Other Events in the Industry

This 90-minute masterclass covers the Alpha Framework to develop a stock pitch that helps you stand out from the crowd. Members attend for free. Email [email protected] to receive a discount code prior to registration.

This webinar explores what tomorrow’s analyst, portfolio manager, or client advisor will need to succeed — from new technical fluency to adaptive thinking and cross-functional collaboration.

In this practical, solutions-focused webinar, experienced FX and portfolio management professionals will share proven strategies, tools, and real-world case studies to help you mitigate currency risk and make more informed investment decisions.

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.

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 50% discount on registration. 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.