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.

Kaplan's CFA Level 1 - July 2026 Exam Preparation Class

Kaplan's CFA Level 1 - July 2026 Exam Preparation Class

2026 Ethics Challenge for Investment Professionals

CFA Society South Africa invites you to take part in the 6th CFA Society South Africa Ethics Challenge for Investment Professionals in Southern Africa.  Driven by CFA Institute the Ethics Challenge is an annual competition for CFA charterholders and other investment industry professionals who will analyse a case study which contains a variety of ethical dilemmas. The Challenge is designed to increase the knowledge and awareness of ethics and ethical principles amongst industry professionals. We believe that the Ethics Challenge will help to transform participants into future leaders, as it focuses on the following developmental goals: Help participants gain ethical decision-making experience. Expose participants to real-world ethical dilemmas. Extend participants' professional networks. Provide participants a platform to discuss and debate the importance of ethics. How It Works: Register and Complete the Assessment Quiz (Opens end April) The Top 25  registered participants from the assessment quiz will be randomly balloted into 5 teams of 5 members. On commencement, each Team will have six (6) weeks to prepare their presentations to present to a panel of judges at the final on the 23rd July 2026                                        

How Short Sellers Find Their Ideas: Fraud Detection or Market Interpretation?

Join us for an exclusive talk with Soren Aandahl, Founder and Chief Investment Officer of Blue Orca Capital, one of the world’s leading activist short-selling firms. Over the past 15 years, Soren has built a strong reputation for uncovering corporate frauds, financial misrepresentations, and structurally flawed business models across global markets. Despite the presence of regulators, auditors, and analysts, significant frauds can persist for years. In this context, short sellers play a controversial yet critical role, often acting as a last line of defense in identifying inconsistencies and exposing wrongdoing. Are short sellers essential watchdogs of financial markets, or destabilizing forces? During this session, Soren will share his perspective on: • The role of short sellers in modern markets • How to identify companies that may be “too good to be true” • His investigative approach to short investing • The challenges surrounding activist short selling Drawing on real case studies, this session will offer practical insights into one of the most debated strategies in finance. A networking cocktail will follow the Q&A session. This event will be held in English but questions in French will be more than welcome.

Management Skills Workshop: Personality Types

We are all aware that different people have different preferences, different habits, and different ways of working and communicating. But that insight itself does not make working together across all those differences any easier. So if you don’t want to wait for everybody to see the light and become more like you, this workshop can help you understand and deal with different personality traits. That way you can literally “work well with (almost) anyone”.

Perspectives in Private Credit Luncheon

Private credit has moved from niche allocation to a cornerstone of institutional portfolios, and the conversation around it is evolving just as fast. Join us for an intimate luncheon featuring Wei Lin Chew of KKR, one of the world’s leading alternative asset managers, for a candid discussion on the private credit landscape, where the opportunities are, and what investors need to understand to allocate with conviction.

Roundtable Breakfast, Beyond Beta: Winning in a More Demanding Bond Market

Join us for a breakfast roundtable discussion on Beyond Beta: Winning in a More Demanding Bond Market, Dan Larkin, CFA, Vanguard The path ahead for bonds continues to look favorable, but the drivers of performance are shifting—away from broad beta and increasingly toward the ability to capitalize on rising dispersion and actively manage volatility. Join Vanguard as they share insights on the state of fixed income markets, discuss portfolio construction considerations, and present implementation ideas for today’s market environment. REGISTER HERE May 6th 7:45am to 9:00am Corporate College, 4400 Richmond Road, Warrensville Heights This roundtable will have two locations: Eastside Breakfast at the Corporate College, Warrensville Heights and Westside Lunch at Wild Mango, Crocker Park (please register for this at the separate registration link here ) Breakfast will open at 7:45am and the presentation will start promptly at 8am. Breakfast and lunch brought to you by Vanguard Learn about Vanguard Here Dan Larkin is a Senior Client Portfolio Manager in Vanguard’s Investment Management Division. Mr. Larkin works with Vanguard’s fixed income investment team and is responsible for supporting the active taxable fixed income product lineup. His primary responsibilities include meeting with clients to share portfolio positioning, performance, and investment outlook, authoring investment thought leadership content, and supporting the research and design of new fixed income products. Prior to joining Vanguard in 2016, Dan worked as a fixed income performance & risk analyst at Barclays Capital and prior to that was a mortgage-backed securities analyst at Standard & Poor’s. He was also the Director of Fixed Income for Nationwide Financial’s Manager Research Team and was charged with the oversight and manager search efforts for all of Nationwide’s sub-advised fixed income mutual fund strategies. Dan is a CFA charterholder. You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free! Join CFA Cleveland today, yearly dues: Local Member $150 Candidate Member $125 Student Member $50 CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media. Apply Here

Coffee Social

  Start your morning with us! ☕ Stop by Empire Café on your way to work, grab a cup of coffee, and connect with CFA colleagues before the day gets busy. It’s a great chance to catch up, share ideas, and start the day off right. 📅 May 6 ⏰ 8:00 – 9:00 AM Swing in, say hello, and enjoy a relaxed morning with fellow CFA friends. We hope to see you there! There is plenty of free parking at Empire Cafe. Join us! Please click on MORE INFORMATION to register.

