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.

7 events

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.

Diversity and Inclusion 2018: Strategies for Success

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity
20–21 September 2018
The Westin St. Francis on Union Square
San Francisco, California, USA

Why do diversity and inclusion matter in the investment profession? Research has shown that diversity improves business results for clients, teams, firms, and employees. Firm cultures with a more inclusive environment prove to be more innovative. An industry that hears and embraces many voices and perspectives will shape better investment outcomes and a stronger future for the investment profession.

Diversity and Inclusion 2018 will build on the success of our first three Women in Investment Management events and advance the conversation. It will offer a range of practical strategies to enhance investment careers for individuals and improve decision making at investment firms.

CFA Institute Society Regional Meetings

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsorship opportunity

Americas Society Leadership Conference
27–28 September 2018
JW Marriott Parq Vancouver
Vancouver, Canada

APAC Society Leadership Conference
12–14 October 2018
The St. Regis Hotel Bangkok
Bangkok, Thailand

EMEA Society Leadership Conference
18–20 October 2018
Clarion Hotel Helsinki
Helsinki, Finland

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 2018 Conference

Sponsorship Opportunities (PDF)
Reserve an exhibitor or sponsor opportunity
11–12 October 2018
Westin Copley Place
Boston, Massachusetts, USA

At this year’s Fixed-Income Management Conference, leading practitioners and researchers will 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.

 

    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

    Sponsorship Opportunities (PDF)
    Reserve an exhibitor or sponsorship opportunity

    APAC Regional
    28–29 March 2019
    Convention Centre Dublin
    Dublin, Ireland

    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.