CFA Philadelphia-Annual Private Wealth Management Conference
Featuring Kenote Speaker Michael Mauboussin. Topics to include: Portfolio Construction Best PracticesCurrent Technology Challenges and SolutionsWealth and Estate Planning ToolsTrends in Next Generation Wealth Management
Insights from Investment Luminaries: The Research Foundation’s Vertin Award
This year represents the 25th anniversary of the CFA Institute Research Foundation’s Vertin Award. On this special occasion, we are announcing the publication of Investment Luminaries and
CEO’s Insights: Toolkit for Consistent Compounding
As the Indian economy is advancing its physical (roads, air travel, rail), digital (telecom and internet), and financial (bank account access, payments, GST) integration, many
CFA Institute Takes Aim At Greenwashing
An ESG Committee Sponsored Event The complexities of the ESG investing landscape are great. The CFA Institute is committed to identifying ways to mitigate greenwashing
Everyone Has Something to Say: Master the Art of Public Speaking
What would it mean for your team or company to make meetings less boring, customer interactions more positive and persuasive and projects easier to run?
Filling the Demand for Greater Cognitive Diversity in the Financial Industry
Bringing more cognitive diversity into our industry starts with getting young people of diverse backgrounds engaged with math and exposed to a possible career in
NFTs: Fad or Frontier Assets; Dispatches From The Metaverse
Mark R Bell, PhD, Senior Fellow of the Emory University Center for Alternative Assets and Partner of Balentine, LLC will present materials from his coursework
DEI Virtual Conference
CFALA and LACERA are happy to collaborate on our first DEI Virtual Conference. We will be highlighting the best practices learned from our first two
Practitioners’ Insights: Building an Angel Investment Portfolio
India added twenty-eight unicorns in 2021. This may be unsurprising, yet many have overlooked this important asset class. Against the backdrop of lofty valuations in
CFA Institute Research Challenge
The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work
Coaching Yourself to Success During Volatile Times: Define Inside Out Success
In the first session, we will establish a stronger foundation for success by defining our individual value systems, which is the origin of our deepest
Candidates: Level II Exam Problem Solving
Learn how to ace the Level II CFA Exam by breaking down how to answer questions. This workshop will provide CFA Candidates the opportunity to
