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.

Beyond the dollar: the future of money and reserves

The US dollar remains the cornerstone of global finance, but its dominance is increasingly under pressure. Forces such as de-dollarization, evolving central bank reserve strategies, and the rise of digital currencies are challenging the traditional monetary order. At the same time, inflation, rising debt levels, and geopolitical realignment are straining fiat systems, while central bank digital currencies (CBDCs), stablecoins, and decentralized finance introduce new dynamics into the global currency landscape. This session convenes leading managers and allocators to examine the future of money and reserves, as well as the portfolio implications for institutional investors navigating a shifting global monetary system.

Point and Counterpoint Series: Fundamental vs. Technical

In conjunction with CFA Society Boston.  Join us on February 26th for this Fundamental vs. Technical session!   This educational session features practitioners of technical and fundamental analysis and explores how each discipline is applied in real investment workflows. We’ll cover the core questions each approach answers, the types of signals and data they rely on, and how time horizon and market regime can influence outcomes.

Local Reserach Challenge

The annual CFA Institute Research Challenge, hosted locally by CFA Society Louisville, is a global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each team is tested on their analytical, valuation, report writing, and presentation skills. Students gain real-world experience as they assume the role of a research analyst. This year's event will be held at The Magnolia in Clarksville, IN. We invite you to drop in for the full event, or as your scheudule allows, to show your encouragement and support for these hard-working students and future industry leaders from:  Centre College Georgetown College Indiana University Southeast  Midway University University of Louisville  It's a great opportunity to network and introduce your company to graduating students! Event Timeline: @ 2:00p - Student Team Presentations (open for member and guest viewing) @ 5:00p - Winning Team Announced and Networking Event with Students, Guests, and Members

2026 Research Challenge - Local Finals

The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company and then write a research report on their assigned company with a buy, sell, or hold recommendation.  Each Research Challenge season leverages the efforts of over 150+ CFA member societies, 3,500+ member volunteers, and more than 5,000 students from over 1,000 universities.      The Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real-world competition.  Additionally, all participants are introduced to and held to the standards of the CFA Institute Code of Ethics and Standards of Professional Conduct. Learn more about the Research Challenge here. Register

32nd Annual Forecast Dinner

The CFA Society Spokane Annual Economic Forecast Dinner is our marquee annual event, featuring leading practitioners in investment management. We invite you to join us for an evening of networking and learning from some of the most prominent financial minds in the industry. Introducing our Speakers: Josh Varon, CFA, CFP Senior Client Portfolio Manager Franklin Equity San Mateo, California Josh Varon joined Franklin’s Mutual Series team in 2021 as a client portfolio manager. As a member of the investment team, he helps communicate the current strategy, portfolio positioning and outlook to external decision makers and clients. Mr. Varon joined Franklin Templeton in 2016 as an ETF Specialist, where he managed client relationships across the West Coast and partnered with the broader US Sales team to educate clients on Franklin Templeton's ETF line and directly engaged with financial intermediaries and investment strategists that utilize ETFs. Prior to joining Franklin Templeton, Mr. Varon worked at BlackRock, where he provided consultative guidance to various Private Bank and Private Wealth Management teams on BlackRock's iShares ETF lineup. He also assisted those teams in constructing portfolios of various Mutual Fund, SMA and Alternative products. Mr. Varon also previously worked as an institutional fixed income salesman for First Empire Securities, working with various depositary institutions across the country. He began his career as a financial advisor as part of an independent financial planning practice.  Mr. Varon graduated from Binghamton University. He is a Chartered Financial Analyst (CFA) charterholder, Certified Financial Planner (CFP) and holds Series7, 66, and 24 Licenses. Karen Manna Investment Director  Portfolio Manager  Vice President Federated Hermes As investment director, Karen Manna is responsible for articulating the strategy, process, positioning and performance of Federated Hermes’ fixed-income portfolios and frequently meets with clients and consultants. She is also responsible for portfolio management and research in the fixed-income area and sits on all the fixed-income alpha pod committees. Karen has more than 20 years of investment experience. Before joining Federated Hermes in 2004, Karen was a real estate portfolio analyst and a fixed-income product manager at Fidelity Management Trust Company. She then went on to serve in various roles at Federated Hermes. These roles included: director of research and fixed-income marketing; senior product manager of fixed income; portfolio manager and senior investment analyst for tax-free money markets and bonds; and portfolio manager and senior investment analyst on the investment-grade bond team. Karen earned a bachelor’s degree from The Pennsylvania State University and an MBA from Boston College. For sponsorship information please reach out to [email protected]. REGISTER HERE

