Upcoming Events

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.

Local Reserach Challenge

The annual CFA Institute Research Challenge, hosted locally by CFA Society Louisville, is a global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each team is tested on their analytical, valuation, report writing, and presentation skills. Students gain real-world experience as they assume the role of a research analyst. This year's event will be held at The Magnolia in Clarksville, IN. We invite you to drop in for the full event, or as your scheudule allows, to show your encouragement and support for these hard-working students and future industry leaders from:  Centre College Georgetown College Indiana University Southeast  Midway University University of Louisville  It's a great opportunity to network and introduce your company to graduating students! Event Timeline: @ 2:00p - Student Team Presentations (open for member and guest viewing) @ 5:00p - Winning Team Announced and Networking Event with Students, Guests, and Members

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