Events



Find Events by country/region

 Global Passport Events only


Financial Modeling and Valuation 2019 - Corporate Valuation Methodologies

20 March 2019, 9:00 AM | Manila, Philippines
CFA Society Philippines | 7 CE

CFA Society Philippines is proud to present these workshops on "Financial Modeling and Valuation" held in conjunction with Wall St. Training. Workshops include:

1. Basic Financial Modeling (March 18, 2019, 9:00 AM to 5:00 PM)

2. Advanced Financial Modeling (March 19, 2019 9:00 AM to 5:00 PM)

3. Corporate Valuation Methodologies (March 20, 2019 9:00AM to 5:00PM))

4. M&A Deal Structuring Modeling (March 21, 2019 9:00AM to 5:00PM)

The goal of these programs is to improve and elevate the skills sets of the financial analyst and the investment professional. Heavy emphasis is placed on being as effective and efficient as possible with Excel.

Note: Participants are required to bring PC laptop with Microsoft Excel installed. Macs with Office 2008 will not be as effective



Understanding the Equity Investment Process

20 March 2019, 12:15 PM | Hong Kong
The Hong Kong Society of Financial Analysts | 1 CE

HKSFA is pleased to welcome Mr. Richard Goldman, Head of Market Development, Investment and Advisory, Asia, Refinitiv, to present at our luncheon on the topic “Understanding the Equity Investment Process”.  


Ethical Decision Making Workshop

20 March 2019, 12:15 PM | Melbourne
CFA Society Melbourne | 1 CE

Being able to work successfully with ambiguity is increasingly cited as a critical skill in modern workplaces. Ethical dilemmas are a form of work place ambiguity, readily generated by the competing priorities in finance and investment business. It is a common misconception that unethical action is an uncommon occurrence, performed by already bad people. On the contrary, ethical dilemmas are entirely commonplace occurrences,  and often result in perfectly good people deciding to do questionable things -  driven by psychological biases, social & organisational factors, and situational influences that can affect decision making and behaviour.


Financial Modeling and Valuation 2019 - M&A Deal Structuring Modeling

21 March 2019, 9:00 AM | Manila, Philippines
CFA Society Philippines | 7 CE

CFA Society Philippines is proud to present these workshops on "Financial Modeling and Valuation" held in conjunction with Wall St. Training. Workshops include:

1. Basic Financial Modeling (March 18, 2019, 9:00 AM to 5:00 PM)

2. Advanced Financial Modeling (March 19, 2019 9:00 AM to 5:00 PM)

3. Corporate Valuation Methodologies (March 20, 2019 9:00AM to 5:00PM))

4. M&A Deal Structuring Modeling (March 21, 2019 9:00AM to 5:00PM)

The goal of these programs is to improve and elevate the skills sets of the financial analyst and the investment professional. Heavy emphasis is placed on being as effective and efficient as possible with Excel.

Note: Participants are required to bring PC laptop with Microsoft Excel installed. Macs with Office 2008 will not be as effective



‘Ethics in Action’ workshops

21 March 2019, 12:00 PM | Christchurch
CFA Society New Zealand

Join with other finance professionals for an energetic and interactive session of ethics brought to life.
These engaging and informative workshops will increase your understanding about why ethics is vital in the finance industry and how to put ethics into practice in challenging situations...


Ethical Decision Making Workshop

21 March 2019, 12:15 PM | Sydney
CFA Society Sydney | 1 CE

Being able to work successfully with ambiguity is increasingly cited as a critical skill in modern workplaces. Ethical dilemmas are a form of work place ambiguity, readily generated by the competing priorities in finance and investment business. It is a common misconception that unethical action is an uncommon occurrence, performed by already bad people. On the contrary, ethical dilemmas are entirely commonplace occurrences,   and often result in perfectly good people deciding to do questionable things -  driven by psychological biases, social & organisational factors, and situational influences that can affect decision making and behaviour.


The Symposium on Risk Management and Business Intelligence 2019

23 March 2019, 2:00 PM | Hong Kong
The Hong Kong University of Science and Technology

The Symposium on Risk Management and Business Intelligence 2019 will be held on 23 March 2019 (Saturday) afternoon in Citigroup Lecture Theatre (LT-A), The Hong Kong University of Science and Technology (HKUST). This is the Tenth symposium organized by the Risk Management and Business Intelligence (RMBI) Program of HKUST. The theme of this symposium is FinTech.


Diversity Matters: Diane Smith-Gander with South32

26 March 2019, 6:00 PM | Perth
CFA Society Perth

The Women in Finance Network invites you to our upcoming event Diversity Matters: Diane Smith-Gander with South32 at the Royal Freshwater Bay Yacht Club on Tuesday 26th March. We encourage both men and women to attend the event and join the conversation about the benefits gender diversity brings to companies, and therefore to clients and shareholders. The night will be opened by the Hon. Simone McGurk, Minister of Child Protection; Women's Interests; Prevention of Family and Domestic Violence; Community Services.


