Upcoming Events

Western Region Speaker Series: State Street IM Presents " How to do more for the core"

Join us for Our next Western Region Speaker Series Sector investing can be a cost-efficient and powerful portfolio construction tool to help investors optimize the core by pursuing strong-performing sectors to capture outperformance, while reducing costs and risks associated with individual stock selection. Join the experts at State Street Investment Management and learn how you can do more for your core with a sector strategy.   Topics covered will include: An overview of sector investing The role sectors play in portfolio construction Exploring cyclical sector trends driving momentum Financial planning considerations Virtual Event Thursday, August 20th 1:00 - 2:00pm 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!