Join Us for Our Next Networking Event on February 26th

Join us for an exciting networking and social event! Connect with fellow CFA Society members and other business professionals. Don’t miss this opportunity to expand your network and engage with the investment community.   There is no registration fee for this networking event.   Please RSVP if you plan on attending.   Thursday, February 26th 5:00 - 7:00pm St. Kate Lobby Bar 139 E. Kilbourn Ave Milwaukee, WI 53202   We look forward to seeing you there! Register Now!

North Social

Join CFA Society Pittsburgh for a casual evening of networking and good conversation! Connect with fellow members, enjoy light refreshments, and unwind after the workday. We hope to see you there! DATE & TIME Thursday, February 26 from 5:00 - 8:00 PM LOCATION Wexford Public 12087 Perry Highway Wexford, PA 15090

22nd Annual Forecast Dinner

Join CFA Society Mississippi for the ultimate event for serious investors and business leaders in Mississippi! Regularly hosting over 400 attendees, our Annual Forecast Dinner is one of the premier financial forecast events in the country. Join us as we hear from our esteemed panel of investment industry experts from the fields of fixed-income, equity, and economics as they dive into the current economic landscape and share their insights on market trends for the upcoming year. Click "More Information" below to regsiter!

Diversification in Action: A Wine Blending Workshop

Join CFA Society Orlando for Diversification in Action: A Wine Blending Workshop, a hands-on evening where members connect, collaborate, and create their own Custom wine blends. Guided by an experienced sommelier from The Assemblage Wine Co., guests will taste, blend, and bottle their own wine in a relaxed and interactive setting. This private workshop offers a unique opportunity to engage with fellow members while exploring the art and strategy behind wine blending. Guests will leave with a personalized bottle of wine and new connections, making it a memorable and engaging experience. Registration:   Members: $35  Non-Members: $65 REGISTER. 

Annual Forecast Dinner

If you're a professional in financial markets today , you've been impacted by private markets. Private equity and credit are a combined $15 trillion asset class and growing, impacting all aspects of asset management, banking, and corporate funding.  Join   CFA Society East Tennessee  for a moderated discussion with experienced professionals to discuss the challenges and opportunities presented by private markets. A moderated panel discussion with experts across the private market spectrum covering equity, buyouts, credit, and much more. CFA East Tennessee 2026 Annual Forecast Dinner An Outlook for Private Markets DATE:   Thursday, February 26th TIME:   6:00 PM - 9:00 PM PLACE :  Mountain City Club , 216 W 8th St, 2nd Floor, Chattanooga Register Here :  Evening Agenda 6:00 - 7:00 PM Cocktail Hour & Networking 7:00 - 7:30 PM Dinner 7:30 - 8:30 PM Moderated Round Table Panel Discussion 8:30 - 9:00 PM Q & A

Pickleball Networking Event:

Join CFA Society Detroit for a lively and interactive networking event at Paddle + Par in Beverly Hills, MI, proudly sponsored by Federated Hermes. This one-of-a-kind gathering brings finance professionals together in a relaxed, high-energy setting designed to spark conversation and connection. Attendees will enjoy friendly pickleball play—no experience required—making it easy to break the ice and engage in some lighthearted competition. Between matches, connect with peers, exchange ideas, and talk shop in a casual, social atmosphere. Guests will also have access to the venue’s golf simulators, offering the perfect chance to sharpen your swing while winter weather stays outside. Whether you’re looking to expand your professional network, reconnect with fellow CFA members, or simply enjoy an evening of fun and friendly competition, this event is built to create connections that last well beyond the court. Refreshments will be provided to keep the conversation (and energy) flowing. Don’t miss this opportunity to mix networking with play—we’ll see you on the court! Agenda: 6:00 – 6:30 PM Arrival and Registration  6:30 – 9:00 PM Pickleball Play and Golf Simulator Registration includes pickleball play, equipment, golf simulator, dinner, and drinks.  Event Sponsored By: Federated Hermes

