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 Webinar | Digital Transformation: Winners & Losers

CFA Society hosted a second webinar with Franklin Templeton on "Digital Transformation: Winners and Losers” with Jonathan Curtis*, Senior Vice President, Research Analyst & Portfolio Manager of Franklin Equity Group at Franklin Templeton, on Thursday, May 6, 2021.

In this brief webinar, Jonathan Curtis discussed the multi-trillion dollar innovation opportunity seen in Digital Transformation (DT). Within DT’s there are 10 enabling sub-themes, and he discussed the types of businesses Franklin Templeton focuses on.  He also talked about how the Covid crisis brought the DT opportunity into sharp focus for investors, consumers, enterprises, and governments and their belief that we are at the beginning of this opportunity.  He also touched briefly on current market valuations.

DT Winners.png

*About the speaker: Jonathan Curtis is a senior vice president, research analyst and portfolio manager with Franklin Equity Group. He has been active in the tech sector for more than 28 years, first as an engineer and now as an investor. Currently he is the leader of the Technology/Communications Research Team and the lead manager of the Franklin Technology Fund. He joined the Franklin Equity Group in 2008 as an equity analyst covering the IT hardware and communications equipment sectors and now covers the enterprise infrastructure software and IT hardware sectors Prior to joining Franklin, Jonathan spent four years on the sell side researching the communications equipment sector. Before transitioning to the financial services industry, Jonathan was a software and systems engineer in the communications equipment sector. Jonathan holds an M.B.A. from UC Berkeley's Haas School of Business and a B.S. in Electrical Engineering from Rensselaer Polytechnic Institute in Troy, NY

 Webinar | Checking and Reviewing a Financial Model

​CFA Society Greece was pleased to welcome back Ian Schnoor, CFA, AFM, of the Financial Modeling Institute (FMI) to host Topic 2 of their learning series on Financial Modeling, Checking and Reviewing a Financial Model

In this instalment, Ian showed attendees how to check and review a financial model to ensure that it is accurate. He emonstrated some powerful tips to check and audit a financial model and discussed an optimal methodology to review a financial model.

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 Webinar | The Future of Networking & Your Digital Presence

​We hosted our first soft skills webinar "The Future of Networking & Your Digital Presence" with speakers Sameer Somal, CFA, CFP, CAIA and Melanie McKelvey, on 9 March, 2021.  The event focused on good networking tactics and how participants can bolster and monitor their digital reputation by building and controlling their own narrative.

Learning objectives of the webinar included: 
  • Understanding and successfully navigating the “new normal” for business and relationships in the wake of the COVID-19 pandemic
  • Recognizing the necessity of an authentic digital presence 
  • Proactively curating a narrative online when faced with choice overload 
  • Practicing actionable strategies to optimize your digital reputation. 
  • Discerning best practice considerations for CFA Charterholders and finance industry leaders

 CFA Institute Research Challenge Local Final 2021

​After nearly four months of research and analysis, the nine teams participating in the 2020-2021 Research Challenge competition, hosted in Athens, presented their recommendations on Kri Kri Milk Industry share to our panel of judges on 27 February, 2021. The University of Macedonia won the local competition and moves on to compete in the EMEA sub-regional competition.

For more information, please click here.

 13th Annual Forecast Dinner

​The 13th Annual Forecast Dinner took place virtually on Tuesday, 23 February, 2021 with guest speakers Guillaume Jaisson, Strategist, Global Investment Research Division at Goldman Sachs and Ilias Lekkos, Chief Economist and Assistant General Manager at Piraeus Bank Group. More than 100 participants from the local and international investment communities joined the online event.


Click here for the press release.

 Earning Investors' Trust: Virtual Panel Discussion


What does it take for someone to put their capital at risk and entrust their funds to someone else to manage? The concept of trust lies at the heart of this question and is the essential foundation of healthy capital markets.


On December 8, 2020, CFA Society Greece & CFA Society Cyprus hosted an online panel discussion on "Earning Investors' Trust". The event attracted more than 70 members of of the Greek, Cypriot and UK investment communities. 

Informed by the fourth edition of the CFA Institute Investor Trust Study, the moderated panel discussion touched on the following topics:

  • How information, innovation and technology can help build trust.
  • The CFA Institute Trust Equation (Credibility + Professionalism  = Trust & Value) and the role of regulators.
  • The path forward to building greater trust in capital markets and the investment industry.
  • Interest for ESG Investing in Greece and Cyprus.
  • New sustainability report from CFA Institute.

