Recent News

Quarterly Member Spotlight: Lucy Newman, CFA

By Melanie Lewis posted yesterday
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We’re excited to spotlight   Lucy Newman, CFA , one of the newest CFA charterholders in the CFA Society Portland community! Connect with Lucy here: https://www.linkedin.com/in/lucycnewman Lucy’s interest in investing started early—sparked by family conversations about personal finance and a 529 plan her grandfather started when she was a baby. After studying biology at Carleton College, she followed that curiosity into the investment industry, building a career focused on portfolio management and manager research. Today, she leads public markets research at her firm, translating complex investment analysis into clear insights that help colleagues and ...
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CFA Society Slovakia, Index ekonomického sentimentu – February 2026

By Dominik Cisar posted 2 days ago
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SÚ OBAVY O ZVÝŠENÚ INFLÁCIU SPÄŤ?  Index ekonomického sentimentu vo februári poklesol, a to o 11b na -56b. Opätovne prevažujú respondenti, ktorí očakávajú spomalenie slovenskej ekonomiky. Medzi hlavné faktory očakávaného spomalenia patria pokles politickej stability (61%), reštriktívna fiškálna politika (58%), spomalenie zahraničného dopytu (52%). Do popredia sa opätovne dostávajú aj obavy o zvýšenú infláciu, ktorú označilo 45% respondentov ako faktor pre očakávané spomalenie ekonomiky. V prípade očakávaného zrýchlenia respondenti najčastejšie uviedli rast zahraničného dopytu (16%). Aktuálny vývoj domácej ekonomiky je vnímaný negatívne, index poklesol ...
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Exclusive Member Fleet Discount Program with Federal Auto Holdings

By Nurul Afiqah Najihah Marzuki posted 3 days ago
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Exclusive Member Fleet Discount Program with Federal Auto Holdings As part of our ongoing commitment to enhancing the value of your membership, we are pleased to introduce exciting new Member Benefits Offerings in collaboration with Federal Auto Holdings Berhad . Drive Your Dream Car at Exclusive Rates Driving your dream car just got more attainable. All active members of CFA Society Malaysia — and their spouses and family members — are now eligible for exclusive corporate discount rates across four premium vehicle brands: Volvo Audi Volkswagen JAECOO From sophisticated executive sedans and versatile SUVs to stylish everyday drives, ...
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Investors First Podcast - 03.05.26

By Allison Roberts posted 3 days ago
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New episode with   Brent Sullivan   of The   Tax Alpha Insider , hosted by   Steve Curley, CFA, CFP®   and   Chris Cannon, CFA . We discuss: • Householding and asset location strategies • Direct indexing to tax-aware long/short • ETF innovation and evolving structures • Tax Alpha as a volatility buffer • The launch of the Basis Northwest conference in Seattle Enjoy:   https://www.investorsfirstpodcast.com/brent-sullivan-tax-alpha-insider-tribology-of-tax-alpha/
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Global Career Month March 2026

By Helen Gleeson posted 4 days ago
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Global Career Month 2026  is your opportunity to explore the future of your finance career. Whether you're just starting out or preparing for your next move, this global series of events connects you with the people, insights, and tools that help you move forward with purpose.  Throughout March, Global Career Month features expert-led webinars, immersive bootcamps, and curated resources designed to support your professional growth—no matter where you are in your journey. Find out more
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By Joseph Mello posted 5 days ago
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Forecast Competition Dinner 2025

By Joao Mastbaum posted 8 days ago
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A vibrant atmosphere and engaging discussions marked this year’s Forecast Competition Dinner, hosted by CFA Society Portugal. Members gathered to celebrate the winners of the 2025 year-end forecast challenge in an evening that combined networking, insight, and fun. The highlight of the night was an inspiring presentation by Pedro Almeida Cruz, CEO of Empathia, who introduced attendees to a fresh perspective on real estate. Empathia is redefining real estate investment by prioritizing people and well-being, blending innovation with a human-centered approach. Pedro’s presentation offered attendees a unique look at how real estate can serve as both an investment ...
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Another Insightful C-Lunch by CFA in Porto

By Joao Mastbaum posted 8 days ago
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CFA Society Portugal recently hosted another successful C-Lunch by CFA, bringing members together for a relaxed yet engaging session of discussion, idea exchange, and networking. This edition took place in Porto and featured José Vidrago, CEO of the Instituto de Gestão do Fundo de Capitalização da Segurança Social (IGFCSS). Members were treated to valuable insights into José’s professional journey, as well as the challenges and responsibilities involved in managing the institute. The interview was brilliantly conducted by our colleague João Luz Soares . Events like this highlight CFA Society Portugal’s ongoing commitment to fostering meaningful dialogue ...
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Top Talks Governance

By Joao Mastbaum posted 8 days ago
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Top Talks Governance , a high-level discussion on the role of financial oversight in corporate governance and its contribution to productivity and value creation. The event brought together experienced leaders from the corporate and audit communities to examine how financial oversight works in practice, beyond formal governance models. Moderated by Marcos Soares Ribeiro, President of CFA Society Portugal, the debate focused on the challenges and limits of financial supervision across different governance frameworks, from audit committees to supervisory boards. Panelists, including senior figures from major Portuguese companies and professional services firms, ...
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CFA Society Portugal Hosts Outlook 2026: Key Economic and Financial Trends

By Joao Mastbaum posted 8 days ago
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CFA Society Portugal recently hosted it’s Outlook 2026 event, bringing together leading experts to discuss the main economic and financial trends expected in the year ahead. The panel featured Francisco Amorim, Director at Allianz Global Investors, and Sérgio Silva, Board Member & CIO at Golden Wealth Management, with the discussion moderated by João Carlos Caiano, CFA, Vice President of CFA Society Portugal and Managing Partner at TASK Wealth Management SA. The conversation provided exactly what makes this event a highlight of the CFA calendar: clear, actionable insights into key markets and anticipated trends for 2026. While investment houses maintain ...
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More Than a Lunch – A Moment of Connection

