Best Practices in Pension Fund Management: The Canadian Model

What is the highly acclaimed Canadian public pension fund model, and can its methods be translated to other countries? Read More

Paul Smith, CFA: “Let’s Make the World a Better Place for Investors Everywhere”

CFA Institute president and CEO Paul Smith, CFA, issued a rousing call for a more ethical and effective investment profession. He also laid out his vision of where he hopes to lead CFA Institute in the years ahead, offering a road map for how he intends to get there. Read More

Essential Reading for Investing in a Changing World

Mark Harrison, CFA, shares insights for #CFAInvest delegates ready to explore the risks, opportunities, and challenges facing the global investment profession. Read More

Value Investors Fighting the Urge to Herd

The most successful fund managers are contrarians — those who zig when the market zags. Read More

Peak Oil and Runaway China: A Dangerous Combination of Memes

A pair of memes, working in concert, created a dangerous scenario for energy investors who thought that this time would be different. Read More

Fixed Income in Emerging Markets: 2016 Bill of Health

Jason Voss, CFA, assesses three factors to understand the current bill of health for emerging market fixed-income investments. Read More

A Growing Chorus for Investing in Africa

Irish-born punk rocker and private equity investor Bob Geldof is one of several voices identifying investment opportunities in Africa. Read More

69th CFA Institute Annual Conference


8–11 May 2016
Palais des congrès de Montréal
Montréal, Quebec, Canada

Hosted with CFA Montréal

The risks, opportunities, and challenges facing the global investment profession are as complex as ever and investment professionals must remain current. If you attend only one investment conference each year, make sure it’s the CFA Institute Annual Conference.

The flagship CFA Institute Annual Conference rotates continents and is one of the investment industry’s largest and longest running educational gatherings of investment professionals, attracting as many as 1,800 delegates from 70 countries and regions in prior years. Speakers include top economists, prominent investors, bestselling investment authors, and governmental and regulatory leaders who share insights on today’s most critical investment issues, examine market trends, uncover new investment opportunities, and deliver practical investment advice.

  • Refresh your skills with new ideas and research on a full range of investment topics
  • Network with investment peers from around the world
  • Explore global and regional financial trends
  • Examine new investment opportunities and risks
  • Hear from luminaries in the profession, including leading researchers, noted economists, and successful practitioners

CFA Institute CE Credit: Qualifies for 16.5 credit hours, inclusive of 1 hour in the content areas of Standards, Ethics, and Regulations (SER). For CFA Institute members, these credit hours will be updated automatically in your online CE tracking tool.

Featured Speakers

Bonnie Baha, CFA

Bonnie Baha, CFA

Bonnie Baha, CFA, heads the Global Developed Credit Group as the lead portfolio manager at DoubleLine ... Read More

Sir Bob Geldof

Bob Geldof

Sir Bob Geldof is a businessman, political activist, songwriter, musician, and author ... Read More

Amy Myers Jaffe

Amy Myers Jaffe

Amy Myers Jaffe is executive director for energy and sustainability at the University of California, Davis ... Read More

David M. Rubenstein

David M. Rubenstein

David M. Rubenstein is co-founder and co-CEO of The Carlyle Group, a private equity firm … Read More

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Recent Posts

Building Long-Term Value: 10 Trends in Asset Stewardship

In Montréal, Rakhi Kumar discussed trends in investor engagement that she has seen in her role as managing director and head of corporate governance at State Street Global Advisors. Read More

Applied Fintech: Combining Invest-Tech’s Building Blocks

Everyone in the investment business wants to talk about fintech. But what about invest-tech? Read More

Generating Alpha by Exploiting Market Anomalies

Net of fees, the average active investor will underperform the stock market. Yet empirical data also suggest that there are a number of market anomalies that have persisted over time, and disciplined investors can exploit them to generate outsized returns, Peter Berezin says. Read More

Changes in Geopolitical Perspectives: “A World That Will Fragment”

Geopolitical analyst Peter Zeihan foresees simultaneous political crises that will erode local state authorities, unleashing violence and terrorism. Capital flight, driven by geopolitical concerns, will surely follow. Read More

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