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 R$160. 

Learn more

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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Graduate Certificate in Applied Portfolio Management (g-CAPM)

The CAMRI Applied Portfolio Management Program is a 7-day state-of-the-art applied portfolio management training program at NUS Business School, Singapore, developed by academic professionals for investment professionals, and conducted at the world's most advanced Investment Management & Trading Lab. By the end of this course participants are expected to research, write, and publish equity and fixed income investment reports, build simple multifactor models for screening and alpha generation purposes, perform live and back tested portfolio investment strategies to develop the participants' equity research, stock-picking, and credit skills, and perform portfolio optimization and risk management analysis.

Graduate Certificate in Applied Portfolio Management (g-CAPM)

The CAMRI Applied Portfolio Management Program is a 7-day state-of-the-art applied portfolio management training program at NUS Business School, Singapore, developed by academic professionals for investment professionals, and conducted at the world's most advanced Investment Management & Trading Lab.

Valuation

Learn key valuation skills to accurately value a project or company: NPV, capital budgeting, DCF, cost of capital, WACC. Hands-on case studies.

The World of Derivatives and Valuation Control

Cash and derivatives trading constitute core front office activities for most leading financial services firms, and the valuation control function typically plays a critical role in controlling and supporting these activities. Valuation control teams formulate and implement valuation adjustment and price-testing policies to ensure that the valuations of positions are appropriately recorded. In addition, they are responsible for operating the controls around daily benchmark rate setting and for the quarterly submission of banks prudential valuation adjustments to financial regulators.

Pakistan Investment Conference 2017

With sound economic fundamentals, energetic young population and strong investment sentiment, the Pakistan economy is all set to take off for a ride full of opportunities, growth and stability. But as the global investment climate is turning with the U.S. Federal Reserve’s risk of rate hikes, there are fears of deflation in the euro zone, and a slowing Chinese economy, Pakistan is either about to face external shocks or internal crisis, arising from the issues related to the weak Nawaz Administration. Answers to all these issues and more at the Pakistan Investment Conference. It will provide a unique opportunity to delegates to improve their understanding of key issues which will help them drive investment decisions in the coming years. The delegates will have the opportunity to hear from top government policy makers, business leaders, economists, strategist, institutional investors, and many others at the Pakistan Investment Conference which will be proudly hosted by CFA Society Pakistan (CFASP).

Private Equity

Solid understanding of later-stage private equity: growth capital, buyouts, turnarounds, restructuring transactions, reporting and performance measurement, institutional investor perspective.

Satellite Imagery for the Markets

Satellite Imagery for the Markets is an exciting one day event for traders, investment managers, analysts and risk managers looking to use satellite imagery to enhance their decision-making. Featuring an impressive line-up of speakers. including geospatial professionals and academics, and covering a range of case studies from across the asset classes, this is the only UK event devoted to the application of satellite imagery for the financial markets.

Modeling & Projecting Financial Statements

Financial statements can deliver a ton of insights, if you know how to uncover them. This two-day workshop helps professionals in valuation, corporate finance, planning and budgeting, investment banking, asset management, fixed income research, and equity research weave business and financial forecasts into spreadsheet-based projections of financial statements. These projections help professionals value a business, test future scenarios, and gain an integrated view of a business.

Practitioner Insights from India: The Healthcare and Pharmaceutical Sectors

The healthcare and pharmaceutical sectors have been among the biggest defensive bulwarks in the listed space. For India, the sector has also been an important source of export revenue. This live webinar featuring Prashant Nair, CFA, Deputy Head of Research, Citi India, will provide participants with a historical and structural overview of the sector. Additional important takeaways from the webinar will include insights on sector assumptions and drivers analysts should consider when building their models.

Mastering Acquisitions and Buyouts

Completing an acquisition or buyout might be the most high-stakes challenge facing any business leader. This seminar provides owners and executives tasked with making tough deals happen with the practical insights they need to plan, negotiate and close a transaction.

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20 events