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.

2019 conferences and events calendar

2020 conferences and events calendar

Subscribe to receive our quarterly Sponsorship Newsletter.

View the latest version of the

Sponsorship Newsletter

5 events

CFA Institute Regional Society Leadership Conferences

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity

APAC Society Leadership Conference
20–22 September 2019
Bali, Indonesia

AMER Society Leadership Conference
3–4 October 2019
Austin, Texas

EMEA Society Leadership Conference
17–19 October 2019
Istanbul, Turkey

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 one or more of the Regional Society Leadership Conferences. 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 across your region that your firm is available for support in the form of sponsorship, speaker contribution, or other services in their cities, countries, or regions.

Fixed-Income Management 2019 Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsor opportunity
17–18 October 2019
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.


    Equity Research and Valuation 2019 Conference

    Sponsorship Opportunities (PDF)
    Reserve an exhibitor or sponsor opportunity
    14-15 November 2019
    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

    Sponsorship Opportunities (PDF)
    Reserve an exhibitor or sponsorship opportunity
    25–26 November 2019
    The Westin Palace Madrid
    Madrid, Spain

    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

    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.