Upcoming Events

Book Club

Join Marco Schirosi, CFA and a group of like-minded individuals by taking part in our virtual book club. Build financial knowledge, sharpen critical thinking and connect with peers in the industry. The book club provides a platform to have fun discussing ideas that shape our profession.

SIGN UP FOR OUR WEEKLY NEWSLETTER

Sign up for our Weekly Newsletter! Get our latest updates on our New Programing and exclusive offerings! Email: [email protected] (or a pop up form will appear to enter your email address) var _ctct_m = "f7ebfb5bcb3d3b66ce07bfc9dbd57e15";

2026 CFA Exam Study Group

Earning a CFA charter is a challenging path that requires extraordinary discipline, dedication, and support from those around you. CFA Society Baltimore is excited to announce the creation of a bi-monthly in-person study group led by a CFASB member and charterholder to support your study journey. The group’s goal is to offer an in-person study group setting where you can attend, as needed, and seek additional answers to questions and/or topics of your choosing.   Please note: This study group is not sponsored by CFASB, nor is it an official CFASB study group, however we are happy to support it.     Study Group Details What:  In-person study group meetings with current and former CFA candidates who work through your questions with you.   Who:  Open to all CFA program candidates (register in advance to submit any questions you may have)   When: The study group will meet four times (bi-monthly for two months) before each exam window from 5:30 - 7:00 pm. Projected dates are:    Where:  In person at Ceremony Coffee Roasters Harbor Point     If you are interested in participating in this study group, please take a moment to complete the following Google Form: https://forms.gle/ vDcnqe9ZHBGdeVMx8 .    If you are unable to access the Google Form, please respond with the following information:   Name Email What level are you studying for?  What is your test date? Dates you plan to attend Specific questions/topics you would like covered   Thank you for your interest.

2026 Matthew McCormick Cincinnati Investment Symposium and Economic Outlook

Save the Date – Friday, February 6, 2026 The annual Matthew McCormick Cincinnati Investment Symposium and Economic Outlook will be held in the James and Caroline Duff Banquet Room at the Cintas Center. More details and registration information coming soon!

Research Challenge Finals

Live presentations and judging; the conclusion of the 2025-26 Research Challenge local level followed by a reception. 

レベルII 対象 CFA試験対策ウェビナーシリーズ(全16回)「第7回：会計４（年金会計）」

CFA 試験レベル II の受験者の皆様に CFA 試験対策ウェビナーシリーズを下記の通りご案内いたします。 日本 CFA 協会では、以前から CFA 試験対策ウェビナーを開催しておりますが、今回の全 16 回シリーズは、より網羅的に幅広い分野を深堀していきます。皆様の、受験対策にお役に立てるものと考えます。 開催期間： 2025/1219-2026/4/17 　 19:00-20:30 全 16 回 言語：日本語 形式：オンライン（ Zoom ） 講師：大野　忠士氏 (CFA 協会認定証券アナリスト ) 　　　筑波大学ビジネスサイエンス系名誉教授 講師ご紹介：三井住友銀行で米州審査部長、国際企業投資部長等主として国際金融分野で活躍。 2008 年 8 月 ~2020 年 3 月、筑波大学ビジネスサイエンス系教授。 2001 年より継続して CFA 試験対策を行っており合格者を多数輩出している。博士（学術）（総合研究大学院大学）。 CFA 協会認定証券アナリスト。 参加費：一般及び CFA 受験者　　　　　　　 3,000 円 　　　　　日本 CFA 協会アソシエイト会員　　　無料 　　　　　コーポレートスポンサー　　　　　　 無料 各回、 CFA 試験のなかで重要な位置を占める項目をフォーカスして学習します。 受講者の方は CFA 試験持ち込み指定の電卓をご用意ください。 1 時間半ほどのセッションですので、是非参加して合格率の Up を狙ってください。   第 7 回 　 2026 年 2 月 6 日（金）            　  19:00-20:30 会計４（年金会計） 　　　　ご登録： https://cvent.me/Za4rnL 第 8 回　 2026 年 2 月 13 日（金）          　 19:00-20:30 コーポレート・イシュアー（配当、自己株買戻） 　　　　ご登録： https://cvent.me/BOBZlD 第 9 回 　　 2026 年 2 月 20 日（金）　     19:00-20:30 株式 1 （ DDM ） 　　　　ご登録： https://cvent.me/MOr0mo 第 10 回 　 2026 年 2 月 27 日（金）　　    19:00-20:30 株式 2 （FCFF、FCFE、残余利益モデル） 　　　　ご登録： https://cvent.me/bW7PWM 第 11 回 　 2026 年 3 月 6 日（金）          　 19:00-20:30 株式 3 （マルティブル、非上場会社） 　　　　ご登録： https://cvent.me/mW13xD 第 12 回　 2026 年 3 月 13 日（金）        　 19:00-20:30 債券 1 （金利の期間構造、スポットレート、フォワードレート、二項ツリー ) 　　　　ご登録： https://cvent.me/QOBReQ 第 13 回　 2026 年 3 月 27 日（金）        　 19:00-20:30 債券 2 （オプション付債券、信用リスク、 CDS ） 　　　　ご登録： https://cvent.me/xELqLn 第 14 回　 2026 年 4 月 3 日（金）          　 19:00-20:30 デリバティブ（フォワード、フューチャー、リスク中立下のオプション価値） 　　　　ご登録： https://cvent.me/NOmVkx 第 15 回　 2026 年 4 月 10 日（金）        19:00-20:30   オルタナティブ（コモディティ、不動産、ヘッジファンド） 　　　　ご登録： https://cvent.me/gbYZ9V 第 16 回　 2026 年 4 月 17 日（金）        　 19:00-20:30 ポートフォリオ・マネジメント（アクティブ、情報比、 ETF 、マルチファクター） 　　　　ご登録： https://cvent.me/3xnE93     ※ 本イベントは原則としてアソシエイト会員向けイベントですが、一般の CFA 受験者の方も各回 3,000 円で受講いただけます。 ＊アソシエイト会員は無料で参加できます。アソシエイト会員の詳細につきましては以下のリンクから御覧ください。 アソシエイト会員のご案内 ご質問等がございましたら、 [email protected]   までお気軽にお問い合わせください。 皆様のご参加をお待ちしております。   一般社団法人日本 CFA 協会

