Recent News

CFA Women at the FundsPeople Investment Outlook

By Joao Mastbaum posted 10 Dec, 2025
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At the FundsPeople (PT) Investment Outlook, one of the debates dedicated to strategies for 2026 featured the participation of three of our members from CFA Society Portugal - Ana Gomes, CFA, Filipa Almeida, CESGA®, CFA®, and Sylwia Soszyńska-Laranjo, CFA. Their presence highlights the talent, leadership, and growing impact of CFA Women in the financial industry, bringing forward strong insights and strategic perspectives for the future of investing.
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CFA Workshop on Anti-Money Laundering

By Joao Mastbaum posted 10 Dec, 2025
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We were pleased to host a CFA workshop on Anti-Money Laundering and Countering the Financing of Terrorism, led by José Fontão, CFA, AML Director at PwC, on November 20th at Católica Porto Business School. A huge thank you to José Fontão, CFA for dedicating his time and sharing highly valuable insights that enriched the session and deepened our understanding of today’s AML challenges. We would also like to express our gratitude to the Católica Porto Investment Club for welcoming us and creating the ideal environment for meaningful discussion and learning. This workshop is part of the university workshop project, aimed at bringing the world of finance closer ...
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CFA Workshop on M&A

By Joao Mastbaum posted 10 Dec, 2025
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Students from Católica Lisbon Investment Partners participated in an insightful workshop led by Narciso Melo dos Santos, CFA, Managing Director at Banco Finantia. Narciso shared valuable expertise on the strategic and analytical dynamics that drive successful Mergers and Acquisitions, offering real-world perspectives and practical guidance.
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Global De-Dollarization: Myth or Megatrend?

By Joao Mastbaum posted 10 Dec, 2025
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The CFA Society Portugal, in partnership with Banco Best, PIMCO, Ofi Invest Asset Management, and M&G Investments, was delighted to host the event “Global De-Dollarization: Myth or Megatrend?” on November 18 at the Fundação Cidade de Lisboa. The panel explored a key topic for the global economy: Is De-Dollarization a megatrend, or a temporary phenomenon. The main conclusion is that the process of de-dollarization has already begun, but no currency has been identified as sufficiently strong and credible to replace the dollar. Therefore, albeit with reduced weight, the speakers believe the dollar will continue to be the principal reference currency in the ...
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CFA Society Portugal Participates in the Morningstar Executive Forum Lisbon

By Joao Mastbaum posted 10 Dec, 2025
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CFA Society Portugal was proud to take part in the third edition of the Morningstar Executive Forum Lisbon, held on Wednesday, October 29, in Lisbon. Our President, Marcos Soares Ribeiro, CFA, was a featured speaker and delivered one of the standout sessions of the day. His perspective on the evolution of the investment profession, the growing expectations placed on finance professionals, and the relevance of the CFA charter in today’s market sparked strong engagement from the audience. We extend our thanks to Morningstar for the invitation and to all participants who contributed to the success of this year’s forum. We look forward to continuing these conversations ...
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Research Challenge Bootcamp

By Joao Mastbaum posted 10 Dec, 2025
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The journey of this edition’s CFA Institute Research Challenge kicked off with two dynamic days of activities: on 6 November, a visit to this year’s subject company, The Navigator Company, followed the next day by a Bootcamp in FEP - Faculdade de Economia da Universidade do Porto, featuring a series of insightful lectures that prepared students for the competition. Both activities brought together brilliant minds ready to dive deeper into the world of finance! Organized by CFA Society Portugal in partnership with BNP Paribas, FEP - Faculdade de Economia da Universidade do Porto, and The Navigator Company, both activities offered invaluable insights and laid ...
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Contas Feitas 2025

By Joao Mastbaum posted 10 Dec, 2025
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The second edition of Contas Feitas, an event promoted by the Porto Commercial Association, CFA Society Portugal, and Carina Meireles, took place on October 31st at the Palácio da Bolsa. The morning was dedicated to entrepreneurship, with discussions on key topics for entrepreneurs, such as the launch and growth of start-ups and scale-ups, technological innovation, and access to financial instruments. In the afternoon, the focus shifted to personal finance, with interactive sessions. A special highlight goes to the afternoon sessions: Inês Drumond, Vice-President of the CMVM, Diogo Alarcão, Vice-President of the ASF, and Francisca Guedes de Oliveira, Board ...
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Banco de Portugal and CFA Society Portugal hold Financial Literacy Workshop at the Polytechnic Institute of Setúbal.

