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.

6 events

Latin America Investment Conference

Sponsorship Opportunities (English PDF)
Sponsorship Opportunities (Portuguese PDF)
Sponsorship Opportunities (Spanish 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.

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.