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 Society Regional Meetings

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity

EMEA Regional Meeting
28–30 September 2017
Kempinksi Hotel Ishtar Dead Sea
Dead Sea, Jordan

APAC Regional Meeting
13–15 October 2017
Mandarin Oriental Taipei
Taipei, Taiwan

Americas Regional Meeting
26–28 October 2017
Fairmont San Jose
San Jose, California, USA

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 2017 Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsor opportunity
12–13 October 2017
Westin Copley Place
Boston, Massachusetts, USA

At this year’s Fixed-Income Management Conference, leading practitioners will navigate through what is happening in global credit markets, take a closer look at the long-term effects of monetary policies by central banks, and discover where leading investors are finding value.

Leading practitioners at the conference will examine diversification strategies that generate income and provide relative safety for a variety of client mandates in spite of unprecedented policy and economic risks. Covering practical topics ranging from security analysis to sector allocation and risk management to portfolio construction, this year’s conference will bring together researchers, analysts, portfolio managers, and top strategists.


    Equity Research and Valuation 2017 Conference

    Sponsorship Opportunities (PDF)
    Reserve an exhibitor or sponsor opportunity
    14-15 November 2017
    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.

    European Investment Conference

    Sponsorship Opportunities (PDF)
    Reserve an exhibitor or sponsorship opportunity
    16–17 November 2017
    Intercontinental Hotel
    Berlin, Germany

    Attracting delegates from more than 50 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 CEOs.

    With a world-class lineup of speakers and sessions designed and delivered by active practitioners, this unique conference offers supporting organisations extensive pre-event exposure and high-quality interaction with key industry personnel onsite.

    *Number of individual countries represented by EIC delegates, 2010–2016

    Latin America Investment Conference

    Sponsorship Opportunities (PDF)
    Reserve an exhibitor or sponsorship opportunity
    1–2 March 2018
    Belmond Copacabana Palace
    Rio de Janeiro, Brazil

    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 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
    18–20 April 2018
    Grand Hyatt Seoul
    Seoul, Korea

    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.

    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.