Luncheon with Dimensional

Widely dismissed early on as a path to mediocrity, index or ‘passive’ investing has been widely adopted by investors; that said, index-tracking managers make active decisions that can lead to unintended consequences and opportunity costs that are seldom discussed, or even considered. Join us for a great networking and educational luncheon featuring Rob Harvey, CFA, of Dimensional as he leads us into a discussion that evaluates the impact of many of these decisions, addressing the total costs of adhering to the strict framework that characterizes most benchmarks. Sponsored by Dimensional. Click "More Information" below to register!

Suburban Luncheon: Rethinking Credit Allocations: Building More Resilient Portfolios in Public Mark

Correlations can shift across market regimes, and traditional fixed income diversification may prove less reliable amid heightened geopolitical uncertainty and volatility. As most allocators base their view on public credit exposures driven largely by spreads, they may be overlooking a broader and growing opportunity set beyond traditional bonds that are not “priced to perfection.” Join the Artisan Credit and EMsights teams for a discussion on idiosyncratic strategies across primarily US public below–investment-grade credit and global debt seeking to deliver low correlation and compelling risk-adjusted returns relative to broad market indices and risks.      Michael Fontaine is a director of Artisan Partners with responsibility for distribution and servicing of the strategies managed by the firm’s Credit team. He is also responsible for creation of the team’s investment content and communications. Prior to joining Artisan Partners, Mr. Fontaine was a principal with Third Street Partners. Before that, he was a director and co-portfolio manager with Willis Towers Watson. Earlier in his career, Mr. Fontaine was an analyst with Wells, Canning & Associates. Mr. Fontaine holds a bachelor’s degree in finance with a minor in economics from Iona College.      Jack Powers, CFA, is a portfolio specialist with responsibility for communication with investors and creation of investment content as well as distribution and servicing of the strategies managed by the firm’s EMsights Capital Group. Prior to joining Artisan Partners in October 2025, he served as vice president and portfolio specialist on the municipal bond product and portfolio strategy team at Eaton Vance. Before that, Mr. Powers held roles as an internal consultant for the banks and independents channel and as a mutual fund services representative at Eaton Vance. He holds dual bachelor’s degrees in economics and history from Boston College. Registration is free of charge. Click here to register

VIRTUAL: Using Agentic AI to Reshape Data Engineering, Governance, and Access in Finance

Financial institutions sit on vast, complex data ecosystems — spanning risk models, regulatory reporting, client analytics, and market intelligence — yet most still rely on brittle, manually maintained pipelines and fragmented governance frameworks to manage them. Brighthive and its agentic platform, BrightAgent, represent a fundamental shift: purpose-built AI agents that autonomously discover, catalog, govern, and transform data without it ever leaving your environment. Rather than asking analysts and engineers to wrangle infrastructure, agentic AI handles the toil — profiling data quality, enforcing policy-as-code governance, resolving lineage across warehouses and lakes, and delivering trusted, query-ready datasets to the people who need them. For finance, the implications are profound: compliance teams get real-time visibility into how sensitive data flows and who accesses it; portfolio managers and quants get faster, self-service access to governed data without filing tickets; and data engineering teams shift from reactive firefighting to strategic enablement. This is the trajectory of agentic finance workflows — not a single monolithic AI, but a coordinated team of specialized agents that continuously maintain the data foundation your firm's decisions depend on. REGISTER

