CFA Institute Events

Our world-class events feature the latest trends and developments from top finance and investment experts. They offer the opportunity to network with other successful investment professionals and generate ideas to keep you on the leading edge of our competitive industry.

16 events

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69th CFA Institute Annual Conference

69th CFA Institute Annual Conference

The risk, 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.

Live Broadcast: Trends and Changes in the Global Energy Markets

This session will be streamed live from the 69th CFA Institute Annual Conference in Montréal on Monday, 9 May at 12:15 p.m. EDT. Convert to your timezone.

Live Broadcast: Managing Cyber-Security Risks in a High-Tech World

This session will be streamed live from the 69th CFA Institute Annual Conference in Montréal on Tuesday, 10 May at 10:15 a.m. EDT. Convert to your timezone.

Live Broadcast: Asset Stewardship for Long-Term Value Creation

This session will be streamed live from the 69th CFA Institute Annual Conference in Montréal on Monday, 9 May at 3:45 p.m. EDT. Convert to your timezone.

Live Broadcast: China in the World Economy

This session will be streamed live from the 69th CFA Institute Annual Conference in Montréal on Tuesday, 10 May at 10:15 a.m. EDT. Convert to your timezone.

Live Broadcast: Paradigm Shift: The Changing Global Bond Market and Implications for Investors

This session will be streamed live from the 69th CFA Institute Annual Conference in Montréal on Wednesday, 11 May at 2:15 p.m. EDT. Convert to your timezone.

CFA Institute and Harvard Business School: Investment Management Workshop

CFA Institute and Harvard Business School: Investment Management Workshop

The Investment Management Workshop (IMW), developed by Harvard Business School and CFA Institute, brings together highly accomplished faculty and leading executives from around the world to confront the ever-changing challenges that define the investment management industry.

CFA Institute / EDHEC-Risk Institute: Advances in Asset Allocation Seminar

CFA Institute / EDHEC-Risk Institute: Advances in Asset Allocation Seminar

The Advances in Asset Allocation Seminar is an intensive three-day course that will provide participants with an in-depth appreciation of the concepts and techniques that will shape the future of investment management. The seminar will also equip them with practical tools to improve asset allocation and risk management processes, implement novel investment management approaches, and develop new products and solutions.

CFA Institute: 2016 Financial Analysts Seminar

CFA Institute: 2016 Financial Analysts Seminar

Join us for the 2016 Financial Analysts Seminar (FAS) on 18–21 July 2016 at the University of Chicago’s Gleacher Center. Offering engaging lectures, discussions, and case studies, FAS 2016 is your opportunity to connect with top investors, researchers, and peers on the latest trends and thought leadership affecting global capital markets.

China Investment Conference

China Investment Conference

Our flagship event in China combines professional learning and networking by bringing together leading Chinese and international investment decision makers and thought leaders, investment and finance professionals, academics, and business executives. Over 300 professionals attended the 2015 China Investment Conference. In 2016, we will again convene with leading Chinese and international investment decision makers and international thought leaders to take stock of the global and Chinese markets. Past speakers at this event include Myron Scholes, Stanford University professor and Nobel laureate; Anthony Neoh, former chief advisor to the CSRC and former chairman of the Hong Kong Securities and Futures Commission; Qi Bin, deputy of the international department of the CSRC; Brian D. Singer, partner at BDA Partners; Ha Jiming, vice president of the investment department at Goldman Sachs; Zhang Hongping, vice president of Alibaba Group and managing director of Alibaba Capital; and Jay Luo, chairman and partner at Dymon Asia.

Alpha and Gender Diversity: The Competitive Edge

Alpha and Gender Diversity: The Competitive Edge

A growing body of research shows that gender-diverse teams lead to improved corporate performance and better investor outcomes. Although the business case for gender diversity is well established, women are still underrepresented in the investment profession globally. President and CEO of CFA Institute, Paul Smith, CFA, agrees that the industry must take the lead in changing our demographic: “As the largest global association of investment professionals, we are in a powerful and unique position to bring awareness to this issue.”

20th Annual GIPS Standards Conference

20th Annual GIPS Standards Conference

As the finance industry grows ever more interconnected, investors need standards of investment performance measurement and reporting that are reliable and comparable across markets – and professionals who can apply them.

2016 Philippine Investment Conference

2016 Philippine Investment Conference

In a world where divergence in growth and policy formulation is ever increasing, will a country such as the Philippines be able to weather the economic storms? Will the outcome of the upcoming elections bring further growth and stability or will it cause more volatility in our markets? Listen to the insights of business leaders, economists, government policy makers, asset managers, investors and many others at the 2016 Philippine Investment Conference co-hosted by CFA Institute and CFA Society Philippines.

CFA Institute Conference: Fixed-Income Management 2016

CFA Institute Conference: Fixed-Income Management 2016

What will be the impact of a divergence in monetary policies around the globe? What are the major risks facing the global economy and financial markets? What fixed-income strategies adapt well to a changing environment? With fundamental questions lingering in today’s global debt markets, there is an increased need for savvy bond investors who have the skills and insights to thrive in a new cycle and deliver value to investors.

CFA Institute Conference: Equity Research and Valuation 2016

CFA Institute Conference: Equity Research and Valuation 2016

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.

70th CFA Institute Annual Conference

70th CFA Institute Annual Conference

The risk, 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.