Fireside Chat with Howard Marks

ADDITIONAL DETAILS & REGISTRATION ADDITIONAL DETAILS & REGISTRATION

Vision 2026

Organized by CFA Society Philippines, Vision 2026 features the annual Forecast Event—Unfinished Business: The Philippines’ Quest for Stability and Credibility—a forward-looking discussion on the country’s economic direction amid global and domestic headwinds. The program culminates with the Best Managed Funds of the Year (BMFOY) awards, recognizing the top-performing funds that exemplify disciplined strategy, transparency, and stewardship—qualities that drive confidence in Philippine financial markets.

WEBINAR: AI in Asset Management

Artificial intelligence is rapidly becoming core investment infrastructure—not just a set of experimental tools. Join Joseph Simonian, PhD , editor of AI in Asset Management: Tools, Applications, and Frontiers , for a practitioner-focused webinar exploring how AI is being deployed across the modern investment workflow—from data engineering and signal discovery to portfolio construction, risk management, and governance. Drawing on cutting-edge research and real-world applications, Joseph will discuss how  machine learning, deep learning, reinforcement learning, natural language processing, and network theory are reshaping decision-making in asset management. The session will also highlight why explainability, model governance, and ethical AI are now essential for institutional adoption—not optional add-ons. This webinar is designed for investment professionals seeking a clear, practical framework for understanding where AI delivers real value today—and where the next frontier lies.    REGISTER

This Ramadan: Support Iftar Distribution in Your Community - Dubai

レベルII 対象 CFA試験対策ウェビナーシリーズ(全16回)「第10回：株式2（FCFF、FCFE、残余利益モデル）」

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 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

2025/2026 CFA Institute Research Challenge - Ethiopia local finals

CFA Ethics Challenge

Research Challenge Local Final

Management Skills Workshoop: Job Interviews

Job interviews are high pressure situations for even the most qualified candidates. So much depends on how you come across and what impression you make. This workshop helps you approach job interviews in a way that reduces the stress and increases your chances of you ending up at the top of the list. Note: this workshop is designed for job candidates, not for recruiters.

Smart Investing: Preventing Fraud in Uncertain Times

Have you ever wondered how to protect yourself from investment fraud? Join us to learn how to spot the signs of fraud and make smarter investment choices to secure your financial future. Whether you're new to investing or looking to sharpen your skills, this workshop has you covered! Presented by CFA Society Vancouver's Financial Literacy Committee and hosted in partnership with the BC Securities Commission.

Quick Bytes Webinar: “Perspectives Across the Credit Spectrum: Public, Private and Municipal Credit"

“With credit issues making headlines in corporate (First Brands and TriColor) and municipal (Brightline) credit a lot of people are asking if these are canaries in the credit coalmine. As a global credit specialist, Nuveen has unique insight on these credits along with the broader credit landscape as we look forward into 2026. For this call we have experts in private, corporate and municipal credit to share their outlook. Please join us for an engaging discussion on the current and future credit landscape.” CFA Society Detroit Members who register before March 2, 2026 will receive a $25 GrubHub meal credit to use for a lunch delivery the day of the event (US residents only).

