CFA Institute Conference: Wealth Management 2016

16–17 March 2016Minneapolis, Minnesota, United States

The 2016 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. Wealth Management combines rigorous, investment-oriented sessions with sessions on tools and strategies important to private wealth management, including estate planning, practice management, and client relationship management. The conference draws a global audience and includes opportunities to network with other delegates, as well a select group of relevant vendors.



CFA Institute: Concentrated Wealth Workshop

17 March 2016Minneapolis, Minnesota, United States

Much of a client's wealth is often held in the form of privately owned businesses, commercial real estate, and publicly traded, concentrated stock positions. Baby Boomers are aging, and vast amounts of these highly appreciated assets must be monetized to fund their retirements. Wealth managers are no longer simply investment advisers. They are comprehensive wealth managers, focusing on a client's overall balance sheet. In addition, clients are more sophisticated and want to compare the benefits of continuing to hold these assets with those of selling them outright or monetizing them in a tax-efficient manner and reinvesting the proceeds in other asset classes.



7th International Seminar

7 April 2016Tokyo, Japan

Changing demographics, technologies, and social influences are powerful forces shaping the future of asset management. This international seminar gathers industry leaders to discuss how asset management professionals can adapt to global and local changes in their investment landscape. Attendees will identify new ways to harness innovation and improve their investment processes within Japan and around the world.



CFA Institute: Middle East Investment Conference 2016

13 April 2016Manama, Bahrain

The 2016 Middle East Investment Conference will bring together international thought leaders, policymakers, industry experts, and key market participants from across the Middle East and North Africa (MENA) region to consider the central theme of Beyond Borders: MENA’s Role in the Global Economy.As significant shifts in oil prices, geopolitical developments, and national budget revisions continue to affect the investment climate across the Middle East, the 2016 Middle East Investment Conference brings together international thought leaders, policymakers, industry experts, and key market participants to consider the most pressing issues facing investors today under the theme “Beyond Borders: MENA’s Role in the Global Economy.”


CFA Institute Presents the ENGAGE International Investment Educational Symposium

14 April 2016Chicago, Illinois, United States

In Chicago, CFA Institute will be partnering with ENGAGE® International Investment Education Symposium on Thursday, 14 April 2016. ENGAGE is a student academic conference that features high-profile speakers who are among the best and the brightest in the US corporate, government, and financial media spheres.



69th CFA Institute Annual Conference

8–11 May 2016Montréal, Quebec, Canada

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.



CFA Institute and Harvard Business School: Investment Management Workshop

13–17 June 2016Boston, Massachusetts, United States

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: 2016 Financial Analysts Seminar
18–21 July 2016Chicago, Illinois, United States

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.



Alpha and Gender Diversity: The Competitive Edge

14–15 September 2016Boston, Massachusetts, United States

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

22–23 September 2016Boston, Massachusetts, United States

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

27 September 2016Manila, Philippines

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

20–21 October 2016Huntington Beach, California, United States

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

17–18 November 2016New York, New York, United States

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.

Equity InvestmentsCFA Institute · Educational

 

70th CFA Institute Annual Conference

21–24 May 2017Philadelphia, Pennsylvania, United States

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.

来自：天津金融分析师