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BUILDING SOCIETY EXCELLENCE
The CFA Society community creates valuable opportunities for others to access content related to professional learning, ethics, advocacy, networking, and more. Explore this page to find content, events, and programming created by your fellow societies.
Click below to use the submission form to share your society's efforts.
ESG Investing - ESG as a Pathway to Long-Term Value
At this CFA Society Calgary event, experts will share current and future ESG trends to be aware of and how they can help create long-term value for organizations and stakeholders.
Investment Impacts of the Pandemic
CFA Society Chicago welcomes a panel of investment experts with backgrounds across asset classes who will discuss the investment impacts of the pandemic and share insight as to how the current environment is different from past market events along with their views on how to prepare for the future.
27 April 2021 4:00 PM - 5:00 PM CT
Register here
ESG Investing - Are You Ahead of the Game or Behind the Eight Ball?
ESG investing is no longer a specialist discipline. A majority of Institutional and Private Wealth clients are looking for investment managers who can articulate an investment process that integrates ESG considerations with financial metrics. Is your firm prepared to address this growing need? Are you prepared with the necessary skills to stay ahead of the game?
Venture and Private Equity Investor Panel
Local private investment groups will share what has been happening in Middle Tennessee investing during lockdown, how the investment landscape has changed, and key opportunities.
Impact Investing: Shaking Up the Financial System
Long before “impact” investing became fashionable, Frank Altman, CEO of CRF USA, was pioneering links between community development finance and traditional sources of capital. Now he wants to “shake up the financial system so dollars flow more directly to small businesses in Black and Brown neighborhoods”.
CFA Program Level I Boot Camp for Candidates
CFA Society Idaho is partnering with the Options Industry Council (OIC) to offer a two-part boot camp series to cover the basics of options for CFA Program Level I candidates.
Distinguished Speaker Series: Roy Swan
At a recent webcast, Roy Swan, who leads the Ford Foundation’s Mission Investments team, discussed investment strategy, rationale, impact, and measurements of success.
CFA Society® Network Collaborates To Deliver Topical Webinar
On 7 July 2020, CFA Society Spain, CFA Society Portugal and CFA Society Brazil co-hosted a webinar about Brazil's economy, entitled: “A Black Swan…With Blue Eyes”.
Webinewbie or Webinerd? Report Outlines How To Host Successful Webinars
CFA Society Tampa Bay has used this "ON24 Webinar Benchmarks Report" to inform its virtual events.
Is Quant Fundamentally Flawed?
CFA Society Boston recently hosted a webinar that illustrated the practical limitations of the Fundamental Law of Active Management.
Pulse Check of Members on COVID-19 Leads to Impactful Media Coverage in Montréal
CFA Montréal recently conducted an “Economic Outlook and Members' Needs Pulse Check Survey” on the coronavirus pandemic to support members and raise awareness of the CFA designation.
An Economic Outlook for Texas After COVID 19
CFA Society Texas recently hosted a Town Hall with Richard Fisher, former President and CEO of the Federal Reserve Bank of Dallas, which had an online audience of almost 3,000 people.
Webinar: Managing Wealth Through a Pandemic
CFA Society Chicago hosted a webinar that gave insights into what investors should be doing now to minimize risks, manage consumer confidence, and leverage the resources introduced in the government stimulus package.Watch the event recording here.
“Putting Investors First” Virtual Event
CFA Society Minnesota recently converted two in-person “Putting Investors First” events into one virtual event, available to the three-state region.
Capital Markets Series: Market Microstructure
The growth of indexing and the widespread adoption of ETFs have implications for the microstructure of the markets. How might this secular shift shape the investment landscape? How far can the shift to passive can theoretically proceed? Hear our panel address these questions and more!
CFA Society Beijing Discusses Economic Impact of COVID-19
At a recent FIN-TALK event, CFA Society Beijing provided an estimated 230,000 participants with a better understanding of the economic impact of COVID-19.
Webinar: Impact of COVID-19 on the New Zealand Economy
CFA Society New Zealand recently hosted a webinar where leaders discussed the impact of COVID-19 on the New Zealand economy. More than 300 people joined the live webinar, including members, candidates, and other finance professionals.The event recording is available to view on YouTube.
Industry Practitioners' Ethics Challenge Playbook
CFA Society Nigeria has produced a playbook that will help other local societies to plan, execute, promote and analyse the impact of an Industry Practitioners' Ethics Challenge.
Economic Outlook: A Conversation with Jean-Claude Trichet
CFA Society France recently welcomed Jean-Claude Trichet, Governor of the European Central Bank between 2003 and 2011, to share his views on the political and economic outlook in Europe.
Pan-African Webinar: Fintech, Chaos or Opportunity?
On 1 September 2020, a webinar was jointly hosted by CFA Societies in sub-Saharan Africa. Discussion focused on how Fintech and the access to unvetted online content has affected investment decisions.
CFA Society Slovakia: Measuring Economic Sentiment
CFA Society Slovakia recently launches index to measure the expectations of Slovak investment professions on economic development.
Read more
Survey: Impact of COVID-19 on Asset Management
CFA Society Italy, in collaboration with FundsPeople, has launched a survey on the "Impact of COVID-19 on Asset Management" to investigate how the industry has changed and will continue to change. The survey is anonymous and dedicated to industry professionals.
Interview Series on Impact of COVID-19
CFA Society United Kingdom has produced a series of interviews with members and industry influencers that highlight how COVID-19 is impacting business, work-life, markets and the economy during these changing times.
Local Members Surveyed on the Best Solution to Coronavirus in Slovakia
CFA Society Slovakia recently conducted a survey in which 23 local society members from the financial industry in Slovakia participated. The survey contained four different solutions to the coronavirus crisis in Slovakia, which respondents evaluated. They also had to opportunity to present their own solutions.
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