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CFA Institute Conference: Women in Investment Management Effecting Change, Making a Difference

Event Description

CFA Institute Conference: Women in Investment Management Effecting Change, Making a Difference

In today’s investment industry, putting your head down, working hard, and expecting to move forward—as a firm or as an individual—is not always sufficient. To succeed, you must put the same level of energy into strategically mapping your career as you do into daily investment research.

Diversity is also of great importance in the industry today. Successful investment firms actively seek a wide range of perspectives. Diversity in decision making is good for clients, teams, and business. It helps firms avoid “groupthink,” and those who think unconventionally—particularly in investment management—increase their own chances of professional success.

So, how do we build this diversity and develop better career road maps for investment professionals? The best place to begin is with firm culture and connections through people, including seeking out the resources and skills for support at each stage of your career.

The 2015 CFA Institute Women in Investment Management conference aims to promote career advancement and leadership in the investment profession and provide relevant and timely strategies for each stage of an investment career. Speakers will include accomplished female investment professionals who are currently leading organizations, making a difference, and promoting change at their firms, in their work with clients, and on boards. Whether you are reaching a transition point and determining your next challenge or looking for best practices in hiring talent, this conference offers guidance and advice to take you and your firm to the next level.

Conference takeaways:
  • Hear from women leaders and entrepreneurs who are making a difference in the investment profession
  • Strategize and interact with investment professionals from a variety of geographic regions who share common backgrounds and experiences
  • Learn to map your network and plan your personal career road map
  • Gain access to career management resources and learn best practices in hiring and developing talent in the investment profession
CE Credit: Qualifies for 5 credit hours
Members: CE Tracking auto-entry

This conference will be submitted to NASBA for credit review and may also qualify for continuing education credit from other organizations (e.g., the CFP Board and IIROC). Please contact your relevant organization for details on self-documenting credit for your participation.

Please view information about CPE credits for NASBA (PDF)

Event Type


Education Topic


Start Time

6/2/2015 4:00 PM

End Time

6/3/2015 6:30 PM


San Antonio



Event Country


Event Region



Grand Hyatt San Antonio



CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price

See Website for Details


Register online

Register by 31 March 2015 and receive a US$200 discount

All Day Event







Content Type: MyCFA Custom Calendar
Created at 1/7/2015 5:40 PM by
Last modified at 1/7/2015 5:48 PM by