Personal Finance for Retirees

Have you thought about when and how you should be making changes to your savings or investment plans upon retirement? Whether you are planning for retirement or are already retired, this workshop aims to provide you with guidance on how to stretch your savings and identify some of the common issues faced by retirees. Find out how you can plan your personal finances to match your desired lifestyle and where you can find the resources to support your retirement goals. This presentation will be led by our Financial Literacy team.

Management Skills Workshop: Constructive Conflict

Disagreements and different views are inevitable, both in business and in life.  Then why is it that we are having such a hard time to deal with conflict in a reasonable, constructive way? Where does all the drama come from?  This workshop shows how we can engage with conflict in a way that leads to better outcomes. 

2025/2026 CFA Institute Research Challenge - Rwanda local finals

2025/2026 CFA Institute Research Challenge - Tanzania local finals

2025/2026 CFA Institute Research Challenge - Uganda local finals

Asset Rotations Over the Cycle

Dr. Kevin Spellman, CFA, called "Coach" by students and others as he loves coaching investments, will deliver the finale of his recent series on translating Economics to Investments. He brings over 30 years of professional experience and over 25 years of teaching to bear on the following macro topics culminating in the upcoming asset allocation rotation strategy to wich you are invited. It is recommended to watch as many of the prior presentations, as is practical, before the capstone presentation on February 10th at 14:00 (GMT+1). 1.         The Economy, The Cycle, The Market Says -          Originally presented November 6 th , 2025 2.         Government: Fiscal and Monetary Policy -        Originally presented November 20 th , 2025 3.         The Dollar, Trade, and Commodities -         Originally presented December 4 th , 2025 4.         Asset Rotations Over the Cycle -          February 10 th 14:00 (GMT+1). As the David O. Nicholas Director of Invetment Management, he leads the University of Wisconsin-Milwaukee's Investment Management Certificate Program (IMCP) and is a periodic adjunct professor at IE Business School. He also teaches investments through IE and PIF Academy in Saudi Arabia. He's been an analyst, portfolio manager, and director of research on the buy-side and sell-side, and most recently as senior advisor and macro strategist at Institutional Sharholder Services. His expertise crosses most asset classes and fundamental through quantitative investing. RSVP HERE

Attention University Students Career Path Discussion with CFAs

Register NOW!  University Students FREE to attend   Career Path and Discussion with CFA members. Call center financial advisor, analyst, PM, client facing Senior PM and team lead – wealth management.  Why Attend? Meet CFA Society members and discover real-world career paths in finance. Learn what it’s like to work as a: ·         📞 Call Center Analyst ·         📊 Portfolio Manager ·         🤝 Senior Portfolio Manager (Client-Facing) ·         👥 Team Lead in Wealth Management What You’ll Gain: ✅ Insider insights into the finance industry ✅ Networking with professionals and mentors ✅ Tips to build your skills before graduation ✅ Info on joining CFA Society St. Louis as a Student Member

Tap Tuesday - Networking Event Series

Join us our next Tap Tuesday! We will be hosting a networking social event from 5-7 pm with drinks on tap and snacks to share. No registration required, sign in when you arrive and put on a name tag as you join the group. Join us on Tuesday, February 10th at Karben4 Brewery. Click here to add the event to your calendar.

