Upcoming Events

What Strategic Trends Are Shaping Wealth Management in France?

We are pleased to invite you to a special event dedicated to the key trends shaping Wealth Management in France, organised in partnership with EY. This event will bring together leading industry voices for an evening of insights and exchange. The programme will unfold in three parts: EY presentation of their latest study on the major trends in wealth management A CEO panel discussion, offering diverse perspectives from market leaders A closing talk by a FinTech collaborating with EY, showcasing how data and artificial intelligence can refresh and enrich traditional research The conversation will cover several timely themes, including: The growing transfer of wealth to women The integration of artificial intelligence into client relationships New products and the role of crypto as a potential safe haven The relocation of wealth in a shifting geopolitical and tax environment Sustainable finance and evolving client expectations A cocktail reception will follow, offering an opportunity to continue the discussion and connect with peers from across the industry. We look forward to welcoming you for what promises to be a dynamic and insightful evening. This event will be held in French but questions in English will be more than welcome.

Understanding the Role of the Tontine in Wealth Planning

Dear Members, Traditional by nature yet resolutely modern in its usage, the Tontine is one of the oldest collective savings vehicles, and yet one of the most innovative. As part of a Drink & Think session, we invite you to explore the role of the Tontine within a comprehensive wealth planning approach, covering capital accumulation, long-term projects, retirement planning, wealth transfer, and estate structuring. During this session, our speakers will shed light on: The place of the Tontine in today’s savings and investment environment Its fundamental principles and management framework What makes it an agile solution, complementary to traditional investments The wealth objectives it can address, including diversification, capital protection, education financing, retirement planning, and wealth transmission The session will conclude with an interactive discussion, followed by a networking cocktail to continue the exchanges. This event will be held in French but questions in English will be more than welcome. We look forward to welcoming you to this insightful and engaging session.

Fixed Income Conference

Dear Members, CFA Society France invites you to explore and analyze the opportunities which lies in the bond and credit markets, and to discover different asset classes which are really tied to interest rate markets. Hence, in the first part of the conference, we will welcome 3 professionals specialists on : Bond markets - Alexandre Sammut - Flornoy Ferri High Yield markets - Maud Bert - Ofi Invest AM Hybrids - Vianney Hocquet - EDRAM In the second part of the event, we will hear 3 others portfolio managers on : Credit Arbitrage - Joffrey Czurda - Cigogne AM Litigation - Paul de Servigny - IVO Capital Partners Cat bonds - Stephane Julen, CFA - ILS Advisers All of our speakers will emphasize the risks and the opportunities regarding their asset classes and will debate on the positioning of their portfolios. The event will be held in French, but questions in English will be warmly welcomed. A networking cocktail will follow the conference, offering an opportunity to continue the discussion with peers and speakers. We look forward to welcoming you to this insightful and engaging session.