Other Events in the Industry

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.

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.

This student-focused webcast introduces the dynamic and diverse world of asset management. It explains what the industry is, what it does, who it serves, and why it matters.

Join Cindy Lin for an interactive webinar on how financial professionals can design and deploy a custom AI agent using ChatGPT to support a wide range of day-to-day workflows. The session will cover current AI tools used in finance, highlight emerging AI agents, and include a live demonstration showing how to build a custom GPT tailored to your specific professional needs.

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.

Powering What’s Next: How Electrification Reshapes Infrastructure Investing explores how artificial intelligence is driving far more than demand for chips and hyperscalers—it is accelerating the electrification of the global economy and fueling the first material increase in electricity demand in decades.

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.

In this session, Christina Viglietta, VP of Operations, Americas at MDOTM Ltd., will explore how artificial intelligence can be implemented in practical, measurable ways within Wealth and Asset Management organizations — beyond experimentation.

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.

These events are all about networking with investment professionals in a very social setting over drinks and food. No name tags, just walk around and introduce yourself. A raffle will be held and all proceeds will be donated to the SF Bay area Make A Wish Foundation.