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.

Una Charla con Amundi: Revisión de los mercados y las carteras

Amundi Iberia tiene el place de invitarle a una nueva “Charla con Amundi” con nuestro CIO Víctor de la Morena , quien analizará los últimos movimientos de mercado y actualizará la visión de Amundi sobre las diferentes clases de activos.   "Revisión de los mercados y las carteras"   A continuación, Gonzalo Ortiz de Vigón  compartirá nuestras Ideas de Inversión para el contexto actual. Le recordamos que el webinar será íntegramente en castellano y tendrá una duración aproximada de 40 minutos.     Registrarme al webinar     Si no puede asistir al webinar , no se preocupe, le mandaremos posteriormente el material utilizado y la grabación del webinar.         Cualifica con 1 CPD de formación estructurada para los poseedores de la designación CFA y certificación Certified Advisor Cad. Para poder computar la hora, una vez concluido el evento, deberá realizar el test disponible aquí .        Solo para profesionales  Para más información o cualquier consulta, contacte con [email protected]    

March Madness Networking with the ELG

Join CFA Society Pittsburgh’s Emerging Leaders Group (ELG) for a March Madness networking social as the NCAA Tournament tips off. We’ll gather at Tom’s Watch Bar to catch the first-round action, connect with fellow members and professionals, and enjoy a relaxed afternoon of basketball, conversation, and camaraderie. Whether you are following your bracket closely or simply looking to expand your network in an informal setting, this event offers a great opportunity to engage with the CFA Society Pittsburgh community. We are grateful to PIMCO for sponsoring this event. EVENT DETAILS Friday, March 20 4:00 – 7:00 PM Tom’s Watch Bar 261 North Shore Drive Suite 3 Pittsburgh, PA 15212

社交活动｜敦煌文化艺术展观展-第二期

CFA上海协会将组织第二期「敦煌文化艺术展观展」活动，我们将安排付费专业讲解，通过2小时深度导览介绍，带您沉浸式体验敦煌的文化艺术，读懂敦煌的千年历史与文明脉络。

お花見ランチネットワーキング/“Ohanami” Luncheon Networking Event

English follows Japanese. お花見ランチネットワーキング ご好評のランチネットワーキングイベントを六本木エリアにて開催いたします。 六本木ミッドタウンガーデンの桜を見渡せる、モダンインド料理店でのランチネットワーキングです。ぜひ奮ってお申込みください。 今回のイベントは日曜日に設定しており、平日に業務等でまとまった時間が取れない方もぜひ、お気軽にご参加ください。 マンハッタンに創業され六本木で承継されたモダンインディアンダイニングを賞味しながら、会員同士の人脈形成と知見拡充の機会にいかがでしょうか。お目にかかるのを楽しみにしております。 日時   　 2026 年 3 月 22 日（日）　 11 時 30 分～ 13 時 30 分（ 11 時半スタート） 会場※ Nirvana New York （東京ミッドタウン ガーデンテラス 1F ） 　　 （ HP: CURRY＆BIRIYANI NIRVANA TOKYO | Nirvara New York Official Site ） 参加費 1,000 円 （本イベントは日本 CFA 協会正会員限定とさせていただき、定員になり次第締め切りといたします。） ご登録　 https://cvent.me/mRY1k9   ※   申込み状況により会場が変更される可能性があり、ご了承の上お申し込みください。 ・メニューは同店の休日ランチビュッフェに準じております。 ・ドレスコードはカジュアルです。 ・入店の際に検温・手指消毒・マスク着用の御協力をお願いいたします。インフルエンザ等感染状況などにより、やむをえずイベント中止となる場合もございますのでご了承ください。    (キャンセルポリシー) ・  当日のスケジュールをご確認の上お申込みください。お申込み後にやむを得ない事情により出席できないと判明された場合、3月19日までに事務局 ([email protected]) へご連絡いただくようご協力いただけましたら幸いです（この場合はキャンセル無料）。 ·     なお、3月20日以降の直前キャンセルに関しては、公式メニューとの差額分を請求させていただきたくご理解の程よろしくお願いいたします。 “Ohanami” Luncheon Networking Event (Mar. 22, 2026) We are pleased to inform you of the luncheon networking event in Roppongi on March 22nd. This time, it is an “Ohanami” luncheon networking event to celebrate the cherry blossom season, and we would like to welcome you to this event. We schedule the event on Sunday for our members who are unable to find time on weekdays due to work or other commitments, so please feel free to join us.  This is a great opportunity to network with other members and expand your knowledge with enjoying the modern Indian cuisine, which came from Manhattan, New York City and has settled in Roppongi, in a location overlooking the cherry blossom in the Midtown Garden. We very much look forward to seeing you there.  Date & Time:      11:30-13:30, March 22 (Sunday), 2026 (Luncheon starts at 11:30.) Venue*: Nirvana New York           Tokyo Midtown Garden Terrace 1F, 9-7-4 Akasaka, Minato-ku, Tokyo           (HP: CURRY＆BIRIYANI NIRVANA TOKYO | Nirvara New York Official Site ) Fee:    1,000 yen         (This event is for CFA Society Japan Regular Members only) Registration:　 https://cvent.me/mRY1k9 (Seating is limited and would be closed when reaching capacity)   *Venue may change depending on the number of applicants. Note: ・ Please be kindly advised before your registration, that there are no special choices for other designation (the menu can be referred on the above HP, the same as the “Lunch Buffet”). ・ Dress code would be casual. ・ Please understand that we may cancel this event due to infection situation or other reasons. (Cancellation Policy) • If you are unable to attend due to unavoidable circumstances after registration, please inform us ([email protected]) by March 19. We will refund the fee.    •  For cancellations after March 20, we may charge you the difference between the menu price and the registration fee. 

