Events & News - 21 March 2017
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  2017 CFA Italian Research Challenge
Milan, 27 March - PwC - 5:30 pm

CFA Society Italy offers students the unique opportunity to learn from leading industry experts and compete with peers from the world’s top business schools. This annual educational initiative is designed to promote best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills. This year 38 students and 11 faculty advisors of 8 Italian universities will take part in the CFA Italian Research Challenge. The public company being analysed is Recordati. The teams will have to complete their report on Recordati by 28 February. The competition culminates in a presentation and defense of that research to a panel of investment industry experts on 27 March.
For further information and registration click here

In collaboration with

  Do Good, Diversify Risks,
and Make Money by Revisiting Finance
Milan, 3 May - Università Cattolica - 9 am

In his presentation the influential economist and financial sector expert Sony Kapoor will deal with the following issues:
Addressing secular stagnation concerns through financial sector reforms and better allocation of capital
Changing focus to combat inflated asset prices and identify the developing world's economic opportunities and diversification potential
Gaining a better understanding of non-OECD countries and an increased capacity for financial intermediation to boost the global economy
For further information and registration click here

  Financial Analyst

Independent portfolio management and advisory boutique based in Milan is planning to add a financial analyst to its financial advisory team. Being CFA charterholder or candidate will be considered an advantage. For further information and application click here


Documentation for Members

The presentations held at the events
Effective Communication
Responsible Investing and the Economy of Recycling
BRRD tra recepimento, applicazione e spunti di miglioramento
are available on the reserved area of our website. Click here after login.

  During the next edition of Salone del Risparmio, CFA Society Italy is providing CE Credits to some of the educational events. For further information, please click here.


Investment Theory
The New Frontier

Rome, 29 March
John Cabot University
10:00 am

Bepi Pezzulli presents the latest in investment theory. Pezzulli's legal career has focused on financial markets and asset management, with extensive international regulatory expertise and cross-border deal advisory work. For further information and registration write to

Discount for
CFASI Members

SIAT Master in Analisi Tecnica dei Mercati Fianziari is going to start on 1 April. This year the master can be attended also online. To view full program download the brochure or visit the website. All CFA Society Italy active Members will benefit from a 15% discount on full price. For further information and registration write to or phone + 39272094033

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© CFA Society Italy 2017