Sponsorship Opportunities

We partner with local societies, universities, and the investment industry to offer a wide range of insightful and engaging regional and global events. With more than 165,000 members in more than 163 countries and territories, at our events you can reach influential investment management practitioners and financial decision makers from all over the world.

2020 conferences and events calendar

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10 events

Wealth Management 2020 Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity
25–26 March 2020
The Westin Seattle
Seattle, Washington, USA

The Wealth Management Conference combines rigorous, investment-oriented sessions with sessions on tools and strategies important to private wealth management, including financial planning, practice management, and client relationship management. The conference draws a global audience and includes opportunities to network with other delegates, as well as with a select group of relevant vendors.

CFA Institute Research Challenge

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity

APAC Regional
18–19 March 2020
Seoul, South Korea

EMEA Regional
1–2 April 2020
Dead Sea Area, Jordan

Americas Regional and Global Final
20–22 April 2020
New York, USA

The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company and then write a research report on their assigned company with a buy, sell, or hold recommendation.

Each Research Challenge season leverages the efforts of over 150 CFA member societies, 4,000 member volunteers, and more than 6,000 students from over 1,000 universities.

The regional and global competitions are hosted by CFA Institute in the Americas; Asia Pacific; and Europe, Middle East, and Africa regions. The winning teams from each regional competition advance to the Global Final, where one team emerges as the global champion of the CFA Institute Research Challenge.

2020 CFA Institute Society Leadership Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity
14–16 May 2020
Atlanta Marriott Marquis
Atlanta, Georgia, United States

Each year, CFA Institute member society leaders in the EMEA, Americas, and Asia-Pacific regions come together with CFA Institute staff to network and to share experiences, ideas, and best practices for meeting the needs of their local members.

This year, preparatory providers, continuing education–approved providers, and other companies that are interested in building relationships with CFA Societies throughout their regions and reaching CFA® charterholders, candidates, and members in their local markets are invited to exhibit at the Global Society Leadership Conference. Your firm has the opportunity to gain brand awareness and recognition among leaders of national investment management associations and key decision makers, and to send the message to CFA Institute member society leaders that your firm is available for support in the form of sponsorship, speaker contribution, or other services in their cities, countries, or regions.

73rd CFA Institute Annual Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity
17–20 May 2020
Georgia World Congress Center 
Atlanta, Georgia, United States

The smartest investors connect with ideas to launch new strategies and navigate the evolving global marketplace to move ahead in their work and careers. The best way to tap into tomorrow’s opportunities is to build better connections to today’s trends, today’s technologies, and today’s leaders, because that’s how we thrive in today’s connected market.

Join us for the 73rd CFA Institute Annual Conference to hear from and connect with some of the best and brightest minds from the world of global investing. Learn how to harness opportunities and approach challenges, enabling you to stay current and best serve your clients’ needs in this rapidly changing market.

Taking place in Atlanta, the conference will feature presentations from noted investors, geopolitical experts, best-selling authors, leading researchers, and successful practitioners, covering alternative investing, wealth management, global trends, career development, technology and investing, sustainable investing, psychology and decision making, and more. You are one click away from a fresh point of view.


EMEA GIPS Standards Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity
16–17 June 2020
NH Grand Krasnapolsky
Amsterdam, Netherlands

This event is essential for any performance or compliance professional. Subject matters experts will address the key points to comply with the GIPS Standards. Industry practitioners will address critical issues and major developments in their fields.

Women in Investment Management: Opening Doors

Sponsorship Opportunities (English)
Reserve an exhibitor or sponsorship opportunity
17–18 September 2020
Paradise Point Resort & Spa
San Diego, California, USA

Investment firms are opening doors and providing opportunities to foster a diverse workforce, create better outcomes for investors, and provide greater opportunities in finance to women around the world.

The 2020 Women in Investment Management conference will focus on pathways to achieve success—for individual careers, for investment teams, and for those in leadership positions. Attendees will come away with practical strategies for reaching their goals at all stages of their investment careers.

Fixed-Income Management 2020 Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsor opportunity
15–16 October 2020
Westin Copley Place
Boston, Massachusetts, USA

Join us as leading practitioners and researchers 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.

Covering practical topics that address fixed-income sectors, security selection, and portfolio construction, this year’s conference brings together top researchers, strategists, analysts, and portfolio managers focused on uncovering investment ideas and strategies that can be used to successfully meet client objectives. Join us to discover where discerning investors are finding opportunities in fixed-income markets for diversification, value, and protection against uncertainty.

 

    24th Annual GIPS Standards Conference

    Sponsorship Opportunities (PDF)
    Reserve an exhibitor or sponsorship opportunity
    28–29 October 2020
    Fairmont Chicago Millennium Park 
    Chicago, Illinois, USA

    The 2020 edition of the Global Investment Performance Standards (GIPS) was issued on 30 June 2019. Subject experts will address the key points you need to know to comply with, or continue to comply with, the GIPS standards. Asset allocators, regulatory experts, and compliance consultants will also address critical issues and major developments in their fields. This conference is essential for any performance or compliance professional.

    Equity Research and Valuation 2020 Conference

    Sponsorship Opportunities (PDF)
    Reserve an exhibitor or sponsor opportunity
    12-13 November 2020
    New York Hilton Midtown
    New York City, New York, USA

    This conference aims to keep investment managers abreast of the latest advances and developments in equity research techniques, valuation, and portfolio management. 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.

    European Investment Conference 2020

    Sponsorship Opportunities (PDF)
    Reserve an exhibitor or sponsorship opportunity
    16–17 November 2020
    Clayton Hotel Burlington Road
    Dublin, Ireland

    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. The event provides a platform to network with peers and to analyse most pressing issues affecting financial markets, including

    • Geopolitics
    • Sustainable finance
    • Technology’s impact on asset management
    • The future of the European Union

    Hosted by CFA Society Spain, this interactive conference provides a unique opportunity to engage with Europe’s leading investment professionals.

    *Number of individual countries represented by EIC delegates, 2010–2018