By Joao Mastbaum posted 10 Dec, 2025
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On the 23rd of October, around 270 participants from the School of Business Sciences at the Polytechnic Institute of Setúbal attended the Financial Literacy Workshop, an initiative of Banco de Portugal and CFA Society Portugal, as part of the “My Financial Future” competition. The workshop provided a practical opportunity to reflect on the use of credit and its impact on the budget, the safe use of digital financial services, and the importance of saving and investing responsibly. The program also included a presentation of the competition. This initiative reinforces the joint commitment of Banco de Portugal and CFA Society Portugal to promoting financial ...
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CFA Society Portugal promotes session on the CFA® Program at the IPCA School of Management

By Joao Mastbaum posted 10 Dec, 2025
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CFA Society Portugal, represented by Pedro Barata, CFA, Executive Director, promoted a session dedicated to the CFA® Program for students of the Bachelor's Degree in Finance at the School of Management of the Polytechnic Institute of Cávado and Ave (IPCA). During the session, the main steps for obtaining CFA certification were discussed, as well as the benefits of this global qualification. This certification is a real competitive advantage, allowing its holders to stand out in a highly demanding and dynamic sector.
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Outstanding Society Award

By Joao Mastbaum posted 29 Oct, 2025
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CFA Society Portugal was honored by the CFA Institute with the prestigious “Outstanding Society Award” during the Society Leadership Conference, which took place in Lisbon on October 16th and 17th. The Outstanding Society Award recognizes Societies that stand out globally for their excellence, innovation, and contribution to the development of the financial profession, acknowledging their commitment to the highest ethical and professional standards that guide the CFA Institute. More than anything, this award is a sign of how much we appreciate teamwork and commitment of all the volunteers, members, and partners who help make our mission in Portugal a success ...
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World Investor Week 2025

By Joao Mastbaum posted 29 Oct, 2025
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As a partner of CMVM – Comissão do Mercado de Valores Mobiliários (Portuguese Securities Market Commission) – in the World Investor Week initiative (October 6–10), CFA Society Portugal once again participated in the event, contributing to two sessions held at the CMVM Auditorium. In the session dedicated to the Insurance Sector, we were represented by António Vicente, CFA, and in the session on Financial Innovation, our representative was Afonso Fuzeta Eça, CFA. This was a global initiative promoted by the International Organization of Securities Commissions (IOSCO), with the aim of raising awareness of the importance of financial education and investor protection. ...
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The impact of Artificial Intelligence on University Education in Portugal

By Joao Mastbaum posted 29 Oct, 2025
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On October 15th, we had the privilege of co-hosting an inspiring joint event with CFA Institute, Bloomberg and ISEG - Lisbon School of Economics & Management, bringing teachers and academics, and to explore how Artificial Intelligence is transforming education, research, and the skills of tomorrow. The session was moderated by Thais Araujo (Bloomberg Portugal) and Peter Watkins (CFA Institute). One of the key takeaways? We might be standing at the dawn of a new revolution, much like the internet boom or the turn of the millennium, where adaptation and curiosity will once again define progress. In the end, AI will help education professionals become ...
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Fidelidade Crowned Partner of the Year

By Joao Mastbaum posted 13 Oct, 2025
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In 2024, Fidelidade joined forces with the CFA Institute and CFA Society Portugal to launch a groundbreaking financial training program for its employees. This dynamic 9-month journey, designed and delivered by CFA Society Portugal members, brings the highly regarded Investment Foundations curriculum to life. The first edition kicked off in May 2024 with around 50 Fidelidade professionals eager to sharpen their financial knowledge. At the end of the program, participants can take the Investment Foundations exam and earn their official certification. Building on this success, the second edition is already underway in 2025, empowering another 25 Fidelidade ...
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CFA Society Portugal holds 6th Career Management Dinner with innovative topics for the Financial Sector

