Upcoming Events

Tips for a Perfect Pitch

Join CFA Society Boston and MassCPAs for a unique, interactive event designed to help you craft and perfect your professional elevator pitch. Whether you’re job hunting, networking, or building your personal brand, your pitch is your first impression—make it count.   Participants will Learn: How to structure an effective elevator pitch Communicating your experience and value Aligning your pitch with your personal or professional goals 

Overview of the Global Investment Performance Standards (GIPS)

In conjunction with CFA Society Los Angeles. A Candidate Engagement Advisory Council sponsored event.   Come join Kim Cash, CFA, CAIA, CIPM, CSCP a specialist in GIPS compliance consulting, verification, and education as she breaks down the GIPS Standards portion of the Level I CFA Curriculum. This discussion will follow CFA Institute’s Learning Outcome Statements for 2026 Level I CFA Curriculum Volume 10, Module 4

Capital Flows in a More Multipolar World

Global capital flows are increasingly shaped by geopolitics, supply chain realignments, and divergent growth paths. This session explores where capital is moving, why certain markets and sectors are gaining or losing momentum, and how rising fragmentation is influencing risk, liquidity, and opportunity. Delegates will hear directly from leading allocators and strategists as they examine how these shifts are affecting investment decision-making in a rapidly evolving global landscape.

Fintech Presents: AI Workshops for Investment Professionals

A Fintech Advisory Council Sponsored Event. CFA Society Los Angeles’s FinTech Advisory Council invites you to a hands-on workshop on applying AI for Investment Professionals. Whether you’re a solo practitioner, part of a small firm, or working within a larger organization, this event will provide examples of high value workflows and the opportunity to practice with leaders in the space. 4:00 PM - 4:30 PM: AI State of the Union 4:30 PM - 5:15 PM: Round 1 Workshops 5:15 PM - 6:00 PM: Round 2 Workshops

“Predictably Irrational: The Hidden Forces That Shape Our Decisions” Featuring Dan Ariely

In conjunction wtih CFA Society New York. Ever wonder why you overspend, procrastinate, or choose things that aren’t good for you— even when you know better ? Join   Dan Ariely , world-renowned behavioral economist and bestselling author of   Predictably Irrational , for an eye-opening live Q&A that dives into the strange, surprising, and predictably irrational ways we make decisions. In this interactive session, Ariely will unpack the invisible forces that shape our thinking—from pricing tricks and social norms to the psychology of temptation—and how we can outsmart them. Bring your questions, your curiosity, and maybe even your irrational side for a conversation that’s as entertaining as it is enlightening.

The Mirror Test: Financial Planning Blind Spots Investment Pros Often Miss with Their Own Wealth

In conjunction wtih CFA Society Boston. Babson College Professor of Financial Planning Glenn Migliozzi, CFA, and Erik Jefferson, CFA, CAIA, CWS, Managing Partner, TrestleBridge Capital, offer a practical, candid walkthrough of the planning gaps that commonly appear even among sophisticated investors.   The session will include real-world examples and age-based benchmarks to help attendees reassess their current approach and leave with a clear framework to improve outcomes beyond returns.

The Stock Pitch Masterclass: Build the Pitch That Gets You Hired

In conjunction with CFA Society Los Angeles. A Career Development Advisory Council Sponsored Event Durable moat. Quality management. Secular tailwinds. Discount to peers. This is what every candidate learns to say. It's also what every candidate sounds like when they get passed over in an interview—not because they're wrong, but because they're not saying anything the market doesn't already know. The market knows the moat exists. It's priced in. The market has a view on management. Priced in. Discount to peers? Priced in. Most candidates fail buy-side interviews not because they're unprepared, but because they sound like bankers describing a company rather than investors predicting a mispricing. After 15 years on the buy-side and 1,000+ pitches evaluated, Ryan J. Ross, CFA, has seen exactly where pitches break.  

Webinar Series: Ethical Decision-Making for Investment Professionals

In Partnership with CFA Institute Ethical Decision Making for Investment Professionals is a highly interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective. The session  provides an engaging exploration of ethical decision-making in the financial services industry, drawing on the CFA Institute’s Code of Ethics and Standards of Professional Conduct and the Ethical Decision-Making Framework.

Beyond the dollar: the future of money and reserves

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

Point and Counterpoint Series: Fundamental vs. Technical

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

Mastering the Level II and III

In conjunction with CFA Society Los Angeles. A Candidate Engagement Advisory Council sponsored event.   This event is open to all Level II and III CFA Candidates for free.  We are excited to present CFA charterholders that have recently passed their Level III Exam and will give tips on their process to prepare and study for the CFA Exams. Learn more about:   Exam Formats Time Management Successful Study Strategies Exam Day Strategies Scholarships

Level II Ethics Workshop

In conjunction with CFA Society Los Angeles. A Candidate Engagement Advisory Council sponsored event. Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Paul Hwang, CFA as he analyses CFA Institute’s Code of Ethics and Standards of Professional Conduct within the Level II CFA Curriculum.   This discussion will follow CFA Institute’s Learning Outcome Statements for 2026 Level II CFA Curriculum Volume 10, Modules 1-3.

Webinar Series: Technology and AI: Impacts on Investment Research and Compliance

This presentation will walk through the evolving nature of AI and Technology tools as they relate to CFA Professionals. Topics will include: the impact of AI on Investor Reporting, utilizing AI tools for research, and advanced computing tools for Compliance and Investigations.

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.

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.

Reinventing due diligence (Member-Exclusive)

As private opportunities proliferate, robust due diligence is critical. Learn what top-tier selection looks like—and how to avoid costly blind spots. Key takeaways for this webinar include: Build an institutional-grade manager selection and evaluation framework. Spot red flags early in opaque private offerings. Strengthen operational due diligence and risk governance.

Point and Counterpoint Series: Mega-Cap Dominance vs. Small & Mid-Cap Resilience

In conjunction with CFA Society Boston. Join us on April 30th for this Mega-Cap Dominance vs. Small & Mid-Cap Resilience session!   A handful of mega-cap names have increasingly dominated major indices, earnings growth, and investor mindshare. But history suggests that leadership concentration is cyclical—and periods of extreme dominance often precede reversals. This session will explore the durability of mega-cap strength, the catalysts that could spark a resurgence in small and mid-cap performance, and the diversification implications of today’s concentrated market structure. Panelists will assess macro, valuation, and innovation trends that may define which segment leads in the decade ahead. 

The future of family offices

As wealth transitions and global complexity rises, family offices are being reshaped from within. This webinar explores how modern family offices are evolving their governance, leadership models, and strategic mandates to thrive across generations. Key takeaways for this webinar include: Design effective governance structures that align family purpose with investment execution Plan for succession with clear roles, responsibilities, and generational integration Adapt to new priorities: from impact and innovation to global diversification and transparency