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 140,000 members in more than 150 countries and territories, at our events you can reach influential investment management practitioners and financial decision makers from all over the world.

9 events

CFA Institute Research Challenge

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity

Americas Regional
19–20 March 2018
Westin Copley Place
Boston, Massachusetts , USA

EMEA Regional
4–5 April 2018
Convention Centre Dublin
Dublin, Ireland

Asia Pacific Regional and Global Final
25–27 April 2018
Grand Hyatt Kuala Lumpur
Kuala Lumpur, Malaysia

The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis.

Each Research Challenge season leverages the efforts of over 140 CFA member societies, 3,500 member volunteers, and more than 5,000 students from over 1,000 universities. Local competitions (organized by societies) lead up to regional finals; regional champions then convene for the global final.

Wealth Management 2018 Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity
28–29 March 2018
JW Marriott Los Angeles
Los Angeles, California, USA

The Wealth Management Conference combines rigorous, investment-oriented sessions with sessions on tools and strategies important to private wealth management, including estate 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.

Middle East Investment Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity
17 April 2018
The Nile Ritz-Carlton, Cairo
Cairo, Egypt

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.

This event has been previously held under the patronage of H.H. Sheikh Hamed bin Zayed Al Nahyan, Chief of the Abu Dhabi Crown Prince Court (2017); the Central Bank of Bahrain (2016); His Excellency Anas K. Al-Saleh, Minister of Finance, State of Kuwait (2015); and His Majesty King Abdullah II of Jordan (2014).

2018 CFA Institute Society Leadership Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity
10–12 May 2018
Kowloon Shangri-La
Hong Kong 

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.

71st CFA Institute Annual Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity
13–16 May 2018
Hong Kong Convention and Exhibition Centre 
Hong Kong, Hong Kong

The risks, 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 flagship CFA Institute Annual Conference rotates continents and is one of the investment industry’s largest and longest-running educational gatherings of investment professionals, attracting as many as 1,800 delegates from 70 countries in prior years. Speakers include top economists, legendary investors, best-selling investment authors, and governmental and regulatory leaders who share insights on today’s most critical investment issues, examine market trends, uncover new investment opportunities, and deliver practical investment advice.

China Financial Talent Summit

Sponsorship Opportunities (coming soon)
Reserve an exhibitor or sponsorship opportunity (coming soon)
July 2018
Location TBD

The China Financial Talent Summit is a platform to demonstrate the importance of the financial talent development in China. The event will feature the launch of the CFA Institute thought leadership piece on talent development; key insights from employers, HR professionals, and senior CFA® charterholders; and many valuable career development seminars. The China Financial Talent Summit is a must-attend event for relevant members, employers, regulators, partners, media, and the public.

22nd Annual GIPS Standards Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity
13–14 September 2018
Renaissance Austin Hotel
Austin, Texas, United States

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. Subject experts share best practices and speak to the key issues and major developments in the performance measurement field, making this conference essential for any performance or compliance professional.

Fixed-Income Management 2018 Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsor opportunity
11–12 October 2018
Westin Copley Place
Boston, Massachusetts, USA

At this year’s Fixed-Income Management Conference, 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.

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.


    Equity Research and Valuation 2018 Conference

    Sponsorship Opportunities (PDF)
    Reserve an exhibitor or sponsor opportunity
    6-7 November 2018
    Sheraton New York Times Square Hotel
    New York City, New York, USA

    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.

    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 the best valuation approaches for specific sectors and companies and the top questions equity investors face today.