The Investment Case for Farmland - Tulsa

You’re invited to join us for an upcoming program featuring Eddie Corrigan and Luke Drachenberg of Ceres, who will be presenting: “The Investment Case for Farmland: Income, Inflation Protection, and Diversification as a Strategic Portfolio Allocation.” This session will explore how farmland can play a strategic role in portfolios through income generation, inflation protection, and diversification benefits. March 3rd in Tulsa & March 4th in OKC 12:00 PM - 1:30 PM. We hope you’ll join us for what promises to be a timely and insightful discussion. About the Speakers Eddie Corrigan is a member of Ceres’ Business Development team, responsible for new business development and client relationships. He brings experience across public policy, risk management, and growth-stage companies. Prior to joining Ceres, Eddie began his career on Capitol Hill working for the Chief Deputy Whip, gaining firsthand exposure to legislative strategy and public-sector decision-making. He later worked as a risk management consultant at Marsh McLennan, advising organizations on enterprise risk, insurance, and financial solutions, and also spent time at Fast Radius in a high-growth environment focused on digital supply chains. Eddie holds the Series 7, 82, and 63 licenses and earned a Bachelor of Arts in Political Science from the University of Notre Dame. Luke Drachenberg focuses on portfolio management, acquisition due diligence and valuation, and developing tenant relationships at Ceres, with a special focus on the Lake States, Eastern Corn Belt, and Mid-South. Luke grew up on a corn, soybean, and specialty crop farm in southwest Wisconsin. He received a Bachelor of Science in Economics and Agricultural Business Management from the University of Wisconsin and served as a Renk Agribusiness Institute Scholar and Agriculture Future of America 40 Chances Fellow. Luke is a CFA Charterholder and a member of the Chicago Securities Analyst Society.

20th Annual CFA Society Phoenix Market Forecast Dinner

Join  CFA Society Phoenix  as we host the  2026 Annual Market Forecast Dinner  on  March 3, 2026  at the Omni Scottsdale Resort & Spa at Montelucia.  The Market Forecast Dinner is CFA Society Phoenix's premier event of the year, bringing together over 300 of the Valley’s leading investment professionals and key decision makers for a thought provoking dinner presentation and networking reception. Through the link you will find complete event information including how you can become a sponsor of this influential forum for investment professionals.

WEBINAR: AI in Asset Management Book Club

Join CFA Society Seattle’s Book Club for a collaborative AI in Asset Management Book Club , part of our broader spring programming focused on artificial intelligence in investment practice. This interactive session will bring members together to discuss how AI is reshaping the investment process—from research and portfolio construction to risk management, governance, and decision-making. The discussion will use AI in Asset Management: Tools, Applications, and Frontiers (text found here: AI in Asset Management: Tools, Applications, & Frontiers - Book ) as an anchor text, providing a shared framework for exploring real-world applications of machine learning, natural language processing, reinforcement learning, and explainable AI. However, participants are encouraged to engage at whatever level works best for them—whether you attend the related webinar, read selected chapters, read the brief only   ( rf_aiinassetmanagement_practitioner-briefs_full-monograph_online.pdf ), explore other AI materials, or simply come ready to listen and learn. This book club follows a webinar with Dr. Joseph Simonian on Friday, February 27, from 2:00–3:00 PM , which will introduce key themes from the book and set the stage for discussion. It also connects to upcoming sessions in our AI series, including a March 18 webinar on creating your own custom ChatGPT and a hands-on, practical AI session on March 26 . Whether you’re new to AI or actively applying it in your investment work, this book club offers a welcoming space to exchange ideas, ask questions, and learn from fellow investment professionals as part of an integrated AI learning experience. REGISTER

Emerging Markets Debt: Seizing the Moment

We are pleased to invite you to our upcoming evening conference, dedicated to Emerging Markets Debt (EMD), where we will discuss the current market opportunities. Investing in EM debt offers the potential for higher yields, diversification, and capital appreciation, supported by resilient growth, improving fundamentals and a favourable global environment. While investors should remain mindful of risks such as political volatility, currency fluctuations and global market dynamics, EM debt has also demonstrated remarkable resilience over time. We therefore believe that investors should consider a strategic allocation to emerging market (EM) debt as part of a diversified portfolio. Our guest speaker, Didier Lambert, Head of Emerging Market Local Currency Debt at J.P. Morgan Asset Management, will walk you through the changing nature of this market and our outlook for the asset class. This event is an opportunity to deepen your understanding of EMD and explore how it can support your objectives in 2026. The presentation will be followed by a networking cocktail