By Joao Mastbaum posted 13 Oct, 2025
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On September 23, CFA Society Portugal organized its exclusive Career Management Dinner, an event that brought together professionals from the financial sector for an evening of learning, experience sharing, and networking. Moderated by Marcos Soares Ribeiro, CFA, President of CFA Society Portugal, the event addressed key issues related to recruitment in the financial sector, highlighting the growing impact of Artificial Intelligence. AI, although disruptive, has the potential to transform the financial industry, just as the internet did at the beginning of this millennium. However, as emphasized by the experts, final decision-making continues to depend on the ...
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Miguel Falcão CFA Named Volunteer of the Year

By Joao Mastbaum posted 13 Oct, 2025
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CFA Society Portugal honored Miguel Falcão, CFA, with the Volunteer of the Year award during the Charter Award Ceremony. The award recognizes Miguel's exceptional contribution to the CFA community and his key role in promoting collaboration among Portuguese-speaking professionals in the financial sector. Since joining the Board of CFA Society Portugal in 2019, Miguel has stood out for his commitment and dedication. This year, he almost single-handedly led the creation of the Portuguese-speaking CFA Community, an initiative that already brings together more than 300 professionals from various countries and regions, including Angola, Mozambique, Cape Verde, Macau, ...
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The 2nd Quarter 2023 Newsletter is out

By Joao Mastbaum posted 17 Aug, 2023
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Open our 2nd Quarter 2023 Newsletter (Portuguese version) if you are curious about what we have been doing in the second quarter of 2023 #newsletter #CFA-Portugal
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CFA Society Portugal wins "2023 Most Outstanding Society" recognition, awarded by CFA Institute

By Joao Mastbaum posted 31 Jul, 2023
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CFA Society Portugal is proud to announce that the society was awarded "Most Outstanding Society" for 2023 by the CFA Institute, in the 150 - 349 members size category. This prestigious achievement is annually awarded to highlight the progress of a local CFA society’s contribution and dedication in making a significant impact to the financial community and society at large. This recognition demonstrates the CFA Society Portugal’s tireless effort and commitment to promote excellence in the financial sector, setting high standards for leadership and ethics, and overall promoting financial literacy. This achievement not only reflects the continued dedication of ...
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CFA Society Portugal announces the Winner of the Journalism Award -  4th Edition

By Joao Mastbaum posted 07 Jun, 2023
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It is with great pleasure that the CFA Society Portugal announces the Winner of the Journalism Award -  4th Edition. Congratulations to Rafaela Bud Relvas! The winning article, “Cryptocurrency training pyramid scheme comes to Portugal”, stood out for its relevance, educational content, clarity, factual evidence and focus on the role of ethics in finance. In this edition, there were more journalists participating with really good articles. The choice was not easy! A special thank you to the prestigious jury and its president Helena Garrido, for their commitment. #Journalism-Award #CFA-Portugal
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2nd edition of the Ethics and ESG Award - Winners

By Joao Mastbaum posted 07 Jun, 2023
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This 2nd edition of the Ethics and ESG Award was very high level, both in participation and quality of the submitted thesis. Once again, the final decision was tough! Congratulations to the winners! 1st place: “The impact of ESG practices on the cost of debt - Evidence for the US, Europe and Brazil.” Author: Lilian Lima Meneses– Faculdade de Economia, Universidade do Porto 2nd place: “The pricing of ESG Syndicated loans - an empirical analysis of spread determinants.” Author: Jorge Fonseca Gonçalo – Católica Porto Business School 3rd place: “The relationship between ESG ratings, investment factors, and credit.” Author: Samuel Machado ...
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The 1st Quarter 2023 Newsletter is out

By Joao Mastbaum posted 29 Apr, 2023
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Open our 1st Quarter 2023 Newsletter (Portuguese version) if you are curious about what we have been doing in the first quarter of 2023 #newsletter #CFA-Portugal
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