ALTSLA 2026

Embark on a journey through the illustrious ten-year history of ALTSLA, where conferences consistently sell out in advance, and participants rave about their experiences. As we chart a course for 2026, expect an event that surpasses all expectations, delivering more content, more speakers, and more opportunities for meaningful engagement within the alternative investment community. Click here for more details

ALTSLA 2026

We’re pleased to announce that  ALTSLA 2026  will return on  March 23 - 25, 2026  at the  InterContinental Los Angeles Downtown . Co-hosted by the  CFA Society Los Angeles ,  CAIA Association ,  CalALTs  and  Markets Group , the forum continues to serve as the region’s premier gathering for alternative investment professionals. CFA Society San Diego  are supporting ALTSLA as an Association Partner and are able to offer a ticket discount to members.  Email [email protected] for the CFASD Member Discount Code.   To request the latest agenda or register online -  click here!

ALTSLA 2026

We’re pleased to announce that  ALTSLA 2026  will return on  March 23 - 25, 2026  at the  InterContinental Los Angeles Downtown . Co-hosted by the  CFA Society Los Angeles ,  CAIA Association ,  CalALTs  and  Markets Group , the forum continues to serve as the region’s premier gathering for alternative investment professionals. CFA Society Sacramento are supporting ALTSLA as an Association Partner and are able to offer a ticket discount to members.  Email [email protected]  for the CFASAC Member Discount Code.   To request the latest agenda or register online -  click here!

Spring Training Networking Event 2026: Colorado Rockies vs. Detroit Tigers

It's Spring Training Time! CFA Society Phoenix is hosting a networking and social event for its members and candidates and up to one guest on the Leinenkugel's Sundeck at Salt River Fields at Talking Stick. This year's event is a matchup between the Colorado Rockies and the Detroit Tigers.  Food will be provided and there will be a hosted bar. Please register yourself and up to one guest by Thursday, March 12, 2026.

Small Business Investment Companies - What are they and why should you care?

Join CFA Society Nashville at Truxton for a morning panel discussion over coffee and pastries with seasoned Small Business Investment Company managers. This conversation will demystify the SBIC structure and explore where SBIC funds fit in the private capital landscape. Panelists will discuss how government leverage affects their investments, the types of businesses and strategies SBICs pursue, and why Nashville has emerged as a hub for SBIC activity. The discussion will also touch on the investor base behind these funds and where SBIC funds can fit within a portfolio.  Date & Time Tuesday, March 24 7:45AM – 9AM Schedule 7:45 AM Arrive / Register 8:00 – 8:45 AM Intro / Panel Discussion 8:45 – 9:00 AM Q&A Pricing Members: Free Guests: $10 Location Truxton Trust 20 Burton Hills Blvd #200 Nashville, TN 37215

Powering What's Next: How Electrification Reshapes Infrastructure Investing

Powering What’s Next: How Electrification Reshapes Infrastructure Investing explores how artificial intelligence is driving far more than demand for chips and hyperscalers—it is accelerating the electrification of the global economy and fueling the first material increase in electricity demand in decades. As AI adoption and broader electrification trends converge, the implications for infrastructure are profound. This session examines why capturing these opportunities requires a nuanced, textured investment approach that spans energy, utilities, REITs, and adjacent sectors, and how investors can position portfolios to benefit from the transformation reshaping the future of power and infrastructure. Speaker Paul Baiocchi, CFA Chief ETF Strategist SS&C ALPS Advisors Register

3-24-26 Bitwise Crypto Market Update: Everything You Need To Know

Register NOW! Crypto is at a rare inflection point. For the first time in years, fundamentals are running well ahead of prices. Stablecoins are surging. Tokenization is sweeping the market. Regulation is finally moving in the right direction. Institutional adoption is accelerating. Yet prices have pulled back — creating a moment that serious investors can't afford to ignore. In this special one-hour session, Bitwise CIO Matt Hougan — co-author of the CFA Institute Research Foundation's first-ever publication on crypto — will cut through the noise and bring you fully up to speed. From crypto 101 to the latest market catalysts, Matt will walk you through how crypto actually works, how it stands to disrupt parts of the financial system, and where the most important risks lie. You'll leave with a clear, grounded understanding of where crypto stands today — and what comes next.

CFA Forecast Lunch 2026 – Featuring: Forecaster of the Year and The Evolving Landscape for KiwiSaver

We’re   pleased to invite you to t he CFA Forecast Lunch — CFA Society NZ’s annual signature event—a highlight on the investment industry calendar.   It’s   a unique opportunity to connect with peers over lunch and engage with thought leaders on the trends shaping markets and portfolios.    Your ticket includes:   Delicious 2-course plated lunch :   drinks on arrival and at your table.   Forecaster of the Year competition : a light-hearted review of the past year. T h e Forecaster of the Year will be   announced,   and attendees will make their predictions for 2027.   There’s   a lot of luck involved so   it’s   not too serious!   Special   Panel   Discussion: KiwiSaver – its evolving role in retirement and investment strategy.   Special Panel Discussion   This year’s lunch features a special panel session on one of the most pressing issues for New Zealand’s financial future:   KiwiSaver – its evolving role in retirement and investment strategy.   Our expert panel includes:   Dr Michelle Reyers, CFA – Policy Lead, Retirement Commission   Liam Dann – Political Commentator & Journalist   Sam Stubbs   –   Managing Director , Simplicity   Moderated by Christina Leung, CFA – CFA Society NZ   Vice Chair   CFA Society New Zealand has determined that this program qualifies for 1 PL credit hour under the guidelines of the CFA Institute Professional Learning program. Register now! For group or table of 10 bookings, please contact   [email protected] PRINCIPAL SPONSOR FORECASTER OF THE YEAR SPONSOR SUPPORTING SPONSOR    

