Events & News - 26 January 2015
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  CFA Forecast Dinner - Milan
Global Outlook 2015
Milan, 29 January - UniCredit Tower Hall - 6:15 pm

During our traditional first event for the new year in Milan, we will host a panel of highly qualified and estimated Speakers who will discuss the possible developments of the Financial Markets for 2015.
Sara Silano from Morningstar will chair the panel.
After the great success of the past three years, Alessandro Fugnoli, Strategist at Kairos Investment Management, will share with us his view on financial markets for the incoming year. Bart Van Craeynest, Head of Economic Research at Petercam, will focus on the possible macroeconomic scenarios for 2015. Manuela D'Onofrio, Head of Global Investment Strategies at Unicredit Private Banking, will discuss her expectations for the new year and the investment implications for different asset classes. Thomas Rutz, responsible for Emerging Markets Debt at MainFirst, will provide his view with a main focus on the Emerging Markets.
Please notice that, due to the high request of participation to this event, priority will be given to CFA Society Italy Members and to people who receive an invitation from the sponsor. If you are not among these groups, you are very welcome to register now, but we will be happy to confirm your registration only by 27 January 2015.
For further information and registration click here.

This event is generously sponsored by

  2015 CFA Forecast Dinner - Rome
Outlook on Financial Markets for the Upcoming Year
Rome, 4 February - Hotel Bernini Bristol - 6.00 pm

Gianluca Moretti, PhD, Economist at UBS Global Asset Management and Giuseppina Parini, from the Research Department at Banco Popolare will help us in understanding the possible markets scenarios for 2015 and the implications for investors.
For further information and registration click here

This event is supported by

  An Introduction to Coaching: Set Your Goals
and Master a Changing Environment
Milan, 26 February - location to be confirmed - 6 pm

The workshop is an introduction to coaching: what it is, how it works and how it can bring your goals to reality.
Daniela Piccolo, HR expert and Business Coach, will present the main phases of a coaching program: goal setting in a safe environment, creative process, multiple action plans, self-awareness, commitment and goal achievement. At the end of the presentation the coach will be available for brief one-to-one introductory coaching sessions.
This event is an exclusive benefit of CFA Society Italy Members.
For further information and registration click here

  2015 CFASI Fund Management Challenge

The fourth edition of the CFASI Fund Management Challenge has begun!
Over the next four months, fifteen Italian university student teams will manage concentrated virtual equity portfolios as if they were hedge fund or portfolio managers.
The competition gives students the opportunity to experience the joys and perils of portfolio management and to learn stock and market analysis from senior professionals. Winning teams will be invited to an award ceremony in Milan in June. The competition is sponsored by: FactSet, UBS ETF, Pioneer Investments, Hammer Partners and CFA Institute. Il Sole 24 Ore - PLUS 24 will provide updates on the competition.
For further information, please click here


Consob Consultation on Distribution of Complex Financial Products to Retail Customers

Consob published the outcomes of its consultation about the distribution of complex financial products to retail customers. CFASI responded to this consultation and its contributions are cited at pages 29, 43, 49, 58, 60, 61. The document can be downloaded from Consob website here.

  La Crescita del Risparmio Gestito
e la Quotazione in Borsa dei Fondi di Investimento
Milan, 28 January - Borsa Italiana

CFASI is please to support the event organized by ASCOSIM.
For further information and registration click here

  QUANT Workshop 2015 Save the date!
Venice, 26-27 February

Important speakers will present the latest quantitative models and asset management strategies, such as: John Hiatt from CBOE and Paul Willmott from Wilmott Associates. 20% reduction for CFA Society Italy members. Please indicate code CFA_QUANT2015.
For further information and registration click here



Communication Gap Between Business and Markets. What Role for Integrated Reporting?

Bocconi University Accounting Department and PricewaterhouseCoopers are pleased to invite you to participate in this research survey which is addressed to CFOs, Analysts and Investors of Italian Listed entities. Taking into consideration the relevance of the research subjects CFA Society Italy supports the initiative and recommend you to participate the survey.
The survey aims to (i) match supply and demand of financial information currently available; (ii) analyze the information gap; (iii) assess whether the Integrated Reporting Framework would could suggest guidelines filling the gap and better representing the business value drivers.
The outcome will be treated anonymously and presented in a specific workshop hosted by PwC, at which participants will be invited.
To complete the survey please click here
For additional information please contact:; or


Press Release

Paul Smith Appointed President and CEO of CFA Institute Read

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