Webinar: City CV Presents From Passive To Powerful - Build Your LinkedIn Brand

LinkedIn has over 1 billion users and is the #1 social media site for hiring professionals. Over 97% of recruiters use LinkedIn as their primary candidate source and dismiss incomplete, badly written profiles. In this digital age, even with an outstanding CV, a powerful LinkedIn profile is essential: you’ll build influence, boost credibility, and open doors that would otherwise be closed. However you may feel about social media, you can’t afford to neglect your LinkedIn profile.   In this one-hour masterclass to learn a strategic approach to creating an authentic LinkedIn profile that fuses your individuality with your value and learn how to get active on LinkedIn to raise your visibility and get results. If you’re not harnessing the power of the world’s largest professional social platform… why not? In this masterclass, you’ll learn how to: - Make your LinkedIn profile shine - Exploit LinkedIn algorithms to beat the ‘LinkedIn Robots’ - Develop your online brand  The webinar will be delivered by Victoria McLean, CEO of City CV, an award-winning CV writing and interview coaching consultancy, and part of the Hanover Group. Victoria is a career industry expert, who has helped over 30,000 candidates secure their dream role. Victoria has developed a nuanced and strategic approach, which fuses market knowledge with a deep understanding of recruitment techniques to help you build your personal brand and create a compelling CV story. Register here: https://us06web.zoom.us/webinar/register/WN_NVlw2-VAQMumif_GzS53-Q

Dubai Suhoor Event

Virtual Society Social

Free for everyone! Join us for this virtual Society Social! We're making it easy to meet new people from across the region! We'll sort participants into smaller breakout sessions with pre-determined topics, so no need to stress over small talk. **We'll also be providing a $10 DoorDash voucher, so we can all enjoy coffee together! We'll be breaking participants into groups of 2-3 in each breakout room. In each room, you'll have 15 minutes to chat about three things, and then rotate to the next room! Here are the three things so you can be prepared: Name, and where are you located? How long have you been involved with the MN CFA Society? Can you share something about your past job experience?   Share one of these if you'd like: If you could have dinner with any person, who would it be and why? What was your first job? Connection challenge: Spend the last few minutes finding at least one thing you have in common that has nothing to do with finance

The Global Financial Stability

Speaker:   Mr. Saad Siddiqui Click  here  for speaker profile Date:   4 March 2026 Time:   10:30 - 11:30 AM Venue:   Pakistan Stock Exchange Overview This session will provide insights into the current state and future outlook of global financial markets, examining the key risks, policy developments, and structural trends shaping stability worldwide. It offers participants an opportunity to engage with expert perspectives, discuss implications for investment and economic policy, and better understand the interconnected dynamics of global finance. Dont put in email format

Exploring the Backdrop for Active Managers to Highlight Our Repeatable Process

Portfolio Manager Chris Smith will examine recent challenges faced by active managers and share his insights on current and future conditions for the industry. As part, he will detail how a structured investment process has enabled the team to thrive in challenging environments, highlighting its ability to build a differentiated portfolio that has compared favorably to both domestic and global indices.   DATE & TIME Wednesday, March 4 11:30 AM - 1:00 PM Doors open at 11:30 AM Presentation and lunch start at 12:00 PM LOCATION Rivers Club, Duquesne Room 301 Grant Street Pittsburgh, Pennsylvania 15219 Thank you to our event sponsor:  Steve McClean  with  Artisan Partners

The CFA Institute Inclusion Code for Aotearoa New Zealand: Why It Matters for Our Profession

An exclusive lunch session for CFA Society members introducing the CFA Institute Inclusion Code for Aotearoa New Zealand, as part of UK-based Sarah Maynard’s visit to New Zealand. The Inclusion Code is designed to support better investment and organisational outcomes by embedding diversity, equity, and inclusion into everyday practice—not as a compliance exercise, but as a leadership and decision-making framework. We are interested to share this with our members, seek your feedback, and understand the difference it could make. The briefing will be led by Sarah Maynard, Global Senior Head of Inclusion at CFA Institute and representatives from CFA Society New Zealand, who will share international evidence on how inclusion strengthens talent management, investment decision-making, risk oversight, and long-term performance, and why this matters for the future of our profession in New Zealand. About the Code The Inclusion Code is a framework designed to help organisations embed diversity, equity, and inclusion into their culture and practices. It supports ethical leadership, professional excellence, and measurable progress, and becoming a signatory can position organisations as leaders in creating a more inclusive investment and financial services industry in New Zealand.

