Events & News - 21 October 2014
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  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
  Key Account

International group focusing on long term savings and investment management is looking for a key account with 5-8 years working experience in a financial environment and willingness to travel in Italy. For further information and application click here after login.

Sales & Account Manager Italy

Leading independent investment firm specializing in private banking, institutional asset management and investment banking is looking for a Sales & Account Manager to reinforce their International Sales & Marketing team of the Institutional Asset Management department. For further information and application click here after login.

  CFA Candidate Information Briefing
Milan, 10 November - 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

  Documentation for Members

The presentations held at the event Pensions in Europe: a Sustainable System are available for Members on the reserved area of our website.
Click here after login


Global Market Sentiment Survey 2015

You are invited to be a part of the 2015 Global Market Sentiment Survey on key Future of Finance topics. Please join CFA Institute members globally in furthering our mission of promoting ethical and trustworthy investment markets.
To access the survey, click on the link that has been sent to you by CFA Institute in a separate email.
The survey takes under 10 minutes to complete and will remain open through 27 October 2014. We look forward to sharing the findings with you in December.

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


Press Release

CFA Institute supports awareness of ethical behaviour in finance among students, young professionals Read

CFA Institute and CFA Society of the UK Host Seventh Annual European Investment Conference Read

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© CFA Society Italy 2014