Learning Opportunities at CFA Institute

?? UPCOMING WEBINARS

The Future of Finance Is Unfolding – Are You Ready?

This month, explore a series of expert-led webinars and events designed to provide actionable insights, strategic perspectives, and career development opportunities. From market trends to innovative investment strategies, gain the knowledge you need to navigate today’s evolving financial landscape. Whether you're looking to sharpen your skills or stay ahead of industry shifts, these sessions offer valuable takeaways for professionals at every stage.

Register today and take the next step in your professional growth.

Collateralized Loan Obligations (CLOs) Go Mainstream: Insights from Issuers and Investors: Discover how Collateralized Loan Obligations (CLOs) are shaping investment strategies. Learn about market trends, interest rate impacts, and actionable insights to balance yield and risk in diversified portfolios. Gain expert perspectives and stay ahead.?Sponsored by Neuberger Berman.?

?? 12 March | ?? 11:00 AM ET | 3:00 PM GMT

Conversations with Frank Fabozzi, CFA – Beyond Black Boxes: Causal Inference and the Future of Quantitative Investing: Join Frank Fabozzi, CFA, as he interviews financial machine learning expert Marcos López de Prado on AI, causality, and modern investing. They discuss AI’s role in finance, the limits of factor investing, and the potential of causal inference models.?

?? 18 March | ?? 12:00 PM ET | 4:00 PM GMT

Global Career Week: We're excited to announce that the agenda for Global Career Week is now live! Join us for an inspiring week filled with insightful sessions and expert panels. Our esteemed speakers include representatives from Goldman Sachs, LinkedIn, Mercer, State Street Global Advisors, S&P Global, and many more.?

?? 18-20 March 2025?

Navigating Wealth & Private Markets Series – Digital Assets and Cryptocurrencies: Should Wealth Managers Pay Attention???Uncover the resurgence of digital assets and what it means for wealth managers. Our first session in the 2025 Wealth Webinar Series dives into crypto ETFs, regulatory changes, and strategies for navigating this dynamic market. Don’t miss these actionable insights!?

?? 26 March | ?? 11:00 AM ET | 3:00 PM GMT

Find Out More about the Climate Risk, Valuation, and Investing Certificate:?The next cohort begins 7 April. Join our interactive webinar to learn how this certificate equips you with skills in climate risk assessment, valuation, and sustainable investing. Discover the benefits and take the next step in your career.

?? 27 March | ?? 8:00 AM ET | 12:00 PM GMT

Beyond Bonds: Crafting the Ultimate Fixed Income Strategy in Uncertain Markets:?Inflation is easing, growth is steady, and bond yields are attractive—but fixed income investing remains complex. Join us for expert insights on building a resilient, flexible portfolio by leveraging global bonds, corporate credit, and private markets. Gain actionable strategies to navigate today’s evolving landscape. Sponsored by Neuberger Berman.?

?? 9 April | ?? 11:00 AM ET | 4:00 PM BST

Using ETFs in Portfolios: Insights, Considerations, and Best Practices: Explore the evolving role of real assets in wealth management. This session highlights how private real estate and infrastructure can enhance portfolio diversification, improve resilience, and support client goals. Gain valuable insights into key trends and strategies shaping these essential asset classes. Sponsored by Invesco.??

?? 16 April | ?? 11:00 AM ET | 4:00 PM BST

Navigating Wealth & Private Markets Series – Let's Get Real: The Role of Real Assets in Wealth Management: Discover the role of private real estate and infrastructure in enhancing diversification and resilience. Learn about the unique characteristics of real assets, key market trends, and practical strategies for integrating them into client portfolios.?

?? 17 April | ?? 11:00 AM ET | 4:00 PM BST

? MARK YOUR CALENDAR

Featured Events

LIVE 2025 Bite-Sized Series – Capital Flows, Tariffs, and Trade: A Defining Moment for Emerging Markets Investors: Gain insights into the opportunities and risks of investing in emerging markets amid today’s complex global landscape. Discover strategies to identify markets with strong potential for risk-adjusted returns and prepare for deeper discussions at CFA Institute LIVE 2025.?Speakers include Dianna Raedle, Jon Spinney, Cynthia Steer

?? 19 March | ?? 11:00 AM ET | 4:00 PM GMT

CFA Program Career Paths Webinar Series – Investment Strategist: We continue the career paths series by focusing on Investment Strategist, the role which analyzes and opines on cross-asset market movements and advises money managers on asset allocations and portfolio positioning. Speakers include Dr. David Kelly, CFA, Gina Martin Adams, CFA and Fran?ois Trahan

?? 25 March | ?? 8:00 AM ET | 12:00 PM GMT

??? PODCASTS

Expert Insights & Emerging Trends

Stay ahead of the curve with the latest podcast episodes. From long-term investing strategies to big data in finance and the future of sustainable investment, these conversations offer valuable perspectives from industry leaders.

?? Peter Lazaroff, CFA: The Mindset and Strategies of a Long-Term Investor: In a special crossover episode of Enterprising Investor, host Mike Wallberg, CFA, and The Long Term Investor’s Peter Lazaroff, CFA, explore the intersection of investment strategies and personal growth. Packed with insights and actionable takeaways, this conversation offers fresh perspectives from two seasoned investors. Catch them both live at CFA Institute LIVE 2025 in Chicago this May!

?? Cheryll-Ann Wilson, CFA: Big Data’s Impact on Investment Management: Cheryll-Ann Wilson, CFA, Senior Affiliate Researcher at CFA Institute, unpacks key insights from the CFA Institute Research & Policy Center report on big data in investment management. Through global surveys and expert interviews, she explores AI’s role, industry challenges, and the future of data-driven decision-making.

?? Dr. Ma Jun: The Future of Sustainable Finance: Paul Moody of CFA Institute speaks with Dr. Ma Jun, President of the Institute of Finance and Sustainability, about the future of sustainable finance. They discuss global policy, scaling sustainable investment, and the ambitious CASI initiative to educate 100,000 professionals in emerging markets by 2030. Tune in for insights on driving meaningful change.

?? INSIGHTS INTO GLOBAL FINANCE

In Brief

In Brief is your go-to source for financial insights, tailored to professionals, students, and curious learners alike. This month, we’re diving into managing wealth across generations – including whether the ‘Great Wealth Transfer’ is a myth or reality -? and how the wealth management industry can attract new talent as a record number of advisors retire.??

Discover more in our series on generational wealth:?

?? Dispelling myths about the ‘Great Wealth Transfer’: Reports of the size of assets to be passed down to younger generations should be taken with a pinch of salt?

?? How real is the third-generation curse, and how can financial advisors tackle it?: Is family wealth really so fleeting???

?? Cultivating the next generation of wealth managers: How are firms pivoting to attract and retain the next generation of advisors??

?? How financial advisors are helping the mass affluent pass down their wealth: Servicing this sector fulfils an urgent societal need?

THANK YOU

We appreciate you being part of the CFA Institute community. Our goal is to keep you informed with insights that drive the future of finance and investment. Keep an eye out for more research, expert analysis, and industry updates in our next edition!