Roundtable Lunch, Beyond Beta: Winning in a More Demanding Bond Market

Join us for a lunch roundtable discussion on Beyond Beta: Winning in a More Demanding Bond Market, Dan Larkin, CFA, Vanguard The path ahead for bonds continues to look favorable, but the drivers of performance are shifting—away from broad beta and increasingly toward the ability to capitalize on rising dispersion and actively manage volatility. Join Vanguard as they share insights on the state of fixed income markets, discuss portfolio construction considerations, and present implementation ideas for today’s market environment. REGISTER HERE May 6th 12:00pm to 1:30pm Wild Mango, Crocker Park This roundtable will have two locations: Eastside Breakfast at Corporate College, Warrensville Heights ( please register for this at the separate registration link here ) and Westside Lunch at Wild Mango, Crocker Park Breakfast and lunch brought to you by Vanguard Learn about Vanguard Here Dan Larkin is a Senior Client Portfolio Manager in Vanguard’s Investment Management Division. Mr. Larkin works with Vanguard’s fixed income investment team and is responsible for supporting the active taxable fixed income product lineup. His primary responsibilities include meeting with clients to share portfolio positioning, performance, and investment outlook, authoring investment thought leadership content, and supporting the research and design of new fixed income products. Prior to joining Vanguard in 2016, Dan worked as a fixed income performance & risk analyst at Barclays Capital and prior to that was a mortgage-backed securities analyst at Standard & Poor’s. He was also the Director of Fixed Income for Nationwide Financial’s Manager Research Team and was charged with the oversight and manager search efforts for all of Nationwide’s sub-advised fixed income mutual fund strategies. Dan is a CFA charterholder. You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free! Join CFA Cleveland today, yearly dues: Local Member $150 Candidate Member $125 Student Member $50 CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media. Apply Here

CICLO EDUCATIVO ACTIVOS DIGITALES y BLOCKCHAIN (7º 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  

2026 Charter Award Ceremony & Annual Member Social

Celebrate the accomplishments of our newest Charterholders by joining CFA Society San Diego at our upcoming   Charter Award Ceremony , held at Coasterra on Wednesday, May 6th from 4:00 -7:00pm.  We will also be hosting the CFA Society San Diego’s   Annual Member Social . Enjoy cocktails and hors d’oeuvres, followed by the award ceremony and dinner where we will highlight the new Charterholders accomplishments.  Registration has closed for this event Pricing >>> Members - No Charge Non-Members - $80 Important :  New Charterholders must RSVP from the invite that was sent directly to them. Please do NOT register via the general event registration.  Schedule >>> 4:00pm - Check-in, cocktails, and hors d'oeuvres 5:30pm - Award Ceremony 6:00pm - Dinner 7:00pm - Event concludes Venue >>> Coasterra 880 Harbor Island ​San Diego, CA 92101 Free onsite parking at the venue is available.

AGM

Join us for CFA Society Israel’s 2026 Annual General Meeting — a gathering of our members, partners, and friends to reflect on the past year’s progress and look ahead to the Society’s continued growth. The AGM will include updates from the board, a review of our key initiatives, and discussions about upcoming events and strategic priorities for the year ahead. The meeting will also provide an opportunity for members to network, share ideas, and strengthen connections within Israel’s growing CFA community.

CFASP Luncheon – Small Cap Perspectives with Royce Investment Partners

We are pleased to host Kavitha Venkatraman, Assistant Portfolio Manager, and Steve Clark, CFA ® , Senior Client Portfolio Manager. This session will provide a deep dive into the small-cap landscape, specifically addressing: Market Outlook: Navigating the current environment and its impact on small-cap performance. Dispelling Myths: Fact-checking common misconceptions about this asset class. Strategic Opportunities: A look at where Royce is identifying high-conviction value in today’s market.

2026 CFA Society Ottawa Forecast Dinner

The annual CFA Society Ottawa Forecast Dinner is the foremost investment conference in the nation’s capital, attended by investment professionals, federal government, and Crown agency officials. With past attendance of 500+, the CFA Society Ottawa Forecast Dinner is an opportunity to reach a wide-ranging audience that cannot be missed. 2026 features keynote speaker Dan Gardner . REGISTER Cost to Attend ·  Individual $250 ·  Full table of 10 $2500 ·   Student $100 – with valid student ID   Dress Code   Business Casual

Cinco De Mayo Social

Register NOW! Join us for the 5th Annual Cinco de Mayo social, sponsored by AllianceBernstein Private Credit Investors! Join us for the 5th Annual Cinco de Mayo social, sponsored by AllianceBernstein Private Credit Investors!  Food and beverages provided, 5:30-7:30pm, at the SkyLounge on the 14th floor of the AllianceBernstein offices at 605 Colorado St., Austin, TX 78701. Parking will be validated and is in the building on the Colorado Street side. When you park and enter the elevator, press Sky Lounge and it will take you directly to the event. CFA members: free,  Guests: $40 University students, CFA 2026 Test Takers and Sponsors get one free ticket. Register NOW!

