Events & News - 8 April 2014
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Long Term Engaged Shareholdership

A New Development in the Relationship Between Companies and the Asset Management Industry

Milan, 21 May - 6:15 pm

The role of shareholders in the governance of listed Companies is subject to intense discussions these days. Lars Dijkstra, Chief Investment Officer at Kempen Capital Management, Amsterdam, will present the relatively new concept of “engaged shareholders” and he will discuss how this strategy implies a high level of involvement with the Company, coupled with a constructive continuous dialogue with Management. The continuous dialogue as engaged shareholder will be presented as the most effective way of influencing and helping companies.

This event is in collaboration with

  Politecnico di Milano Wins
EMEA Regional CFA Institute Research Challenge

The team from Master of Science in Management, Economics and Industrial Engineering at Politecnico di Milano, is the winner of the 2014 EMEA Region CFA Institute Research Challenge
and will participate in the Global Finals on 25th April in Singapore. For more information click here.

CFA Program Revision Sessions - Register Now!
Milan, 2-3 May | 3-4 May | 1-2 May

CFA Society Italy will give CFA Candidates a helping hand in their preparation of June Exam offering a 2 days course, held by qualified teachers, on the most challenging parts of the program. Candidates will also have the opportunity of keeping in email contact with the teachers from the course date to the exam date.
Discounts available for CFASI Members. Deadline 15 April.
For further information and registration click here

Mock Exam Live Experience
Milan, 24 May - Università Bocconi - 8:30 am

CFA Society Italy, in collaboration with Kaplan Schweser, offers a Mock Exam Live Session to all CFA Candidates who can have the opportunity to test their preparation for the forthcoming exam in a real exam setting. Deadline for registration is 2 May. CFA Society Italy members have free access.
For complete program, cost and registration click here

CFA Candidate Information Briefing
Milan, 7 May - 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 will give information on CFA Charter values and principles, CFA Candidate Body of Knowledge, CFA Program curriculum, and much more.
For further information and registration click here

  Essentials of a More Secure Retirement

In the context of the Future of Finance Project, CFA Institute and CFA Society Italy have created the Elementi Essenziali per una Pensione più Sicura to highlight key principles and practices that will help the ultimate investor successfully reach her/his retirement goals.
You can read the web version here or download the Italian version in pdf format here

Documentation for Members

The presentation held by Robert Stammers, CFA at the 2014 Salone del Risparmio is available for Members on the reserved area of our website. Click here after login

4th National Forum
on Financial Advisory
New Rules
and Key Players
on Financial Advisory
in Italy
Milan, 10 April
Palazzo Mezzanotte
9 am - 5 pm

CFA Society Italy will present the Future of Finance Project, the newly published Essentials of a More Secure Retirement and CFA Institute Programs (from 2:30 pm to 3:30 pm).
For registration click here

2014 Venice
Diversification and Risk
Venice, 16 May

The 3rd QMI/QuantValley workshop on Diversification and Risk presents the latest research papers shaping the future of the quantitative asset management industry.
The workshop is free of charge to attend. The program is available here, and free mandatory registration is available at the same link.
CFA Society Italy has determined that this program qualifies for 3,5 CE credit hours under the guidelines of the CFA Institute Continuing Education Program.

Advanced Risk and Portfolio Management Bootcamp

by Attilio Meucci

New York, 11-16 August

Quantitative buy-side modeling from the foundations to the latest advanced statistical and optimization techniques. The program qualifies for 40 CE Credits.
Discounted Partner Rate for CFA Society Italy members (contact
For complete program and registration click here.

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© CFA Society Italy 2014