Events & News - 19 November 2013
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  14th CFA Charter Award Ceremony and Social Night
Milan, Thursday 21st November - Circolo della Stampa - 6 pm

CFA Society Italy announces its 14th Award Ceremony for the new CFA Charterholders, followed by a Social Night dedicated to all Members.
The new CFA Charterholders will be celebrated for their important achievement by all Members of the Society, the Board of Directors and Rhodri Preece, CFA Director, Capital Markets Policy at CFA Institute, EMEA Region.
All Members and Volunteers are warmly invited to the following Dinner and Social Night; it will be a great chance to strengthen the networking and to be more involved in the activities promoted by CFA Society Italy.
This event is for CFA Society Italy Members’ exclusive benefit or on invitation.
If you are a Member and would like to attend, please send an e-mail

  From Italy... with Value!
Milan, 4 December - Borsa Italiana - 5:30 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

World Investment Strategy
Lugano, 5 December - Bloomberg - 5:45 pm

Robin Griffiths, Chief Technical Strategist of the Global Macro Team for ECU Group, and the Swiss Association of Market Technicians will give us an update on markets using Technical Analysis. In an environment of low growth and low yield, there is an ever-increasing need to diversify within different asset classes and on a global basis.This requires also recognising and capturing the driving forces and key turning points that lead on to superior performance. For further information and registration click here


Save the Date

CFA Forecast Dinner 2014 - Milan

Milan, 30 January 2014

Please save the date for our traditional event for the new year, which will be in Milan on the late afternoon and evening of 30 January 2014.
Details to follow soon.

This event is generously sponsored by

  Investment Analyst/Portfolio Manager

Family office based in Milan seeks an Investment Analyst/Portfolio Manager who will carry on the oversight of diversified portfolios of investment/liquidity holdings and related reporting; monitor and evaluate current investment strategies and performances, check risk exposure of portfolio investments and also ensure appropriate internal controls and related processes. For further information and application click here after login.

Marketing/Institutional Sales manager

Private equity fund manager based in Milan seeks a candidate whose main tasks will be to develop and maintain relationships with institutional investors, organize and carry on roadshows, develop communication strategies and tools. For further information and application click here after login.

  CFA Level 1 & 3
Exam Focus
Milan, 25 November & 11 December

Giuseppe Patara, CFA and Giulio Battisti, CFA will be available for specific focus meetings dedicated respectively to Level 1 and Level 3 Candidates. For information and registration click here and click here

  Press Release

Investment Professionals Assess Future of Finance at CFA Institute European Investment Conference Read

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© CFA Society Italy 2013