Mutual Funds vs Exchange-traded Funds (ETFs)

Mutual funds and ETFs are two of the most popular investment options available to Canadians — but how do you know which is right for you? This free workshop breaks down both in plain language, comparing how they work, their fees, trading flexibility, tax considerations in registered accounts (RRSP, TFSA, RESP), and the pros and cons of each. You’ll walk away with a clearer understanding of your options and the confidence to make more informed investing decisions that fit your goals and lifestyle. Presented by CFA Society Vancouver's Financial Literacy Committee

Breakfast with the Comptroller

CFA Society Hartford invites you to join the  Connecticut Comptroller, Sean Scanlon , for a breakfast discussion on the state’s FY 2026 fiscal outlook. The program will cover the current budget environment, revenue trends, reserve levels, pension funding progress, and debt obligations. Designed for investment professionals and municipal market participants, this briefing will connect Connecticut’s published financial results to broader credit conditions and long-term fiscal stability. The session will include moderated discussion and audience Q&A. Why Attend - Direct insight from a key decision-maker - Better understanding of state financial health - Relevance to investment decisions - Timely macro + local connection - Opportunity to ask questions during live Q&A - Networking with relevant peers REGISTER NOW Who Should Attend - Portfolio managers - Credit analysts - Municipal bond investors & traders - Public finance professionals - RIAs with bond allocations - Institutional consultants - Wealth advisors with CT clients or muni exposure - Bank treasury / risk professionals - Insurance investment teams - Anyone tracking state-level fiscal risk - Emerging professionals / students - CFA candidates - Finance students

CareerFest 2026 - Islamabad

For more details: click here.

The ME Conflict: Likely Impact on Pakistan’s Economy

Join us for the upcoming Seminar on ‘The ME Conflict: Likely Impact on Pakistan’s Economy.' 📅 Date: 8 May 2026 ⏰ Time: 6:00 PM – 7:00 PM(PKT) Speaker: Sakib Sherani 📍 Venue: Islamabad Registration fee: Members: complimentary Non-members: 20,000/- PKR (Inclusive of taxes) For zoom: https://tinyurl.com/39b6tevn For In-person: https://tinyurl.com/yft2bv9e ⏳ Registration Deadline: 5 May 2026! The seminar will explore the economic impact of the Gulf conflict on Pakistan, highlighting risks to remittances, energy supplies, exports, and financial support amid efforts to stabilize the economy. CFA Society members will gain a 360° view of the short- and medium-term outlook (FY26–FY28), including growth prospects, the external account, rupee trends, inflation, SBP policy rates, and Pakistan’s engagement with the IMF.

Charter Award Ceremony - Islamabad

CFA試験対策ウェビナーレベルI/II 対象「Ethics」

CFA試験対策ウェビナーレベルI/II対象「Ethics」 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。 日時：5月8日 (金曜日)　19:00-20:30 講師：大野忠士氏 (CFA協会認定証券アナリスト) 言語：日本語 形式：オンラインイベント （Zoom） 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 講師ご紹介： 大野忠士氏 CFA 協会認定証券アナリスト（ Chartered Financial Analyst; CFA ） 筑波大学ビジネスサイエンス系名誉教授 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。 ※本イベントは原則会員限定イベントですが、一般のCFA受験者の方も3,000円でご受講いただけます。 ご参加希望の方はこちらからご登録ください。 https://cvent.me/nWE5yO ＊アソシエイト会員の詳細につきましては下記を御覧ください。 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。

CFA Level II Revision Bootcamp

Join CFA Society Nigeria for the CFA Level II Revision Bootcamp , tailored to support candidates preparing for the Level II exam. This session is designed to deepen your understanding of complex concepts, reinforce application-based learning, and equip you with effective strategies to navigate item set questions confidently. What to Expect Targeted review of key Level II topics Application-focused exam strategies Instructor-led sessions with practical insights Interactive discussions and Q&A Register with the link below.

