Upcoming Events

2024 Indianapolis Investment Forum

Join us at IMS in May for Indy's premier investing event. Minds from around the US will join CFA Society of Indianapolis to speak and share ideas on a variety of investment topics. Come to network, learn, and experience the energy of the Speedway in May. 🏁

MAXIMIZING PORTFOLIO RETURNS VIA FEDERAL RESERVE POLICY

**Presented by CFA Society Sacramento and CFA Society Portland** The market is anticipating a Fed interest rate cut (or series of cuts). How can investors navigate anticipated Fed action? Please join us for a highly interactive discussion. Based on decades long research we’ll see how Fed monetary policy impacts asset classes. Finance professors and co-founders of Economic Index Associates LLC – Luis Garcia-Feijoo, PhD, CFA, CIPM and Robert Johnson, PhD, CFA, CAIA, CLF will highlight their Fed monetary policy research, offering insights into how investors might navigate Fed action near term and longer term.

A PROFESSIONAL INVESTOR’S GUIDE TO BITCOIN & CRYPTO

**CFA Society Sacramento invites you to a very timely event** Bitcoin, blockchain, and cryptocurrencies attract a huge amount of attention, but it can be frustratingly hard for professional investors to get balanced information about the topic. In this special one-hour presentation, Matt Hougan - CIO for Bitwise Asset Management and the co-author of the CFA Institute Research Foundation’s “Cryptoassets: A Professional Investor’s Guide to Bitcoin, Blockchain, and Cryptocurrency” - takes a no-jargon/no-hype/data-driven approach to explaining Bitcoin, what crypto really is, what it’s not, and what role it can play in an investor’s portfolio. You’ll learn how to value Bitcoin, different crypto assets, why different crypto assets exist, and how crypto is connected to the fundamentals of blockchain technology. Register now! There will NOT be a replay of this event.

Catch The BEAT with Morgan Stanley's Jim Caron

Join this CFA Los Angeles webinar to hear Jim Caron's top allocation ideas and outlook on the year ahead. Information on how to access the webinar will be included in your confirmation email.

Standards Ethics and Regulations Road Map

**Presented in conjunction with CFA Society Chicago ** Please join us for a riveting conversation with Standards Ethics and Regulations experts in the world of investment finance. Deborah Eades, CFA and CFA Women's Advisory Group Co-Chair will moderate this Zoom event.  Invest in Yourself Participate in qualifying PL activities designed to contribute to your knowledge as an investment professional and lifelong learner. The CFA Institute recommends 20 credits including 2 Standards, Ethics, and Regulations (SER) credits each year.   At this event you will earn (2) PL credits that will count as the 2 credits needed for the SER requirement. 

Financial Issues Forum presents Michael Gatto on “The Credit Investor’s Handbook”

**Presented by CFA Society New York** The leveraged credit market is currently valued at over $4 trillion and is one of the fastest-growing asset classes, fueling demand for well-trained credit analysts. Michael Gatto’s latest book,  The Credit Investor’s Handbook: Leveraged Loans, High Yield Bonds and Distressed Debt,  is the definitive guide for young investment professionals embarking on a career investing in the leveraged credit markets – whether public, private, performing or distressed. Experienced professionals will also immensely benefit from this guide as they refine their investment skills. This program is free, but advance registration is required. Registered guests will receive the link prior to the program.

What’s Next for Greenhouse Gas Emissions Reporting Standards, Climate Risk Management, and Regulatio

**Presented by CFA Society New York** Climate-Related Disclosures: How to Cleave the Uncertainty Analysts, portfolio managers, data researchers and more are struggling with climate related data. Hear from a panel with knowledge of how to use the current state of the art and what’s next.