New Date - Counterintelligence in West Michigan

Join us for an engaging discussion with Peter Jolliffee, focused on how the FBI works with the community to protect West Michigan's critical assets, like our advanced technologies and information in the defense, economic, financial, public health, and science and technology sectors.  Tuesday, March 24th 4:00 - 7:00pm ET Founders Brewing Co. 235 Cesar E Chavez Ave, SW Grand Rapids, MI 49503 Register Now! Speaker Bio-  Peter Jolliffe has worked as a Special Agent with the Federal Bureau of Investigation since 2010, focusing on foreign counterintelligence matters. Prior to that he was employed as an engineer with the Department of Defense, as well as with multiple private companies.   Agenda   4:00pm - Registration & Networking  4:30pm - Presentation  5:30pm - Networking   7:00pm – Program Ends 

Webinar: Geopolitical Outlook for the GCC - Navigating Regional Risks and Opportunities

What’s Next for International Markets?

Description: Is 2026 shaping up to be another strong year for international markets? Will the dollar continue to weaken? Are we entering a new secular period of international outperformance relative to domestic markets? Join us for an in depth panel discussion with leading portfolio managers and researchers as they examine the forces driving global markets today. The conversation will explore opportunities and risks across developed international equities, emerging markets, and international fixed income, offering actionable insights for portfolio positioning in the year ahead. REGISTER. 

Intrinsic Value: A Complete Approach to Value Investing

【 CFA Japan Seminar Announcement 】　                       Intrinsic Value: A Complete Approach to Value Investing Date: March 24th (Tues), 2026, 19:00-20:30 Venue:  Room1-2, FINE TOKYO, 5th Floor, South Tower, Otemachi Financial City, 1-9-7 Otemachi, Chiyoda-ku, Tokyo http://www.fine-tokyo.com/en/access/ (For those who take the subways to come: From Tokyo Metro Otemachi Station, please use the passageway directly connecting to the first basement floor of the building. Then take the South Elevator from the first basement floor or the first floor to the fifth floor. For those who come from the surface street: Please enter the SouthTower, Otemachi Financial City from FINE TOKYO Entrance that is across the street of Sankei Building. Then take the South Elevator from the first floor to the fifth floor.) Language:  English Topics:  Finance (PL credit eligible) Speaker: Mr. Rafael Resendes (Applied Finance Co-founder) Fee: CFA Society Japan Member (Regular/Affiliate/Associate/Professional member), CFA Institute Member of other societies: Free CFA Program Candidate: 2,000yen Non-member: 3,000yen PL Credit:  1.5  ( ※ This is a Global Passport accredited event.)   Lecture outline (structure/agenda) Traditional value investing has struggled in recent decades, potentially highlighting a flaw in relying on commonly used value ratios such as book-to-price and earnings-to-price. These measures overlook profits that will be realized in the future and therefore only partially capture a company’s true economic value. The prolonged low-interest-rate environment over the past 30 years has made future profitability an even more important determinant of a firm’s value. By focusing on short-term accounting metrics and ignoring future economic profitability, these ratios often cause analysts to mislabel a company as cheap or expensive without accurately establishing whether it is truly overvalued or undervalued.   Intrinsic Value provides a more complete valuation framework by explicitly incorporating what traditional value metrics overlook: the role of future Economic Profits in creating a company’s fundamental value.   A potential concern about using intrinsic value metrics is the reliance on long-term forecasts to make investment decisions. However, the empirical evidence originating from an extensive database of live, out-of-sample intrinsic value estimates, consistently applied from 1999 to 2025 – a 27-year period provides strong support for this approach. The long track record demonstrates the reliability and practical effectiveness of intrinsic value methods in real-world investing.   This presentation summarizes the key findings from research published in the Financial Analysts Journal . The article highlights the performance improvements achieved by using the Intrinsic-Value-to-Market-Value ratio as a predictor of stock returns. Intrinsic value is measured as the capital already invested plus the sum of discounted future Economic Profits, which are positive when a firm’s return on investment exceeds its cost of capital.   What stands out for investment professionals is the practical application of Intrinsic Value, which uncovers stocks that appear “cheap” according to traditional valuation ratios but are in fact overvalued, as well as those that seem “expensive” yet are undervalued. These sorts are possible and successful across both value and growth styles. The evidence suggests that Intrinsic Value delivers consistent performance across different market conditions and macroeconomic regimes. This makes it a valuable tool for constructing resilient portfolios and designing long-term asset allocation strategies that are robust to evolving investment environments.   Speaker's biography Rafael Resendes – Applied Finance Co-founder   Rafael Resendes is a founding partner of Applied Finance and serves as the Chief Investment Officer, overseeing development and implementation of the firm’s investment strategies.   Mr. Resendes has over 35 years of capital market experience, specializing in equity valuation and capital stewardship measurement. His research and insights have led to the development of strategies that harness stewardship, intrinsic value, and risk characteristics to construct equity portfolios.   Notably, all of Applied Finance's investment strategies have outperformed their benchmarks since their inception.   Mr. Resendes graduated from the University of California, Berkeley with a Bachelor of Science in Finance and Economic Analysis. Mr. Resendes went on to earn his MBA from the University of Chicago. Mr. Resendes is also a member of the Phi Beta Kappa Society.   Recent research: 2020: Valuation Beta - Asset Pricing Model - Addressing Inadequacies of Book to Price with Intrinsic Value 2022: The Wealth Creation Effect in Stock Returns - The interaction of profitability and investment positively correlates with stock returns, controlling for the usual characteristics. 2024: Intrinsic Value: A Solution to the Declining Performance of Value Strategies - publication in the Financial Analyst s Journal Industry Impact: • Lectured to Over 50 Security Analyst Societies Globally • Guest lecturer at the Hass School of Business at U.C. Berkeley • Served as Adjunct Professor at DePaul University in Chicago Registration If you wish to attend this seminar, please register via website. https://cvent.me/b2b24D     CFA Society Japan [email protected]

Elliott Carson, CFA, Avantis Investors

Please join us on March 25, 2026.  Elliott Carson, CFA, from Avantis Investors will present on "Where Can Indexes and Factors Fall Short". To register, click on "More Information" below. Student Members may attend for free, but registration is required by emailing [email protected].  Please include your meal choice: beef, fish, chicken, vegetarian.   Registration closes at 8 AM on Friday, March 20, 2026.