CARRERA DE LA MUJER 2026 APÚNTATE CON NOSOTROS ANTES del 28 de ABRIL

CARRERA DE LA MUJER 2026 APÚNTATE CON NOSOTROS COLABORA CONTRA LA AECC AHORRA EN TU INSCRIPCIÓN   🏃‍♀️ ¡Únete a la "marea rosa"! Corre con CFA Society Spain en la Carrera de la Mujer Estimad@s soci@s, En el mundo financiero, demostramos a diario nuestra perseverancia, capacidad de superación y la importancia del trabajo en equipo. Ahora, ¡ha llegado el momento de llevar todos esos valores del despacho al asfalto! Desde  CFA Women in Finance Spain , queremos invitarte a cambiar los zapatos por las zapatillas y unirte a nosotras para formar un gran equipo en la próxima  Carrera de la Mujer de Madrid . Más que una carrera, es una oportunidad excepcional para hacer  networking  de una forma diferente, celebrar nuestra fuerza, promover un estilo de vida saludable y apoyar juntos una gran causa solidaria. No importa si eres un corredor experimentado o si prefieres disfrutar del recorrido caminando; el verdadero éxito será compartir la experiencia y cruzar la meta juntos. 📅 Detalles del evento Fecha: Domingo, 10 de mayo Hora de salida: 09:00 h Punto de partida: Nuevos Ministerios 👟 ¿Cómo apuntarse? Solicita tu código de inscripción escribiendo a  [email protected] . Una vez te enviemos el código, accede al formulario de inscripción a través del siguiente enlace: https://www.carreradelamujer.com/web-cupon-previo Introduce tu código y completa tu inscripción individual: Realiza el pago de  4,95 €  (en vez de 14,95€).  El descuento es exclusivo para socios/abonados de CFA Society Spain. Indica tu  talla de camiseta  en el formulario Recuerda que la  fecha límite para canjear el código es el 28 de abril . Días antes del evento, recibirás un email con los detalles del  punto de encuentro del equipo .   Queremos también agradecer especialmente a nuestro patrocinador del evento, Aberdeen, por su apoyo.   Demostremos la energía y la unidad de todos los que formamos parte de CFA Society Spain. ¡Anímate, te estamos esperando en la línea de salida! Un abrazo y... ¡a por todas! Comité Women in Finance. El Comité de Women in Finance cuenta con el patrocinio de

Negotiator Club 8

Get ready to negotiate, collaborate, and discover new perspectives! get ready to negotiate, collaborate, and discover new perspectives!

Morning Coffee Social - May 2026

Join us for a morning coffee social! Don’t have time for an after-work social? Love coffee? Are you a morning person? All great reasons to join us at Hepcat Coffee! Register

5-12-26 JOINT CFA STL & NAIFA STL Social at Flight Club

Register NOW! 

ANNUAL REGINA DINNER 2026

A Conversation with Brad Wall Capital, Resources, and Saskatchewan’s Role in the Global Economy Prepare to be captivated by an evening filled with networking opportunities, insightful discussions, and thought-provoking discussions. This is your chance to connect with industry leaders, gain valuable insights, and be part of a truly remarkable experience.    Read More

Join us for our May Tap Tuesday!

Mark your calendars for our next Tap Tuesday event! Tap Tuesday is a casual networking social from 5:00–7:00 PM, featuring drinks on tap and snacks to share. No registration is required, simply sign in when you arrive, grab a name tag, and jump into the conversation. Join us on Tuesday, May 12th at Young Blood Beer Company -  Click here to add to your calendar. We look forward to seeing you and connecting over great drinks and even better conversation.

Navigating a Changing World: The New Geopolitics of Energy with David Pike

The world is transfixed by the ructions of the global geopolitical order – the sudden collapse of the postwar rules-based order and its apparent replacement with a harsher world based on brute power and conflict. Much less attention is paid to the reasons for these changes. In this talk tailored to the financial community, journalist and editor David Pike will explain the economic and geopolitical drivers reshaping the global order and how they fit together, with specific focus on energy, his area of specialization. Speaker  Bio : David   Pike  is one of the world’s leading energy journalists, with four decades of experience spanning the oil, gas, renewables and nuclear industries. He was until recently editor-in-chief of Energy Intelligence, one of the world’s leading independent publishers of energy news, research and data. He ran a team of 70 journalists and research analysts across the world, with bureaus in Singapore, Moscow, Dubai, Beirut, London, New York, Washington, DC, and Houston. David  began his career as a reporter in the Middle East in the late 1980s, before specializing in energy 30 years ago. As a reporter and editor, he has covered major global events from the Palestinian intifadah to wars in the Gulf and week-long Opec meetings. He has actively followed the low-carbon transition since leading the expansion of Energy Intelligence into renewable energy and carbon markets 12 years ago. David  previously worked for Argus Media and the Middle East Economic Digest. He holds a BA in politics and history from the University of Manchester and an MA in Middle East politics from the University of Exeter, both in the UK. Click here to register.

VIRTUAL: CFA Society Seattle Book Club: The Philosopher in the Valley: Alex Karp, Palantir, and the

