Upcoming Events

Behavioural Finance: Testing Biases and Finding Positive Behaviours

Overview There's a lot of natural interest in behavioural finance as a topic, not least because it recognises that investors are human beings and subject to the same biases and emotions as the rest of us.  However, there are still questions as to its relevance and whether we can learn from it. This largely arises because the academic literature tends to be thinly supported by evidence based on professional fund managers and the language can almost be ‘finger-pointing’, which is clearly off-putting to some. Inalytics tackles these issues head on by testing some well-known biases against 945 institutional portfolios to see if they actually exist in practice and their impact on returns. To add some balance to the debate, the research also highlights some positive behaviours that add value. This research, which will be presented at our webinar on 10 December 2024 at 4pm BST/ 11am ET, builds on the Selling Fast, Buying Slow’ paper that Rick Di Mascio is a Co-Author on, and it is the first time that a range of biases are tested against nearly 1,000 institutional portfolios. This webinar qualifies for up to 1 PL credit. CFA Institute members and charterholders may self-report earned credits in the   online PL tracker . Date and Time 10 December 2024, Tuesday 4:00 PM - 5:00 PM   Greenwich Time | 11:00 AM - 12:00 PM ET | Speakers Rick Di Mascio Founder and Co-Chief Executive, Inalytics View Profile Sarah Maynard Global Senior Head, Diversity, Equity & Inclusion CFA Institute View Profile LIVE WEBINAR Already registered? RECORDING ONLY

CFA Program Career Webinar Series

Overview CFA Institute is embarking on a series of career-focused webinars. We continue the series by focusing on Trader, the sell-side and buy-side role which deals in all types of securities for external and internal clients at institutions such as banks, asset managers, insurance companies and corporations. Alongside a panel of experts, Rob Langrick, CFA, CIPM will help you understand:   What do Traders do day-to-day? How do they serve security analysts, portfolio managers, and Chief Investment Officers? What are the key skills and attributes you need to be a successful Trader? What are the most common ways to land a Trader role? How does the CFA Program set you up for success as a Trader? Date and Time Trader -   11 December 2024 - 12:00 PM ET | 5:00 PM GMT Performance Measurement Analyst  -   2 1 January 2025 - 8:00 AM ET | 1:00 PM GMT Credit Rating Analyst - 25 February 2025 - 8:00 AM ET | 1:00 PM GMT Investment Strategist -   25 March 2025 - 8:00 AM ET | 12:00 PM GMT If you would like to access the recordings for previous sessions, please register to the 'recordings only' option and you will get them in your inbox. Speakers Rob Langrick, CFA, CIPM Chief Product Advocate, CFA Program CFA Institute View Profile Michael O’Brien, CFA Managing Director Artisan Partners View Profile Anita Lam Asia Cross-products Buy-side Trader View Profile Sandhya Mullangi, CFA Head High Yield Trader M&G, Plc. View Profile LIVE WEBINAR Already registered? RECORDING ONLY

