Upcoming Events

AIMA Canada and CFA Society Calgary: Asset Allocation and Alternative Insights Calgary Social

Join AIMA Canada and CFA Society Calgary as we reconvene in Calgary for an afternoon of industry networking and to discuss key themes in alternative investments including: Global and local trends in alternative investments Investor perspectives on portfolio construction, manager selection and other asset allocation decisions Public and private valuations and strategies for balancing liquidity/return expectations Innovation in fund management, product development and the role of emerging managers in portfolios Canadian regulatory and compliance highlights for KYC/KYP And more Speakers: Matthew Andrade, CFA , Chief Operating Officer,  Richmond Equity Management Brent Smith ,   CFA , Chief Investment Officer,  Kinsted Lauren Frosst, MBA, CFA , Director, Investments,  Calgary Foundation Moderator: Thomas Holloway, CFA , Associate Professor of Finance,  Haskayne School of Business, University of Calgary Sponsored by:

28th Annual GIPS® Standards Conference

Overview Join us at the 28th Annual GIPS® Standards Conference in sunny San Diego, California!   This is the must-attend event for performance and compliance professionals. Industry and regulatory experts will discuss the latest trends and challenges in investment performance. This year’s conference will feature sessions on best practices for complying with the GIPS standards, the SEC Marketing and Private Fund Adviser rules and related exam matters, and the use of AI in investment management.     Final session details will be announced early this summer along with Professional   Learning (PL) credit hours and NASBA CPE credits.   In-person registration includes your live event pass, networking with industry peers, and access to on-demand content. Can’t join us in San Diego? You can also register for the   Digital Content Package   to enjoy session recordings on-demand following the conference. 

Save the Date: CFA Institute LIVE 2025

Back by overwhelming demand, our Global Conference will return to bring investment professionals together in 2025. Hosted with CFA Society Chicago, CFA Institute LIVE is designed to deliver relevant, timely, and objective industry knowledge, deepen professional connections, and elevate career goals.