By Joao Mastbaum posted 8 days ago
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On 6 February, CFA Society Portugal hosted a special lunch for its international members based in Portugal, creating a relaxed and welcoming environment for connection and conversation. Our members enjoyed great food, shared stories, exchanged experiences, and built meaningful new connections around the table. The event offered a rare opportunity to bring together professionals from diverse backgrounds, fostering a sense of community within the CFA network. For those looking for a welcoming space to meet peers, feel at home, and engage with an international community, CFA Society Portugal provides exactly that. These gatherings are designed to spark conversation, ...
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Congratulations to University of Oklahoma - CFA Research Challenge Winners!

By sydney willis posted 11 days ago
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CFA Institute Research Challenge – Oklahoma Local Competition Congratulations to the winning team from the University of Oklahoma! Team members Nathan Wood, Carson Long, Bradley Buss, and Joy Hampton represented the University of Oklahoma and prevailed against strong competition from teams representing Oklahoma State University, the University of Tulsa, Oral Roberts University, and the University of Central Oklahoma . The team was supported by faculty advisor TingTing . In recognition of their achievement, the OU team received $150 per student and a championship trophy , and will now advance to the Sub-Regional round of the CFA Institute Research ...
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2026 Research Challenge Winner

By Caitlyn Larson posted 16 days ago
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Congratulations to University of San Diego - Team 1 for winning the 2026 Local Finals of the Research Challenge.  Next, they will submit their presentation for the Sub-Regionals. Good Luck University of San Diego - Team 1!  The team members include - Mateo Marchis, Thomas Hanly, Ryan Madjidi, Grady Rimland, and Carter Voerge.
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CFA Society Seattle 2026 Research Challenge Winning Team - Seattle University!

By Pam Webb posted 17 days ago
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Congratulations to Seattle University (Team Green) on being named the winners of the 2026 CFA Society Seattle Research Challenge! This achievement is a testament to their hard work and dedication throughout the competition. Team Members:   🔹   Anshika Gupta   🔹   Ashley Andrews    🔹   Greg Keown   🔹   Nick Keown   🔹   Eamon Whalen-Barnett Thank you to Faculty Advisor Katya Emm and Industry Mentor Brent Williams for their guidance and support! Well done, Seattle U! Best of luck as you move forward to the next stage. ...
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March 2026 Global Career Month

By Eva Swan posted 18 days ago
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Global Career Month  is an initiative running in March 2026 that aims to elevate career exploration content and showcase our learning opportunities through a coordinated series of interactive, career-focused activities and experiences including   “Day in the Life Bootcamps” ,   webinars , and more. CFA Institute is also offering a limited-time $50 discount on registration for the Investment Foundations ®  Certificate for attendees of our  “Introduction to Stocks and Trading”  webinar.
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Research Challenge Local Final

By Emma Richardson posted 18 days ago
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CFA Society Ireland Hosts 2026 CFA Institute Research Challenge Local Final On Thursday, 19 February,  CFA Society Ireland hosted the local final of the prestigious CFA Institute Research Challenge at the offices of the National Treasury Management Agency (NTMA) in Dublin. The evening brought together some of Ireland’s brightest finance students to present their equity research and valuation analysis, with this year’s subject company being Cairn Homes . The event was proudly sponsored by Nearwater Capital. Congratulations to the team from the UCD Michael Smurfit Graduate Business School , who were named winners on the evening and ...
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2026 Investment Dinner

By Emma Richardson posted 18 days ago
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CFA Society Ireland Annual Dinner 2026 — A Memorable Evening at the Conrad On Thursday, 5 February, members and guests of CFA Society Ireland gathered at the elegant Conrad Dublin for the Society’s Annual Dinner — one of the highlights of the year for Ireland’s investment community. The evening brought together professionals from across the industry for an engaging mix of thought leadership, networking, and celebration. Attendees were treated to a pre-dinner address from renowned economist and commentator David McWilliams , whose insights on the global economic outlook, geopolitical dynamics, and the future of European competitiveness provided ...
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Malaysia's Top Finance Students Compete in the 2025/26 CFA Institute Research Challenge Local Final

By Nurul Afiqah Najihah Marzuki posted 18 days ago
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On February 7, 2026, the 2025/26 CFA Institute Research Challenge Malaysia Local Final brought together some of the country's most talented finance students for one of the most prestigious equity research competitions in the industry. This year, teams took on the challenge of conducting comprehensive equity analysis on Tenaga Nasional Berhad, testing their ability to evaluate real-world investment opportunities through rigorous research and professional-grade financial analysis. After months of dedicated preparation, we are proud to announce this year's top teams: 🥇 Local Champion: Universiti Malaya (UM) Team A 🥈 1st Runner-Up: Sunway ...
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2026 Annual Forecast Dinner - Photos

By Caitlyn Larson posted 22 days ago
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Thank you to everyone that came for our 2026 Annual Forecast Dinner!  It was great to see everyone.  To view all 2026 Annual Forecast Dinner Photos -   click here!
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Global Trends and Their Influence on Local Capital Markets” with Mr. Yousuf Nazar — discussing how evolving global dyn

By Hafsa Khalid posted 24 days ago
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CFA Society Pakistan, in collaboration with Pakistan Stock Exchange - PSX, hosted an insightful seminar on “Global Trends and Their Influence on Local Capital Markets” with Mr. Yousuf Nazar — discussing how evolving global dynamics shape local capital markets and what it means for investors in Pakistan.
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