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

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6 events

India Wealth Management Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity
2 August 2019 
Taj Lands End, Mumbai
Mumbai, India

Demographics, technology, and regulation have produced a new demand for client focused, goal oriented, advisory driven wealth services. Rapidly rising wealth levels have created an urgent need today to develop a deep and diverse wealth advisory talent pool. Are wealth practitioners ready? To address India's growing wealth management needs, CFA Society India is hosting its fourth annual full-day wealth management conference. Co-hosted with CFA Institute, it has the global connect and local reach to deliver practitioner-oriented learning. Come attend, network with experts, and learn!

23rd Annual GIPS Standards Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity
11–12 September 2019
Fairmont Scottsdale Princess 
Scottsdale, Arizona, USA

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.

Women in Investment Management: Opening Doors

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity
18–19 September 2019
Hotel Omni Mont-Royal
Montréal, QC, Canada

Investment firms are opening doors and providing opportunities to foster a diverse workforce, create better outcomes for investors, and provide greater opportunities in finance to women around the world.

The 2019 Women in Investment Management conference will focus on pathways to achieve success—for individual careers, for investment teams, and for those in leadership positions. Attendees will come away with practical strategies for reaching their goals at all stages of their investment careers.

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.

 

    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