Conflict of Interest: Accepting Invitations

David is a CFA charterholder and a senior portfolio manager at an investment firm. He recently received an email from a technology company that he has been recommending to his clients. The email contained an invitation to a luxury conference, which would be fully paid for by the company. In the invitation, the company's representatives mentioned the potential for discussing upcoming investment opportunities.

David is excited about the opportunity but is aware that accepting such invitations can lead to conflicts of interest, particularly because he manages substantial investments in that company for several clients. He considers how this could affect his professional obligations.