11 Best Investment Conferences to Build Your Knowledge in 2025
Whether you're a professional numbers nerd or just do it on your own time, we all love learning ways we can get richer.
Using my experience in financial controls, I've put together a list of the best investment conferences to attend this year, including conferences with a mix of focuses, such as:
- Wealth and asset management
- Corporate finance initiatives
- International trade policy
Let's get into it.
Need expert help selecting the right tool?
With one-on-one help, we guide you to your top software options. Narrow down your software search & make a confident choice.
Best Investment Conferences in 2025 Shortlist
Here's a shortlist of the best investment conferences I think are worth attending in 2025:
- SuperReturn Conferences - Multiple locations and dates
- International Trade and Investment Program Meeting 2025 - Cambridge, MA (April 4-5, 2025)
- ACG Dealmax Conference - Las Vegas, NV (April 7-9, 2025)
- 2025 Global Investment Conference - Alberta, Canada (April 23-25, 2025)
- Milken Global Conference 2025 - Los Angeles, CA (May 4-7, 2025)
- Morningstar Investment Conference - Multiple locations and dates
- Global Sohn Investment Conferences - Multiple locations and dates
- 53rd Annual FPA NorCal Conference - San Francisco, CA (May 27 & 28, 2025)
- Invest Canada 2025 - Calgary, Canada (May 27-29, 2025)
- Wealth Management EDGE 2025 - Boca Raton, FL (June 10-12, 2025)
- Future of Asset Management North America - New York City, NY (October 7-8, 2025)
- Money 20/20 USA 2025 - Las Vegas, NV (October 26-29, 2025)
Best Investment Conferences of 2025
Below are my summaries of the best investment conferences on my shortlist. My reviews look at each event’s dates, location, pricing, and unique offerings.
1. SuperReturn Conferences - Multiple locations and dates
- Dates: Multiple dates (see table below)
- Location: Multiple locations (see table below)
- Pricing: Starting at $1,807
- Website: SuperReturn Conferences
- Social Media: LinkedIn
Conferences Locations and Dates for the SuperReturn Conferences 2025:
| Locations | Dates |
| Hong Kong | May 6-7, 2025 |
| Chicago, USA | May 13, 2025 |
| Berlin, Germany | June 2-6, 2025 |
| Amsterdam, NL | June 16-19, 2025 |
| Los Angeles, CA | September 15-17, 2025 |
| Singapore | September 16-18, 2025 |
| Amsterdam, NL | September 29-Oct 1, 2025 |
| London, UK | September 30-Oct 2, 2025 |
| Dubai, UAE | October 21-23, 2025 |
| Amsterdam, NL | November 6, 2025 |
| New York, USA | November 18-20, 2025 |
| Cape Town, South Africa | December 2-4, 2025 |
| Tokyo, Japan | December 3-4, 2025 |
Overview: SuperReturn Conferences are global gatherings for private equity, venture capital, private credit, and related capital market professionals. These events attract a diverse audience, including Limited Partners (LPs), General Partners (GPs), and fund managers, to share insights, market trends, and sector-specific developments.
Why you should attend: These conferences will have closed-door sessions exclusive to LPs, providing a confidential environment to discuss pressing issues and insights. It will also have interactive formats, such as workshops, debates, and social events, for Q&A sessions with industry leaders.
Key topics to be discussed include innovation, environmental, social, growth strategies, and market regenerations. Additionally, there will be specialized summits for content and activities focused on specific areas.
2. ACG DealMAX® Conference - Las Vegas, NV (April 7-9, 2025)
- Dates: April 7-9, 2025
- Location: ARIA Resort & Casino, Las Vegas, NV
- Pricing: Starts at $2,899
- Website: ACG Dealmax Conference
- Social Media: Facebook, LinkedIn
Overview: The ACG DealMAX® Conference attracts private equity investors, investment bankers, corporate development executives, and dealmakers looking to connect, source opportunities, and discuss the latest trends in M&A. The event offers a structured platform for networking through one-on-one meetings, curated peer discussions, and expert-led sessions that cover key industry developments.
Why you should attend: The conference will include the DealMAX® Lounge with open tables for impromptu meetings, sponsor booths, and educational sessions. It will also provide curated experiences such as peer meetups, and insights from middle-market experts for maximizing growth potential and M&A success.
The conference will also explore current trends in M&A, deal structuring, valuation, investment banking, financial strategies, and the impact of regulatory changes on transactions.
3. 2025 Global Investment Conference - Alberta, Canada (April 23-25, 2025)
- Dates: April 23-25, 2025
- Location: Fairmont Château Lake Louise, Alberta, Canada
- Pricing: Invitation-only
- Website: 2025 Global Investment Conference
- Social Media: Facebook, LinkedIn
Overview: The Global Investment Conference is an exclusive, invitation-only event for senior decision-makers from Canadian pension plans and institutional investors. It brings together industry leaders, academics, and investment experts to explore emerging trends, economic challenges, and strategic opportunities in global markets.
