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Achieve Mastery of Applied Behavioral Finance/Investment Psychology in Volatile Markets

24 May 2019, 12:00 PM | Tokyo, Japan
CFA Society Japan | 1.5 CE Credit

To achieve mastery of applied Behavioral Finance and Investment Psychology, we must first embark on a journey of self-awareness. But the only way to successfully do this is by engaging a deeper understanding of our mistakes and failures, especially under the pressure of market volatility. 2018 was a year of extreme change. It not only challenged top performing strategies, but also reshaped crowd psychology. 

China – Where to from here?

28 May 2019, 12:15 PM | Sydney
CFA Society Australia | 1 CE

An unstable US-China bilateral relationship is roiling markets and taking headlines, and the outcome will do much to shape global economic and trade prospects for the foreseeable future. At the same time however, the pressures on China’s domestic economy have not relented, creating a two-speed economy and a more difficult environment for policy measures.

How is China managing through these internal and external pressures?  What are the possible outcomes of the US-China trade dispute and how would these affect the region’s economy and global ties?

Join Xu Sitao as he shares his views on these key issues affecting China, Australia and the world.

ASIFMA Compliance and Legal Conference 2019

29 May 2019, 8:30 AM | Hong Kong

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.

WEBINAR - Career Insights: Wealth Management Industry

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

This webinar aims to create awareness about the CFA® charter and its relevance to the wealth management industry. The learning outcomes are as follows:
1. Understanding the value chain
2. Key roles and positions available
3. Attitudes, skill, and knowledge required
4. Value of the CFA charter
5. Salary levels across positions

Leveraging the Data Explosion: The Rise of Centaur Investors

30 May 2019, 12:00 PM | Singapore
CFA Society Singapore

The emergence of Big Data and AI have created an amazing set of​​ new opportunities.

They have not made the World less complex. Actually probably increased complexity.

Finding your way as an asset manager to new sources of data-driven alpha is crucial for future success.
To do that first the new data ecology needs to be well understood. 

Next your culture, organizational set-up and the way you technology in your investment approach needs to be moved to the future.

HKSFA-HSUHK-IFTA FinTech & Blockchain Series - Fintech And Its Application In Banking And Insurance Industries

01 June 2019, 9:45 AM | Hong Kong
The Hong Kong Society of Financial Analysts | 6.5 CE

HKSFA is proud to co-host this FinTech & Blockchain Series with the Executive Development Centre of The Hang Seng University of Hong Kong (HSUHK-EDC) and Institute of Financial Technologists of Asia (IFTA).  

To provide an introduction to participants on how Fintech has started to change the way of insurance and banking business; provide learning experiences to participants so they can equip with some basic knowledge of Fintech developments in the financial industry. Industry practitioners in the banking/finance/insurance industries who do not possess much Fintech knowledge and will have to deal with this in their daily life will be provided with a WHOLISTIC introduction on Fintech and its useful applications in the industry.

Value Investing Gathering - Value Fund Management

03 June 2019, 7:00 PM | Hong Kong
The Hong Kong Society of Financial Analysts | 1 CE

A good fund manager is necessarily a good investor. But a good investor does not automatically make a good fund manager. The key factor that differentiates the two will be explained, and its importance in the context of value investing will be discussed. Behavioral and cognitive aspects of fund management will be featured in this talk.

Introduction of “Flows & Allocations”, implications & predictions on fund flows vs price momentum and stock selection for developed markets

04 June 2019, 7:00 PM | Tokyo, Japan
CFA Society Japan | 1.5 CE Credit

-Do fund flows provide explanatory power that is not included in the price momentum for future performance in global equity country allocation strategies?
 -applying EPFR stock level data in quantitative strategy for the developed markets to generate alpha
 -performance of a universe of securities in the developed markets held by ESG funds

UNEP FI Regional Roundtable Asia Pacific

05 June 2019, 8:00 AM | Shanghai, China
UNEP | PRI | CFA Institute

The UNEP FI Regional Roundtable for Sustainable Finance in Asia Pacific will take place on 5 – 6 June 2019 in Shanghai, China. The event is co-hosted with the Shanghai Lujiazui Financial City Council Green Finance Development Committee (GFDC) and in collaboration with Principles for Responsible Investment.

UNEP FI’s Roundtable, held at the Grand Kempinski Hotel Shanghai in Lujiazui Finance and Trade Zone, Pudong New District in Shanghai, China, is part of UN Environment’s 2019 World Environment Day celebrations hosted by China, under the theme “Air Pollution”.