Tap Tuesdays at Sidecar Bar - Bay Park

Join us for more social networking opportunities. CFA Society San Diego is hostin g happy hour at local pubs or tasting rooms in San Diego. Join us from 5:00-7:00pm to network with colleagues and enjoy some brews and good conversation. No registration or RSVP needed! 

CFA Society Seattle 22nd Annual Economic Forecast Dinner!

CFA Society Seattle's 22nd Annual Forecast Dinner! February 10th, 2026 - The Westin Seattle. Jason Schenker, a top-ranked forecaster, leading voice on a broad range of financial and politico-economic topics, and bestselling author, will discuss key themes impacting outlook for capital markets, while Lisa Kramer, a professor of Behavioral Finance, will present her select research on the evolving field of Behavioral Finance and impact of psychology on financial decision-making. Members: $150.00 Non Members: $200.00 (Early bird price changes after December 10th) INDIVIDUAL REGISTRATION SPONSORSHIP OPPORTUNITIES

18th Annual Forecast Dinner

Join us for our annual Forecast Dinner featuring keynote presentations and a panel discussion with renowned speakers.  The evening will also include attendees voting in our 2026 market outlook poll and recognition of CFA Society Greece's award winners for 2025.  A 3-course dinner and wine will be served. Professional Learning (PL) Credits CFA Institute members attending the event will receive 2 PL credits. The PL credits will be automatically recorded in the PL diary for CFA Society Greece members. 

Comité Alternativos con Cuatrecasas

El  comité de Inversiones Alternativas  de CFA Society Spain , invita a sus socios a una conferencia  en  colaboración  con  Cuatrecasas  y  CAIA  sobre: Alternativas de estructuración en el ámbito de los fondos de capital privado: aspectos regulatorios y fiscales Sobre la conferencia : La  regulación y fiscalidad de los fondos de capital privado  está siempre en plena evolución. En esta sesión hablaremos de las últimas  tendencias y alternativas en la estructuración de vehículos  en función de las distintas estrategias de inversión, tales como los  evergreen ,   real estate  o  deuda , tanto desde el punto de vista regulatorio como fiscal. Programa 09:00 |  Recepción de asistentes y café de bienvenida 09:30 |  Inicio de la sesión Jorge Canta  |   Socio especialista en Fondos de Cuatrecasas Paz Irazusta  |   Socia especialista en Fondos y Fiscalidad Financiera de Cuatrecasas 11:00 |  Turno de preguntas 11:15 |  Café  networking   Ponentes : Paz Irazusta asesora en materia fiscal a empresas españolas e internacionales del sector financiero, en particular a sociedades gestoras y vehículos de inversión alternativa ( private equity ), instituciones de inversión colectiva, socimis,  family offices , y entidades de crédito. Asesora a entidades de banca privada en materia institucional y en el diseño e implantación de proyectos, productos y estructuras. En los últimos años, ha asesorado en numerosas operaciones de adquisición de empresas en el marco del capital riesgo. También es experta en la planificación y asesoramiento de operaciones de reestructuración patrimonial de vehículos de inversión (p. ej., fusiones), y en la estructuración y diseño de esquemas de retribución ( carried interest ) nacionales e internacionales para gestores de vehículos de inversión. Es miembro del comité fiscal de Invest Europe y del Ilustre Colegio de Abogados de Madrid. Es profesora en el Máster en Asesoría Fiscal de la Universidad de Navarra, y ponente habitual en conferencias y coloquios sobre fiscalidad financiera y banca privada. Jorge Canta es experto en el asesoramiento en activos de inversión alternativa ( private equity ). Participa en la creación y asesoramiento a sociedades gestoras de entidades de inversión colectiva y en la constitución de fondos privados, tanto en ámbito de  private equity , deuda, v enture capital , infraestructura e inmobiliario. Es miembro del Comité Legal y Regulatorio de Invest Europe. Es profesor y ponente de temas relacionados con fondos de inversión en diferentes programas de posgrado, incluyendo el Instituto de Empresa y la Universidad Complutense de Madrid. Es coautor de numerosas publicaciones.   📅      miércoles 11 de febrero 🕖       9:00h - 11:30h 📍       Cuatrecasas, Almagro 9, 28010 Madrid   REGISTRO La asistencia al evento supone la autorización para que todas las imágenes que se puedan tomar durante su celebración puedan ser utilizadas posteriormente con finalidad informativa en boletines o informaciones sobre el mismo por parte de CFA Society Spain o los patrocinadores del evento. En todo momento podrá ejercer sus derechos de acceso, rectificación, cancelación y oposición a través de comunicación escrita a la dirección indicada aportando fotocopia de su DNI o documento equivalente y concretando su solicitud. El Comité de Inversiones Alternativas cuenta con el patrocinio de