Hybrid Luncheon: "How Insurers Can Take Advantage of Opportunities in the Triple Net Lease Space"

Join us for our luncheon -- "How Insurers Can Take Advantage of Opportunities in the Triple Net Lease Space" -- on Wednesday, March 25!   As insurance and institutional investors look to diversify beyond their existing real estate equity allocations, net lease investments offer an attractive blend of stable, long-term income and capital appreciation supported by creditworthy tenants.    By focusing on 15-25 year net leases and properties in essential industries, investors can benefit from contractual rent escalations that are typically built in, which helps mitigate inflation risk and enhances long-term cashflow durability. For insurers, net lease investments present a particularly appealing return profile, with targeted Net IRRs in the 12–14% range and Net Distribution Yields around 8%.     Jag Singh, a 1st Vice President in the Strategy Specialist Group at CIM Group, will discuss further why he believes this is an asset class that can help with overall portfolio diversification and improve expected returns.   This luncheon is open to both members and non-members.   The in-person luncheon will be held at The Rewind Hotel in West Des Moines. Doors open and a buffet lunch is served at 11:30 AM, and the presentation begins at 12:00 PM. For the in-person luncheon, please register by Friday, March 20.   A virtual option is also available. For those attending virtually, the Zoom presentation begins at 12:00 PM. 

Today's Private Market Opportunity Set: Lunch with Matt Banks of GEM Investments

Join us for lunch on Wednesday, March 25. Matt Banks, Chief Investment Officer of GEM Investments, will be speaking on "Today's Private Market Opportunity Set. RSVP Required  Date: Mar 25, 2026 11:30 am - Mar 25, 2026  Location: Seasons 52 6085 Poplar Ave, Memphis, TN 38119

Is AI a Bubble - Or Are We Missing the Bigger Picture?

Join us for a candid discussion with Robert M. Almeida, Global Investment Strategist and Portfolio Manager at MFS Investment Management, on how investors can navigate the intersection of technological innovation and physical economy constraints and explore practical ideas for positioning portfolios amid bottlenecks and evolving expectations.

Liquid Strategies | Options-Based Strategies for Income, Growth, and Hedging

Please join us for an engaging conversation with  Shawn Gibson  and  Eric McArdle  of  Liquid Strategies . Attendees will hear Shawn and Eric’s views on the options market, with an emphasis on typical strategy designs, why they work/don’t work, and suggestions for improving and deploying those strategies.  When : Wednesday, March 25, 2026 Time : 12:00 - 1:00 PM ET Location : Zoom

Education Luncheon - ETF Market Overview

Join us on Wednesday, March 25, 2026 ETF Market Overview Dave Abner, Head of Global ETFs & Funds, Northern Trust Asset Management will present an ETF Market overview, Structures & Innovations, ETF Trends in Portfolio Construction, Regulatory & Market Information, Case Studies, Flexshares / Northern Trust ETFs, Q&A. SCHEDULE : 12:00 – 1:30 PM COST | Includes Lunch (Salad, Entrée, and Dessert) Members & a Guest Current CFA Society Hartford members and their guest attend for $20.00. Finance students and those enrolled for CFA exams attend for $20. Non-Members   $40.00 REGISTER NOW 1.5 CE Credit awarded for CFA Society Hartford members. GUEST SPEAKER Dave Abner Head of Global ETFs & Funds Northern Trust Asset Management Dave Abner is the Head of Global ETFs & Funds, overseeing mutual fund and ETF product strategy, research and development, ETF capital markets, fund services oversight and treasury functions at Northern Trust Asset Management. Dabner Capital Partners - President/Founder - Bespoke Advisory to the Crypto and ETF industries. 2022-2024 Gemini Crypto Exchange - Global Head of Business Development - 2020-2022 WisdomTree - CEO of WisdomTree Europe Ltd. - 2008-2020 BNP Paribas - Global Head of ETF Trading - 2006-2008 Bear Stearns - Head of ETF Trading - 1992 - 2006 Master of Science in Management and Policy Analysis - SUNY Stony Brook - 1992 Bachelor of Arts in Economics - SUNY Stony Brook - 1991 Books Authored: The ETF Handbook - Wiley, 2016 The Visual Guide to ETFs - Bloomberg, 2012 Interested in Hiking, Golf and my family. SPONSORED BY: Northern Trust Asset Management

7th Annual Wealth Management Symposium

CFA Society San Diego & Financial Planning Association San Diego invite you to attend their  7th Annual Wealth Management Symposium, at the SD Tech Alexandria on  Wednesday, March 25 th   from 12-2:30pm. If you are an asset allocator or advisor in wealth management or at a family office, this event is for you! Learn how experts and your peers are addressing questions about markets and wealth planning that you and your clients are asking now. Speakers: Dr. David Blanchett, CFA, CFP, Managing Director, Portfolio Manager and Head of Retirement Research, PGIM: “Deconstructing the Retirement Liability: Rethinking How Retirees Spend and Invest.” Explore how spending evolves during retirement and the implications for optimal portfolios.  Topics will include the “retirement spending smile”, how time horizon affects optimal retirement portfolios, how flexible spending affects optimal retirement decisions, and why we need to rethink commonly used retirement outcomes metrics. Chris Fasciano , Chief Market Strategist, Commonwealth Financial Network: “Headlines drive the Short Term. Fundamentals Drive the Long-Term. A Look at the Economy, Federal Reserve, and Equity Markets.” See what economic data tells us after all the headlines we have seen, what it means for the Fed, and how it may impact financial markets. To view the Speakers Bio's - click here. Wednesday, March 25th 12:00 - 3:30 pm SD Tech Alexandria 9605 Scranton Road San Diego, CA 92121 Register Now!

