Virtual Event

2024 Fixed Income Series

This course offers a comprehensive overview of fixed income strategies, covering treasuries, agencies, MBS, international, municipal, corporate, and derivatives. Led by professionals from local investment firms, attendees will gain insights on asset allocation and risk management in the current market every Tuesday throughout the duration of the course.

10 September to 12 November 2024
5:00 - 7:00pm PT

Series: $300 Members | $350 Nonmembers
Individual Classes: $40 Members | $45 Nonmembers

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Hybrid Event

Leadership in the New Normal

Join us for insights from top leaders in the financial services sector as they share best practices and strategies to evolve and adapt your leadership skills for the future. Learn how to navigate the higher demands that will be placed on financial professionals in the coming years.

18 September 2024
5:30 - 8:00pm ET

In-Person: $40 Members | $80 Nonmembers
Livestream Access: $30 Members | $60 Nonmembers

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In-Person Event

Generations Conference

The annual Generations Conference is a unique forum dedicated to addressing the real issues and challenges facing asset owners, Family Offices, and Foundations. This one-day program offers an opportunity for principals and professionals to connect with thought leaders and peers in the industry, discussing trends and leading practices.

19 September 2024
9:00 - 6:00pm CET

Members: 100 CHF | Nonmembers: 200 CHF

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Virtual Event

CWIM Live Q&A with the Author: “MoneyZen: The Secret to Finding Your Enough” Featuring Manisha Thakor

What does it mean to have a rich life? If a “never enough” mindset is holding you back from a happier and more meaningful life, learn how to reimagine your relationship with work and money. Join us to discuss this topic with Manisha Thakor, author of MoneyZen, and explore tools for achieving financial health and emotional wealth.

19 September 2024
12:00 - 1:00pm ET

Free for Members

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Virtual Event

Improve Your Communication Skills in High-Stakes Situations

During this hour-long workshop, attendees will gain valuable insights and practical skills to manage stress, enhance executive presence, and learn an effective introduction structure to create more focused communication quickly.

19 September 2024
12:00 - 1:00pm ET

$40 Members | $30 CFA Candidates | $55 Nonmembers

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Hybrid Event

Fourth AOS Climate and ESG Asset Owner Summit

Asset owners globally have led the charge in sustainable investment, balancing their fiduciary duties with the goal of achieving long-term, sustainable, risk-adjusted returns. This summit will spotlight the latest in sustainable investing, with keynote addresses and panel discussions featuring asset owner representatives from around the world.

23 September 2024
8:00 - 4:00pm ET

In-Person: $75 Members | $150 Nonmembers
Livestream Access: $40 Members | $80 Nonmembers

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Hybrid Event

AOS: Africa Investment Forum

Asset owners in Africa were early adopters of sustainable investment commitments. This event will focus on the status of sustainable investing featuring addresses and panel discussions led and informed by asset owner representatives from Africa.

24 September 2024
1:30 - 5:30pm ET

In-Person: $75 Members | $150 Nonmembers
Livestream Access: $40 Members | $80 Nonmembers

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Virtual Event

Sponsor Webinar Series: IVZ | Beyond Active and Passive: The Customization of Finance

The common narrative that passive investing will overtake active management suggests a primarily passive future for investors. However, analysis across regions offers a different perspective on the future of investment management. Join us to discuss this topic.

25 September 2024
12:00 - 1:00pm ET

Free for Members | $15 Nonmembers

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In-Person Event

PORTFOLIO

PORTFOLIO provides the opportunity to accelerate knowledge acquisition, participate in relevant topic debates and dialogues, network with fellow practitioners, and access local and global thought leaders.

25 September 2024
7:00 am - 6:00 pm (PT)

$349 (until 1 July); $399 (2 July-31 Aug); $449 (1-24 Sept); $499 (at door)

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Virtual Event

Intro to Data Visualization and Business Analytics with Microsoft Power BI

Strong data culture is crucial for effective organizations in the digital age. This one-day workshop will teach participants how to create reports and dashboards using Microsoft Power BI, gaining insights and overcoming common data preparation challenges.

25 & 26 September 2024
5:30 - 9:00pm

$519 Members | $623 Nonmembers

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In Person Event

CFAW Golf Tournament

CFAW’s Annual Golf Tournament returns in 2024. This 18-hole four-person scramble at Stonewall Golf Club offers an enjoyable afternoon of fun and networking. Join the local investment community for this popular event, featuring a golf competition and a BBQ lunch and awards ceremony.

27 September 2024
8:00 - 4:00pm ET

$195 Members | $250 Nonmembers

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In Person Event

ALTS DC

Join us for ALTS DC, featuring keynote speaker Shawne Merriman, Former All-Pro NFL Linebacker for the San Diego Chargers. This event is designed for professionals in the investment management industry, offering insights into firm management, client relationships, and investment strategies. Members receive a 40% discount when using the discount code "CFA40."

30 September to 1 October 2024

$1,500 Members (with code "CFA40") | $2,500 Nonmembers

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Virtual Event

Making Networking an Art not an Accident

This session will focus on the first three competencies: adopting a positive networker identity, communicating your expertise, and engaging others. Join us to discuss these essential networking strategies and learn practical techniques for relationship building.

1 October 2024
12:00 - 1:00pm ET

Free for Members

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Virtual Event

Tax Deferral Strategies for Real Estate

Invesco Real Estate will discuss its robust investment capabilities and specific tax-deferral strategies within its real estate platform. Join us for an insightful session that explores financial analysis, investment management strategies, and key investment products related to real estate.

2 October 2024
12:00 - 1:00pm CT

Free for Members & Nonmembers

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In-Person Event

Impact of the U.S. Elections on Financial Markets

Join us to learn from experts in economics and geopolitics discussing the impacts that U.S. public policies could have on the financial markets in Canada and the United States following the American election on November 5th.

2 October 2024
11:30 - 1:30pm ET

$105 Members | $175 Nonmembers | $1,100 Table of 8

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Hybrid Event

Behind Closed Doors: The World of Private Equity – Intro

This event offers a unique glimpse into the intricacies of private equity (PE) investing and discusses how private capital can shape the future. Featuring experts across the industry, the series will cover updates on the PE landscape and explore subsectors like Leveraged Buyouts and Growth Equity, culminating in a panel discussion with asset owner LPs.

8 October 2024
12:00 - 1:00pm ET

In-Person:
$20 Members | $10 Candidates | $10 Students | $40 Nonmembers

Virtual:
Free for Members | $10 Nonmembers

Register here