Events & News - 19 March 2013
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  Technical Analysis: Academic Background
and Actual Trends on Financial Markets
Milan, Thursday 21 March - Centrobanca - 6:15 pm

Alberto Vivanti, Quantitative and Technical Analyst, Founder and Director of Vivanti Analysis and Mario Valentino Guffanti, Certified Financial Technician, Financial Advisor and Researcher will present the secular outlook and actual trends of financial markets from a technical point of view and give an overview on history and academic studies on the profitability of technical analysis.
For further information and registration click here

  Convertible Bonds: Bonds or Equities?
The Best of Both Worlds
Milan, 11 April - Centro Svizzero - Via Palestro, 2 - 11:00 am

Convertible bonds are fixed-income instruments, but, prior to maturity, the investor may exchange them for a predetermined number of shares. Basically, when the stock markets perform well, the convertible bonds behave like equities; when the stock markets perform badly, the convertible bond will behave like a straight bond.
Alain Eckmann, CFA, Senior Portfolio Manager at UBS Global Asset Management will explain why convertible bonds can be an attractive asset class, with outstanding risk return properties and an asymmetric payoff that can fit most investors’ preferences very well.
For further information and registration click here

This event is in collaboration with

 
  From Long Term to Dynamic Asset Allocation,
Why and How
Milan, 17 April - 11 am
Università Bocconi - Via Roentgen, 1 - Sala 5


CFA Society Italy will host an educational event during the first day. Mr. Bissonnier, Chief Strategist and Chairman of the Global Investment Committee at EIM, Geneva, will share his views and opinions on asset allocation processes as a practitioner, grounded in present issues faced by decision makers at all levels. For further information and registration click here

  Politecnico di Milano Wins 1st Place
at 2013 CFA Italian Research Challenge

The team from Master of Science in Management, Economics and Industrial Engineering of Politecnico di Milano won the 5th Italian CFA Research Challenge and will go to London to compete in the CFA EMEA Region Research Challenge. They will represent Italy at the EMEA level and compete with the winning teams of the local challenges in the EMEA Region. Congratulations also to the other participants from Università Ca’ Foscari Venezia, Università Cattolica del Sacro Cuore Milano, Università Commerciale L. Bocconi, Università degli Studi di Bologna, Università degli Studi di Padova, Università di Pavia, Università La Sapienza Roma, the level of the competition was very high and all the teams made a good work. We wish to thank the faculty advisors and the industry mentors who supported the teams in their analysis of the company and the high profile panel of experts who served as judges. For further infomation click here

  Documentation for Members

The presentations held at the event Asset Allocation and Market Timing: Impact on long-term Performance, in collaboration with Amundi, are available for members on the reserved area of our website
Click here after login.


 

Celebrating 50 Years
of the CFA Charter
Jonathan
Mark Wilson, CFA
CFA Society Italy Member


  CFA Institute Statements of Investor Rights

Tthe Statement of Investor Rights was developed by CFA Institute to advise buyers of financial service products of the conduct they are entitled to expect from financial service providers. These rights reflect the fundamental ethical principles that are critical to achieving confidence and trust in any professional relationship.
For more information click here and here

  2014 CFA Exams Access Scholarships
Apply Now!

CFA Society Italy (CFASI) is offering Access Scholarships for the June and December 2014 CFA Exam to candidates of all exam levels. The deadline for applications is 15 September 2013.
Scholarship awards will be based on need, junior membership to CFASI, and merit.
For further information and application click here.


  2nd International
CEE Investment Conference
Moscow, April 22

This is a unique forum that will bring together over 500 representatives of the investment community, investee companies, and regulatory authorities to study the investment potential of the Central and Eastern European region.
For more information click here

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