Upcoming Events

Join us for Claude for Investment Professionals - Virtual Event - 11/5

Join us as we welcome Cindy Lin for a hands-on virtual workshop focused on practical AI applications for investment professionals.   Topics include:  ·     An overview of Claude and its latest capabilities for investment research   ·     Getting started with Claude Desktop and Cowork   ·     Using projects, skills, connectors, and scheduled tasks to streamline research workflows   ·     A live demonstration of building an AI-powered economic calendar that can be delivered as a dashboard or directly to Slack   ·     Best practices for privacy, security, and working with financial data     To view the Speaker's Bio - click here!   Virtual Event  Thursday, November 5th 12:00 - 1:00PM  Register Now!

Announcing CFA Institute's 30th Annual GIPS Standards Conference

Join CFA Institute at the 30th Annual GIPS® Conference in Philadelphia, PA.   Join us at the 30th Annual GIPS® Standards Conference, taking place10–11 November 2026 at the Loews Philadelphia Hotel. This milestone event will bring together investment performance professionals from around the world to explore the trends, challenges, and opportunities shaping the industry. Sessions will cover AI and its impact on performance measurement and reporting, private market developments, SEC examinations, GIPS Standards updates, and insights from the GIPS Standards Help Desk. Connect with peers and hear from leading industry and regulatory experts as they share practical perspectives and best practices. Click here for more information!

Join us for our November Tap Tuesday!

Join us Tuesday, November 10th at Erin's Snug Irish Pub for Tap Tuesday! 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, November 10th at Erin's Snug Irish Pub - Click here to add to your calendar. We look forward to seeing you and connecting over great drinks and even better conversation.