See below for panellist and moderator information.



Nikolaos Kontaroudis2.png

Gary Baker, CFA

Managing Director, EMEA Region

CFA Institute

​Nikolaos Kontaroudis

Vice Chairman

Hellenic Capital Market Commission

George Theocharides, PhD

Vice Chairman

Cyprus Securities and Exchange Commission

Violeta Spyropoulou, CFA

VP, CFA Society Greece

Assistant Manager, Alpha Asset Management


 [Webinar] Investing in Innovation

Οn November 10, 2020 CFA Society Greece hosted a webinar, "Investing in Innovation", presented by Matt Moberg*, SVP & Portfolio Manager of Franklin Equity Group at Franklin Templeton.  During this brief webinar, Matt led a discussion on driving wealth creation through innovation investing, the importance of active management in innovation-focused investing, and where he see opportunities in innovation today.  The webinar drew great interest from our attendees who actively participated in the Q&A session.



*About the Speaker: Matthew J. Moberg is a senior vice president and portfolio manager with the Franklin Equity Group. Mr. Moberg manages strategies focused on investing in innovation, including Franklin DynaTech Fund, Franklin Innovation Fund, and a series of thematic ETFs. He also manages the Franklin Focused Growth strategy, which takes a concentrated approach to investing in growth and innovation-driven equities. Mr. Moberg first joined Franklin Templeton in 1998 as an intern with Franklin Advisers. He joined Franklin Templeton full-time as an equity analyst in 1999 and specialized in research analysis of Internet, media, software and gaming. Prior to joining Franklin Templeton, he worked at Coopers & Lybrand as an auditor and consultant. During his tenure at C&L, he specialized in the banking and finance industries. Mr. Moberg earned his B.A. in history from Washington & Lee University and an M.B.A. with distinction from the University of Michigan, Ann Arbor. Mr. Moberg also studied accounting at the University of Southern California. He is a Certified Public Accountant (CPA) INACTIVE. 

 [Webinar] Factors Influencing Private Investors' Investment Profile

​CFA Society Greece hosted its first open event for the general public on 26 October, 2020, a webinar on "Factors Influencing Private Investors' Investment Profile", with guest speaker, Eleutheria Achladianaki, Managing Director of The Association of Members of the Athens Exchanges. The purpose of the webinar was to further enhance the investment literacy of the general public, thus contributing to the integrity of the capital markets and putting private investors in a position to ensure they are adequately protected when investing. The webinar focused on basic investment principles and the information that individual investors should receive before purchasing investment products. 

More than 70 private investors working in the health, tourism, insurance and other industries joined the webinar. Over 20 students from local universities also attended the event.


 [Webinar] The Outlook for Capital Markets over the Next 6-12 Months

​On 15 October, 2020 we hosted a webinar with MRB Partners founding partner and global strategist, Peter Perkins*.  During the brief webinar, Peter discussed the outlook for capital markets over the next 6-12 months and MRB's global multi-asset allocation recommendations. He also examined:
  • Prospects for global equities and the corporate earnings cycle, as well as a potential rotation out of the U.S. into other markets.
  • How to protect portfolios against equity risk given the absence of return potential in government bonds or cash.
  • The case for gold in light of the monetary and fiscal backdrop.
  • Risks for capital markets associated with the upcoming U.S. election.

*About the Speaker: Peter Perkins is a founding partner of MRB Partners - The Macro Research Board ( He has extensive experience, both as a strategist and economist. Mr. Perkins focuses on asset allocation issues and strategy, key drivers of the global economy and capital markets, as well as investment opportunities and risks. He works closely with MRB clients on tactical and strategic asset allocation, assisting them in interpreting and translating macroeconomic and policy factors into a tailored investment strategy. Mr. Perkins speaks widely at conferences, seminars and client meetings and regularly participates in investment committee meetings for select investment management firms. Over his career, Mr. Perkins has covered all major asset classes and regions, and worked in the U.S., Hong Kong, Mexico, and Canada, before recently relocating to the U.K. Prior to forming MRB, he was Managing Editor at BCA Research Inc., focusing on tactical asset allocation and supporting major clients. Mr. Perkins has a Master of Economics from Pennsylvania State University and B.A in Economics from the University of Maryland.

 Economist "New York-EastMed Summit: A Sea of Conflict or a Sea of Opportunities?"

​CFA Society Greece proudly supported the free Economist Virtual Event, "New York -EastMed Summit: A Sea of Conflict or a Sea of Opportunities?" on September 29, 2020. 

