Other Events in the Industry

In this interactive workshop, Ted Michaels, Co-Founder of Concourse, will provide a practical framework for understanding how AI systems work “under the hood” and why prompting quality directly impacts results.

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.

As private companies remain private for longer and capital markets continue to evolve, investors are increasingly looking to private markets for growth and diversification. Examine how technology is expanding access, improving transparency, and enhancing liquidity for a broader range of investors. Gain perspective on private company investing, secondary market opportunities, and what lies ahead for fundraising and the IPO market.

Join Bloomberg at Yerba Buena Center for the Arts as they celebrate International Women’s Day, with a dynamic lineup of programming, including an exclusive interview with Jennifer Tejada, CEO of PagerDuty, by Bloomberg’s Caroline Hyde.

This webinar moves beyond the noise of crypto markets to explore the strategic and operational impact of blockchain on fund structures, asset classes, and investment operations. From tokenized funds and digital custody to evolving regulation and infrastructure, this webinar unpacks what professionals really need to know — and what skills they’ll need to navigate the shift with confidence.

The FX Global Code sets standards for integrity and transparency in foreign exchange markets. This session highlights why the Code matters for buy-side firms, how to adopt it effectively, and what it means for building trust and stronger governance.

The Spring 2026 JOIM Conference will showcase selected topics of timely interest. Conference consists of a dinner keynote speaker and two days of presentations and discussions with experts in the field. CFA Society San Francisco member qualify for a 50% discount on a guest seat. Email [email protected] and JOIM will help you register.

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.

This webinar examines how investment professionals can move from data hoarding to data value creation, using alternative and ESG data to generate insights, sharpen decision-making, and support clients more effectively. We'll also address the ethical, regulatory, and practical dimensions of data use — and the skills needed to navigate them with confidence.