Conferences & Events

CFA Institute Conference: Fixed-Income Management 2017

statue in Boston's public garden
12–13 October 2017
Boston, Massachusetts, United States

Register by 8 September 2017 and save US$200.

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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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Fintech and Big Data

This program will discuss both fintech and big data. Risk Managers, Portfolio Managers, Pension Managers, Senior Executives of Financial Firms, Plan Sponsors, Endowments, Finance Professors and Students would all benefit from attending this program.

2017 New York Investment Conference: Shifting Regimes And Turbulent Markets

This year's BCA Investment Conference, 'Shifting Regimes and Turbulent Markets', brings together leading names from the worlds of finance, economics, and geopolitics to address the biggest questions facing the global investment industry. Join us to hear the insights, ideas and recommendations on how the changing world will impact investment returns. We look forward to seeing you in New York.

BCA Academy: Principles Of Macroeconomics & Impact On Capital Markets

The two-day BCA Academy course teaches investment professionals how to examine the economy, policy, and markets; and also makes links between these important factors. The course is built on the world-renowned analytical methods that have been developed at BCA since 1949. Delegates will develop an understanding of what drives economic cycles, and why knowing where the economy is relative to trend is so important to forecasting policymaker behavior and markets. Sessions on each of the major asset classes will also help delegates understand the interaction between different assets.

Volatility: Trading and Managing Risk

Learn how to use the latest frameworks to model volatility surfaces and assess the impact on more complex products. Understand the key differences between volatility models and their implications.

Fixed Income Attribution

How do you identify the best performers in your fixed income portfolio? Learn how to use quantitative tools to quickly analyse risk/return in your fixed income portfolio. Hands-on exercises enable you to get practical experience of fixed income attribution, including planning, implementation, and analysis.

Advanced Bank Liquidity Management - Stress-Testing, Contingency Planning, and FTP

Learn advanced techniques to manage liquidity risk, with a step-by-step approach to stress testing and particular emphasis on stressed modeling of behavioral elements of the on- and off-balance sheet.

Negotiation Dynamics

Negotiations have a direct and measurable impact on profits. Negotiation Dynamics is an intensive and hands-on workshop to sharpen your negotiation skills.

An Afternoon with America’s Top Female Portfolio Managers

Per CNBC, only 10% of the 15,000 global portfolio managers tracked by Citywire are women. For this exciting event, we’re bringing together some of the top-ranked female portfolio managers in the US, who are managing an array of investment strategies and investment professionals.

Annual WIN Portfolio Manager Panel

Join CFA Society San Francisco and the Women’s Initiative Network (WIN) for the 4th Annual Global Portfolio Manager’s Panel.

Inclusion in Investment Management: Beyond Checking the Diversity Box

Join CFA Society Minnesota for a moderated panel discussion featuring Columbia Threadneedle Managing Director, Deputy Head of Global Fixed Income, Colin Lundgren, CFA, and President and CEO, CFA Institute Paul Smith, CFA, as they dive into what inclusion and diversity mean in the investment management community.


44 events