Rating Methodologies and Credit Impact - After Natural Catastrophic Events

Overview As the world faces unprecedented challenges, from the increasing frequency of extreme weather events to the devastating consequences of floods, wildfires, and storms, the need for comprehensive risk assessment and mitigation strategies has never been more urgent. Investors, regulators, and corporations are recognizing that proactive planning and resilience-building are not just operational necessities but key drivers of long-term sustainability and value preservation. This panel discussion, presented by   Moody's Canada Inc. , will delve into the impacts to financial stability and company's credit ratings after natural catastrophic event, as these events become more frequent and severe due to climate change, understanding their financial implications is crucial for stakeholders in the credit and financial sectors. Key Topics: 1.   Economic Impact:   Analysis of the economic repercussions of natural disasters on various sectors, including governments, forestry, oil & gas and utilities. 2.   Credit Risk Assessment:   Discussion on how these natural events affect credit risk and the methodologies used to assess these risks. 3.   Insurance and Reinsurance:   Insights into the role of insurance and reinsurance entities in managing the financial fallout from natural disasters. 4.   Case Studies:   Examination of recent events highlighting the credit impact of specific wildfires, floods, and storms in North America. 5.   Future Outlook:   Projections and strategies for future risk management and credit assessment in the face of increasing natural disasters. Panelists Gavin MacFarlane Vice President - Senior Credit Officer (Infrastructure Finance) Paresh Chari Associate Managing Director - Head of Canada Corporates Adam Hardi, CFA Vice President - Senior Analyst (Sub-Sovereign)   Sarah Hibler Associate Managing Director (P&C Insurance Analyst) Moderator Ghassan Talib, CFA Assistant Vice President - Relationship Manager Who Should Attend:   This event is ideal for professionals in the credit and financial sectors, including credit analysts, risk managers, insurance professionals, and policymakers. It will provide valuable insights into the credit implications of natural disasters and strategies for effective risk management. Important Note: This webinar will NOT be recorded. Fees Registration Fee Members (and Candidate Members): Complimentary Candidates & Nonmembers: $10     Details WHEN: December 12, 2024 12:00 p.m.- 1:00 p.m.   (PT) WHERE:  Zoom Link provided on registration

CFA Program Careers - Performance Measurement Analyst

CFA Institute is embarking on a series of career-focused webinars.  Performance Measurement Analyst  -   2 1 January 2025 - 8:00 AM ET | 1:00 PM GMT Credit Rating Analyst - 25 February 2025 - 8:00 AM ET | 1:00 PM GMT Investment Strategist -   25 March 2025 - 8:00 AM ET | 12:00 PM GMT

48th Annual Forecast Dinner

Mark your calendars! The countdown to our 48th Annual Forecast Dinner has officially begun.  We’re thrilled to announce that this year's event will take place on January 23rd, 2025, at the brand-new BMO Centre Champions Ballroom!  This state-of-the-art venue is the perfect setting for one of Calgary's premier finance events, bringing together top investment professionals and the broader business community. Keynote Speaker Announcement: We are honoured to welcome Danielle DiMartino Booth, CEO & Chief Strategist of QI Research, as this year’s keynote speaker. She will provide invaluable insights on the theme: Charting a Course Through Geopolitics and Its Impact on Asset Classes. Complementing the keynote address, a panel of industry experts will explore global events shaping investment strategies—from trade tensions to emerging market trends—offering insights into asset class performance. Hosted by Dave Kelly and moderated by Derek Wheatley, CFA, this is a must-attend event for Calgary’s top investment professionals and the broader business community. Tickets on sale now! Get yours today: BUY NOW

CFA Program Careers - Credit Rating Analyst

Description We continue the series by focusing on Credit Rating Analyst, the role which analyzes the creditworthiness of various issuers and assigns bond ratings. Alongside a panel of experts, Rob Langrick, CFA, CIPM will help you understand:   What do Credit Rating Analysts do day-to-day? How do they serve issuers, security analysts, portfolio managers and Chief Investment Officers? What are the key skills and attributes you need to be a successful Credit Rating Analyst? What are the most common ways to land a Credit      Rating Analyst role? How does the CFA Program set you up for success as a Credit Rating Analyst?

CFA Program Careers - Investment Strategist

Description We continue the series by focusing on Investment Strategist, the role which analyzes and opines on cross-asset market movements and advises money managers on asset allocations and portfolio positioning. Alongside a panel of experts, Rob Langrick, CFA, CIPM will help you understand:   What do Investment Strategists do day-to-day? How do they serve security analysts, portfolio managers and Chief Investment Officers? What are the key skills and attributes you need to be a successful Investment Strategist? What are the most common ways to land an      Investment Strategist role? How does the CFA Program set you up for success as an Investment Strategist?

CFA Institute LIVE 2025

Back by overwhelming demand, our Global Conference will return to bring investment professionals together in 2025. Hosted with CFA Society Chicago, CFA Institute LIVE is designed to deliver relevant, timely, and objective industry knowledge, deepen professional connections, and elevate career goals.