ZOOM Webinar

Topic: Texas Economic Update Summary: This presentation will provide a regional economic update with a focus on Texas and the major metros. Topics covered will include the labor market, inflation, real estate, and the financial sector. The presentation will with a forecast and outlook for 2026. Speaker: Mariam Yousuf Federal Reserve Bank of Dallas Mariam Yousuf is a business economist at the Federal Reserve Bank of Dallas. As a member of the Research Department's regional group, she conducts research on regional economic issues, coordinates the production of and writes the release for the Dallas Fed's Banking Conditions Survey and Agricultural Survey and helps produce the Eleventh District Beige Book—the Dallas Fed's survey of regional economic conditions. She also produces articles for various Dallas Fed publications. Yousuf holds a bachelor's degree in applied mathematics and economics from the University of California, Berkeley, and an MA in economics from the University of California, Davis.

CFASP Luncheon - Managed Futures & Crisis Alpha

We’ll review Managed Futures and the concept of Crisis Alpha, focusing on how these strategies behave during periods of elevated or rising geopolitical risk. The session will highlight their diversification benefits, look at historical performance in volatile environments, and review how trend-following may help complement a traditional portfolio during periods of global uncertainty.  

Asset-Based Credit Investing with Blue Owl & Neuberger Berman

Join us to learn about the $11T opportunity in Asset-Based Finance (ABF), one of the fastest growing areas of private credit. Blue Owl Capital and Neuberger Berman will share their perspectives on how ABF can offer diversification to traditional direct lending strategies/private credit, as well as what type of hard assets, consumer finance, and specialty finance components managers find investable. Topics of discussion: ·         How deals are sourced and structured. ·         Covenant design and risk protection. ·         Typical spread and risks compared to direct lending. ·         How to position the asset class in client portfolios. REGISTER

Lunch & Learn: Understanding European Venture Capital

REGISTER European Venture Capital  Lunch and Learn Adams Street Partners and the Ottawa CFA Society are pleased to invite you to an exclusive luncheon hosted at Beckta in Ottawa on Wednesday, March 4th. This intimate roundtable discussion will be led by Ross Morrison , Partner on Adams Street’s Primary Investment Team based in the London office, who will share timely insights on the current venture capital landscape with a focus on European landscape. The conversation will touch on emerging trends, the rise of AI, market dynamics, and Europe’s contribution to global tech. The format will be open and interactive, encouraging dialogue and the exchange of ideas among participants.   This event presents an exciting opportunity to engage with fellow industry colleagues in a thoughtful, forward-looking conversation on key forces shaping private markets today. We look forward to welcoming you!   Register By: February 27, 2026 8:00PM REGISTER Please note, if you continue onto the registration process you will be directed to log into your CFA Institute account. If you do not have an account yet, you can create one here .

The Investment Case for Farmland - OKC

You’re invited to join us for an upcoming program featuring Eddie Corrigan and Luke Drachenberg of Ceres, who will be presenting: “The Investment Case for Farmland: Income, Inflation Protection, and Diversification as a Strategic Portfolio Allocation.” This session will explore how farmland can play a strategic role in portfolios through income generation, inflation protection, and diversification benefits. March 3rd in Tulsa & March 4th in OKC 12:00 PM - 1:30 PM. We hope you’ll join us for what promises to be a timely and insightful discussion. About the Speakers Eddie Corrigan is a member of Ceres’ Business Development team, responsible for new business development and client relationships. He brings experience across public policy, risk management, and growth-stage companies. Prior to joining Ceres, Eddie began his career on Capitol Hill working for the Chief Deputy Whip, gaining firsthand exposure to legislative strategy and public-sector decision-making. He later worked as a risk management consultant at Marsh McLennan, advising organizations on enterprise risk, insurance, and financial solutions, and also spent time at Fast Radius in a high-growth environment focused on digital supply chains. Eddie holds the Series 7, 82, and 63 licenses and earned a Bachelor of Arts in Political Science from the University of Notre Dame. Luke Drachenberg focuses on portfolio management, acquisition due diligence and valuation, and developing tenant relationships at Ceres, with a special focus on the Lake States, Eastern Corn Belt, and Mid-South. Luke grew up on a corn, soybean, and specialty crop farm in southwest Wisconsin. He received a Bachelor of Science in Economics and Agricultural Business Management from the University of Wisconsin and served as a Renk Agribusiness Institute Scholar and Agriculture Future of America 40 Chances Fellow. Luke is a CFA Charterholder and a member of the Chicago Securities Analyst Society.