Exam Prep Webinar

Join us for a live, exclusive Q&A session ahead of the May exam window. Instructor Richie Owens, CFA will review key problem areas and address commonly misunderstood topics. Bring your questions — this is your opportunity to clear up challenging concepts and gain valuable last-minute insights before exam day. The session will focus on several key topics and common pain points in Levels I and II. It is designed to be practical and exam-focused. After reviewing the core concepts, we’ll apply them to exam-style questions so you can see how the material is likely to appear on test day. Richie Owens, CFA, has over 20 years of experience teaching the CFA® curriculum in live and online settings. After earning his CFA® charter in 2008, he transitioned fully into CFA education and has taught review courses across Europe and the U.S. He is now based in New Jersey, where he writes curriculum, records content, and hosts office hours for MM.com. Richie previously worked at KPMG and holds a Master’s degree in Economics from the University of Edinburgh.

22nd Annual Dinner

Mark your calendar for the 22nd Annual Dinner — the premier gathering of the CFA Society Dallas/Fort Worth community. Join us March 25, 2026 for an evening of connection, insight, and celebration with peers across the finance and investment community. CFA Society Dallas/Fort Worth is thrilled to announce  Rick Rieder,  Chief Investment Officer of Global Fixed Income at  BlackRock, as our keynote speaker. As one of the most influential leaders in global finance, Mr. Rieder oversees $2.4 trillion in assets, serves on Alphabet/Google’s Investment Advisory Committee, is a member of BlackRock’s Global Executive Committee, and has provided strategic advice to the Federal Reserve and U.S. Treasury. Members and non-memebrs are welcome! Click Here To Register *Please note if you joined our waitlist you are not registered for the event and must purchase a ticket.  *Please note event times could be subject to change. We will keep everyone informed on details as registration becomes available.

CICLO EDUCATIVO ACTIVOS DIGITALES y BLOCKCHAIN (4º sesión)

Desde el  Comité de Alternativos de CFA Society Spain  nos complace anunciar el lanzamiento del  nuevo ciclo educativo sobre blockchain y activos digitales , que dará comienzo el próximo miércoles  11   de  febrero. Este ciclo constituye la  primera serie formativa estructurada  que la sociedad lanza, con el objetivo de proporcionar a nuestros miembros una  base rigurosa y práctica  para comprender el funcionamiento de los activos digitales, sus riesgos, su aplicabilidad en la gestión de carteras y su papel emergente en los mercados financieros globales. Dada la rápida evolución del mercado de los activos digitales y la creciente diversidad de modelos, protocolos y soluciones, el programa ha sido diseñado con una  estructura progresiva , que combina fundamentos técnicos y aplicaciones prácticas.   Formato y calendario · Frecuencia : Seminarios quincenales (cada dos miércoles) · Duración:  45 minutos de exposición + 15 minutos de preguntas · Formato:  Videoconferencia en directo (Zoom). Las sesiones serán grabadas y quedarán almacenadas · Acreditación:  Cada sesión incluirá un test de 10 preguntas. Los participantes que lo superen obtendrán créditos de Professional Learning (PL) del CFA Institute   Contenidos del ciclo Las sesiones se estructuran de forma progresiva, desde los fundamentos hasta los temas más avanzados y aplicados: 1. Cómo funciona blockchain y qué son los activos digitales / tokens  - Miércoles  11  de Febrero a las 15:00 Ponente:  María Guinda, CFA , head del Subcomité de Activos Digitales. En esta primera sesión se abordarán los fundamentos tecnológicos que sustentan este mercado, explicando qué problemas resuelve la tecnología blockchain, cuáles son sus principales beneficios y qué impacto potencial puede tener en los sistemas financieros actuales. Asimismo, se analizará en detalle qué es un activo digital, qué implica su posesión desde el punto de vista económico y operativo, y en qué se diferencia de los activos financieros tradicionales. 2. Universo de mercado: tipos de tokens, taxonomía y sectores  - Miércoles 25 de Febrero. Ponente:  María Guinda, CFA , head del Subcomité de Activos Digitales. 3. Cómo tener exposición al mercado y riesgos según estrategia   - Miércoles 11 de Marzo Ponente:  Carlos de Andrés, CFA  – Director de Ventas en WisdomTree, gestora especializada en la inversión en activos digitales. 4. Operativa de exposición directa: compra, ejecución y custodia institucional  - Miércoles 25 de Marzo Ponente:  Ana Santillan, CFA  – Head of EMEA Financial Institutions en Fireblocks, el mayor custodio institucional del mundo. 5. Stablecoins y su papel en los mercados financieros globales  - Miércoles 8 de Abril Ponente:  Noelle Acheson  – analista de referencia del mercado en la relación crypto-macro global. 6. Introducción a DeFi y sus principales estrategias  - Miércoles 22 de Abril Ponente: Pendiente de confirmar. 7. Tokenización de activos financieros: oportunidades y riesgos   - Miércoles 6 de Mayo Ponente: Pendiente de confirmar.   Saludos cordiales, CFA Society Spain REGISTRO EL COMITÉ DE ALTERNATIVOS CUENTA CON EL PATROCINIO DE  