Please join us as we discuss The Philosopher in the Valley: Alex Karp, Palantir, and the Rise of the Surveillance State by Michael Steinberger on 5/12/2026 at 6PM PST via Zoom. In The Philosopher in the Valley , author Michael Steinberger brings a journalist’s investigative approach to the intersection of technology, power, and political philosophy, using the story of Palantir Technologies and its CEO Alex Karp to explore the broader implications of data-driven governance in the twenty-first century. Steinberger reviews Palantir Technologies, a company that has become a key provider of data-analysis software to governments and large organizations. The book traces Palantir’s origins in the post-9/11 security environment and its growth into a major defense- and intelligence-focused technology firm whose platforms integrate vast datasets to help users detect patterns, make decisions, and manage complex operations. The author also profiles Palantir’s CEO, Alex Karp, as an outspoken Silicon Valley leader—a philosophically trained executive who frames Palantir’s mission in geopolitical and moral terms, arguing that advanced data tools are essential for liberal democracies competing with authoritarian rivals. At the same time, the book explores controversies surrounding Palantir’s work with law enforcement, intelligence agencies, and immigration authorities, highlighting broader debates about privacy, civil liberties, and the expanding role of data analytics in government. For investors and policy observers, the story illustrates the growing convergence of Silicon Valley technology, artificial intelligence, and national security. REGISTER

Private Equity Bootcamp

Presented in partnership with Mink Learning and CFA Society Vancouver   Overview  This is an exciting opportunity to take the next step in your Private Equity journey. Whether you're looking to break in or deepen your expertise, this comprehensive two-day program is designed to strengthen your foundational knowledge and equip you with advanced insights into private equity investing. You’ll be prepared to make strategic investment decisions and understand key industry trends. Register for either day based on your needs or sign up for both to gain a full-spectrum view. Day 1 Info Sheet Day 2 Info Sheet Key Takeaways: Master Key Concepts in Private Equity Deepen Your Fundamentals:   Refine your knowledge of private equity fundamentals and key investment methodologies. Explore Investment Methods:   Gain a concrete understanding of diverse investment approaches, including direct investing, co-investing, fund investing, and fund-of-funds strategies. Navigate the Investment Process:   Learn the entire private equity investment process, from deal sourcing to value creation, and ultimately, exit. Real-World Insights & Current Trends Stay Up to Date :   Discuss real-world case studies and current private equity events to better understand today’s market landscape. Understand Pandemic-Driven Shifts:   Learn how private equity has evolved post-pandemic and what trends are shaping the industry.  Workshop Details  Day 1: Private Equity Overview – May 13 Get grounded in private equity essentials – from deal sourcing to navigating the due diligence process. Highlights: Key methods and techniques for deal evaluation Best practices in financial analysis and valuation Building a solid understanding of risk factors and mitigation Day 1 Info sheet Day 2: Private Equity Due Diligence – May 14 Dive into advanced strategies that drive value across the investment lifecycle. Highlights: Proven frameworks for value creation in portfolio companies Insights into operational and strategic improvements Expert guidance on achieving high-impact outcomes Day 2 Info sheet A maximum of 20 participants are accepted for each day of the bootcamp.  Eligible for 7 CFA Institute PL credit hours. Testimonials From past course participants "Great content, hands-on workshop, great exercises and discussion. The size of the group was just right. The instructor understands the sector well and makes the class relevant and interesting." -Elena M. “This interactive way for learning private equity in two days is unmatched! I truly enjoyed it. It wasn’t just the private equity content that stood out, but also the way Steve framed everything in perspective, which made the learning experience especially engaging and memorable.” -Nereus L. “Steve is extremely warm and energetic and keeps the participants engaged for the entire duration. The pace is perfect and his case study approach helps develop critical thinking skills.” -Santosh S.  Facilitator  STEVE BALABAN, CFA Chief Investment Officer, Mink Capital Steve Balaban   is a thought leader on private equity with experiences as an investor, advisor and award-winning lecturer. He is the Chief Investment Officer of Mink Capital where he advises, consults and educates family offices on how to invest in private equity. Due to the rising demand from family offices, financial institutions and service providers in private equity, he launched   Mink Learning , a private equity education company that offers videos, resources and training to make the complex world of private equity simple. Steve is also a lecturer at the University of Waterloo where he has created new courses on private equity, wealth management and the international course, a course that takes students to different areas of the world each year. His approach to education is unique as he uses innovative technologies and experiential teaching methods to explain concepts to his students. His passion for teaching resulted in being the only lecturer in the history of the University of Waterloo to win both the Distinguished Teaching Award and the WUSA Excellence in Undergraduate Teaching Award in the same year. Steve is a contributing author on the subject of private equity for the CFA Institute and he served on the Board of Directors for the CFA Society Toronto. Steve received a Bachelor of Mathematics from the University of Waterloo, where he graduated on the Dean’s List, and received an Honours Bachelor of Business Administration from Wilfrid Laurier University. He has also earned his Chartered Financial Analyst (CFA) designation.  Registration  To receive member pricing email Ann Arroyo [email protected] EARLY BIRD RATE:  Until April 24, 2026 Members: Day 1:    $750 Day 2:    $750 2 Days:  $1400 ($100 discount) Non-Members: Day 1:    $900 Day 2:    $900 2 Days:  $1700 ($100 discount) REGULAR RATE : From April 25, 2026 Members:   Day 1:    $1295 Day 2:    $1295 2 Days:  $2490 ($100 discount) Non-Members: Day 1:    $1495 Day 2:    $1495 2 Days:  $2890 ($100 discount) Arrival refreshments and lunch included.