Women in Finance - Diversity in Finance: Why it Matters

26 March 2019, 6:30 PM | Taipei
CFA Society Taiwan | 1 CE Credit

Diversity in Finance: Why it Matters

This presentation will focus on the importance of diversity in finance:

Why women need finance and finance needs women!
Differences between female vs male investing and risk tolerance re: behavior and language/communication styles. 
A new era for female investors – global platforms for investing and education


UTS Business Masterclass in Finance: "Dual-Class Shares: The Good, the Bad, and the Ugly"

27 March 2019, 6:00 PM | Australia
CFA Institute | 1 CE

The Finance Discipline Group within the UTS Business School invites you to attend our first UTS Business Masterclass in Finance in 2019 featuring Mary Leung, CFA, Head, Advocacy, Asia Pacific at CFA Institute’s Hong Kong office and special industry guest and discussant - Nathan Lim.

The existence of dual-class shares (DCS) has generated much debate for over a century. Sometimes known as shares with weighted voting rights or unequal voting rights, DCS structures provide owners of certain share classes with superior voting rights, giving them voting control over a company that is disproportionate to their equity shareholding. Mary's presentation will serve as a review of the current debate surrounding DCS and their emergence in Asia Pacfic. Nathan Lim, CFA, Head of Private Wealth Research at Morgan Stanley, Australia, will put the topics of DCS into the Australian context.


Business Finance Mandarin Workshop (Basic) by Henry Wang Xin Bin, CFA

28 March 2019, 9:00 AM | Singapore
CFA Society Singapore | 14 CE Credit

This workshop aims to equip learners with basic terminologies in Chinese Financial Statements. Business reports and news articles will also be incorporated to include realistic examples from work.
 
Mr. Henry Wang is bilingual in English and Chinese with real-time business knowledge. The activities are designed to be learner-centred and will incorporate real life work scenarios. 
 
This program is specially designed for learners working in the Banking and Finance sector who are able to speak basic conversational Chinese, but are not proficient in communicating in professional Mandarin for business purposes and eager to master the capacity to read Chinese Financial Reports directly instead of relying primarily on translation.
 


WEBINAR - Practitioners’ Insights: ETF, Smart Beta & the evolving Investment Landscape

28 March 2019, 5:30 PM | Online
CFA Institute | 1 CE

This webinar will address the following learning outcomes:

Overview on ETFs & Smart Beta ETFs
Global & India Market Outlook
Recent Strategies in the Investment Landscape
Regulatory framework around ETFs


CFA Society Singapore - J.P. Morgan Corporate Challenge 2019

28 March 2019, 5:00 PM | Singapore
CFA Society Singapore

Great Run for a Good Cause!

Participants will receive a set of CFAS T-shirtJP Morgan Goodie Bag and a complimentary entry to CFAS Networking Drinks event (held after the run) 

Registration closes on 1 March 2019​ (Friday) or when organiser’s event capacity is reached (whichever occurs first) 

We look forward to seeing you there!



投資者教育講座 : 行業專題分析系列 - 「探討地產股分析重點」

29 March 2019, 7:00 PM | Hong Kong
ACCA, CFA Institute, HKSFA, HKU Space, IFEC

在進入了工業4.0之後,全球各行各業的不同領域面臨了顛覆性的衝擊。有些行業被徹底淘汰,有些行業則必須“投靠”大數據與區塊鍊等新興科技。當然,還有一些行業繼續堅守其崗位,以小變應萬變的態度來應付新時代的衝擊。

在是次的投資者教育講座:行業專題分析系列,我們將焦點鎖定在房地產開發領域。其間我們會深入探討這個行業的核心亮點與風險,並且提供一個難得的渠道讓與會者跟我們特別邀請出席的行業專家作出交流。

本講座為「香港理財月2019」特別舉行的理財教育活動之一。

「香港理財月2019」由投資者及理財教育委員會(前稱投資者教育中心)統籌舉行,以實踐「理財能略」;並獲得財經事務及庫務局、教育局、香港金融管理局、保險業監管局、強制性公積金計劃管理局以及證券及期貨事務監察委員會的支持。



IMN's 3rd Annual Global Investors' Conference on Securitisation in China

30 March 2019, 8:00 AM | Beijing, China
Information Management Network

IMN is proud to announce our new partnership with CAF100, the leading China securitisation industry group and host of an annual industry event attracting 1,000 structured finance professionals from across mainland China. These attendees include the major local originators and investors of ABS, as well as ratings agencies, law firms, and key Chinese regulators. With the addition of Euromoney/IMN as event partner, this year's event will feature a larger and more international audience including overseas investors, international investment banks, law firms, and ratings agencies. Given Euromoney/IMN's unique leadership position having hosted the largest securitisation industry conferences in the U.S. and Europe for the past 24 years, our firm is well positioned to place the Chinese ABS market on the international stage.


Global Economic Outlook 2019:New Directions and Changing Tides?

01 April 2019, 6:30 PM | Tokyo, Japan
CFA Society Japan | 1.5 CE Credit

Is the global economy sliding toward a recession? Or was the market volatility of late 2018 just a bump on the road to an orderly slowing to growth? In this presentation we will examine that question as well as explore the main risks to the outlook. These include an escalation of the US-China trade war, the path of interest rate normalization led by the U.S. Federal Reserve, as well as Brexit and geopolitical tensions.
 
