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.

4 events

Equity Research and Valuation 2018 Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsor opportunity
6-7 November 2018
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
26–27 November 2018
Le Meridien Etoile
Paris, France

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 France, this interactive conference provides a unique opportunity to engage with Europe’s leading investment professionals.

*Number of individual countries represented by EIC delegates, 2010–2017

CFA Institute Research Challenge

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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.

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.