Private Equity Bootcamp

Presented in partnership with Mink Learning This is an exciting opportunity to take the next step in your Private Equity journey . Whether you're looking to break in or deepen your expertise, this comprehensive two-day program is designed to strengthen your foundational knowledge and equip you with advanced insights into private equity investing. You’ll be prepared to make strategic investment decisions and understand key industry trends. Register for either day based on your needs or sign up for both to gain a full-spectrum view. What you will gain by attending: Master Key Concepts in Private Equity ·        Deepen Your Fundamentals: Refine your knowledge of private equity fundamentals and key investment methodologies. ·        Explore Investment Methods: Gain a concrete understanding of diverse investment approaches, including direct investing, co-investing, fund investing, and fund-of-funds strategies. ·        Navigate the Investment Process: Learn the entire private equity investment process, from deal sourcing to value creation, and ultimately, exit. Real-World Insights & Current Trends ·        Stay Up to Date: Discuss real-world case studies and current private equity events to better understand today’s market landscape. ·        Understand Pandemic-Driven Shifts: Learn how private equity has evolved post-pandemic and what trends are shaping the industry.

Uncomfortably Bullish - State Street 2026 Outlook

Uncomfortably Bullish - State Street 2026 Outlook Please join us for a Speaker Breakfast as CFA Society Virginia presents Michael Arone, CFA, State Street Investment Management. B ull market momentum continues into 2026, fueled by strong earnings, policy support, and consumer optimism. Yet stretched valuations and structural shifts underscore the need for strategies that balance growth with resilience. History shows rallies at this stage can last for another two years and add roughly 85% more in gains, suggesting potential for further upside but how can we sustain momentum and strengthen resiliency. Michael Arone, CFA Chief Investment Strategist State Street Investment Management Michael is the Chief Investment Strategist for State Street Investment Management’s SPDR® Exchange Traded Funds (ETFs) business. He is responsible for expanding State Street Investment Management’s footprint and thought leadership effort through frequent contributions to the financial news media, speaking engagements and client interactions. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment management practices. He is a member of the firm’s Senior Leadership Team.   During his 30-year career in the investment management industry, Michael has served as State Street Investment Management’s Global and EMEA Head of Portfolio Strategy as well as a senior portfolio manager in the Global Active Quantitative Equity Group. He has substantial experience developing long-only and long-short quantitative strategies and managing investment portfolios using quantitative disciplines. Michael has worked extensively with the firm’s global institutional and intermediary clients to help them identify investment solutions that enable them to meet their long-term financial goals. Michael holds a BS in Finance from Bentley College. He has earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and CFA Institute.

CFA Society Pittsburgh Endowments & Foundations Conference

CFA Society Pittsburgh is pleased to host its annual 2026 Endowments and Foundations Investments and Governance Conference on Wednesday, May 13. Join leaders from Endowments and Foundations, investment consultants, money managers, and subject experts for this full-day educational conference covering today's critical investment and governance issues. Registration open now !

In-Person/Virtual Luncheon: "Going Offshore – An Update on Global Life Reinsurance Trends"

In this session, we will explore popular offshore jurisdictions for life reinsurers and recent industry trends. This will include a detailed exposition of the Bermuda and Cayman reserving and capital frameworks contrasted with the new VM-22 Principle Based Reserving and RBC framework in the domestic market. Our presenter will be Gareth Haslip, global head of insurance strategy and analytics and head of international institutional strategy for J.P. Morgan Asset Management.   This luncheon is open to members and non-members.   Doors open and a buffet lunch is served at 11:30 AM, and the presentation begins at 12:00 PM.

Monthly Luncheon: The Future of Covenants in Uncertain Markets

Register NOW! Join us for lunch and an engaging discussion with Wyatt Somogyi, Assistant Portfolio Manager at Orchard Global, as he discusses  The Future of Covenants in Uncertain Markets. CFA members: free,  Guests: $40 Register NOW!

Virtual-Agentic AI in Asset Management and RIAs: Driving Efficiency While Staying SEC-Ready

Attendees will learn how asset management firms and RIAs can use Agentic AI to improve operational efficiency across compliance, research, client service, marketing, reporting, and back-office workflows. The session will highlight practical use cases and lessons learned, while addressing key considerations around privacy, cybersecurity, data governance, recordkeeping, and audit readiness. Zoom Link will be sent in the confirmation email.