Luncheon at Briar Club

Topic: The Upside Surprise Presentation Summary: 2026 is already off to a volatile start, but recent history has demonstrated that investors should not discount upside surprises in the U.S. economy or markets. Afterall, 2026 could bring modest further Fed easing, fiscal stimulus from higher tax refunds, and continued AI innovation and investment. Together, these dynamics may extend the rally and continue to present compelling investment opportunities across equities, bonds, and alternatives. Speaker Details: Meera Pandit, Executive Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Meera is responsible for delivering timely market and economic insights to institutional and retail clients, conducting research on the global economy and capital markets, with a focus on U.S. equities. She is also responsible for publications such as the Guide to the Markets . Meera is also a frequent guest on Bloomberg, Yahoo! Finance, CNBC, CNN, and other financial news outlets and is often quoted in the financial press. Meera joined the firm in 2011 as an analyst in J.P. Morgan’s Private Bank in New York, where she served ultra-high and high-net worth clients. She has also held business strategy roles in Asset Management in New York and London.  Meera earned a B.A. in English from Tufts University and holds Series 7 and 63 licenses. She is a CFA  charterholder . Meera was featured as Market Watch’s “Forecaster of the Month” in February 2020. This presentation will give 1.0 of PL credit. Garage and valet parking available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register

Understanding ETFs: Market Overview, Trading Best Practices, and The Next Generation of Multi-Share

Join us to hear from Timothy Gilligan, CFA. The presentation will cover the following topics: 2026 ETF Industry Overview ETF Basics and Evolution ETF Mechanics and Trading Best Practices The Present and Future State of Multi-share Class ETFs. The Omni Hotel 11:30 AM - 1:00 PM Doors Open 11:30 AM Presentation and lunch start at 12:00 PM Register here Thank you to our event sponsor, John Eiler from T. Rowe Price SPEAKER Timothy Gilligan  is a senior ETF sales specialist in the Global Distribution organization. He is a vice president of T. Rowe Price Investment Services, Inc. Tim’s investment experience began in 1999, and he has been with T. Rowe Price since 2022, beginning in U.S. Intermediaries in the Global Distribution organization. Prior to this, Tim was employed by Legg Mason in the area of exchange-traded fund (ETF) distribution. He also was employed by Vanguard, focused on ETF and mutual fund distribution. Tim earned an M.B.A. from Drexel University and a B.A. in political science from West Chester University. Tim also has earned the Chartered Financial Analyst ® designation. He is a veteran of the U.S. Navy Reserves. CFA ®  and Chartered Financial Analyst ®  are registered trademarks owned by CFA Institute .

Mercer CFA Global Pension Index Report 2025 – Insights for New Zealand

Join us for an exclusive session on the Mercer CFA Global Pension Index Report 2025, the world’s leading benchmark for pension system performance. This year’s report provides critical insights into how retirement systems are evolving globally and what it means for New Zealand’s financial landscape. Gain expert perspectives from Tim Jenkins, FIAA lead author of the report and a recognised authority in pension system analysis. Preview the full report here:  Mercer CFA Global Pension Index 2025 Register now  to secure your spot!   Key Highlights and Feature Chapter Spotlight:   With governments worldwide considering measures to regulate, restrict, or influence private pension fund investments, this year’s feature chapter reviews current policies, the rationale behind them, and principles for balancing participant interests with broader national priorities. The discussion will cover:   The latest global rankings and trends shaping pension sustainability, adequacy, and integrity.    The implications for investment strategies and policy development in New Zealand.   Direct and indirect restrictions on pension fund assets, OECD findings on ceilings and the prudent person principle.   The growing debate on pension funds’ role in supporting long-term societal and economic goals.

Webinar: Common pitfalls in investment performance reporting

Join us on February 11 to gain a better understanding of some of the common nuances in investment reporting, and lessons learnt, particularly for members involved with reporting and reviewing investment performance. Learning Objectives Learn about some of the common issues that arise when reporting performance, and the pros and cons of different approaches. Understand the differences in reported performance and risk metrics, based on the approaches used. Learn from the experience of performance and risk reporting specialist. Following the presentation there will be a Q&A session. REGISTER

Breakfast Roundtable Discussion on Powering Industrial Growth with Chris Semenuk, Tema

Join us for a breakfast roundtable discussion on Powering Industrial Growth with Chris Semenuk, Tema REGISTER HERE February 11th 7:45am to 9:00am Corporate College, 4400 Richmond Road, Warrensville Heights This roundtable will have two locations: Eastside Breakfast at the Corporate College, Warrensville Heights Westside Lunch at Wild Mango, Crocker Park (please register for this at the separate registration link here ) Breakfast will open at 7:45am and the presentation will start promptly at 8am. Breakfast and lunch brought to you by Tema  Learn about Tema Here Chris Semenuk , Fund Manager, Tema  Chris is a global fund manager with more than 25 years of experience, 20 of which was spent managing a $5B global equities fund at TIAA, a leading US based financial services company. Chris managed the fund since inception and raised several billion dollars in assets over that time period. Chris has a Bachelor’s Degree in Economics from Union College in New York State. At Tema, Chris is the lead portfolio manager for both our American Reshoring ETF (RSHO) and Electrification ETF (VOLT). You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free! Join CFA Cleveland today, yearly dues: Local Member $150 Candidate Member $125 Student Member $50 CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media. Apply Here

