Conferences & Events

CFA Institute Conference: Latin America Investment Conference 2018

Rio
1–2 March 2018
Rio de Janeiro, Brazil

Register by 7 February 2018 and save US$50. 

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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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18 events

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Cooking Books

India’s listed universe has been expanding at a rapid pace. The longer tail of well-capitalized companies has created an inevitable demand for expertise in identifying good companies.

Why and How to Start Your Own Financial Advisory Firm

In this webinar, Sameer Somal, CFA, founder and chief financial officer of Blue Ocean Global Wealth and Blue Ocean Global Technology, will share insights into why you might want to consider starting your own financial advisory firm and will discuss what steps to take to do so.

Roadmap to Success 2018: Perspective from Wealth Management CMOs

Scorpio Research recently concluded its survey of Wealth Management firm Chief Marketing Officers (CMO) in the Americas and Europe to discern trends and priorities in the coming year. David Lo (Associate Partner at Scorpio Research) and April Rudin (President of The Rudin Group) will discuss the survey's findings, the implications for wealth management firm marketing strategy, and what wealth managers can learn from CMO insights to apply to their own practices in the coming year.

Key Lessons from Financial History for Today's Investors

Global monetary policy is tightening quickly, and there are fifteen countries where a systemic banking crisis is probable. This is not the consensus view of the world, but it is what investors should expect based upon some of the lessons from financial history. Russell Napier will discuss many other lessons from financial history that investors can apply today to improve their knowledge and their portfolio performance.

Is Diversity the Key to Delivering Better Results?

Join the discussion at our Women in Finance event.

Ethical Decision-Making Webinar Part II: Exploring Additional Case Studies

The Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.

A Framework to Identify Superior Management

Successful companies share one prominent trait: Superior management. From spearheading innovation to the ability for building scalable businesses, managerial expertise plays a critical role. But is it easy for investors to identify best-in-class management? Conceptually, what framework can investment decision makers use to understand management quality? What questions should investors ask? To learn more, join us in this interactive webinar.

Latin America Investment Conference 2018

Latin America Investment Conference 2018

The conference, hosted jointly by CFA Institute and CFA Society Brazil, is a must-attend event for investors in Latin America. Featuring globally acclaimed speakers, the conference will address a range of diverse topics and perspectives to shape investment strategies in Latin American markets.

Ethical Decision-Making Webinar Part I: Introduction to Ethical Decision Making

The Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.

CFA Institute Conference: Wealth Management 2018

CFA Institute Conference: Wealth Management 2018

The 2018 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.

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18 events