to joining CFA Institute, Ms. Vincent served on the GIPS Standards Executive Committee, chaired the GIPS Standards Technical Committee, the GIPS Standards Interpretations Subcommittee, and the Verification Subcommittee, and served on the CIPM Advisory Council. She also chaired the AIMR-PPS® Implementation Committee. Ms. Vincent co‐authored Complying with the Global Investment Performance Standards (GIPS) with Bruce J. Feibel and holds a bachelor’s degree in Accounting from the University of Massachusetts Dartmouth.

Agenda

Tuesday, 26 October

Wednesday, 27 October

Pricing

Group Price
Early Registration - CFA Institute Members, Charterholders, and Candidates USD 224
Valid through 24 Sep 2021
Early Registration - Non-Members USD 314
Valid through 24 Sep 2021
CFA Institute Members, Charterholders, and Candidates USD 249
Non-Members USD 349

What's Included

Registration includes your virtual event pass, social opportunities with peers, and access to on-demand session recordings for 90 days.

CFA Institute members, charterholders, candidates, and Society members can take advantage of any available discounts by logging in to register.

Register (with CFA Institute Account) Register (without CFA Institute Account)

Pricing Details

Payment is due at the time of registration. Registration closes on 25 October 2021.

Cancellation Policy: No refunds will be issued for any cancellations received after 18 October 2021. Sharing of registrations is not permitted.

Special Needs: Contact CFA Institute for services to accommodate a disability. (We recommend including this information when you register for the conference.)

Please Note: Any person attending a CFA Institute conference, seminar, or other program grants permission to CFA Institute to use and publish his or her image or likeness collected in connection with the program, for any usual and customary purpose of CFA Institute, including advertisements for CFA Institute and its programs.

CFA Institute reserves the right to refuse registration to anyone for any reason. Please review the complete conference terms and conditions for more information.

Event Info

CFA Institute members, charterholders, candidates, and Society members can take advantage of any available discounts by logging in to register.

Register (with CFA Institute Account) Register (without CFA Institute Account)

What should I expect from a virtual conference?

Our virtual conference will provide you with the opportunity to:

  • Chat and engage with other attendees while watching the sessions. Live Q&A will be available for attendees to ask important questions in real-time. If you like another attendee's question, up-vote it to let us know.
  • Visit a virtual exhibit hall with top exhibitors and sponsors. Browse exhibitor virtual booths, send a message to an exhibitor, or jump into their virtual meeting room to meet face-to-face.
  • Network with other attendees, exhibitors, and sponsors. There will be opportunities to schedule one-to-one virtual meetings and a special social activity.
  • Participate in a game that will create some friendly competition among attendees. Complete various challenges in the virtual event to earn points there will be exciting prizes for our most engaged attendees!
  • Challenge yourself in a virtual escape room experience, as you and your peers find clues, solve puzzles, and race to the finish line.

Will the conference be available on-demand; if so, for how long?

On-demand sessions will be available from 28 October until 26 January 2022. The session with Benjamin Dreyer will be available until 10 November 2021.

Will I earn Professional Learning (PL) Credits?

Attendees are eligible to earn up to 9 Professional Learning (PL) credits, including 6 Standards, Ethics, and Regulation credits. PL Credits will be automatically added in our online tracking system for CFA Institute members/CFA charterholders.

More information about CPE credits for NASBA is available here (PDF).

How do I navigate to the virtual experience and access live and on-demand sessions?

The virtual experience process will be as follows:

  1. An email will be sent one week before the conference start date with information on how to access the virtual conference.
  2. You will be asked to verify your details by entering your name and email address.
  3. You will receive a verification code via email or SMS message (if you provided a mobile phone number during registration).
  4. Once you are in the virtual experience, you will be able to use the dynamic home screen to find which sessions are currently happening or the navigation across the top to click into all sessions and your personalized agenda.
  5. Within a session, you will have the option to use the live Q&A to ask the speaker questions during the presentation. You will also have access to additional documents and materials.

Who do I contact for more information?

For any questions, please contact programs@cfainstitute.org.