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We are back in person!


Hosted by CFA Institute

Join us in Boston to hear from industry experts and experienced practitioners about the latest trends in investment performance, and to reconnect with industry colleagues. This year’s conference will feature sessions on model portfolio providers, the SEC Marketing Rule, and ESG data challenges. Additional event details will be announced in the near future.

The 26th Annual GIPS Standards  will qualify for Professional Learning (PL) credit hours. Exact amount will be confirmed closer to the event date.

The CFA Institute COVID-19 Vaccination Policy requires event attendees to be fully vaccinated against COVID-19. Fully vaccinated is defined as two doses of the Pfizer-BioNTech or Moderna vaccine or one dose of the J&J vaccine. As an attendee at the event, we will require that you verify you are fully vaccinated.

Agenda

Location

Venue

Boston Park Plaza

50 Park Plaza at Arlington Street
Boston, MA 02116-3912

+1-617-426-2000

Hotel

Boston Park Plaza

50 Park Plaza at Arlington Street
Boston, MA 02116-3912

+1-617-426-2000

CFA Institute has arranged for a special group rate at the Boston Park Plaza. Reservations should be made directly with the hotel via the link below. Reservations should be made by Friday, 30 September 2022 to take advantage of the discounted rate. The CFA Institute rate at the Boston Park Plaza is USD 324.90 (inclusive of tax), subject to availability.

Please note, room reservations may be cancelled without penalty up until 3:00 p.m. three (3) days prior to arrival. Cancellation after such time will result in a charge of one night’s room and tax.

Book hotel reservation

Pricing

Group Price
In Person Early Registration - CFA Institute Members, Charterholders and Candidates USD 1395
Valid through 23 Sep 2022
In Person Early Registration - Non-Members USD 1895
Valid through 23 Sep 2022
In Person Traditional Pricing - CFA Institute Members, Charterholders and Candidates USD 1495
In Person Traditional Pricing - Non-Members USD 1995
Digital Content Package Only USD 449

What's Included

In Person Package: Your registration includes access to all in-person sessions. Those in attendance will enjoy a continental breakfast, networking lunch and breaks, and a reception with the opportunity to catch up with colleagues from around the world. Following the event, you will have complete access to the digital content package.

Digital Content Package Only: Can't make it to Boston to join us in person? The digital content package will consist of select recordings from our live sessions along with additional content from CFA Institute and our sponsors, that you can watch in your own time. It will be accessible following the event starting 2 November.

Vaccination Policy for In Person: The CFA Institute COVID-19 Vaccination Policy requires event attendees to be fully vaccinated against COVID-19. Fully vaccinated is defined as two doses of the Pfizer-BioNTech or Moderna vaccine or one dose of the J&J vaccine. As an attendee at the event, we will require that you verify you are fully vaccinated.

Pricing Details

Attendance space is limited. Payment is due at time of registration. Registration forms submitted without payment will be confirmed on a space-available basis when payment is received.

Cancellation Policy:  
In-Person: A cancellation fee of USD 200 applies for all cancellations. No refunds will be issued for any cancellations received within 24 hours of program start.

Digital Content Package: A cancellation fee of USD 200 applies for all cancellations. No refunds will be issued for any cancellations received after 18 October 2022.

Modifications: Registered participants may change their registration selection from in-person to digital until 19 September. After 19 September, you may request to change your registration selection from in-person to digital by submitting a written request for approval. Requests will be granted for health and safety concerns, illness, or family emergencies. Please direct written requests to [email protected]
 
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

What is the COVID-19 Vaccination Policy? 

The CFA Institute COVID-19 Vaccination Policy requires event attendees to be fully vaccinated against COVID-19. Fully vaccinated is defined as two doses of the Pfizer-BioNTech or Moderna vaccine or one dose of the J&J vaccine. As an attendee at the event, we will require that you verify you are fully vaccinated.


What if I have a special request or dietary restriction? 

Please contact CFA Institute for services to accommodate any special requests or to inform CFA Institute of any dietary restrictions. Please include this information when you register for the conference.

Will I earn Professional Learning (PL) Credits?

Attendees are eligible to earn Professional Learning (PL) credits. PL Credits will be automatically added in our online tracking system for CFA Institute members/CFA charterholders. Exact credit amount will be confirmed closer to the event date.

What is the dress code? 

Business casual attire is appropriate for this conference.

Who do I contact for more information?

For any questions, please contact [email protected].

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.