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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4 events

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