WEBINAR - Practitioners' Insights: Assessing Emerging Technology Businesses

06 June 2019, 5:30 PM | Online
CFA Institute | 1 CE

Technology businesses have completely changed the way in which we interact with each other and with the environment. The biggest listed companies of the world are now technology driven. Some of these businesses are not making money. There is a possibility that some of these businesses may perhaps never make money. Nonetheless, technology driven companies have redefined the way we are living our lives. Analyzing emerging technology businesses is not easy. There are no fixed set of rules nor do we have proven templates. This webinar will provide insights on assessing emerging technology businesses and provide the following learning outcomes:

        1. Understanding emerging technology businesses

        2. Understanding business plans and business models


11 June 2019, 12:00 PM | Malaysia
CFA Institute, PRI

CFA Institute and the Principles for Responsible Investment ("PRI") are publishing ESG integration reports that aim at helping investors better analyze ESG data and integrate ESG metrics into their investment process. The reports will help investors learn from their local peers about how they practice ESG integration across different asset classes through a look at local best practices. During this luncheon talk hosted by CFA Society Malaysia and supported by CFA Institute's Asia-Pacific Research Exchange, Justin Sloggett, CFA (Head of ESG Investment Research, PRI) will share on the ESG development in APAC and explain why it is important to the rest of the wold. He will also illustrate approaches and methodologies to ESG integration in markets around the world, with drivers and barriers taken into consideration. 

ESG Forum by PRI, CFA Institute and HKSFA

12 June 2019, 3:00 PM | Hong Kong
PRI, CFA Institute & HKSFA | 1.5 CE

A recent study by PRI and CFA Institute identified risk management, client demand and regulation as the top drivers of ESG integration across Asia Pacific. During this forum, practitioners will explain how they integrate ESG factors into their risk management process and discuss how client demand and regulation have created a strong momentum behind ESG investing in Hong Kong.
The PRI and CFA Institute will also launch their latest regional reports on ESG integration entitled, “ESG integration in Asia Pacific: markets, practices, and data”.

6th Korea Investment Conference - Future of Investment: Human vs. Machine Intelligence

12 June 2019, 8:30 AM | Seoul, Korea
CFA Society Korea

The theme of the conference will be "The Future of Investment - Human Intelligence vs. Machine Intelligence," which will cover the impact of artificial intelligence and big data technologies on the investment and financial industries, which are currently having an industrial revolution across the industry.
We're going to talk about what impact artificial intelligence and big data have had on the investment sector over the past few years and where the future of that change will be headed.

ESG Forum by PRI & CFA Institute

14 June 2019, 1:00 PM | Singapore
PRI & CFA Institute | 2 CE

A recent study by PRI and CFA Institute identified risk management, client demand and regulation as top drivers of ESG integration across Asia Pacific. During this session, practitioners will explain how they integrate ESG factors into their risk management process and top speakers will discuss how client demand and regulation created a strong momentum behind ESG investing in Singapore. The PRI and CFA Institute will also launch their latest regional reports on ESG integration entitled, “ESG integration in Asia Pacific: markets, practices, and data”.

Advocacy ESG Joint Event with PRI ESG Integration Guidance and APAC Regional Report

14 June 2019, 2:30 PM | Tokyo, Japan
CFA Institute, PRI | 2.5 CE

CFA Institute and the PRI have been hosting a series of workshops across the globe to discuss the current state of ESG integration. Participants from across the investment industry came together to share information on the existing levels of ESG integration in the market and their investment process, barriers faced in relation to ESG integration and possible solutions to overcome them.
Though portfolio managers and analysts are increasingly incorporating ESG factors into their investment analyses and processes, ESG integration remains in its relative infancy, with investors and analysts calling for more guidance on exactly "how" they can
 "do ESG" and integrate ESG data into their analysis.

What’s Trending? Trends in Family Office Investments & Fund Structures

25 June 2019, 7:00 PM | Hong Kong
The Hong Kong Society of Financial Analysts | 1 CE

  • What are the key investment trends observed in family offices?
  • What are the trends in registered fund structures and how do these fund structures compare?

Investing in Asia Real Estate

08 July 2019, 9:00 AM | Singapore
CFA Society Singapore | 14 CE Credit

As the Asia real estate industry emerges from the financial market crisis, industry professionals must become more adept at identifying and capitalizing on new opportunities.

The 2 day course will sharpen your understanding of the Asia real estate capital markets, and update you on key real estate investment trends and risks for 2019.

The 20th Anniversary CFA Society Japan JAPAN INVESTMENT CONFERENCE 2019 - The Multi-Stage Life and The Challenges Facing Financial Services

25 July 2019, 9:15 AM | Tokyo, Japan
CFA Society Japan | 6 CE Credit

How should we rethink and restructure our lives in an age where we can live for up to 100 years? Every part of life such as work, education, marriage and child rearing is about to change. As we approach an age of longevity, asset management is becoming increasingly important. 

The Japan Investment Conference 2019, “The Multi-Stage Life and The Challenges Facing Financial Services  -Financial Services Needed in the 100-year Life-” will shed light on asset management in aging societies and welcome prominent business executives and renowned experts as this year’s speakers.