Lunch Roundtable Discussion on Powering Industrial Growth with Chris Semenuk, Tema

Join us for a lunch roundtable discussion on Powering Industrial Growth with Chris Semenuk, Tema REGISTER HERE February 11th 12-1:30pm Wild Mango, 139 Crocker Park Blvd, Westlake This roundtable will have two locations: Eastside Breakfast at the Corporate College, Warrensville Heights ( please register for this at the separate registration link here ) Westside Lunch at Wild Mango, Crocker Park Breakfast and lunch brought to you by Tema  Learn about Tema Here Chris Semenuk , Fund Manager, Tema  Chris is a global fund manager with more than 25 years of experience, 20 of which was spent managing a $5B global equities fund at TIAA, a leading US based financial services company. Chris managed the fund since inception and raised several billion dollars in assets over that time period. Chris has a Bachelor’s Degree in Economics from Union College in New York State. At Tema, Chris is the lead portfolio manager for both our American Reshoring ETF (RSHO) and Electrification ETF (VOLT). You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free! Join CFA Cleveland today, yearly dues: Local Member $150 Candidate Member $125 Student Member $50 CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media. Apply Here

Raising Financially Confident Children

Have you wondered how you can raise your children to be responsible and savvy in managing their personal finances? What do you think are the key concepts that parents should focus on given our rapidly changing world? In this upcoming CFA Society Vancouver webinar, our panel of CFA charterholders will share some tips from the Financial Consumer Agency of Canada, while also providing their thoughts on overcoming the challenges of incorporating these ideas into your children’s lives.

CFASP Luncheon - From Deflation to Inflation: Why Credit Selection Matters More Now Than Ever” with

Central banks were created to ensure price stability; but what happened as price stability became focused on creating inflation rather than containing it?  How must we adapt to a high inflation world and steep yield curves? This session will explore why fixed income investors should focus on what matters most for the asset class, creating durable income and avoiding losses in a world where the classic business cycle is likely to take hold. How must investors shift their mindset, how can fixed income compliment private credit and equities, and how we can all thrive in this new world we find ourselves? 

Debasement to Digitization: Allocation for What’s Next - Featuring David Schassler — Head of Multi-A

As 2025 drew to a close, markets faced a convergence of pivotal forces: late-cycle fiscal dynamics, shifting monetary expectations, rapid advances in AI, and continued evolution in real and digital assets. Hear how David Shassler from VanEck’s Asset Allocation Committee looks at how the key market developments of Q4 2025 are shaping investment opportunities in 2026.

Shifting Tides: Economic Update and Asset Class Perspectives

Co-hosted by CPBI Pacific Region and CFA Society Vancouver Join us for an in-depth exploration of the current economic landscape and its implications for institutional investors. The session opens with an economic update from  Jim Gilliland, CFA , President & CEO and Head of Fixed Income at Leith Wheeler Investment Counsel Ltd., offering his expert perspective on market trends, interest rates, and global economic drivers. Following the keynote, a dynamic panel discussion will bring together leading voices from the institutional investment community: Panelists: Chhad Aul, CFA , VP, Portfolio Management & Portfolio Manager, Sun Life Global Investments Jim Cole, CFA, FCIA , Managing Director & Institutional Portfolio Manager, PH&N Institutional, RBC Global Asset Management Inc. Brendon Ogmundson, CFA , Chief Economist, BC Real Estate Association Moderator: Andrea Schmelcher, CFA , Senior Consultant, DC Consulting, TELUS Health Together, they will examine key themes shaping institutional portfolios, with a particular focus on how Defined Contribution and Defined Benefit investors are managing their allocations to alternative investments in response to the return challenges associated with traditional fixed income and equity market concentration risk. The session will conclude with a networking reception.

Our Next Social Mixer is at Iron Horse Tavern

Come and mingle with fellow CFASS members, learn about exciting events and ways to get involved. Appetizers and refreshments will be hosted by CFASS.   Date:  Thursday, February 12th   Venue: Iron Horse Tavern Folsom 460 Palladio Pkwy Folsom, CA 95630 Cost:  CFASS Members: Free | Guest: $30 Please register so we have an accurate count for our mixers.   REGISTER NOW! We look forward to seeing you all there!

Back to Business Summer Networking Drinks - Auckland

Kick off 2026 with our member Back to Business Summer Networking Drinks—a relaxed opportunity to reconnect after the break and catch up with peers from across the profession. This informal gathering is a great way for members to start the year by re-engaging with the community. Candidates registering to attend, please note that priority will be given to those progressing through levels II and III of the program. 

