Conferences & Events

Alpha and Gender Diversity: The Competitive Edge

Alpha and Gender Diversity: The Competitive Edge
14–15 September 2016
Boston, Massachusetts, United States

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CFA Institute partners with local societies, universities, and the investment industry to offer a wide range of insightful and engaging events all over the world. CFA Institute members receive substantial discounts on registration fees for many of our events, as well as Continuing Education (CE) credits for attending.

Take advantage of these great opportunities to learn, discuss, and network with your peers.

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GIPS Revised Asset Owner Guidance — What's New

This is a webinar to discuss proposed changes to the Guidance Statement on the Application of the GIPS Standards to Asset Owners. We will provide a review and clarifications on the Guidance Statement Exposure Draft that will be available for public comment through 31 October 2016. This will be an opportunity for industry participants to ask questions during the upcoming live webinar session, which is being offered at two different times to better accommodate participants located in various time zones around the globe:

Women's Advisory Committee Event: Meredith Jones

Join colleagues from CFA Society Philadelphia for an enlightening presentation from a thought leader on the issue of gender diversity in investment management.

Advanced Risk and Portfolio Management (ARPM) Bootcamp

Topics include portfolio construction, factor modeling, liquidity and execution, estimation risk/data mining, risk modeling, optimization, and much more. The program is delivered as theory, live simulations, review sessions and exercises. Plus... • Gala dinner and other networking opportunities • Renowned guest speakers. Past speakers included Rob Almgren, Peter Carr, Emanuel Derman, Bruno Dupire, Jim Gatheral, Alex Lipton, Bob Litterman, Bob Litzenberger, Andrew Lo, Fabio Mercurio, Steven Shreve, and more • Internships • Access to the ARPM Lab, with code and theory • Certifications: 40 GARP CPD, 40 CFA Institute CE credits, academic credit, ARPM Certificate® • 2-day Python and MATLAB conferences

China Investment Conference

China Investment Conference

Our flagship event in China combines professional learning and networking by bringing together leading Chinese and international investment decision makers and thought leaders, investment and finance professionals, academics, and business executives. Over 300 professionals attended the 2015 China Investment Conference. In 2016, we will again convene with leading Chinese and international investment decision makers and international thought leaders to take stock of the global and Chinese markets. Past speakers at this event include Myron Scholes, Stanford University professor and Nobel laureate; Anthony Neoh, former chief advisor to the CSRC and former chairman of the Hong Kong Securities and Futures Commission; Qi Bin, deputy of the international department of the CSRC; Brian D. Singer, partner at BDA Partners; Ha Jiming, vice president of the investment department at Goldman Sachs; Zhang Hongping, vice president of Alibaba Group and managing director of Alibaba Capital; and Jay Luo, chairman and partner at Dymon Asia.

Professional Asset Allocation

This program will cover new insights and basic concepts on professional asset allocation.

Hedging Climate Risk

Join Mats Andersson, Patrick Bolton, and Frédéric Samama as they discuss their decarbonized index investment strategy. This strategy allows long-term passive investors to hedge climate risk without sacrificing financial returns and it is also an important complement to climate change mitigation policies, from their May/June 2016 Financial Analysts Journal article, “Hedging Climate Risk.”

Hedging FX Risks and Asset Allocation with Currency Options

This program covers how to dealing with currency risks in an asset allocation context.

JOIM-Oxford-EDHEC Retirement Investing Conference

A special conference dedicated to retirement investing will be jointly sponsored by the JOIM, Oxford University, and EDHEC Risk Institute. The conference will be held on the campus of Oxford University. The program is developed on a foundation of academic rigor with an overriding objective of identifying practical significance. Leading experts from the US and Europe will be featured.

Alpha and Gender Diversity: The Competitive Edge

Alpha and Gender Diversity: The Competitive Edge

A growing body of research shows that gender-diverse teams lead to improved corporate performance and better investor outcomes. Although the business case for gender diversity is well established, women are still underrepresented in the investment profession globally. President and CEO of CFA Institute, Paul Smith, CFA, agrees that the industry must take the lead in changing our demographic: “As the largest global association of investment professionals, we are in a powerful and unique position to bring awareness to this issue.”

ILPA Institute Level I

The ILPA Institute Level I program is an introductory course designed exclusively for institutional investors who are new to the private equity industry or who wish to gain a broader understanding of the asset class. The Level I program offers a comprehensive overview of investing in private equity.


34 events