Category Archives: Event Details

Eric Sim, CFA, and the Skills for Success

Posted on 20 February 2018 by Peter M.J. Gross

Eric Sim, CFA, emphasizes multitasking: “If you’re speaking to the CFO, your eyes should be on the CEO, and your other ear should be listening for your colleague” Read More

Posted in Event Details, Leadership, Management & Communication Skills, Speakers | Tagged , , , , , | Comments Off on Eric Sim, CFA, and the Skills for Success

What Do Investment Professionals Need to Hear?

Posted on 7 November 2017 by Peter M.J. Gross

How do you locate the ideas today that the investment community will be discussing tomorrow? Read More

Posted in Economics, Event Details, News | Tagged , , , , , , | Comments Off on What Do Investment Professionals Need to Hear?

Seizing Opportunity in Philadelphia

Posted on 15 June 2017 by Guest Contributor

Some call them destiny-defining moments, and others may call them opportunities of a lifetime, but one thing is certain: they greatly reward those who grab them Read More

Posted in Event Details | Tagged , , | Leave a comment

John L. Bowman, CFA: “Our Work Is Just Beginning”

Posted on 23 May 2017 by John Bowman, CFA

John L. Bowman, CFA, calls on CFA Institute members to work together in the Americas and globally to build a profession designed to serve investors. Read More

Posted in Event Details, Standards, Ethics & Regulations (SER) | Tagged , , , | Leave a comment

Complementing #CFAedge Sessions: Student Networking and Social Opportunities

Posted on 7 May 2017 by Peter M.J. Gross

Personal connections made by #CFAedge delegates outside of conference sessions can be just as valuable as the investment perspectives shared by established luminaries and influential practitioners. Read More

Posted in Event Details, Leadership, Management & Communication Skills | Tagged , , | Comments Off on Complementing #CFAedge Sessions: Student Networking and Social Opportunities

Exploring Philadelphia’s Opportunities

Posted on 24 April 2017 by Peter M.J. Gross

CFA Society Philadelphia, host society for the 70th CFA Institute Annual Conference, has recommended food, museums, and other cool places for visiting conference attendees. Read More

Posted in Event Details | Tagged , , | Comments Off on Exploring Philadelphia’s Opportunities

Register to Attend the 70th CFA Institute Annual Conference

Posted on 30 November 2016 by Peter M.J. Gross

Registration is open for the 70th CFA Institute Annual Conference, held in Philadelphia, Pennsylvania, on 21–24 May 2017. Read More

Posted in Behavioral Finance, Economics, Equity Investments, Event Details, Fixed-Income Management, Investment Topics, Leadership, Management & Communication Skills, Speakers | Tagged , , , , , | Comments Off on Register to Attend the 70th CFA Institute Annual Conference

Join the Online Conversation around #CFAInvest

Posted on 6 May 2016 by Peter M.J. Gross

Join the online discussion around one of the investment industry’s largest and longest running educational gatherings. Read More

Posted in Event Details | Tagged , , | Leave a comment

Beyond #CFAInvest: Experiencing Montréal

Posted on 27 April 2016 by Peter M.J. Gross

CFA Society Montreal has provided recommendations for sights and activities that delegates can enjoy during their time in the city. Read More

Posted in Event Details | Tagged | Leave a comment

Complementing #CFAinvest Sessions: Student Networking and Social Opportunities

Posted on 19 April 2016 by Peter M.J. Gross

Personal connections made by #CFAinvest delegates outside of conference sessions can be just as valuable as the investment perspectives shared by established luminaries and influential thinkers. Read More

Posted in Event Details | Tagged , | Leave a comment