Join us for our Next Women's Networking Mixer with Chandler Asset Management

Join a vibrant community of professionals from the San Diego financial industry, united in our mission to promote meritocracy, inclusion, and diversity. This event presents a fantastic opportunity to expand your professional network, make new friends, and contribute to a collective dialogue, aimed at enlightening younger professionals about the diversity of career paths available in our industry. We warmly welcome all members to this gathering, as well as your invited guests. Together, we can support each other, inspire progress, and widen the horizon of possibilities for women in Finance. About Chandler Asset Management - Chandler Asset Management’s singular focus since 1988 has been to provide investment solutions to public agencies and other risk-conscious clients through the management of high-quality fixed income portfolios. Our philosophy aligns with the objectives of our clients to protect principal, provide access to funds, and enhance returns over a market cycle. Our clients benefit from our disciplined, repeatable process and exceptional standard of care. Thursday, February 12th 5:00-7:00pm Chandler Asset Management 9255 Towne Centre Dr., Suite 600 San Diego, CA 92121 Register Now

Annual Forecast Dinner & New Charterholder Ceremony

Annual Forecast Dinner  Join us at the 2026 Annual Forecast Dinner hosted by CFA Society Hartford, featuring esteemed Keynote speaker Gene Goldman, CFA and CT State Treasurer Erick Russell . This premier event will bring together Connecticut's leading investment professionals and key decision-makers for an evening of insight and networking. Established in 1954, CFA Society Hartford represents a network of over 700 investment management professionals dedicated to promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of our community. New CFA Charterholder Ceremony On behalf of the CFA Society Hartford, we are pleased to congratulate and welcome the new charterholders of the Chartered Financial Analyst® designation. Becoming a CFA® charterholder represents a truly significant achievement in professional development and a commitment to lifelong learning. Those who received their CFA designation in 2025 will be presented with the charter by CFA Society Hartford board members and the Keynote Speaker.   LEARN MORE, REGISTER, AND VIEW SPONSORSHIP OPPORTUNITIES

25th Annual Forecast Dinner

Sold Out - Join the waitlist! CFA Society New Mexico is proud to host our 25th Annual Forecast Dinner.  This elegant dinner event brings together 150+ of New Mexico's local leaders and economic professionals for an evening of networking and market forecasting. The Annual Forecast Dinner will be held on  February 12th  in Santa Fe at the  Inn & Spa at Loretto  - 211 Old Santa Fe Trail, Santa Fe, NM 87501. This special anniversary event will feature a panel of three Sovereign Wealth Chief Investment Officers sharing their perspectives on the year ahead – Peter Madsen -  Chief Investment Officer - Utah's School & Institutional Trust Funds Office Frank Mihail, CFA, CAIA  - Chief Investment Officer - North Dakota Trust Lands Jon Clark  - State Investment Officer - New Mexico State Investment Council Moderator -  Anthony Tutrone,  Head of Alternatives at Neuberger Berman Thursday, February 12th 5:30 pm - 9:00 pm Inn & Spa at Loretto 211 Old Santa Fe Trail, Santa Fe, NM 87501 Join the Waitlist!

Annual Dinner: Federal Reserve and Financial Markets

Register NOW! Plan to attend one of our biggest events of the year, CFA Society Austin's Annual Dinner!  Goldman Sachs Vice Chair and Former Dallas Fed President Rob Kaplan will discuss “Navigating the Cross Currents – A Discussion of Economics and Implications for Financial Markets and the Fed” . He will give an overview of the structural changes affecting the U.S. economy: fiscal policy, trade, deregulation, energy, and immigration. These changes individually are substantial but collectively create a foundational shift in the economy and have profound implications for financial markets and Federal Reserve policy. CFA members: $135,  Guests:  $150 Table Sponsor: $2,500, good for 8 seats Student Trial Member: free Register NOW!

Networking Social

On Thursday, February 12th at Riko's Pizza in Darien we are excited to be hosting a Networking Social.   We encourage you to come and mingle with fellow professionals and take advantage of the networking opportunities available. This event is open to members & non members. Read more & Register

Enhancing Outcomes through Collective Intelligence

Fixed Income Conference

Dear Members, CFA Society France invites you to explore and analyze the opportunities which lies in the bond and credit markets, and to discover different asset classes which are really tied to interest rate markets. Hence, in the first part of the conference, we will welcome 3 professionals specialists on : Bond markets - Alexandre Sammut - Flornoy Ferri High Yield markets - Maud Bert - Ofi Invest AM Hybrids - Vianney Hocquet - EDRAM In the second part of the event, we will hear 3 others portfolio managers on : Credit Arbitrage - Joffrey Czurda - Cigogne AM Litigation - Paul de Servigny - IVO Capital Partners Cat bonds - Stephane Julen, CFA - ILS Advisers All of our speakers will emphasize the risks and the opportunities regarding their asset classes and will debate on the positioning of their portfolios. The event will be held in French, but questions in English will be warmly welcomed. A networking cocktail will follow the conference, offering an opportunity to continue the discussion with peers and speakers. We look forward to welcoming you to this insightful and engaging session.