International Women’s Day 2026

REGISTER NOW This panel event celebrates three accomplished women in banking, investment, and finance.  The discussion will explore their professional journeys, leadership experiences, and perspectives on building meaningful careers in the industry, with the goal of inspiring the next generation of professionals.   This is a complimentary event.  Registration is required.  Food and refreshments will be provided, and there will be time for informal networking following the panel.   Dress code : Business casual  Costs to attend : $0 (complimentary)  Registration deadline : March 18, 2026 REGISTER NOW

'Active Fixed Income Trends in 2026' Happy Hour

Active Fixed Income Trends in 2026 Please join us for a Presentation & Happy Hour at Brambly Park, as CFA Society Virginia presents Brian Ellis, CFA, Morgan Stanley Investment Management. BRIAN ELLIS, CFA Brian is a Managing Director of Morgan Stanley Investment Management and a senior portfolio manager on the Broad Markets Fixed Income team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s Broad Markets strategies. He joined Calvert Research and Management’s predecessor organization Calvert Investment Management in 2009. Eaton Vance acquired Calvert Investment Management in 2016. Morgan Stanley acquired Eaton Vance in March 2021. Brian began his career in the investment management industry in 2006. Before joining Eaton Vance, he was a portfolio manager of fixed-income strategies for Calvert Investments. He was previously affiliated with Legg Mason Capital Management (now ClearBridge Investments). Brian earned a B.S. in finance from Salisbury University. He is a CFA charterholder and an FSA Credential holder. He is a member of the CFA Institute and CFA Society Boston. Sponsored by Eaton Vance.

Pickleball Social

Join us for our first ever Pickleball Social. There are lots of options for this social....hangout with CFA friends, eat and drink, play pickleball, or watch others play pickleball. Truly, an option for everyone who wants to spend time with CFA Houston colleagues.  This event is open to CFA Houston members and their guests.  There is complimentary parking at PKL Social. Register by clicking on MORE INFORMATION!! Make sure to let us know if you are planning on playing so we have enough courts! You must complete BOTH SCREEENS in registration to have a reservation to play!

Investment Management: Career Paths, Industry Insights, and Opportunity

Investment Management: Career Paths, Industry Insights, and Opportunity | March 25 at 6PM The W. P. Carey School of Business, in partnership with CFA Society Phoenix, invites you to an engaging panel discussion featuring accomplished investment management professionals. Hear firsthand stories, career insights, and real-world perspectives from industry leaders who have built successful and diverse careers in finance. Designed for students and professionals alike, this event offers a unique opportunity to gain insight into today’s investment landscape, explore career pathways in financial services, and connect with others interested in the field. The evening kicks off with a networking reception from 6-7 P.M., featuring appetizers and non-alcoholic beverages—an ideal setting to meet peers and industry professionals. At 7 P.M., the panel discussion begins, focusing on career opportunities within investment management, practical guidance for entering and advancing in the field, and perspectives from women leaders who are making a meaningful impact across the industry. Expand your network, deepen your industry knowledge, and be inspired by leaders shaping the future of finance. This complimentary event requires advance RSVP, as space is limited. LOCATION Arizona State University Tempe Campus McCord Hall 106- Avnet DATE AND TIME Wednesday, 3/25/2026 6:00pm - 8:00pm COST FREE SPEAKERS Mike Copeland | Senior Portfolio Manager, Private Markets – Arizona State Retirement System Stacy Siewert | Leader, Equity Trading – Edward Jones  Carol Romney | Financial Advisor – Captrust

2026年　ステーブルコインの現在地

【日本 CFA 協会ウェビナー】 　 2026 年　ステーブルコインの現在地   日時 : 2026 年   3 月 25   日（水） 19:00-20:30 開催方式： 　 Zoom ウェビナー 言語 : 日本語 講師 : 岡部典孝氏（ JPYC 株式会社　代表取締役） 会費 : 日本 CFA 協会会員   （正会員、準会員、アソシエイト会員、プロフェッショナル会員） : 無料、 CFA プログラム受験者 : 2,000 円、非会員 : 3,000 円 、コーポレート・スポンサー：無料 トピックス : Fintech PL クレジット： 1.5   講演内容 （１）世界のステーブルコインについての概要 （２）各国の規制について 　・アメリカの GENIUS 法 　・ EU の MiCA 　・日本の改正資金決済法 　・その他各国の潮流 （３）日本のステーブルコインについて 　・資金移動業型や信託銀行型などの法的な解説 　・最新の社会実装について （４）「未来の金融」の構成要素としての認識と事例 　・「ステーブルコイン」「 Web3 ウォレット」「 AI 」「証券・ RWA のトークン化」「 DeFi 」 （５）ステーブルコインの普及でどう変わるか？ （その他、最新のニュースなどがあれば適宜取り上げる予定です） 講師ご略歴 岡部典孝氏（JPYC株式会社　代表取締役） 2001 年、一橋大学在学中に一社目の創業を経験し、代表取締役、取締役 CTO 等を務める。  2017 年、リアルワールドゲームス株式会社を共同創業。取締役 CTO/CFO を経て、取締役。  2019 年、日本暗号資産市場株式会社（現 JPYC 株式会社）を創業し、代表取締役。 2021 年より日本円建プリペイド型トークン「 JPYC Prepaid 」を発行。 2021 年、 iU 情報経営イノベーション専門職大学の客員教授、 2023 年 7 月より BCCC 「ステーブルコイン普及推進部会」部会長。 2025 年 6 月より一般社団法人 日本暗号資産ビジネス協会（ JCBA ）理事。同年 8 月より一般社団法人ブロックチェーン推進協会（ BCCC ）副代表理事。 2025 年 10 月 27 日より日本初となる日本円建ステーブルコイン「 JPYC 」を発行開始。 登録   当ウェビナーにご参加されるには、以下のウェブサイトよりご登録ください。 https://cvent.me/YldAXb ※ご登録後、ウェビナーご参加のための Zoom ログイン情報を含む確認メールが届きます。   CFA Society Japan    [email protected]      

Adapting governance and allocation to balance risk and opportunity

As global monetary dynamics evolve, the conversation is shifting from currency concerns to governance, policy design, and portfolio construction. This webinar explores how fiduciary responsibility is being redefined through the lens of governance frameworks, investment policy statements, and practical implementation. Our expert panel will examine how investment committees, trustees, and boards are responding in real time, translating macroeconomic shifts into actionable oversight and strategy.