Dr. Paul Gruenwald, Chief Economist for S&P Global Ratings, who based in NY will discuss

  •  An Escalation of the US-China Trade Dispute
  • The path of interest rate normalization led by Fed
  • Brexit and other geopolitical tensions


ASIFMA Conference 2019: The Future State: Cost Efficiencies, New Technologies, and Operational Challenges

02 April 2019, 9:00 AM | Hong Kong
ASIFMA

This inaugural Asian conference for technology and operations is designed by the industry for the industry where key stakeholders including sell-side, buy-side, regulators, law firms, consultants and media will come together to meet, identify and discuss tech & ops related shared challenges and bring market participants together to help solve these issues. For more information, please click here


ESG Valuation & Climate Risk

09 April 2019, 12:15 PM | Hong Kong
The Hong Kong Society of Financial Analysts | 1 CE

ESG Investing is not about hugging trees but rather investing in companies with sustainable growing businesses. As the regulators and governments put the environment and social issues in their agenda, companies and investors need to quantify better and clarify the ESG processes. While ESG factors are being integrated into the investors' investment process, how could we conduct the valuation on these ESG elements? 


Promoting Fintech : Which Directions for Hong Kong Regulations and Regulator

10 April 2019, 7:00 PM | Hong Kong
The Hong Kong Society of Financial Analysts | 1.5 CE

Regulations play a critical role in the development of Fintech companies.  According to a 2018 study,  Hong Kong as a Global Fintech hub is ranked 10th , behind Singapore (1), London (4) and New York (8) and in terms of Fintech Ecosystem, according to another study,  Hong Kong is ranked 9th,  again behind London (3), New York (2) and Singapore (7)...


Business Finance Mandarin Workshop (Intermediate) by Henry Wang Xin Bin, CFA

11 April 2019, 9:00 AM | Singapore
CFA Society Singapore | 14 CE Credit

This workshop aims to equip learners with comprehensive terminologies and analytical skills in Chinese Financial Statements. Business reports and news articles will also be incorporated to include realistic examples from work.

Mr. Henry Wang is bilingual in English and Chinese with real-time business knowledge. The activities are designed to be learner-centered and will incorporate real life work scenarios. ​

This program is specially designed for learners working in the Banking and Finance sector who are able to speak basic conversational Chinese, but are not proficient in communicating in professional Mandarin for business purposes and eager to master the capacity to analysis Chinese Financial Reports directly instead of relying primarily on translation.



WEBINAR - Career Insights: Structured Finance

18 April 2019, 5:30 PM | Online
CFA Institute | 1 CE

In this webinar, Ashwin Narang, CFA, will discuss skill sets and career opportunities for investment decision makers in the structured finance space. Ashwin will also provide a practitioner’s insight on the key drivers in the structured finance sector.
 


Buffett's Alpha and Efficiently Inefficient Markets

18 April 2019, 6:30 PM | Tokyo, Japan
CFA Society Japan | 1.5 CE Credit

We consider the main trading strategies by some of the most celebrated investors and seek to determine the source of their profits. To do this, we utilize a factor—or style—investing framework, that is, using time-tested principles in a rules-based manner.  We begin with Warren Buffett's Berkshire Hathaway, which has realized a Sharpe ratio of 0.79, with significant alpha to traditional risk factors.  The alpha becomes insignificant, however, when we control for exposure to style factors such as value and quality.  Through this factor prism, Buffett's returns appear to be neither luck nor magic but, rather, a reward for leveraging cheap, safe, high-quality stocks. We also consider the investment styles of George Soros and other famous investors.


Masterclass : Excellence in Private Equity & Deal Structuring

29 April 2019, 5:00 PM | Singapore
CFA Society Singapore | 14 CE Credit

The advent of the $ 100 billion mega funds such as Softbank necessitates a strong understanding of private equity and deal structuring for all players in the financial eco-system, including the staff of sovereign wealth funds. Besides fund managers, small, growing companies, as well as established corporates need private equity or venture capital to fund their growth strategies. Private equity is now intricately linked to mergers and acquisition and buyout transactions in complex ways. For example, a small firm can now acquire a much larger firm.


The Alternatives Conference

22 May 2019, 9:00 AM | Auckland
CFA Society New Zealand

CFA Society New Zealand is pleased to announce a full-day forum on the topics of Alternative Finance and Alternative Investments. On 22 May 2019, experts will share their insights, generate discussion and address your questions.


ASIFMA Compliance and Legal Conference 2019

29 May 2019, 8:30 AM | Hong Kong
ASIFMA

For more information, please click here.
 
ASIFMA aims at initiating an annual dialogue among the Asian compliance and legal communities to discuss and suggest practical solutions to key real-world issues of legal and compliance. This two-day conference features keynote speeches, panels, roundtable discussions covering a wide range of important topics of the industry, along with ample networking opportunities.
 
Members of CFA Institute can enjoy the discounted delegate fee as Guests of Endorsers, details please refer to below Delegate fees table. For registration, please visit here and insert PROMO CODE of your selected type of delegate fee, when registering online.