Closing Ceremony for Young Women in Investment (YWI)

2025/2026 CFA Institute Research Challenge - Kenya local finals

2026 Economic & Investments Outlook Member Breakfast Event

CFA Society South Africa in collaboration with the Public Investment Corporation (PIC), will be hosting  an exclusive member breakfast engagement. Gain expert insights into the key trends and developments shaping the global and South African economies, as well as investment opportunities for 2026.

レベルII 対象 CFA試験対策ウェビナーシリーズ(全16回)「第8回：コーポレート・イシュアー（配当、自己株買戻）」

CFA 試験レベル II の受験者の皆様に CFA 試験対策ウェビナーシリーズを下記の通りご案内いたします。 日本 CFA 協会では、以前から CFA 試験対策ウェビナーを開催しておりますが、今回の全 16 回シリーズは、より網羅的に幅広い分野を深堀していきます。皆様の、受験対策にお役に立てるものと考えます。 開催期間： 2025/1219-2026/4/17 　 19:00-20:30 全 16 回 言語：日本語 形式：オンライン（ Zoom ） 講師：大野　忠士氏 (CFA 協会認定証券アナリスト ) 　　　筑波大学ビジネスサイエンス系名誉教授 講師ご紹介：三井住友銀行で米州審査部長、国際企業投資部長等主として国際金融分野で活躍。 2008 年 8 月 ~2020 年 3 月、筑波大学ビジネスサイエンス系教授。 2001 年より継続して CFA 試験対策を行っており合格者を多数輩出している。博士（学術）（総合研究大学院大学）。 CFA 協会認定証券アナリスト。 参加費：一般及び CFA 受験者　　　　　　　 3,000 円 　　　　　日本 CFA 協会アソシエイト会員　　　無料 　　　　　コーポレートスポンサー　　　　　　 無料 各回、 CFA 試験のなかで重要な位置を占める項目をフォーカスして学習します。 受講者の方は CFA 試験持ち込み指定の電卓をご用意ください。 1 時間半ほどのセッションですので、是非参加して合格率の Up を狙ってください。   第 8 回　 2026 年 2 月 13 日（金）          　 19:00-20:30 コーポレート・イシュアー（配当、自己株買戻） 　　　　ご登録： https://cvent.me/BOBZlD 第 9 回 　　 2026 年 2 月 20 日（金）　     19:00-20:30 株式 1 （ DDM ） 　　　　ご登録： https://cvent.me/MOr0mo 第 10 回 　 2026 年 2 月 27 日（金）　　    19:00-20:30 株式 2 （FCFF、FCFE、残余利益モデル） 　　　　ご登録： https://cvent.me/bW7PWM 第 11 回 　 2026 年 3 月 6 日（金）          　 19:00-20:30 株式 3 （マルティブル、非上場会社） 　　　　ご登録： https://cvent.me/mW13xD 第 12 回　 2026 年 3 月 13 日（金）        　 19:00-20:30 債券 1 （金利の期間構造、スポットレート、フォワードレート、二項ツリー ) 　　　　ご登録： https://cvent.me/QOBReQ 第 13 回　 2026 年 3 月 27 日（金）        　 19:00-20:30 債券 2 （オプション付債券、信用リスク、 CDS ） 　　　　ご登録： https://cvent.me/xELqLn 第 14 回　 2026 年 4 月 3 日（金）          　 19:00-20:30 デリバティブ（フォワード、フューチャー、リスク中立下のオプション価値） 　　　　ご登録： https://cvent.me/NOmVkx 第 15 回　 2026 年 4 月 10 日（金）        19:00-20:30   オルタナティブ（コモディティ、不動産、ヘッジファンド） 　　　　ご登録： https://cvent.me/gbYZ9V 第 16 回　 2026 年 4 月 17 日（金）        　 19:00-20:30 ポートフォリオ・マネジメント（アクティブ、情報比、 ETF 、マルチファクター） 　　　　ご登録： https://cvent.me/3xnE93     ※ 本イベントは原則としてアソシエイト会員向けイベントですが、一般の CFA 受験者の方も各回 3,000 円で受講いただけます。 ＊アソシエイト会員は無料で参加できます。アソシエイト会員の詳細につきましては以下のリンクから御覧ください。 アソシエイト会員のご案内 ご質問等がございましたら、 [email protected]   までお気軽にお問い合わせください。 皆様のご参加をお待ちしております。   一般社団法人日本 CFA 協会

RC2026 local final

Charter Award Ceremony

Research Challenge 2025-2026 Local Finals

Rothschild & Co AM │Roadshow SAN SEBASTIÁN: Forjando los éxitos de hoy en oportunidades para mañana

