Upcoming Events

28th Annual GIPS® Standards Conference

Overview Join us at the 28th Annual GIPS® Standards Conference in sunny San Diego, California!   This is the must-attend event for performance and compliance professionals. Industry and regulatory experts will discuss the latest trends and challenges in investment performance. This year’s conference will feature sessions on best practices for complying with the GIPS standards, the SEC Marketing and Private Fund Adviser rules and related exam matters, and the use of AI in investment management.     Final session details will be announced early this summer along with Professional   Learning (PL) credit hours and NASBA CPE credits.   In-person registration includes your live event pass, networking with industry peers, and access to on-demand content. Can’t join us in San Diego? You can also register for the   Digital Content Package   to enjoy session recordings on-demand following the conference. 

Trends in Commercial Real Estate and Private Real Estate Lending (presented by CAIA Canada West)

CFA Society Calgary is pleased to support CAIA Canada West as they invite you to join them for an upcoming in-person event in Calgary. The first few years of the 2020s have either presented real estate investors with significant challenges or wonderful opportunities - it all really depends on what kind of real estate you own. A global pandemic, multi-decade high inflation, interest rate shocks, and sustainability have created significant dispersion between the winners and losers of commercial real estate. As we leave some of these significant disruptions, what is the path forward?   Private credit was the fastest-growing private market strategy of the 2010s, propelled by the growth of direct lending post-GFC and ultra-low interest rates. However, asset-based lending has grown in popularity as well, particularly around the real estate market that have not had as much support from the banks. How should investors examine this asset class in the coming years?

Webinar: Navigating Geopolitics in Emerging Markets

The global landscape has been experiencing sustained volatility that is predicted to continue well into 2024/2025. In addition to numerous regional conflicts, almost half of the world’s population heads to the polls in 2024 to elect their leaders, creating an environment of uncertainty. We welcome Haley Hopwood, CFA, Institutional Portfolio Manager of PH&N Institutional, and her colleague, Timothy Ash, Senior Emerging Markets Sovereign Strategist of the BlueBay Fixed Income team at RBC Global Asset Management (UK) Limited, for an in-depth discussion on breaking down the interplay between geopolitical developments and investing. They will share valuable insights on both the risks and opportunities that we see unfolding in emerging markets.

Utilizing Data Science and AI in the Investment Process

Overview Join   this   exclusive   webinar   to hear   leading investment professionals share their firsthand experiences   with   routinely   using   data   science and   AI   to   enhance their investment process.   Key learnings include practical applications of   data   science and   AI, challenges faced, and future trends in AI-driven investment. Key Learnings:   Approaches to obtaining   necessary   knowledge and skills in   data   science and AI   Practical use cases of integrating   data   science and   AI into the investment process   Challenges to be aware of and risks to manage   with regards to   data   science and AI     Future trends and the evolving role of   data   science and   AI in the industry   This webinar is worth 1 PL credit. If you are a CFA Institute member and attended live, your credit will be automatically uploaded. If you watched the recording on your own time, you may self-report this activity in your  tracker . Date and Time 17 October 2024 9:00 PM   HKT | 9:00 AM EDT ​| 2:00 PM BST Speakers Robert Gingrich Manager of Quantitative Investment Solutions Western Asset Management View Profile Stefan Jansen, CFA Founder and Lead Data Scientist Applied AI View Profile Kevin Kwan, CFA Head of Data Science Bloomberg Enterprise Data View Profile David Sanders Senior Director, Practice Analysis CFA Institute View Profile

Save the Date: 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. Let's gather to explore what’s ahead for 2025. Stay in the loop with the latest updates on ticket sales, speaker announcements, and more! Simply email us at [email protected] to join our Forecast Dinner mailing list.

Save the Date: 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.