We are thrilled to share more details about conferences, webinars, and podcasts CFA Institute has planned for the rest of the fiscal year, along with resources to help you spread the word to your audiences.

Upcoming In-Person Conferences

Climate Risk and Returns: Shaping a Sustainable, Profitable Future
20–21 April 2023 | New York City

As the world gathers for Earth Day 2023, CFA Institute is convening industry leaders from asset owners, investment managers, and listed companies to address the sustainability challenges and opportunities facing investors and boards today.

• Early registration is now open

Asset and Risk Allocation: Building Resilient Portfolios for the Future

2–3 May 2023 | Washington, DC

Hear from distinguished researchers who will share their insights to help investors navigate global risks and explore investment opportunities against the backdrop of a changing global economic environment. The event will feature Sheila Bair, Author, Corporate Director, and Former Chair, FDIC, and Simon Johnson, Professor of Entrepreneurship, Head of the Global Economics and Management Group at the MIT Sloan School of Management.

• Early registration is now open

Webinars Coming Soon!

Look for updates coming in February on our three upcoming webinar series on ESG, Private Markets, and the SEC Marketing Rule.

Sheila Bair Money Tales: Special Webinar Offering
We are thrilled to share that, before appearing at our Asset and Risk Allocation conference, Sheila Bair will host webinars across time zones as a special offering to our CFA Society members and their children!

Sheila has written a new picture book series, Money Tales, to help kids develop financial literacy.
In these webinars, children will watch and listen to Sheila read, while also viewing the entertaining illustrations to help them follow along. They will also have the opportunity to have their questions answered by Sheila. We invite our society leaders, staff, members, and their children to join the webinar.

Look for registration information and promotional resources to come later this month.

Podcast Updates & Guest Speaker Request

My CFA Charter Story
Season 2 of My CFA Charter Story launches on Wednesday, 25 January and will feature a conversation between Lauren McAdams, Senior Director, Global Society Relations, CFA Institute, and Gene Gard, CFA, Chief Investment Officer at Telarray and Vice President, Education at CFA Society Memphis.

The season’s 8 episodes will be released every other week.

In February, we will hear from Natalie Gregoire-Skeete, CFA, who leads EY’s UK Financial Services Sustainable Finance Markets and co-founded the CFA UK Black Professionals Network, and Joy Olisa, CFA, who also happens to work at EY, previously based in Nigeria and now in Ireland. In March, we will have guests from Jordan and Romania. April will bring guests based in Mumbai and Hong Kong. The season wraps up on 3 May with a Research Challenge alumnus/CFA charterholder from Switzerland.

• If you missed Season 1, you can find the episodes here!

Guiding Assets

We are sure that you have all subscribed to and are regular listeners of Guiding Assets. In our next (1 February) episode, Mike Wallberg, CFA, talks to Julia Dhar of BCG’s Behavioral Science Lab about having productive disagreements and how to use conflict as a starting point for improving investment decision making.

We are now accepting guest applications for Guiding Assets for March and beyond. If you have industry connections who you think would be a good guest, please ask them to submit an application to be on the show using this form.

Promotional Materials

Go to the Marketing Resource Hub on Society Center and click on the Event, Webinar, and Podcast Promotion link to access promotional materials, including copy, images, and suggested posting dates to promote upcoming events.