Alternative Investment Series 2026
This educational series is designed for those seeking to gain a broader understanding of alternative investment strategies. A sound understanding of alternative investments (AI) is
CLT-Building the Backbone of AI
AI is emerging as the next general-purpose technology, much like electricity or the internet before it. Its impact will span every sector of the economy
Triad-Building the Backbone of AI
AI is emerging as the next general-purpose technology, much like electricity or the internet before it. Its impact will span every sector of the economy
Triangle-Building the Backbone of AI
AI is emerging as the next general-purpose technology, much like electricity or the internet before it. Its impact will span every sector of the economy
Virtual-Agentic AI in Asset Management and RIAs: Driving Efficiency While Staying SEC-Ready
Attendees will learn how asset management firms and RIAs can use Agentic AI to improve operational efficiency across compliance, research, client service, marketing, reporting, and
AI in Action: High-Speed Workflows with Claude Cowork and Excel
A Claude Cowork and Excel Interactive Virtual Workshop Financial professionals have spent two years hearing about AI. This session is about using AI at the
Overview of the Global Investment Performance Standards (GIPS) June 2026
Come join Kim Cash, CFA, CAIA, CIPM, CSCP a specialist in GIPS compliance consulting, verification, and education as she breaks down the GIPS Standards portion
Triad: 2026 Annual Dinner: AI, Policy and the Long Game: China’s Rise and Japan’s Revival
5:00 PM - Networking 6:00 PM - Dinner 7:00 PM - Presentation Is AI truly revolutionary—or are investors getting swept up in hype? While enthusiasm
Level III Essay Writing Workshop
Are you ready for the Level III CFA Exam? How about the Essay Portion? Knowing the best strategies and methods on how to answer essay
Level III Ethics Workshop
Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Erik Johnsen, CFA,
Alpha Disrupted Webinar Series: Cybersecurity & Resilience-Managing Digital Age Risk
In today’s connected ecosystem, technology risk is investment risk. This webinar explores the rising threat landscape facing investment firms — from cyberattacks and third-party vulnerabilities
Level I Ethics Workshop
Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Kujo Osei, CFA,
