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BUILDING SOCIETY EXCELLENCE
19 Mar 2024
06 Feb 2024
11 Jan 2024
In-person event
Swiss Pensions Conference 2024 Romandie
Join us in Geneva for the Swiss Pensions Conference themed "Staying the Course: Governance and Beyond, Insights for Practitioners." Explore the pivotal role of governance in pension fund performance amidst demographic shifts and market dynamics.
7 May 202409:00 - 17:00 CET
150 CHF Members | 300 CHF Nonmembers
Register here
Virtual Event
The Wealth Management Framework
Discover Ashvin Chhabra’s revolutionary Wealth Allocation Framework and its impact on investment strategy. This event will allow you to gain insights from James Simon, CIO of Euclidian Capital, on current allocation challenges.
8 May 20243:30 - 5:00pm PT
Free for Members | $20 Nonmembers
Register now
Interactive Workshop: I Want to Be a Speaker. Where Do I Begin?
Join Sonya Dreizler for an empowering session on defining your speaking profile and crafting compelling pitches. Learn strategies to captivate conference organizers and audiences.
9 May 20249:00 - 10:00am PST
Livestream: Free
Hybrid event
Navigating Corporate Board Membership
Join us for an informational luncheon on Corporate Board Membership recruitment where you will learn strategies from experts at Egon Zehnder, a global executive search firm, tailored for experienced professionals curious about board roles. This event is designed for those with over 20 years of experience.
9 May 202412:00 - 1:00pm ET
In person: $20 Members | $10 Candidates and Student Members | $40 NonmembersVirtual: Free for Members | $10 Nonmembers
Virtual event
Global Investment Performance Standards
Explore the challenges firms face with the latest GIPS Standards. Senior verifiers offer insights on managing these challenges.
9 May 202410:00 - 12:00pm ET
Livestream: $30 Members | $40 Nonmembers
Oil and Gas States Look Forward
Discover allocation strategies in oil and gas states with pension plan managers, and gain invaluable insights into navigating uncertain revenue futures from industry experts.
13 May 20245:00 - 7:30pm ET
$75 Members | $150 Nonmembers
The Evolution of Fixed Income: Navigating toward Success in a Higher Rate Environment
Explore the current market outlook and the changing landscape of fixed income investments as bond yields reach attractive levels. Our expert panel will provide insights into navigating the evolving bond market dynamics.
15 May 202412:00 - 1:00pm EST
$40 Members | $55 Nonmembers | $40 CFA Candidates
In-person Event
The Future of Investing Symposium
Join local and international thought leaders for insights on geopolitical shifts, socioeconomic changes, and digital transformation. The session will help you stay current and best serve your organization’s and clients’ needs in this rapidly changing world.
15 May 20245:00 - 8:00pm PT
$275
CFA Societies’ Networking Mixer: New York & Philadelphia
Join CFANY and CFAP for an exclusive joint Happy Hour event to connect with fellow professionals in a relaxed atmosphere.
21 May 20245:30 - 7:30pm ET
Free for Members
ESG Accounting, Modeling and Implications of Recent Regulations
Learn how to navigate climate-related disclosures and tackle uncertainty in ESG data.
11 June 202411:00 - 12:30pm ET
$30 Members | $60 Nonmembers
Everything You Need to Know About Treasuries – Function, Risks and Reverse Repos
Gain valuable insights into Treasury securities, their functions, associated risks, and reverse repurchase agreements. This event is ideal for both novice and expert financial professionals.
13 June 20245:00 - 7:30pm ET
$40 Members | $80 Nonmembers
Swiss Pensions Conference 2024 Zurich
Join us in Zurich for the Swiss Pensions Conference 24 (SPC24) to explore robust investment guidelines and governance structures for resilient pension fund portfolios. Hear from Swiss and international thought leaders on strategies for achieving long-term investment objectives amidst market uncertainties.
18 June 20249:00 - 17:00 CET
11th Annual Ben Graham Conference
Explore the current state of value investing, both domestically and internationally, and the challenges and opportunities it presents amidst recent volatility.
25 June 20248:00 - 5:00pm ET
$80 Members | $160 Nonmembers
Level III CFA Exam Essay Writing Workshop
Prepare for success in the Level III CFA Exam with our virtual workshop. Glen Holden, Jr., CFA, will guide you through the essay writing process, covering the CFA Institute Essay Grading Methodology, test-taking tips, and pitfalls to avoid during the exam.
29 June 202410:00 - 12:00pm PT
Livestream: Free for Members & Nonmembers
Ethical Decision-Making Workshop
Navigate ethical dilemmas faced by finance professionals with real-life case studies.
10 July 20242:00 - 3:00pm PT
Overview of the Global Investment Performance Standards (GIPS)
Join Kim Cash, CFA, CAIA, CIPM, CSCP, a GIPS compliance consulting specialist, as she delves into the GIPS section of the Level III CFA Curriculum.
18 July 20244:00 - 5:30pm PT
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