CFA Institute Conferences

20th Annual GIPS Standards Conference

20th Annual GIPS Standards Conference

22–23 September 2016
Boston, Massachusetts, United States

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

Sort by:
Date
Title
China Investment Conference

China Investment Conference

Our flagship event in China combines professional learning and networking by bringing together leading Chinese and international investment decision makers and thought leaders, investment and finance professionals, academics, and business executives. Over 300 professionals attended the 2015 China Investment Conference. In 2016, we will again convene with leading Chinese and international investment decision makers and international thought leaders to take stock of the global and Chinese markets. Past speakers at this event include Myron Scholes, Stanford University professor and Nobel laureate; Anthony Neoh, former chief advisor to the CSRC and former chairman of the Hong Kong Securities and Futures Commission; Qi Bin, deputy of the international department of the CSRC; Brian D. Singer, partner at BDA Partners; Ha Jiming, vice president of the investment department at Goldman Sachs; Zhang Hongping, vice president of Alibaba Group and managing director of Alibaba Capital; and Jay Luo, chairman and partner at Dymon Asia.

Alpha and Gender Diversity: The Competitive Edge

Alpha and Gender Diversity: The Competitive Edge

A growing body of research shows that gender-diverse teams lead to improved corporate performance and better investor outcomes. Although the business case for gender diversity is well established, women are still underrepresented in the investment profession globally. President and CEO of CFA Institute, Paul Smith, CFA, agrees that the industry must take the lead in changing our demographic: “As the largest global association of investment professionals, we are in a powerful and unique position to bring awareness to this issue.”

GIPS Standards Interactive Workshop

GIPS Standards Interactive Workshop

If you're looking to learn how to best apply the GIPS standards or get the most out of them for your firm and clients, then this event is for you.

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 performance and risk expert Carl Bacon, CIPM.

20th Annual GIPS Standards Conference

20th Annual GIPS Standards Conference

As the finance industry grows ever more interconnected, investors need standards of investment performance measurement and reporting that are reliable and comparable across markets – and professionals who can apply them.

2016 Philippine Investment Conference

2016 Philippine Investment Conference

In a world where divergence in growth and policy formulation is ever increasing, will a country such as the Philippines be able to weather the economic storms? Will the outcome of the upcoming elections bring further growth and stability or will it cause more volatility in our markets? Listen to the insights of business leaders, economists, government policy makers, asset managers, investors and many others at the 2016 Philippine Investment Conference co-hosted by CFA Institute and CFA Society Philippines.

CFA Institute Conference: Fixed-Income Management 2016

CFA Institute Conference: Fixed-Income Management 2016

What will be the lasting legacy of unconventional monetary policy? Are there limitations to the efficacy of these unique and untested policy actions? How will investors respond to the growing prevalence of negative nominal interest rates? Can interest rates and central bank balance sheets normalize and if so to what natural level? How will politics and fiscal policy impact economic and financial market landscape? What are the major risks facing the global economy and financial markets? Are we entering a new paradigm for the future and what fixed-income strategies adapt well to a changing environment? With a myriad of fundamental questions lingering in today’s global debt markets, there is an increased need for savvy bond investors who have the skills and insights to thrive in a new and different economic environment and deliver value to investors.

CFA Institute European Investment Conference 2016

CFA Institute European Investment Conference 2016

Attracting delegates from more than 50 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 CEOs.

CFA Institute Conference: Equity Research and Valuation 2016

CFA Institute Conference: Equity Research and Valuation 2016

With the equity market’s recent turbulence, staying the course—by sticking with your investment philosophy and recapturing the fundamentals—has never been more important. Skillfully applying proven valuation tools can help you uncover undervalued companies during market downdrafts, 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 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.

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.

CFA Institute: 2017 Financial Analysts Seminar

CFA Institute: 2017 Financial Analysts Seminar

Join us for the 2017 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 2017 is your opportunity to connect with top investors, researchers, and peers on the latest trends and thought leadership affecting global capital markets.