Approved-Provider Events

In addition to providing a high-quality suite of educational opportunities through our own and our global member society products and programming, the Approved-Provider Program offers our members access to high-quality educational opportunities available through partnerships with select educational providers.

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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.

CFA Institute and Harvard Business School: Investment Management Workshop

CFA Institute and Harvard Business School: Investment Management Workshop

For nearly 50 years, the Investment Management Workshop (IMW) has convened the world’s top principals, portfolio managers, and executives to explore the latest strategies and best practices in asset management. Developed by Harvard Business School (HBS) Executive Education and CFA Institute, this renowned industry forum focuses on improving strategic decision making in three integrated areas—asset management, business strategy and development, and investment strategy and execution. You will explore real-world cases with a diverse group of industry peers and emerge with new insights on how to optimize your strategic edge.