Keynote speakers include Cliff Kupchan, Chairman at Eurasia Group; Chris Brown, Chief Executive Officer of WISE Trust; and Yashica Reddy, Investment Director of Thematic Equities at Schroders.
Why you should attend: The conference will be a platform to engage with industry leaders, academics, and investment experts, facilitating in-depth discussions on current global economic uncertainties.
The agenda will cover various panel discussions and fireside chats on the impact of changing market trends on plan funding and the evolution of asset allocation between public and private markets. There will also be exciting networking activities, including a ski day and a pub night.
4. Milken Global Conference 2025 - Los Angeles, CA (May 4-7, 2025)
- Dates: May 4-7, 2025
- Location: Beverly Hilton, Beverly Hills, Los Angeles, CA
- Pricing: Register to see current pricing
- Website: Milken Global Conference 2025
- Social Media: Facebook, LinkedIn
Overview: The Milken Institute Global Conference 2025 connects individuals wielding capital and influence with experts and innovators across the health, finance, technology, and philanthropy sectors. It aims to discuss actionable solutions for a more sustainable, equitable, and resilient future.
Why you should attend: At this conference, you can participate in various activities, including keynote and panelist presentations, and interactive sessions that tackle pressing issues shaping business, health, and society.
The event will explore advancing artificial intelligence, addressing sustainability and equity, and navigating global markets. These discussions will provide actionable insights and foster collaboration that will contribute to the global business sector.
5. Morningstar Investment Conference - Multiple locations and dates
- Dates: Multiple dates (see table below)
- Location: Multiple locations (see table below)
- Pricing: Register to see current pricing
- Website: Morningstar Investment Conference
- Social Media: Facebook, LinkedIn
Conferences Locations and Dates for the Morningstar Investment Conferences:
| Locations | Dates |
| London, UK | May 7, 2025 |
| Sydney, Australia | May 20-21, 2025 |
| Chicago, IL | June 25-26, 2025 |
| Johannesburg, South Africa | September 2, 2025 |
| Cape Town, South Africa | September 4, 2025 |
Overview: The Morningstar Investment Conference gathers financial advisors, asset managers, and industry experts to discuss current investment management and research, market trends, and economic insights. It’s an event to explore the latest investment research, economic developments, and innovations in asset management.
Why you should attend: The series of conferences will have in-depth discussions on cutting-edge investment research, market analysis, and strategies to empower investor success.
Expected topics to be discussed include market trends and economic outlooks, sustainable investing, and technological innovation in finance and how it impacts the industry. It will also hold the Braindate Lounge, a dedicated space for engaging with sponsors and exhibitors, as well as peer-to-peer learning and networking.
6. Global Sohn Investment Conferences - Multiple locations and dates
- Dates: Multiple dates (see table below)
- Location: Multiple locations (see table below)
- Pricing: Varied (see table below)
- Website: Global Sohn Investment Conferences
- Social Media: LinkedIn
Conferences Locations and Dates for the Global Sohn Investment Conferences:
| Locations | Dates | Prices |
| Hong Kong | May 30, 2025 | Starts at $1,285 |
| Montreal, Canada | May 28, 2025 | TBD |
| New York City, NY | May 14, 2025 | Starts at $2,000 |
| Monaco | June 12, 2025 | Donations start at $108 |
| London, UK | November 19, 2025 | TBD |
| San Francisco, CA | October 28, 2025 | Starts at $1,556 |
Overview: The Sohn Investment Conference unites the world's most influential investors and hedge fund managers to share their most compelling investment ideas. Beyond financial insights, the event is also a philanthropic initiative, with proceeds supporting pediatric cancer research and healthcare programs.
Why you should attend: The conference will feature on-stage presentations and fireside chats discussing market dynamics, investment philosophies, and insights into current market opportunities.
It will also host the Next Wave Sohn where emerging investment talents can showcase innovative strategies and fresh perspectives and the Sohn Idea Contest where you can pitch actionable investment ideas to a panel of judges.
The Sohn Investment Conference generally covers a broad range of topics, including analyses of current marketing conditions, approaches across different asset classes, and innovations in the financial industry.
7. 53rd Annual FPA NorCal Conference - San Francisco, CA (May 27-28, 2025)
- Dates: May 27-28, 2025
- Location: The Palace Hotel, San Francisco, CA
- Pricing: Starts at $1,199
- Website: FPA NorCal Conference
- Social Media: Facebook, LinkedIn
Overview: The FPA NorCal Conference is crafted by financial planners for their peers, ensuring relevant and impactful content and offering deep insights into investment strategies and wealth management. The 2025 theme, "Elevate Your Financial Planning Practice," encapsulates the conference's mission to inspire attendees to enhance their practice, deepen their impact, embrace innovation, and collaborate within the professional community.