Lunch, Navigating the $1 Trillion US CEF, BDC, and Interval Fund Market

Join CFA CLE for Lunch, Navigating the $1 Trillion US CEF, BDC, and Interval Fund Market: Opportunities and Risks , John Cole Scott, CEF Advisors REGISTER HERE Presentation Outline Market Landscape & Fund Structures Overview of the $1 trillion CEF, BDC, and interval fund universe, including history, growth trends, and the structural drivers of discounts, leverage, and liquidity. Data-Driven Insights & Activism How normalized fund data, NAV/market price dislocations, and activism (mergers, conversions, liquidations) shape performance, distribution policies, and investor outcomes. Manager Quality & Future Trends Evaluating portfolio companies through management depth, board oversight, and fee structures, while highlighting the rise of interval funds, private credit, and new fund models. May 13th , 12:00pm to 1:30pm The Union Club , 1211 Euclid Avenue, Cleveland CFA Society Cleveland provides valet parking at The Union Club for our guests. Please enter the garage from E. 12th Street. Non-members welcome, please pay the non-members registration fee, events are open to financial professionals Find more information about CEF Advisors here Event sponsored by Aberdeen John Cole Scott is a second-generation specialist with over 25 years in the closed-end fund, business development company, and interval fund space. He is President and Chief Investment Officer of Closed-End Fund Advisors (CEF Advisors), a 1989-founded RIA focused on customized, income-oriented portfolios, and the founder of CEFData.com, an industry-leading database tracking more than 825 US closed-ended management companies and $1 trillion in assets. He also serves as Founder and Executive Chairman of the Active Investment Company Alliance (AICA), which hosts the weekly NAVigator podcast and other investor resources. John is widely quoted in the financial media, speaks frequently at industry conferences, and has developed a suite of CEF/BDC benchmarks. A graduate of The College of William & Mary, he is active in professional and philanthropic organizations, including leadership roles with the CFA Virginia chapter, the New York State Society of the Cincinnati, and William & Mary’s Endowment 1693 Partners Fund Board. You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free! Join CFA Cleveland today, yearly dues: Local Member $150 Candidate Member $125 Student Member $50 CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media. Apply Here

Communicating with impact in the modern workplace

Communicating with Impact in the Modern Workplace CFA Society Bermuda , together with Lorene Phillips , presents a practical session to help members communicate more effectively in high-stakes professional settings. Focused on real-world application, the session will equip participants with tools to express ideas clearly, engage their audience, and strengthen their professional presence.

The Navy Seal Team Process to Optimize Teamwork

Former U.S. Navy SEAL John Choate presents The Navy SEAL Team Process to Optimize Teamwork — a practical leadership session on building high-performance teams. Drawing from Special Operations and executive experience, John shares strategies for mission alignment, communication, accountability, and decision-making under pressure. Attendees will gain actionable insights to elevate performance. Doors open at 5:30 PM, presentation starts at 6:00 PM Early bird pricing ends April 15th **PLEASE RSVP by May 8th**

Global De-Dollarization: Myth or Megatrend?

Countries are diversifying away from the dollar, reshaping the landscape of international finance. Is this the beginning of a new trend in the global economy with geopolitical impacts, or not? Join leading experts from Banco BPI Gestão de Ativos, Capital Group, PIMCO, and Fidelity International, as they explore the future of global currencies and the potential rise of new monetary powers.

CFA試験対策ウェビナーレベル１対象「株式」

CFA試験対策ウェビナーレベル１対象「株式」 参加者の方は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。 日時：5月13日 (水曜日)　19:00-20:30 講師：大野忠士氏 (CFA協会認定証券アナリスト) 言語：日本語 形式：Zoom 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 講師ご紹介： 大野忠士氏 CFA 協会認定証券アナリスト（ Chartered Financial Analyst; CFA ） 筑波大学ビジネスサイエンス系名誉教授 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。 ※本イベントは原則会員限定イベントですが、一般のCFA受験者の方も3,000円でご受講いただけます。 ご参加希望の方はこちらからご登録ください。 https://cvent.me/0ogxAD ＊アソシエイト会員の詳細につきましては下記を御覧ください。 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。

Networking Event Dubai

Finance Forward: Networking Breakfast Series - Speed Networking Edition

Enjoy breakfast and expand your professional network! We’ll kick things off with casual, randomized seating for breakfast, followed by speed‑networking rounds that rotate you through short, focused conversations. Each round features light, engaging prompts to keep conversations flowing.   Gathering will start at 8:00 AM and the networking rounds will start at 8:30 AM.   This event is open to everyone! Registration is required. Please register by May 11.

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