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.

9 events

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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.The global political landscape, the growth outlook for developed and emerging markets, regulatory changes, and the disruptive potential of fintech are just a few of the challenges and opportunities currently facing the global investment profession. It’s imperative that investment professionals remain current in this changing and complex climate to best serve their clients’ interests. To stay informed, make sure you attend the 70th CFA Institute Annual Conference.

Thailand Investment Conference 2017

Thailand Investment Conference 2017

Rapid and profound changes are taking shape in the investment management industry as it confronts disruptive forces—technological advances, shifts in investor preferences, changes in return expectations, and demographic shifts. These forces will make the investment profession of tomorrow very different from the one we know today. The profession’s future is further complicated by the commoditization of investment services, downward pressure on fees, and misaligned business models that overlook some of the customers' needs. Now, it has become even more imperative to raise awareness of these issues to ensure that the financial industry puts the interests of the investors before its own and functions to facilitate the real economy. The SEC Thailand and CFA Society Thailand acknowledge the need for the industry to put the interests of investors first. On the occasion of the 25th anniversary of SEC Thailand and the 15th anniversary of CFA Society Thailand, both organizations are co-hosting a conference to commemorate these anniversaries and discuss the increasingly important theme of Putting Investors First. The Thailand Investment Conference 2017 aims to set the direction of the Thai investment community on these important issues and provide a platform of conversations among all market participants, including asset owners, managers, intermediaries, and regulators. The conference will address crucial questions facing our industry today: What can we do to ensure that we put investors first? What are companies’ board and management obligations to investors? What discipline should be expected of market participants and regulators? Join us for a stimulating discussion of these topics, and help move the industry towards a higher standard.

CFA Institute and Harvard Business School: Investment Management Workshop

CFA Institute and Harvard Business School: Investment Management Workshop

This program focuses on strategic decision-making for the investment executive while integrating three fundamental business concerns: management issues, business strategy and development, and investment strategy. For almost 50 years, the Investment Management Workshop (IMW) has played an essential role in shaping the principles and practices of investment management across the globe. This renowned program, developed by Harvard Business School (HBS) Executive Education 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. Since its inception in 1968, the program has provided a forum for more than 3,500 participants to share broad-ranging insights and investigate cutting-edge strategies for balancing risk and return.

CFA Institute: 62nd Annual Financial Analysts Seminar

CFA Institute: 62nd Annual Financial Analysts Seminar

Join us for the renowned 62nd Annual Financial Analysts Seminar (FAS) on 24–27 July 2017 at the University of Chicago’s Gleacher Center. Internationally-recognized as one of the most comprehensive continuing professional development programs for global investors, the FAS offers engaging lectures, small classroom discussions, and interactive case studies on a wide range of timely investment topics.

6th China Investment Conference

6th 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 2016 China Investment Conference. In 2017, 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 Randy Kroszner, Norman R. Bobins Professor of Economics at the University of Chicago Booth School of Business; 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.

21st Annual GIPS Standards Conference

21st Annual GIPS Standards Conference

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.

CFA Institute Conference: Equity Research and Valuation 2017

CFA Institute Conference: Equity Research and Valuation 2017

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 valuation approaches and analysis, global investing strategies, the current state of the markets, and the top questions equities investors face today.

CFA Institute European Investment Conference 2017

CFA Institute European Investment Conference 2017

Attracting delegates from more than 50 countries and regions,* the CFA Institute European Investment Conference is the annual must-attend gathering for Europe’s leading portfolio managers, analysts, chief investment officers, and CEOs.

71st CFA Institute Annual Conference

71st 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.