CFA Institute Conferences

Alpha and Gender Diversity

Toronto skyline 18–19 September 2017
Toronto, Ontario, Canada

Register by 21 July 2017 and receive a CAD250 discount.

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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.

12 events

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CFA Institute and Harvard Business School: Investment Management Workshop

CFA Institute and Harvard Business School: Investment Management Workshop

This program focuses on strategic decision-making for the investment executive while integrating three fundamental business concerns: management issues, business strategy and development, and investment strategy. For almost 50 years, the Investment Management Workshop (IMW) has played an essential role in shaping the principles and practices of investment management across the globe. This renowned program, developed by Harvard Business School (HBS) Executive Education and CFA Institute, brings together highly accomplished faculty and leading executives from around the world to confront the ever-changing challenges that define the investment management industry. Since its inception in 1968, the program has provided a forum for more than 3,500 participants to share broad-ranging insights and investigate cutting-edge strategies for balancing risk and return.

2nd India Wealth Management Conference

2nd India Wealth Management Conference

Policy leadership along with macroeconomic stability, has given India a robust economic growth advantage. The increase in prosperity is creating demand for wealth management services. India's ultra-high-net-worth individuals' wealth base is expected to grow at the fastest pace among that of major global economies. Yet, a vast majority of India's high-net-worth-individuals lack access to basic wealth management services. Are wealth managers equipped with the right ideas, the appropriate tools, and the best practices to serve India's wealth management needs? To enhance an understanding of these concepts, CFA Society India, in collaboration with CFA Institute, is hosting its second annual India Wealth Management Conference. The one-day conference is geared towards serious wealth practitioners who will get an opportunity to develop deeper insights on competencies and top-in-class practitioner frameworks. The conference will also provide delegates with a chance to interact with peer practitioners and industry leaders on issues that are influencing the wealth sector.

CFA Institute: 62nd Annual Financial Analysts Seminar

CFA Institute: 62nd Annual Financial Analysts Seminar

Join us for the renowned 62nd Annual Financial Analysts Seminar (FAS) on 24–27 July 2017 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.

6th China Investment Conference

6th 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 2016 China Investment Conference. In 2017, 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 Randy Kroszner, Norman R. Bobins Professor of Economics at the University of Chicago Booth School of Business; 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.

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

Join world-class equity investors for insights into valuation to help you avoid the market’s noise and herding effects and stay focused on a company’s true intrinsic value. Learn why the price of risk is a key number to understand during periods of extreme market volatility. Discussions will include valuation approaches and analysis, global investing strategies, the current state of the markets, and the top questions equities investors face today.

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.

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.