Lunch'n Learn Moody's: Early Warning Signs of Default

We are pleased to invite you to our upcoming Lunch & Learning session on March 26, featuring Yasmina Serghini, CFA. Yasmina will be joined by a second analyst, whose name will be shared in the coming days. During this session, we will explore:   Early Warning Signs of Default How can investors identify, ahead of time, the signals that may indicate an upcoming default? Through a concrete case study, this session will provide a structured analysis of credit “red flags”, financial, operational, and governance-related, and illustrate the methodology used by analysts at Moody's to anticipate credit deterioration before it materializes. This session will be held in English, and questions are welcome throughout to encourage an engaging and interactive discussion. We look forward to welcoming you to this insightful and practical exchange.

Time for a Change in Leadership? Why Small Caps Still Reward Discipline

Join Jenny Hubbard, CFA, as she discusses why she believes now is an opportune time for investing down the capitalization spectrum.

Industry Insights Webinar: Mastering WACC in Emerging Markets

Determining the true cost of capital in emerging and frontier markets remains one of the most complex challenges in investment analysis. Traditional models often struggle to account for the realities of volatile markets, regulatory dynamics, and data limitations. Our upcoming webinar will explore practical approaches to estimating the cost of capital in frontier markets, helping investment professionals make decisions grounded in market realities rather than theoretical assumptions. Join us on 26 March 2026 for this technical session designed for professionals seeking deeper insight into valuation in emerging markets.  Date:  Thursday, 26 March 2026 Time:  2 pm - 4  pm GMT Venue:  Virtual (Zoom) PL Credit:  1.25 Be part of this informative webinar. #capitalmarkets #webinar #virtual #emergingmarkets

WiIM Golf Clinic Series - Session 2 - IRONS

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CFA Society Idaho – Market Update & Outlook

Join CFA Society Idaho on  March 26  for a market outlook presentation followed by networking and refreshments.

Invest in Yourself Networking - March Madness!

Join us for our March Madness Happy Hour! Thank you to our generous sponsor, First Trust. Come join us for another opportunity to network with other financial services professionals both members and non-members! Enjoy drinks and appetizers as you meet-and-greet with new associates. RSVP for Free Here!

Join us for our Spring Social Events

Let’s get together! Join your fellow CFA Society New Mexico members at one of our in-person spring social events.  We will be hosting the first event in Santa Fe on March 18th and the second event will be on March 26th in ABQ, giving everyone an opportunity to attend. Best of all, these events come at no cost and your registration includes complimentary beverages.   March 18th 5:00 - 7:00 pm CHOMP 505 Cerrillos Rd Suite B101 Santa Fe, NM 87501 March 26th 5:00 - 7:00 pm Santa Fe Brewing Company  Tin Can Alley 6110 Alameda Blvd NE Albuquerque, NM 87113 Please register if you plan on attending. Register Now We look forward to seeing you at one of the social events!

2026 FORECAST DINNER & NEW CHARTERHOLDER EVENT

PLEASE JOIN US AT MAGGIANO'S FOR OUR SIGNATURE FORECAST DINNER & NEW CHARTERHOLDER EVENT! Get us on your Calendar for Drinks, Dinner, and " Navigating the Capital Markets in 2026 & Preparing for What Comes Next " on March 26t h.  PANELISTS:            David Jones , Director of Investment Strategy with BlackRock             Brian Levitt , Chief Global Market Streategiest with Invesco MODERATOR:             Alex Rokowski, CFA , VP of Programs, CFA Society San Antonio Members and one Member Guest are invited at no charge Candidates are invited at a $25.00 charge Non-Members are invited at a $50.00 charge 1 Hour of CE (continuing education) will be automatically posted for members TO REGISTER:  CLICK ON " MORE INFORMATION " BELOW                   

Agentic AI Workshop: Build Your Own Custom ChatGPT Agent

As the saying goes, AI won’t replace people — but people who know how to use AI will . Join us for a hands‑on workshop where you’ll build your own custom ChatGPT AI Agent. Following Cindy Lin’s March 18 webinar on creating custom AI Agents, this in‑person session invites financial professionals to bring their laptops and apply these tools directly to their own projects. Collaborate with peers, exchange ideas, and walk away with practical skills you can put to work immediately. REGISTER

Diversificadores bajo presión: geopolítica, crédito privado y nuevos riesgos en el horizonte.

