Events & News - 8 October 2013
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  Retirement Planning and the Economics of Ageing
Venice, 9 October - Palazzo Ca' Foscari - 5:30 pm

The event will discuss the issues, the costs and the potential opportunities related to the ageing population and retirement planning. The speakers will discuss a different approach to strategic and tactical asset allocation, how to cope with the pitfalls of our mind that requires a comprehensive approach to long term savings and possible solutions to cover the increasing costs associated with long term care.
For further information and registration click here

This event is kindly supported by

 
Women as Leaders in the Financial Industry
Milan, 21 October - Borsa Italiana - 5:30 pm

Our panelists draw on their experiences as leaders and Board Members in presenting strategies to get more women into senior roles in finance. They will also consider what is female 'diversity' and how women in senior positions may help young women colleagues to develop their career-path, enhancing inter-generational cooperation and defeating the "dog-eat-dog" mentality. Join us and share your experiences of success on the way to the top.
For further information and registration click here


From Italy... with Value!
Milan, 4 December - Borsa Italiana - 6:00 pm

CFA Institute lays its foundations on the ideas of Ben Graham, who is by far considered the maestro of value investing. Italy is still among the most important economies and at the core of the European Union economic system.
Many Italian companies own world wide recognized brands and benefit from strong competitive positions in their fields. We have selected four Fund Managers who base their analysis on the value investing approach and asked them to apply their approach to four selected companies that are expected to create value for their stakeholders. The fund managers will present their investment cases, while companies will describe their growth strategies and strategic opportunities and will be open to Q&A.
For further information and registration click here

 

CFA Institute Research Foundation Award


At the recent Society Leadership Conference in Washington DC, CFA Society Italy received an Award from the CFA Institute Research Foundation for the varieties of activities aiming at promoting the Foundation at local level. Among them: distribution of publications at Society's events, advertising of the Foundation's activities on CFASI newsletter and translation of the essay Frontier Market Equity Investing: Finding the Winners of the Future by Lawrence Speidell, CFA.
For further information on the Research Foundation click here

 
During this conference, one of the ETF Industry's Most Comprehensive Events, which will be held on 7-8 November in Milan, experts in all phases of the ETF industry will discuss tactics, strategies, and portfolio management to help you achieve greater investing success.CFA Institute members only pay € 70 (full price is € 145). In order to get the discount, they should use the code METFICEU13AD75. For further information and registration click here


  CFA Candidate Information Briefing
Milan, 28 October - Banca IMI - 6:30 pm

CFA Society Italy is pleased to provide an overview of the CFA Program® to prospect CFA candidates. Luca Pellini, CFA, Board Member and Education Chair, will give information on CFA Charter values and principles, CFA Candidate Body of Knowledge, CFA Program curriculum, and much more.
For information and registration click here

 

Press Release


CFA Institute calls for greater transparency over costs, performance and risks of Packaged Retail Investment Products (PRIPs) Read


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© CFA Society Italy 2013