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 155,000 members in more than 165 countries and territories, at our events you can reach influential investment management practitioners and financial decision makers from all over the world.

Follow this link to view additional conferences and events in calendar year 2019.

5 events

9th India Investment Conference

Sponsorship Opportunities (PDF)
Reserve an exhibit or sponsorship opportunity
11 January 2019
Taj Lands End
Mumbai, India

The 9th India Investment Conference provides a unique opportunity for delegates to improve their understanding of key issues that will drive investment decision making in the coming months. Hosted jointly by CFA Society India and CFA Institute, the conference is a must-attend event for investment professionals.

CFA Institute Research Challenge

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity

APAC Regional
28–29 March 2019
Sydney, Australia

EMEA Regional
10–11 April 2019
Zurich, Switzerland

Americas Regional and Global Final
23–25 April 2019
New York, USA

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 2019 Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity
2–3 April 2019
The Westin Fort Lauderdale Beach Resort
Fort Lauderdale, Florida, 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.

2019 CFA Institute Society Leadership Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity
9–11 May 2019
Queen Elizabeth II Centre
London, United Kingdom

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 the Global Society Leadership Conference. 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 that your firm is available for support in the form of sponsorship, speaker contribution, or other services in their cities, countries, or regions.

72nd CFA Institute Annual Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity
12–15 May 2019
ExCeL London 
London, England, United Kingdom

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.