CFA Institute Conferences

Latin America Investment Conference 2018

Latin America Investment Conference 2018
1–2 March 2018
Rio de Janeiro, Brazil

Register by 7 February 2018 and save US$50.

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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.






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Latin America Investment Conference 2018

Latin America Investment Conference 2018

The conference, hosted jointly by CFA Institute and CFA Society Brazil, is a must-attend event for investors in Latin America. Featuring globally acclaimed speakers, the conference will address a range of diverse topics and perspectives to shape investment strategies in Latin American markets.

CFA Institute Conference: Wealth Management 2018

CFA Institute Conference: Wealth Management 2018

The 2018 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.

Practical Implementation of ESG for Private Clients

Practical Implementation of ESG for Private Clients

Surveys suggest growing client interest in “sustainable investing” approaches that incorporate environmental, social, and governance (ESG) criteria into the investment process. This workshop will explore current best practices and common challenges in implementing a program of ESG investing.

Middle East Investment Conference 2018

Middle East Investment Conference 2018

Held under the patronage of the Egyptian Ministry of Investment and International Cooperation, the 2018 Middle East Investment Conference will bring together over 300 international thought leaders, policymakers, industry experts, and key market participants from across the MENA region for a day of discussions about trends shaping Egypt and the wider region.

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 and Harvard Business School: Investment Management Workshop

CFA Institute and Harvard Business School: Investment Management Workshop

For nearly 50 years, the Investment Management Workshop (IMW) has convened the world’s top principals, portfolio managers, and executives to explore the latest strategies and best practices in asset management. Developed by Harvard Business School (HBS) Executive Education and CFA Institute, this renowned industry forum focuses on improving strategic decision making in three integrated areas—asset management, business strategy and development, and investment strategy and execution. You will explore real-world cases with a diverse group of industry peers and emerge with new insights on how to optimize your strategic edge.

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.

22nd Annual GIPS Standards Conference

22nd 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 along with professionals who can apply them.

CFA Institute Conference: Fixed-Income Management 2018

CFA Institute Conference: Fixed-Income Management 2018

At Fixed-Income Management 2018, leading practitioners and researchers will navigate what is happening in global bond markets, take a closer look at the path to interest rate normalization, and discuss prospects for economic growth in developed and emerging economies.

CFA Institute Conference: Equity Research and Valuation 2018

CFA Institute Conference: Equity Research and Valuation 2018

Join world-class equity investors for insights into valuation to help you avoid the market’s noise and stay focused on client objectives. Learn to avoid behavioral pitfalls in investing, and gain a better understanding of the differences between pricing assets and valuation. Topics for discussion will include valuation approaches and analysis, global investment strategies, research methods, how to better understand and analyze portfolio risks, and the top challenges equity investors face today.

CFA Institute European Investment Conference 2018

CFA Institute European Investment Conference 2018

Attracting delegates from more than 50 countries and regions,* the CFA Institute European Investment Conference is the annual must-attend gathering for portfolio managers, analysts, chief investment officers, and chief executive officers.

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.