  Diversificadores bajo presión: geopolítica, crédito privado y nuevos riesgos en el horizonte     26/03/2025 19:00 a 21:00 h     CFA Society Spain te invita a una mesa redonda con las gestoras Aberdeen Investments, Aegon Asset Management, Tikehau Investment Management y Wisdom Tree para una charla sobre:   DIVERSIFICADORES BAJO PRESIÓN: GEOPOLÍTICA, CRÉDITO PRIVADO Y NUEVOS RIESGOS EN EL HORIZONTE           La inteligencia artificial, la fragmentación geopolítica y una inflación estructuralmente más alta están redefiniendo el régimen de inversión. En un entorno donde el riesgo energético, las tensiones comerciales y los episodios recientes en crédito privado han puesto en cuestión la estabilidad del sistema, la diversificación ya no puede darse por sentada.   ¿Son realmente defensivos los ABS en un contexto de tipos reales elevados? ¿Podría el crédito privado convertirse en el punto frágil del próximo ciclo ante desajustes de liquidez? ¿Cuál es el efecto diversificador de la deuda frontier en el panorama macroeconómico actual? ¿Son las materias primas una cobertura estructural o simplemente una apuesta táctica?   Este panel reúne a cuatro gestoras internacionales para debatir qué activos aportan verdadera resiliencia en 2026 —y cuáles podrían estar más expuestos de lo que parece. Una sesión diseñada para profesionales que quieren anticipar riesgos, cuestionar consensos y afinar sus decisiones de asignación en un régimen que claramente está cambiando.   📅 Jueves 26 de marzo 🕖 19:00 a 21:00 horas 📍 Club Financiero Génova (calle Marqués de la Ensenada, 14)   Ponentes:       Egbert Bronsema Investment Manager Aegon Asset Management     Egbert Bronsema is an investment manager in the European ABS team. Prior to joining the firm, he worked as a portfolio manager and analyst in IMC Asset Management’s structured finance team for 11 years. Egbert has been in the industry since 2005 and joined the firm in 2016. He holds a master’s degree in business economics and quantitative economics from Maastricht University.       Prior to joining WisdomTree, Carlos worked as Head of Business Development at Allfunds Investment Solutions and as Senior Sales at DWS, bringing over 20 years of experience in Asset Management and Banking. Carlos is a lecturer at CFA Society Spain and at IE Business School, where he teaches a course in Asset Management. He was awarded Best Professor in Master Programs in 2021 and 2022. Carlos is a CFA charterholder and holds an MBA from IE Business School.     Carlos de Andrés, CFA Sales Director at WisdomTree for the Iberia market.       Kevin Daly Investment Manager, Emerging Market Debt at Aberdeen Kevin is an Investment Director on the EMD team. He joined the company in 2007 having spent the previous ten years at Standard & Poor's in London and Singapore. During that time Kevin worked as a Credit Market Analyst covering global emerging debt, and was Head of Origination for Global Sovereign Ratings. Kevin was a regular participant on the Global Sovereign Ratings Committee, and was one of the initial members of the Emerging Market Council, formed in 2006 to advise senior management on business and market developments in emerging markets. Kevin graduated with a BA in English Literature from the University of California, Los Angeles.       Sergio Muelas joined Tikehau Capital in 2017, taking part in the opening of the Madrid office as well as the launch and consolidation of the private debt strategy in Iberia.   He currently leads the private debt strategy in Iberia, where he has invested approximately €750 million across more than 20 transactions. Prior to joining Tikehau Capital, he worked in the M&A department at Indra Sistemas. He holds a degree in Business Administration from the Complutense University of Madrid and a Master’s in Finance from ICADE.   Sergio Muelas Head of Private Debt Iberia Tikehau Capital       Alberto García Fuentes, CFA Global Fund Selection Santander Private Banking Moderador   Alberto began his career as a Senior Business Analyst at Ahorro Corporación (2005–2010), before relocating to the UK to serve as an Investment Analyst and Quantitative Developer at Collidr until 2015. From 2015 to 2022, he held various roles at Santander Asset Management, including positions in Portfolio Construction, Risk Management, and Asset Allocation. Alberto holds a degree in Business Administration and has earned several leading investment certifications, including the CFA, CAIA, FRM, CMT, ESG Investing Certificate (CFA), and the IMC designation.     IMPORTANTE :  La conferencia será en inglés. Evento exclusivo para socios/abonados de CFA Society Spain. Aforo limitado.  Es obligatorio realizar la inscripción en el siguiente link:     INSCRIPCIÓN   Si te has registrado y no vas a poder asistir, te pedimos que nos avises con suficiente antelación para ayudarnos a organizar y planificar adecuadamente la logística del evento. ¡Esperamos verte allí!   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.

レベルII 対象 CFA試験対策ウェビナーシリーズ(全16回)「第13回：債券2（オプション付債券、信用リスク、CDS）」

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 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

京西赏花

日期：3月28日 星期六；时间：8:30-17:00；集合地方：公主坟地铁站A口。如需报名请点击链接。

Quantitative Methods 1/2 Day Bootcamp

In conjunction with CFA Society Los Angeles. A Candidate Engagement Advisory Council sponsored event. Come join Andy Berkin, Ph.D, as he reviews Volume 1, Quantitative Methods, from the Level I 2026 CFA Curriculum. CFA® Institute’s Quantitative Methods curriculum introduces the Time Value of Money (TVM), Organizing, Visualizing, & Describing Data, Presentation Concepts, Common Probability Distributions, Sampling & Estimation, Hypothesis Testing, and Introduction to Linear Regression. Quantitative Methods plays a significant role in the CFA exam and is applied across many other areas of the curriculum such as equity investments, fixed income valuation, and corporate issuers. If you’re a Level I Candidate looking for a better breakdown of Quantitative Methods, or if you’re looking to learn how to best apply Quantitative Methods, then this half day bootcamp is for you.

Value for Money: Challenges and Implications for Asset Managers

We are pleased to invite you to an upcoming event dedicated to  Value for Money,   a topic that has become central to discussions across the French asset management industry. Although the concept of Value for Money is now present in both regulation and industry practices, it remains a sensitive subject. This event will explore the meaning of what Value for Money means in practice, and the challenges it raises for asset managers, distributors, and investors. To foster a constructive and balanced discussion, we will welcome a panel of well-known industry professionals who will share their views and practical experience on this topic. Program 18:00 - Welcome 18:30 - Introductory overview of Value for Money 18:40 - Panel discussion 20:00 - Networking cocktail

The Role of Traditional Energy in Evolving US Power Markets

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