CFA Society Portugal

Starting this new year, we want to express our profound gratitude to our sponsors who continue to support our mission of promoting the highest standards of ethics, education, and professional excellence in the financial sector. We warmly thank our partners for their support: - Allianz Global Investors - Amundi - Carmignac - Fidelity International - Jupiter Asset Management - M&G Investments - Ofi Invest Asset Management - PIMCO Your commitment has been fundamental to our growth and to the realization of initiatives that benefit the entire investment community. We are also thrilled to welcome our new sponsor: 🌟 Capital Group It is a privilege to have your collaboration to further strengthen our network and the impact we create together! 👉 Let us continue to build a vibrant and responsible community of finance and investment professionals!

Yesterday, we kicked off the 2nd Edition of the #Mentoring #Program, a cycle that promises to be inspiring, plenty of sharing, learning and growth opportunities. Our president Marcos Soares Ribeiro, CFA stated that “this is a core initiave of our society and creates the fabric of our vibrant community”. ✨ A special thank you to all the mentors and mentees who contributed to this initiative, to Alina Gonçalves, CFA for leading this project with such enthusiasm, to Cristina Brizido, CFA, CESGA, Vice President of the CFA Society Portugal, for her inspiring speech, and to PwC for hosting us in such a welcoming and professional space. We are ready for another edition filled with achievements. Welcome to this journey! 🚀 #Mentoring #CFA #Networking #Growth

#Investment #Luminaries and their insights. Great minds think alike. This series of quotes and insights are a compound of the teachings of the intellectual leaders in the investment industry, whose ideas are not only compelling in theory but, meaningful in practice. This comes from one of a series of reports from the CFA Institute Research Foundation (https://lnkd.in/dbfE2mJU), supporting the CFA Institute's mission to uphold the highest standards of ethics, education, and professional excellence, all aimed at benefiting society. “Martin L. Leibowitz is a financial researcher, business leader, and a managing director of Morgan Stanley.[1][2] His most well-known work is Inside the Yield Book.”. 👉 Know more here: https://lnkd.in/de8qTxXr

The #Financial #Professions #webinars are back! Join us to discuss the #Equity #Research (Buy-Side and Sell-Side) - field. It will be an amazing joint event with the CFA Society Luxembourg and the CFA Society Spain. 🗓️ Date: January 16 🕔 Time: at 5.00 pm (WEST), 6:00 pm (CEST) and 7:00 pm (EEST) 📍 Location: Online 👉 The event will be in English. You can register now. https://lnkd.in/djgHryAu Moderation will be led by João Calado, CFA, Investor Relations at CTT. 🎤 The speakers will be: Alirio Sendrea, CFA - Equity Analyst and Head of Research at Invexcel Patrimonio EAF Jorge Guimaraes, CFA - Senior Equity Analyst at JB Capital Markets Leon Kirch, CFA - Chief Investment Officer / Managing Partner at European Capital Partners

👀 Veja este artigo escrito pela nossa associada Carla Brito Fonseca, CFA, CESGA, membro do Comité de Advocacy da CFA Society Portugal, sobre o Impacto da regulação financeira na Indústria. 👉 Leia o artigo completo na revista Rankia: https://lnkd.in/dsj9EuUc

The final newsletter of the year from CFA Society Portugal is now available! 📖 Discover the latest updates, member interviews, a special feature with Cristina Brizido as a member of our Board of Directors, and key events that highlight our commitment to promoting excellence in investment management and beyond. 👉 Read it now directly here or on the CFA Society Portugal’s website. Don’t miss this edition! *Content in Portuguese.

During this festive season, we would like to extend our warmest wishes for Happy Holidays! 🎇 🎁 🎄 May this Christmas be filled with joy, peace, and special moments with your loved ones. May the New Year of 2025 bring renewed opportunities for professional growth, success in your investments, and personal achievements for everyone.

Guess what? CFA Society Portugal just hit 6000 members in its community, and it's all thanks to YOU! Together, we're transforming financial literacy and raising the bar for ethics and excellence in the financial market. Our mission goes beyond the numbers: 🔹 We strive to uphold ethical and professional standards within the investment industry. 🔹We encourage professional development through the CFA Program and continuing education. 🔹We facilitate the exchange of information and opinions among people in the local investment community and beyond. 🔹And we work tirelessly to enhance the public's understanding of the CFA designation and the investment industry. Let’s keep this momentum going and inspire even more people to join us on this incredible journey!

Estamos muito orgulhosos em sermos Observadores Consultivos da CPLP - Comunidade dos Países de Língua Portuguesa!

This week marks a significant milestone for CFA Society Portugal: our first participation as an official partner in the Meeting of the Monitoring Committee of the National Financial Education Plan (PNFF). This event not only recognizes our commitment to financial education in Portugal but also reinforces our active role in promoting best practices within the sector. Financial education is a crucial pillar for the sustainable development of any society. Our inclusion as partners highlights the importance of the work we have been doing to advance financial literacy, ethics, and high-quality training in the field of investments. Throughout 2024, we have had the privilege of contributing actively to the promotion of financial literacy, with a focus on university students, managers of micro, small, and medium-sized businesses, and the general public. This is just the beginning of a collaborative journey that promises to make a real impact on people’s lives. We are proud to take this important step and confident that, together, we can continue to build a stronger and more inclusive financial future for Portugal. #cfasocietyportugal