Financial Issues Forum presents Paolo Zannoni on “Money and Promises: Seven Deals that Changed the W

**Presented by CFA Society New York** Where did modern banking come from―and how does this history help us understand financial crises? Join us for a virtual event with distinguished banker, executive and historian Paolo Zannoni, as he discusses his forthcoming book,   Money and Promises , and examines the complex relationship between states and banks that has changed the world. Drawing on in-depth archival research, he explores seven case studies: the Republic of Pisa, 17th-century Venice, the early years of the Bank of England, imperial Spain, the Kingdom of Naples, the nascent United States during the American Revolution and Bolshevik Russia in 1917 through 1923. Zannoni also tells the story of how the Continental Congress established the first public bank in North America, exploring the roles of Thomas Jefferson, Benjamin Franklin and Alexander Hamilton. Spanning many countries, political systems and historical eras, this book shows that at the heart of these institutions is an intricate exchange of debts and promises that shaped the modern world as we know it.

INVESTING IN YOUR FUTURE – THE CFA CHARTER AND YOUR FUTURE EMPLOYMENT

Join CFA Society Los Angeles and seasoned CFA® investment management practitioners to discuss the future employment opportunities and the training needed to obtain highly rewarding jobs in the financial services industry.

LEVEL III CFA EXAM ESSAY WRITING WORKSHOP JUNE 2024

**Presented by CFA Society Los Angeles** 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 questions is almost as important as knowing the actual CFA curriculum content, and a lot of candidates don’t take the necessary time to prepare. Please join Glen Holden, Jr., CFA as he guides you through the essay writing process of the Level III CFA Exam. This workshop will take you through the CFA Institute Essay Grading Methodology, Test Taking Tips, and Pitfalls that can occur during the Level III Exam.

ETHICAL DECISION-MAKING WORKSHOP

MASTERING THE LEVEL II AND III CFA® EXAMS - JULY 2024

This event is open to all Level II and III CFA Candidates for free.  We are excited to present CFA charterholders that have recently passed their Level III Exam and will give tips on their process to prepare and study for the CFA Exams. Learn more about:   Exam Formats Time Management Successful Study Strategies Exam Day Strategies Scholarships Presented in conjunction with CFA Society Los Angeles

OVERVIEW OF THE GLOBAL INVESTMENT PERFORMANCE STANDARDS (GIPS)

Join Kim Cash, CFA, CAIA, CIPM, CSCP a specialist in GIPS compliance consulting, verification, and education as she breaks down the GIPS Standards portion of the Level III CFA Curriculum. If you’re a Level III Candidate looking for a better breakdown on Global Investment Performance Standards (GIPS®), or if you’re looking to learn how to best apply the GIPS Standards or get the most out of them for your firm and clients, then this event is for you. The GIPS Standards were referenced in the SEC’s marketing rule for investment advisors 26 times, and private fund presentations are now required by FINRA to show GIPS compliant capital funding ratios. With practical lessons for every skill level and expertise, this event offers an in-depth overview of the GIPS standards and helps participants master the fundamentals. Presented in conjunction with CFA Society Los Angeles

Outsource CIO Event

**Presented by CFA Society New York** This Asset Owner Series event will feature a high-level discussion on major investment themes and global market dynamics from the perspective of the heads of OCIO programs. These program typically offer investment solutions to institutions and wealthy families. The event is a rare opportunity to hear the investment views of several of the region’s most prominent professionals.

LEVEL I ETHICS WORKSHOP – AUG 2024

**Presented in conjunction with CFA Society Los Angeles** Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Ken Yee, CFA, CPA, JD as he analyses CFA Institute’s Code of Ethics and Standards of Professional Conduct within the Level I CFA Curriculum. This discussion will follow CFA Institute’s Learning Outcome Statements for 2024 Level I CFA Curriculum Volume 6 Ethical and Professional Standards Modules 1-3.

Webinar Career Series: Embracing Accountability: Foster Ownership and Drive Results in Your Team

**Presented by CFA Society Atlanta ** Accountability is a vital component of high-performing teams and organizations. In this training session, participants will explore the concept of accountability and its impact on individual and team performance. By understanding the importance of personal responsibility, clear expectations, and open communication, leaders can cultivate a culture of ownership and accountability. This session will provide practical tools and strategies for fostering accountability and driving exceptional results within your team.