CFA資格授与式/CFA Charter Award Ceremony

English follows Japanese. 合格者の皆様 CFA®試験レベルIIIに合格されましてあらためておめでとうございます。 当協会では来る3月4日18時45分よりCFA資格授与式を開催いたします。今回は2025年8月実施のCFA試験レベルIIIに合格された方、新CFA資格者となられた方が対象となります。 授与式では、CFA協会および日本CFA協会からの祝辞に続きまして、新資格者の方々にCFA資格証書(A4レプリカ版)の授与、記念撮影をおこないます。 祝賀会ではお食事をご用意してネットワーキングイベントをご堪能いただけますよう準備をすすめております。 皆様の難関試験合格を祝し、同期合格者、CFA資格者との交流を中心に有意義な夕べになるかと思います。ぜひ万障お繰り合わせのうえご参加いただきたく、ご案内申し上げます。 　　　　　　　　　　　　　　　記 ◆日時：2026年3月4日（水）　18:45～20:45 ◆会場：東京金融ビレッジ 　　　　アクセス： https://www.fine-tokyo.com/access/ ◆参加費：無料 （新資格者へのA4レプリカ版は準備の都合上、2月14日までにCFA資格者にお手続き完了しており、且つこちらのイベント登録も完了された方となりますので、ご了承ください。そのほかの方々には当協会からCFA試験レベルⅢの合格証をお渡しいたします。） ご登録：合格者の皆様にメールにてご案内いたします。 日本CFA協会 Congratulations again on passing the Level III CFA® exam! On March 4th at 6:45p.m., a CFA Charter Award Ceremony will be held   for those who passed the Level III CFA exam  in August 2025, and for those who have newly become CFA charter holders The ceremony will include congratulatory remarks from the CFA Institute and CFA Society Japan, the presentation of CFA certificates (A4 replica) to newly certified CFA charter holders, a commemorative photo, and a networking event with meals and drinks to follow. We very much look forward to congratulating you on passing such a difficult exam. This will be a great opportunity to  network with other successful candidates and CFA charter holders.. ◆Date: Wednesday, March 4, 2026, 18:45 - 20:45 ◆Venue: FINE Tokyo 　Access: https://www.fine-tokyo.com/en/access/ ◆Participation: Free of charge (Please note that the A4 replica for new CFA Charterholders will be prepared for those who have become CFA Charterholders and registered this event by February 14th, due to preparation. Others will receive a CFA Exam Level III certificate from CFA Society Japan.) Registration:　Invitation will be sent to the passers of CFA Program Level III in  August, 2025 (This is a registration site exclusively for those who have passed the CFA Program Level 3 or new charter holders.) CFA Society Japan

Asset Owner Series - Family Offices

The Next Decade of Private Real Assets: Investment Opportunities Across Infrastructure, Farmland, an

Join us on Thursday, March 5, at Hayfield's Country Club, when we welcome Eric Gorman, Managing Director of Investments at Harrison Street , for a breakfast presentation, The Next Decade of Private Real Assets: Investment Opportunities Across Infrastructure, Farmland, and Timber.   Private real assets are playing an increasingly important role in portfolios as investors navigate a higher-rate environment, evolving inflation dynamics, and shifting sources of long-term growth. This presentation will examine the investment case for private infrastructure, farmland, and timber, with a focus on the major secular themes shaping each asset class. Attendees will gain insight from an allocator's perspective into the structural drivers underpinning return potential, including energy transition, AI & digitization, deglobalization, and evolving consumer preferences. The discussion will conclude with an outlook for the next decade, highlighting where we see the most compelling risk-adjusted opportunities and how allocators should consider positioning private real assets within diversified portfolios.   Members - $25.00 Nonmembers - $45.00

