CFA Institute Conferences

Wealth Management 2017

Nashville skyline

7–8 March 2017
Nashville, Tennessee, United States

Register by 1 February 2017 and save US$200. Learn more

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.


12 events

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CFA Institute: Latin America Investment Conference

CFA Institute: Latin America Investment Conference

The inaugural CFA Institute Latin America Investment Conference is a practitioner-oriented educational conference focused on Latin American economies and capital markets, as well as global issues relevant to investors worldwide.

Live Broadcast: Global Demographic Trends and What They Tell Us about Latin America and the World

This session from the Latin America Investment Conference will take place on Thursday, 2 February at 18:30 EST.

Live Broadcast: The Case for Global Asset Allocation

This session from the Latin America Investment Conference will take place on Friday, 3 February at 10:15 EST.

Live Broadcast: The Political Landscape in Latin America and What it Means for the Region and the World

This session from the Latin America Investment Conference will take place on Friday, 3 February at 17:20 EST.

What Difference Do Dividends Make?

In a low-yield environment, dividends have become important for investors. In their article “What Difference Do Dividends Make?” published in the November/December 2016 issue of the Financial Analysts Journal, C. Mitchell Conover, CFA, CIPM, Gerald R. Jensen, CFA, and Marc W. Simpson, CFA investigated whether investing in high-dividend-paying stocks increase portfolio performance and then tested the effect of dividend levels on a number of investment styles and strategies. Join Conover as he discusses the results from his research and highlights the practical implications for investors.

CFA Institute Conference: Wealth Management 2017

CFA Institute Conference: Wealth Management 2017

The 2017 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.

CFA Institute: Direct Private Equity Investing for the High Net Worth Client

CFA Institute: Direct Private Equity Investing for the High Net Worth Client

Join us for this focused workshop immediately following the Wealth Management conference on 8 March 2017.

70th CFA Institute Annual Conference

70th 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.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 70th CFA Institute Annual Conference.

Thailand Investment Conference 2017

Thailand Investment Conference 2017

Rapid and profound changes are taking shape in the investment management industry as it confronts disruptive forces—technological advances, shifts in investor preferences, changes in return expectations, and demographic shifts. These forces will make the investment profession of tomorrow very different from the one we know today. The profession’s future is further complicated by the commoditization of investment services, downward pressure on fees, and misaligned business models that overlook some of the customers' needs. Now, it has become even more imperative to raise awareness of these issues to ensure that the financial industry puts the interests of the investors before its own and functions to facilitate the real economy. The SEC Thailand and CFA Society Thailand acknowledge the need for the industry to put the interests of investors first. On the occasion of the 25th anniversary of SEC Thailand and the 15th anniversary of CFA Society Thailand, both organizations are co-hosting a conference to commemorate these anniversaries and discuss the increasingly important theme of Putting Investors First. The Thailand Investment Conference 2017 aims to set the direction of the Thai investment community on these important issues and provide a platform of conversations among all market participants, including asset owners, managers, intermediaries, and regulators. The conference will address crucial questions facing our industry today: What can we do to ensure that we put investors first? What are companies’ board and management obligations to investors? What discipline should be expected of market participants and regulators? Join us for a stimulating discussion of these topics, and help move the industry towards a higher standard.

CFA Institute: 62nd Annual Financial Analysts Seminar

CFA Institute: 62nd Annual Financial Analysts Seminar

Join us for the 62nd Annual Financial Analysts Seminar (FAS) on 24–27 July 2017 at the University of Chicago’s Gleacher Center. Offering engaging lectures, discussions, and case studies, FAS is your opportunity to connect with top investors, researchers, and peers on the latest trends and thought leadership affecting global capital markets.

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.

71st CFA Institute Annual Conference

71st 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.