Events & News - 4 November 2014
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  15th CFA Charter Award Ceremony and Social Night
Milan, 18 November - Circolo della Stampa - 6 pm

CFA Society Italy announces its 15th 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 Attila Koksal, CFA External Relations and Volunteer Involvement Committee Chair at CFA Institute Board of Governors.
The event will also include the presentation Factor Exposure, held by Giancarlo Sandrin, CFA, which will focus on specific drivers of risk and return within portfolios.
All Members and Volunteers are warmly invited also 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 by 14 November. For further information click here

This event is kindly 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

  Documentation for Members

The presentation held at the event Hybrids and CoCos is available for Members on the reserved area of our website. Click here after login
  Mock Exam Live Experience
Milan, 22 November - Università Bocconi - 8:30 am

CFA Society Italy, in collaboration with Kaplan Schweser, offers a Mock Exam Live Session to all Level 1 CFA Candidates who can have the opportunity to test their preparation for the forthcoming exam in a real exam setting. Deadline for registration is 9 November. CFA Society Italy members have free access. For complete program, cost and registration click here

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

CFA Exam Focus - Level 1, Level 2, Level 3

Milan, 10 November - 1 and 2 December

Giuseppe Patara, CFA and Carlo de Bernardi, CFA will be available for specific focus meetings dedicated to Level 1, Level 2 and Level 3 Candidates. For information and registration go to Events Calendar on our homepage

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.


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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© CFA Society Italy 2014