Speakers include Rich Arzaga, Founder & CEO, of The Real Estate Whisperer Financial Planning; Jessi Chadd, Chief Wealth Officer at Aspyre Wealth Partners; and Kelli Cruz, Founder of Cruz Consulting Group.
Why you should attend: In this conference, you can engage in various educational sessions, keynote presentations, and roundtable discussions led by thought leaders and industry innovators. It will cover advanced financial strategies, breakthrough technologies, and the latest regulatory updates. The event will also host business growth workshops, focusing on investment risk management and practice management practices.
8. Invest Canada 2025 - Calgary, Canada (May 27-29, 2025)
- Dates: May 27-29, 2025
- Location: Calgary TELUS Convention Centre, Canada
- Pricing: Starts at $2,899
- Website: Invest Canada 2025
Overview: The Invest Canada 2025 conference gathers the most influential decision-makers for strategic insights, high-value deal flow, and connections that drive market leadership. It includes exclusive insights from top-tier investors, high-impact networking opportunities, and AI-powered matchmaking through the Invest Canada App.
Why you should attend: The conference will have various special activities tailored to different professionals. It will hold the Emerging Managers Workshops for emerging fund managers to explore insights and strategies in navigating private capital investment, and GP and LP sessions for discussing pertinent topics and experiences within their groups.
The agenda will address current challenges and opportunities, as well as trends and economic outlooks, investment strategies, and legal regulations. It will also tackle technologies and how they influence investment decisions.
9. Wealth Management EDGE 2025 - Boca Raton, FL (June 10-12, 2025)
- Dates: June 10-12, 2025
- Location: The Boca Raton Resort, FL
- Pricing: Starts at $199
- Website: Wealth Management EDGE 2025
- Social Media: LinkedIn
Overview: The Wealth Management EDGE conference is for financial advisors and leaders of advisory firms aiming to accelerate business growth. The event uniquely integrates three specialized summits to help professionals enhance their investment approaches, adopt advanced technologies, and successfully implement business strategies.
Why you should attend: The conference will have three specialized summits: Inside EFTs+ for innovative investment strategies and portfolio management and construction, WealthStack for advancements in wealth management technology, and RIA Edge, which focuses on practice management and leadership development.
It will also hold roundtable discussions, one-on-one meetings, and an advisor premium program. Expected topics are advanced lead generation, organic growth strategies, and practical uses of AI.
10. Future of Asset Management North America - New York City, NY (October 7-8, 2025)
- Dates: October 7-8, 2025
- Location: Convene 30 Hudson Yards, New York City, NY
- Pricing: Starts at $269
- Website: Future of Asset Management North America
- Social Media: LinkedIn
Overview: The Future of Asset Management North America Conference gathers over 700 attendees and 100 speakers from over 400 companies across 40 countries. The event provides a platform for leaders to explore strategies for optimizing costs, tapping into high-growth areas like private markets, and leveraging advanced technologies to maintain competitiveness.
Why you should attend: The event is designed to help you navigate challenges such as fee compression, rising operational costs, and the increasing dominance of passive funds. It emphasizes the power of in-person networking, allowing attendees to build long-lasting and critical business relationships and highlights growth opportunities that could shape the future of asset management.
There will be in-depth discussions on the integration of advanced technologies, such as artificial intelligence, to enhance investment strategies and operational efficiency and increase the prominence of private markets.
11. Money 20/20 USA 2025 - Las Vegas, NV (October 26-29, 2025)
- Dates: October 26-29, 2025
- Location: Las Vegas, NV
- Pricing: Starts at $1,495
- Website: Money 20/20 USA 2025
- Social Media: Facebook, LinkedIn
Overview: Money 20/20 USA is the event where the most influential leaders from banks, payments, AI, technology, startups, fintech, financial services, and policy converge to redefine financial innovation. This gathering offers unparalleled opportunities to accelerate deals through a global network, build impactful partnerships, and raise your profile on the industry's most significant stage.
Why you should attend: The conference will have focused sessions on topics within the fintech industry, giving you access to expert insights, interactive discussions, and curated events to connect you with industry professionals.
The event will help you accelerate deals due to its global network and engage with leaders to gain insights into innovative ideas and industry advancements. Previous conferences covered banking technology, AI integration, and financial regulation challenges.
Need expert help selecting the right Other Software?
Navigate the top investment conferences in 2025 to elevate your expertise. Discover the events that align with your strategic goals and professional growth objectives.
What's Next?
Ready to compound your abilities as a finance professional? Subscribe to our free newsletter for expert advice, guides, and insights.
