312-251-1301 info@cfachicago.org

Event Detail

CFA Institute Seminar for Global Investors (Ended)


July 22–25, 2019

Date, Time, and Location:
Monday, July 22, 2019 (add this event to your Outlook Calendar)
7:30 am
Gleacher Center, University of Chicago, 450 N Cityfront Plaza Dr, Chicago, IL  60611   (Driving Directions)

Program Description:
Previously known as the Financial Analysts Seminar, the CFA Institute Seminar for Global Investors is widely known as one of the most comprehensive continuing education programs for investment professionals.

Held for the last 64 years, the CFA Institute Seminar for Global Investors gathers a faculty of leading investors and researchers to provide their insights, perspectives, and practical takeaways to a global audience of asset managers and asset owners.

With the objective of improving investment decisions, participants at the seminar study an array of investment topics such as:

  • Effects of global macroeconomic trends,
  • Geopolitics
  • Investment policy
  • Improving data analysis
  • Application of new technologies in traditional and quantitative portfolio management,
  • Development and allocation of a range of investment strategies, asset classes, and risks.

What to Expect

  • Four days
  • A mix of engaging lectures, small classroom discussions, and interactive case studies
  • Networking opportunities in a relaxed university setting with leading investment managers, researchers, and an audience of peers from around the world
  • Discussions of the latest developments, strategies, tools, and research in investment management to improve investment decisions and practices

Who Should Attend?
Buy-side investors seeking to broaden their knowledge of the latest developments in investment management, uncover investment opportunities, and risk management for their client portfolios 

  • Portfolio Managers
  • Financial Analysts
  • Financial Strategists
  • Risk Managers
  • Asset Allocators
  • Asset Owners
  • Private Wealth Managers
  • Financial Consultants

Hosted by CFA Institute and CFA Society Chicago

Speakers: View Online

Fees:

  Through June 14,  2019 After June 14,  2019
CFA Institute Members and Candidates (CFA Program, CIPM, or Investment Foundations) USD 2495 USD 2995
Non-Members USD 2995 USD 3495
Group USD 2495 USD 2495


CFA Society Chicago Members: Save an additional $350. Please check your email for the code to use at registration.

CFA Institute Qualified Activity: Qualifies for 27 credit hours, inclusive of 2 hours in the content areas of Standards, Ethics, and Regulations (SER). CFA Institute members can claim CE credit by providing theur CFA Institute ID number when registering. NASBA: 32 credit hours in the content area of Finance, including up to 2.5 hours in the content area of Regulatory Ethics.

Attire: Casual attire

Registration: Register Online with CFA Institute

Agenda: View the Full Agenda

Your Registration Fee Includes: Morning coffee, refreshment breaks, lunches, networking receptions, the opportunity to meet with investment colleagues and speakers from around the world, access to presentation materials online, and conference materials

Cancellation Policy: A cancellation fee of USD 250 applies for all cancellations made after July 15,  2019. No refunds will be issued for any cancellations received within 24 hours of program start. Substitutions from the same company are accepted with fee adjustment, if appropriate. Sharing of registrations is not permitted.

For groups, if a cancellation brings a group's delegate count below three, regular rates will apply to the remaining delegates and all cancellation fees and deadlines above will be applicable.

Hotel Information: CFA Institute has arranged for a special group rate at the InterContinental Chicago. Reservations should be made directly with the hotel. You must refer to the “CFA Institute group” when contacting the hotel or apply the group code “FKL,” Reservations should be made by Tuesday, June 18, 2019 to take advantage of the discounted rate. The CFA Institute rate at the InterContinental Chicago is USD 199, subject to availability.

InterContinental Chicago
505 North Michigan Avenue
Chicago, Illinois 60611
USA
Tel: +1 (312) 944 4100 or +1 800 628 2112
Reservations Online

Special Needs: Please contact CFA Institute for services to accommodate a disability or to inform CFA Institute of any dietary restrictions. (Please include this information when you register for the conference.)

Please Note: Delegates are encouraged to share their insights and experiences at CFA Institute events on social media and blogs and may link to content on the CFA Institute website, unless otherwise noted (framing is not permitted). Delegates may not distribute, display, or post online any recordings, transcriptions, and/or copies of sessions at CFA Institute events without the express written permission of CFA Institute.

Any person attending a CFA Institute conference, seminar, or other program grants permission to CFA Institute to use and publish his or her image or likeness collected in connection with the program for any usual and customary purpose of CFA Institute including advertisements for CFA Institute and its programs

CFA Institute does not assume responsibility or liability for stolen, lost, or damaged personal property.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.