Western New York’s Economy: Trends and Outlook

Dr. Golebiewski will present an economic analysis of Western New York, putting regional conditions in the context of national trends, with particular attention given to the labor market and business activity. Participants will gain an understanding of the current economic conditions in Western New York within the broader context of national trends. The session will equip attendees to analyze regional labor market dynamics and shifts in business activity, enhancing their ability to incorporate localized economic insights into investment and portfolio decision‑making. **CFP CE SUBMITTED*

Join us for 5 Themes to Watch in 2026

The world is changing faster than you think. From AI to Demographics, we are seeing trends shift and markets change at breathtaking pace. Join Michael Antonelli as he talks about 5 trends that will not only affect the markets, but your entire life. To view the Speaker's Bio -  click here! Thursday, March 5th 4:30 - 6:30PM Journeyman Hotel 310 E Chicago St. Milwaukee, WI 53202 Register Now! Agenda 4:30 - Registration & Happy Hour Networking 5:30 – Presentation 6:30 – Program Ends

Member Happy Hour (+Bring a Guest!)

Join us for happy hour at Wellman's Pub & Rooftop in West Des Moines on Thursday, March 5 from 4:30 - 7:00 PM!   Enjoy complimentary drinks and appetizers while mingling with fellow society members! It's the perfect opportunity to unwind, network and have a great time. Don't miss out on the fun!   Feel free to bring a guest! Bring a colleague, friend, new hire in your office, your spouse, or anyone who would like to attend with you! Please select QTY 2 tickets if you're bringing a guest to help us plan accordingly.   Registration is appreciated for planning purposes.   Thank you to Carlyle Global Wealth and State Street Investment Management for partnering with us on this event!

March First Thursday Happy Hour on the Westside at Sibling Revelry hosted by Highland Consulting

Grab friends and co-workers and join us for a networking happy hour on the westside at Sibling Revelry hosted by Highland Consulting Location:   Sibling Revelry, 29305 Clemens Road, Westlake REGISTER HERE Happy Hour hosted by Highland Consulting CFA CLE is meeting members where they are! We are happy to host happy hour on the westside Please register so we know how many to expect and invite co-workers and friends to join us Please remember CFA CLE Happy Hours are intended for financial professionals to network 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   For Membership Here

量化行业2025趋势和2026展望

3 月 5 日， CFA 上海协会特邀华泰证券研究所策略首席兼金工首席何康先生，带来主题为《量化行业 2025 趋势和 2026 展望》的专业分享，带您了解量化策略、产品和行业生态有哪些变化。

Women in Finance: II Evento Networking

Después del gran éxito del año pasado estamos encantadas de poder decir que ¡vuelve nuestro evento anual de networking!   Desde el Comité Women in Finance de CFA Society Spain queremos invitarte a un encuentro en el que volver a vernos, conocer nuevas compañeras, compartir inquietudes y ampliar nuestra red de contactos. Nos encantará que te unas a nosotras el próximo 5 de marzo y que podamos seguir creando, ampliando y consolidando juntas una gran comunidad de mujeres profesionales!   ¡Te esperamos! 📅  Fecha:  jueves 5 de marzo ⏰  Hora:  19:00 h  📍  Lugar:  Casa Club, Pinar 17 Será un encuentro informal, un tiempo para tomar algo, charlar y compartir, y seguir escuchándote para que este año podamos estar aún más cerca de ti y de lo que necesitas. ¡No lo dudes y apúntate! ¡Te esperamos! REGISTRO Un abrazo, Comité Women in Finance CFA Society Spain 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 Women in Finance cuenta con el patrocinio de:

Abu Dhabi Suhoor Event