Conferences & Events

CFA Institute Conference: Latin America Investment Conference 2018

Rio
1–2 March 2018
Rio de Janeiro, Brazil

Register by 7 February 2018 and save R$160. 

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CFA Institute partners with local societies, universities, and the investment industry to offer a wide range of insightful and engaging events all over the world. CFA Institute members receive substantial discounts on registration fees for many of our events, as well as Continuing Education (CE) credits for attending.

Take advantage of these great opportunities to learn, discuss, and network with your peers.

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Mastering Acquisitions and Buyouts

Completing an acquisition or buyout might be the most high-stakes challenge facing any business leader. This seminar provides owners and executives tasked with making tough deals happen with the practical insights they need to plan, negotiate and close a transaction.

Fintech Careers

This webinar provides perspectives and insights into the current fintech ecosystem, including what it takes to transition to, and succeed as, investment professionals in fintech careers.

Insider Trading: Compliance and Beyond

llegal insider trading extracts significant costs. Trading material non-public information hampers trust and destroys market integrity. Yet, from time to time, stories of the tall and mighty following slippery criminal paths highlight the need to pay close attention. The Securities and Exchange Board of India (SEBI) has comprehensive laws against the trading of material non-public information. Investment professionals from the buy side, sell side, as well as corporations and other related stakeholders should be aware of common pitfalls and information boundaries that all professionals need to observe. Mr. Suresh Gupta, a senior regulator from SEBI, has a ringside view of the regulatory landscape of insider trading. In this interactive session, Mr. Gupta will provide insights on the topic of insider trading. This webinar will include: Insider trading overview: Intent and evolution Required standards of practice Common pitfalls Case studies Continuing Education for CFA Institute Members

Ethical Decision-Making Webinar Part I: Introduction to Ethical Decision Making

The Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.

8th India Investment Conference

8th India Investment Conference

The 8th India Investment Conference provides a unique opportunity for delegates to improve their understanding of key issues that will drive investment decision making in the coming months. Hosted jointly by CFA Institute and CFA Society India, the conference is a must-attend event for investment professionals. In 2017, nearly 500 professionals including chief investment officers, strategists, research analysts, portfolio managers, corporate financial analysts, investment banking analysts, brokers, risk managers, consultants, traders, financial advisers, and wealth managers attended to learn from our prestigious local and international speakers.

Ethical Decision-Making Webinar Part II: Exploring Additional Case Studies

The Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.

Latin America Investment Conference 2018

Latin America Investment Conference 2018

The conference, hosted jointly by CFA Institute and CFA Society Brazil, is a must-attend event for investors in Latin America. Featuring globally acclaimed speakers, the conference will address a range of diverse topics and perspectives to shape investment strategies in Latin American markets.

CFA Institute Conference: Wealth Management 2018

CFA Institute Conference: Wealth Management 2018

The 2018 CFA Institute Wealth Management Conference will feature practitioner-oriented educational sessions across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.

Practical Implementation of ESG for Private Clients

Practical Implementation of ESG for Private Clients

Surveys suggest growing client interest in “sustainable investing” approaches that incorporate environmental, social, and governance (ESG) criteria into the investment process. This workshop will explore current best practices and common challenges in implementing a program of ESG investing.

71st CFA Institute Annual Conference

71st 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 71st CFA Institute Annual Conference.

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14 events