Come see us at upcoming industry events
Connect with CFA Institute at leading conferences, partner forums, and society-hosted gatherings around the globe.
CFA Institute proudly participates in premier industry events that bring together investment professionals, thought leaders, and changemakers from around the world. Whether we’re sponsoring, speaking, or partnering with CFA® Societies, these engagements reflect our commitment to advancing the investment profession through collaboration, insight, and global presence. Explore upcoming opportunities to hear from our experts, meet with our team, and engage with the broader financial community.
Upcoming events
FIS Harvard 2026
1-3 June 2026 | Cambridge, MA
Fiduciary Investors Symposium 2026 at Harvard University examines how institutional investors can navigate disruption driven by geopolitical risk and evolving global economic dynamics. Through in-depth sessions and peer exchange, attendees explore strategies for building resilient portfolios and identifying opportunities across markets. Margaret Franklin, former President and CEO and now Special Advisor for CFA Institute, participates in the program,
contributing to a panel on performance attribution in private equity and the drivers behind investment returns.
CFA UK Annual Investment Conference 2026
9 June 2026 | London, UK
CFA UK Annual Investment Conference 2026 holds the most important investment topics of today up to the mirror. From keynote speakers, CIO and asset owner panels and four breakout sessions ranging from AI to private markets, we’ll show you how the decisions you make reflect on the world around you – to see the path forward before your competition.
CFA Institute members can save up to £200, register now for £140.00.
PMAR Conference North America (Performance Measurement Attribution & Risk) | Spaulding Group
10-11 June 2026 | New Brunswick, NJ
The 24th Annual PMAR North America Conference convenes performance measurement professionals to examine the most pressing topics shaping the
industry. Through expert-led sessions and peer discussions, attendees gain practical insights on areas including GIPS standards, attribution, analytics, and emerging trends such as AI. Rob Langrick, CFA, CIPM of CFA Institute participates in the program, leading a discussion on the CIPM designation and its relevance to real-world performance practice.
CFA Institute events you may be interested in
Quantum reality for finance: What the technology is and why it matters now
A direct, non-hyped explanation of quantum technologies and their relevance to investment management. Establishes functional literacy by clarifying what quantum computing can and cannot do, the current hardware limits, the regulatory pressure points, and the credible time horizon for industry impact.
Introducing Bloomberg into CFA® Program Level III: A webinar on real-world learning tools
Pictures tell a thousand words. And by integrating hyper-relevant screens from the Bloomberg Terminal to the CFA Program curriculum, we showcase where theory meets practice.
In this feature, we will walk through ten examples of Bloomberg Terminal integration that are coming to the Level III curriculum from February 2027.
Private capital frontiers: Technology and the future of wealth
From onboarding to deal sourcing, technology is redefining private wealth. Learn how to build or optimize a digital stack that delivers scale, compliance, and client experience.
