CFA Institute Conferences

21st Annual GIPS Standards Conference

CFA Institute celebrates 30 years of performance standards 14–15 September 2017
San Diego, California, United States

Register by 18 August 2017 and save US$200.

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Our world-class events feature the latest trends and developments from top finance and investment experts. They offer the opportunity to network with other successful investment professionals and generate ideas to keep you on the leading edge of our competitive industry.

11 events

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The Fundamentals of Performance Measurement and Attribution

The Fundamentals of Performance Measurement and Attribution

If you’ve been looking for an introduction to performance analysis or a refresher on basic attribution principles and calculations, then pull up a chair at this hands-on workshop led by renowned performance and risk expert Carl Bacon, CIPM.

GIPS Standards Interactive Workshop

GIPS Standards Interactive Workshop

With practical lessons for beginners and experienced analysts alike, this event offers an in-depth overview of the GIPS standards and helps participants master the fundamentals, including composite construction, performance calculation, and creating a compliant presentation.

21st Annual GIPS Standards Conference

21st Annual GIPS Standards Conference

The GIPS Standards Annual Conference is the only conference of its kind focused on the implementation and application of the Global Investment Performance (GIPS) standards.

Alpha and Gender Diversity

Alpha and Gender Diversity

Alpha and Gender Diversity 2017 will build on the success of our first two Women in Investment Management events and offer a range of topics relevant to investment professionals, their clients, their employers, and the broader finance industry.

CFA Institute Conference: Fixed-Income Management 2017

CFA Institute Conference: Fixed-Income Management 2017

After years of ZIRP (zero interest rate policy), what will be the pace and path to interest rate normalization? Is the neutral rate likely to be lower in the future given secular headwinds from such issues as aging populations in major economies, globalization, technology disrupters, and the debt supercycle? How will the blending of politics and policies in the United States alter the economic and financial market landscape? Do investment managers need to be more flexible and opportunistic to succeed in the new environment?

CFA Institute Conference: Equity Research and Valuation 2017

CFA Institute Conference: Equity Research and Valuation 2017

Will there be more market fluctuation in light of the current US and global environment? Where can investors find value? Should we be learning about sector investing and investment techniques that apply in the current marketplace? Skillfully applying proven valuation tools can help you uncover undervalued companies during market change, give you the confidence and conviction to hold prior investments if the fundamentals have not changed, and help you build in a margin of safety.

CFA Institute European Investment Conference 2017

CFA Institute European Investment Conference 2017

Attracting delegates from more than 70 countries and regions,* the CFA Institute European Investment Conference is the annual must-attend gathering for Europe’s leading portfolio managers, analysts, chief investment officers, and chief executive officers.

8th India Investment Conference

8th India Investment Conference

The 8th India Investment Conference provides a unique opportunity for delegates to improve their understanding of key issues that will drive investment decision making in the coming months. Hosted jointly by CFA Institute and CFA Society India, the conference is a must-attend event for investment professionals. In 2017, nearly 500 professionals including chief investment officers, strategists, research analysts, portfolio managers, corporate financial analysts, investment banking analysts, brokers, risk managers, consultants, traders, financial advisers, and wealth managers attended to learn from our prestigious local and international speakers.

71st CFA Institute Annual Conference

71st CFA Institute Annual Conference

The global political landscape, the growth outlook for developed and emerging markets, regulatory changes, and the disruptive potential of fintech are just a few of the challenges and opportunities currently facing the global investment profession. It’s imperative that investment professionals remain current in this changing and complex climate to best serve their clients’ interests. To stay informed, make sure you attend the 71st CFA Institute Annual Conference.

CFA Institute: 63rd Annual Financial Analysts Seminar

CFA Institute: 63rd Annual Financial Analysts Seminar

Join us for the renowned 63rd Annual Financial Analysts Seminar (FAS) on 23–26 July 2018 at the University of Chicago’s Gleacher Center. Internationally-recognized as one of the most comprehensive continuing professional development programs for global investors, the FAS offers engaging lectures, small classroom discussions, and interactive case studies on a wide range of timely investment topics.

72nd CFA Institute Annual Conference

72nd CFA Institute Annual Conference

The risk, opportunities, and challenges facing the global investment profession are as complex as ever and investment professionals must remain current. If you attend only one investment conference each year, make sure it's the CFA Institute Annual Conference.