Events & News - 13 May 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 - Hotel de la Ville - 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. For further information and registration click here

This event is in collaboration with
2014 Fund Management Challenge Award Ceremony
& Summer Aperitif
Milan, 11 June - Sheraton Diana Majestic Hotel - 6 pm

CFA Society Italy invites its members to celebrate the winners of the 3rd edition of the CFASI Fund Management Challenge, a portfolio management competition among graduate student teams, sponsored by FactSet, CFA Institute, Pioneer Investments, UBS ETF, Hammer Partners and in collaboration with Plus 24.
This event will be an excellent opportunity to network and mingle with volunteers and members of CFA Society Italy.
Space is limited. To register your presence, only if you are a member, please email by 9 June.

  CFA Society Italy at IT Forum
Rimini, 22-23 May - Palacongressi

For the seventh consecutive year, CFA Society Italy will be guest of Morningstar at the IT Forum, in Rimini. Our Society will present the Values of the CFA Program® and the CFA Charter® as well as the activities of both CFA Institute and CFA Society Italy to Institutional Investors, their employees and to the general public attending the fair. For complete program and registration click here

  BSAS Practice Exam On Sale Now

Test your preparation with the Practice Exams offered by the Boston Security Analysts Society, which CFA Society Italy will deliver at your preferred address. Deadline for purchase order: 18 May.
For further information, costs/discounts and purchase form click here

  CFA Institute to Recognize ‘Putting Investors First’ Month in May Read

CFA Institute Calls on Investment Profession to Shape the Future of Finance Read

  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.

  Managing Conflicts
of Interest
21 May - Geneva, CH

The seminar offers a practical approach to positively managing the conflicts of interest that every investment professional might face during their career. During the interactive session, you will hear advice from industry experts, have the opportunity to share concerns and ask questions, then take away actionable solutions to serve you, your organisation and the wider industry.
For further information and registration click here

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