Events & News - 23 September 2014
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  Persuasion in Relations
and in Business Meeting Management
Milan, 1 October - UBI Banca - 6:15 pm

The aim of the workshop is supplying some basic principles and operative methods regarding Persuasive Communication. Remo Bernardi will present tips and persuasive levers heavily used to reach conviction, specifically in complex relational contexts, such as presentations and business meetings. The goal is to provide guidelines to efficiently and effectively manage ourselves, space, content, and time in professional meetings.
For further information and registration click here

Pensions in Europe: a Sustainable System
Rome, 8 October - Hotel Bernini Bristol - 6:00 pm

The event will provide decision makers and investment professional working in the investment management for retirement with ideas on the direction to take to better position their organizations to cope with the evolution of the global financial and legislative context.
The event will be an occasion to provide an insight on the most recent data on the impact of population ageing on the sustainability of public finances in European welfare states, and to discuss the evolution of pension systems and the ongoing pension reform process at EU and national level.
For further information and registration click here

Main sponsor

Local sponsor
  Hybrids and CoCos

Financial Engineering in the Twilight Zone between Debt & Equity

Milan, 29 October – Hotel de la Ville – 12:00 pm

Financial innovation seems unstoppable, even in the credit market. The unstoppable hunger for yield and the specific needs of banks and companies are fuelling a strong rise in the issuance of Hybrids and Cocos in the European credit market. How should they be treated in a portfolio and what are the opportunities and risks of these instruments? Kempen Capital Management’s Rik den Hartog, CFA, senior portfolio manager and member of the Investment Committee for the Kempen Absolute Return Credit Fund and Kempen European Credit Fund, will elaborate on this during a presentation for us. For further information and registration click here

This event is supported by

From Italy... with Value! - Second Edition
Milan, 3 December - Borsa Italiana

A panel of Italian Asset Managers, who base their analysis on the value investing approach, will present their investment cases on companies that they assume to trade at a discount compared to their intrinsic value. Companies themselves will describe their growth strategies and strategic opportunities.
For further information and registration click here

  CFA Candidate Information Briefing
Milan, 9 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 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

  CFA Institute calls for a stronger regulatory framework to empower investors to act in cases of financial misselling or malpractice Read

Aaron Low, CFA, Elected Chair of CFA Institute Board of Governors Read
  Head of Investment Department

International group focusing on long term savings and investment management is looking for the Head of Investment Department. The ideal candidate should have a minimum of 12 years experience in investment management, ideally in a multinational environment. For further information and registration click here


The Power of Moats
Competitive Advantages Drive
Superior Performance

Milan, 14 October
Morningstar Italy
Via Pergolesi, 25
12.30 to 1.30 pm (buffet lunch)

The seminar focuses on Economic Moats and why they matter: identifying great companies for successful stock investing.
Morningstar’s Economic Moat concept derives from investor Warren Buffet idea of the sustainable competitive advantage. Alex Morozov, Director of European Equity Research at Morningstar, will provide insight into Morningstar’s analysis of several companies of interest and will provide examples of undervalued stocks. For registration:

Morningstar Investment Conference
Milan, 11 November
Palazzo Mezzanotte

Morningstar has been organizing Investment Conferences around the world for a long time: in Chicago, the Morningstar Investment Conference enters its 26th year as one of the investment industry's most respected annual events.
At its first edition in Italy, this one-day conference will address key financial topics, investment strategies, and perspectives on the economy, from Morningstar’s Analysts but also Economists, top Fund Managers and Industry Leaders.
Institutional investors, Portfolios and Funds Managers, Asset Allocator, Pension Funds, Analysts, Investor Relators, Strategists, Insurance Companies will find this event very interesting.
10 CFA Society Italy members will be admitted for free (full price is € 145+IVA). In order to get the discount (first come, first served), they should write to
For complete agenda click here

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