R-co Valor: Forjando los éxitos de hoy en oportunidades para mañana Estimad a/o ,  Nos complace anunciar una nueva edición de la gira dedicada a R-co Valor , que tendrá lugar en España  del 16 al 19 de febrero de 2026 . Durante estos encuentros nuestros equipos comerciales y de gestión tendrán el placer de reunirse con usted y presentar las claves de este comienzo de año. En esta edición del  Roadshow de Valor  contaremos con   Yoann Ignatiew , Socio Director y Responsable de Gestión de Renta Variable Internacional y Diversificada. Durante la sesión, compartirá su visión para 2026 y las convicciones que inspiran la estrategia de R-co Valor , destacando las oportunidades que se perfilan en los mercados globales de renta variable. Puede consultar todos los detalles del recorrido e inscribirse en la sesión de su elección a través del sitio dedicado.  Agenda del Roadshow: 16/02/2026 San Sebastián – Hotel María Cristina (09:30 - 11:00) Bilbao – Sociedad Bilbaina  (13:00 - 16:00) 17/02/2026 Barcelona – Hotel Majestic (13:00 - 16:00) 18/02/2026 Alicante – Hotel Porta Maris   (09:30 - 11:00) Valencia – Hotel Westin (13:00 - 16:00) 19/02/2026 Madrid – Hotel Villamagna (09:00 - 11:00) Sevilla – Hotel Alfonso XIII (19:00)   Registrarse   Ponente:  Yoann Ignatiew,  Socio Director y Responsable de renta variable  internacional y diversificada           El equipo de Rothschild & Co Asset Management España

Rothschild & Co AM │Roadshow BILBAO: Forjando los éxitos de hoy en oportunidades para

R-co Valor: Forjando los éxitos de hoy en oportunidades para mañana Estimad a/o ,  Nos complace anunciar una nueva edición de la gira dedicada a R-co Valor , que tendrá lugar en España  del 16 al 19 de febrero de 2026 . Durante estos encuentros nuestros equipos comerciales y de gestión tendrán el placer de reunirse con usted y presentar las claves de este comienzo de año. En esta edición del  Roadshow de Valor  contaremos con   Yoann Ignatiew , Socio Director y Responsable de Gestión de Renta Variable Internacional y Diversificada. Durante la sesión, compartirá su visión para 2026 y las convicciones que inspiran la estrategia de R-co Valor , destacando las oportunidades que se perfilan en los mercados globales de renta variable. Puede consultar todos los detalles del recorrido e inscribirse en la sesión de su elección a través del sitio dedicado.  Agenda del Roadshow: 16/02/2026 San Sebastián – Hotel María Cristina (09:30 - 11:00) Bilbao – Sociedad Bilbaina  (13:00 - 16:00) 17/02/2026 Barcelona – Hotel Majestic (13:00 - 16:00) 18/02/2026 Alicante – Hotel Porta Maris   (09:30 - 11:00) Valencia – Hotel Westin (13:00 - 16:00) 19/02/2026 Madrid – Hotel Villamagna (09:00 - 11:00) Sevilla – Hotel Alfonso XIII (19:00)   Registrarse   Ponente:  Yoann Ignatiew,  Socio Director y Responsable de renta variable  internacional y diversificada           El equipo de Rothschild & Co Asset Management España

AI – the Next Frontier for Investment Management (Abu Dhabi)

Join us for Pictures from an Exhibition: Fridson on High Yield

Author, speaker, empiricist par excellence, Martin S. Fridson, CFA has been at the forefront of the leveraged finance and the Charterholder communities for two generations. CFA Society San Diego is proud to welcome Marty to share from his latest research on the $1.5T US high yield market [1]. Topics may include forecast future returns in total and by sub-sector, changes in the market’s composition, implications for liquidity and credit quality from the rise of private credit, and much more. [1] Source: Bloomberg US Corporate High Yield Index (LF98TRUU) Oct 30, 2025. Mkt value = $1,463B To view the Speaker's bios - click here! Tuesday, February 17th 11:30am - 1:15pm The Plaza 4365 Executive Drive | Suite 100 San Diego, CA 92121 Register Now!

REGINA | What's Next for Canadian Commercial Real Estate | 17 February

Join us for an exclusive session exploring why Canada continues to stand out among G7 markets, where we are in the real estate cycle, and which sectors offer the strongest fundamentals. We’ll also dive into the long-term structural case for the asset class and address key economic and geopolitical questions. Gain actionable insights to position your portfolio for success in 2026 and beyond. EVENT DETAILS REGINA | Tuesday 17 February 2026 Crave Kitchen & Wine Bar | 1925 Victoria Avenue SCHEDULE OF EVENTS 11:45 AM: Registration & Lunch 12:00 PM – 1:00 PM: Presentation Eligible for 1.0 PD Credit EVENT PRICING CFA Society Saskatchewan Members - Complimentary Non Members - Complimentary Register

How To Usse The Sharpe Ratio