Recent News

In October, CFA Society Ireland travelled to Lisbon to take part in the CFA Institute EMEA Society Leadership Conference — an annual gathering of CFA societies from across Europe, the Middle East and Africa. The event provided an opportunity to connect with peers, share best practices, and align on priorities for the investment profession’s future. Key Themes Society Strategy & Governance: Sessions focused on how societies can operate effectively, strengthen volunteer engagement, and deliver value to members in an evolving environment. Trends Shaping the Profession: Discussions explored the impact of AI and technology , the continued importance ...

On Tuesday 27th May CFA Society Ireland, together with Bitwise, hosted an engaging and timely event exploring one of the most pressing trends in global finance: the growing institutional shift into digital assets. As we move through 2025, the digital asset ecosystem is no longer just about innovation — it's about implementation, integration, and infrastructure. Ray Dillet provided an engaging and interactive presentation that was thoroughly enjoyed by all. The event ended with a light networking lunch.

On April 3rd, José Ignacio de Andrés Blanco, CFA, PRM, CIPM and Thomas Plunkett CFA represented CFA Society Ireland at the Next-Gen Quant Investing/ Quant Awards 2025 event in the Netherlands. Experts in the field including Mike Chen (Robeco) and Simon Trimborn (University of Amsterdam) met to discuss the future of quantitative investing, highlighting key trends, such as developments in and the integration of AI and the influence of meme-driven market dynamics. Winners of the European Quant Awards 2024, Maurits van Altvorst (Netherlands,1st Place), Anne Coll Franck ...

On April 2nd, 2025, our inaugural full-day Future of Pensions event was held in the Shelbourne Hotel in Dublin. With shifting demographics, evolving regulatory environments, and increasing public interest in sustainable investments, the Future of Pensions event brought together thought leaders, industry professionals, and financial experts to delve deep into this evolving landscape both in Ireland and globally. Key topics included regulatory perspectives, the integration of Environmental, Social, and Governance (ESG) factors, the role of illiquid assets in pensions, in-retirement options, and investor psychology. The day featured insightful presentations ...

On 20th February we were delighted to host the Research Challenge Local Final. In the spacious surrounds of Mercers offices on the banks of the Lee in Cork, a group of talented teams came together to present their analysis and buy/sell/hold recommendation on this years subject company CRH holdings   to a panel of distinguished judges from the investment community, including John Mullane, CFA, FCA Eileen Rowsome Eoin Diffley and  Ken Power . Congratulations to all involved. The w inning team from   UCD Michael Smurfit Graduate Business School included Nell Breathnach , Sam Crean , Fanny Menardo , Conor ...

CFA Society Ireland was delighted to host an event to celebrate all those who received their charter in 2024. On the 23rd of January, in the historic surround of MoLi on St Stephens Green, we were joined by 35 CFA Charterholders, together with their nearest and dearest, for a delightful afternoon to mark the occasion. Congratulations to all!

The CFA Society Ireland was delighted to contribute to the CFA Institute Blueprint for the 2024 - 2029 Legislative Period in the EU . The Blueprint focuses on five main legislative areas which cover: Resiliency of Capital Markets, Technology, Business Conduct, Sustainability and Pensions. These themes align with CFA Institute’s Research and Policy Center focus areas.     This Blueprint provides key recommendations for EU policymakers and the financial sector for the next 5 years. It also includes National Blueprints from several CFA Institute societies in the EU and Switzerland. These include CFA Societies in Belgium, Croatia, Cyprus, Denmark, ...

We were delighted to host our 2024 Investment Forum at a packed house in The Westbury last week, thanks to the generous support of Natixis Investment Managers and Lazard Asset Management . Our speakers Arnab Das of Invesco, Jean Boivin of BlackRock, Emmanuel Naar of Lazard, Soliane VARLET of Mirova, Jeffrey Sherman of Doubleline Capital and Dan McCrum of the Financial Times entertained us with valuable and thought-provoking insights. Thanks to all who joined us on the day.

On February 1st we hosted our second annual Investment Forecast Dinner with PGIM as the sponsor. We had a record attendance of 150 investment professionals enjoy a 3 course dinner in the Conrad Hotel and to see hugely engaging and topical presentations from Gregory Peters, Co-Chief Investment Officer of PGIM Fixed Income and Dr Pippa Malmgren, American Policy Analyst, Author & Former US Presidential Advisor.  A fantastic evening was had by all attendees with great networking and discussions on the presentations of the evening.

On October 25th we hosted our annual Investment Forum with Natixis Investment Managers/Mirova as the sponsor. It was a full house to see fantastic presentations from  Edward Chancellor,  Financial Historian, Investments Strategist & Author, Dr. David Kelly, CFA, Chief Global Strategist & Head of Market Insights, JP Morgan Asset Management and  Jens Peers, CFA, Chief Investment Officer, Mirova US There was a highly engaging fireside chat chaired by Ms. Bushra Ahmed, Responsible Investment Lead, Architas with Jens Peers,  Janice Daly, CFA,  Head of Sustainable Markets, Grant Thornton Ireland and CFA Ireland ESG Committee ...