Our Member, Alex Boulougouris, CFA, participated in the panel discussion "Boosting the Regon's Recovery Through Stability and Co-operation."  The discussion covered issues such as new partnerships and investment opportunities and how to define a more resilient growth model for the region. 
ABoulougouris Economist.jpeg

 [Webinar] Python: Revolutionizing the Finance Industry

On Tuesday, 15 September, 2020 at 19:00 hosted our first webinar of the new season on "Python: Revolutionizing the Finance Industry" with Nick Christodoulopoulos*, Head of Derivatives Market Making at Piraeus Securities. 

Over the past decades, spreadsheets have been the primary tool in Finance. However, Python, the incredibly popular and easy-to-learn programming language, is challenging the status quo and is becoming the most in-demand skill in the industry.

During the webinar, Nick Christodoulopoulos explained why Python is a game changer for Finance professionals. He outlined the benefits of learning Python, discussed why it is much more than an "Excel on steroids" and demonstrated practical examples of its use.


*About the Speaker: Nick Christodoulopoulos is the Head of Derivatives Market Making at Piraeus Securities, the brokerage arm of Piraeus Bank. He has 20 years of experience in the financial markets, the majority of which in roles involving derivatives and proprietary trading. He has extensive experience in programming, financial modelling and data analysis. Nick also teaches courses on Data Analysis with Python and Equity Derivatives at the Athens Exchange Academy. He holds an MSc in International Securities, Investment & Banking from ICMA Centre, University of Reading, UK and a BA in Accounting & Finance from University of Essex, UK.

 [Webinar] Financial Modeling Best Practices

We hosted a webinar on “Financial Modeling Best Practices” with Ian Schnoor, CFA, AFM*, Executive Director of the Financial Modeling Institute (FMI), in cooperation with the FMI on 9 July, 2020.

During this 90-minute interactive webinar, Ian Schnoor presented and discussed some critical tools and skills required to build a best-in-class financial model that inspires confidence and leads to optimal decision making.
Specific topics included:
  • The Discipline of Financial Modeling
  • Top 10 Modeling Best Practices
  • Key Modeling Tips
  • Skills to check a Financial Model
  • Great Modeling Technical Skills
*About the Speaker: Ian Schnoor is a Principal and Founder of The Marquee Group, a leading provider of financial modelling training to professionals in the financial community. Ian has built The Marquee Group into a leading provider of financial modelling training, consulting and accreditation. Ian is also the Executive Director of the Financial Modeling Institute (FMI). In this role, he works closely with the entire FMI team on the creation and execution of the FMI’s strategy. Over the years, Ian has taught thousands of business professionals and university students in Canada, the United States, the United Kingdom, Australia and Mexico. Ian is passionate about teaching and brings a hands-on, interactive approach to every course. Ian teaches at Queen’s University and is a past recipient of the “Instructor of the Year” award in the Master of Finance program at the Smith School of Business. Prior to establishing The Marquee Group, Ian spent a number of years in the Investment Banking departments at Citigroup and BMO Capital Markets. Ian completed a Bachelor of Commerce Honours degree with academic distinction and has also attained the CFA designation.

 [Webinar] EU Regulation in the Post-Pandemic Period

​During this brief webinar, guest speaker Josina Kamerling*, Head of Regulatory Outreach for the Europe, Middle East, and Africa (EMEA) region for CFA Institute, provided an in-depth analysis on the European strategy on the financial sector in light of the Covid-19 crisis. She also discussed the current and future EU measures in the financial sector as well as the renewed focus on Capital Markets Union, with the aim of restarting the European economy and developing capital markets in the EU.  The presentation was followed by an interactive Q&A session. 

*About the Speaker: Josina Kamerling is Head of Regulatory Outreach for the Europe, Middle East, and Africa (EMEA) region for CFA Institute, and is based in the Brussels office. She is responsible for supporting CFA Institute policy development in the region, advancing the impact of advocacy efforts, and promoting capital market integrity and investor protection issues. Josina is a frequent speaker in conferences on EU policy on Financial markets ; with special reference to investor protection and corporate governance and the future of financial services and supervision architecture of EU architecture and comarabikltyand ethics issues in the financial profession. Within CFA institute, Josina is a member of the task forces on financial education and also on pensions, as well as promoting the debate on ethics by serving as a member of the jury for the global Ethics in Finance prize. Prior to joining CFA Institute, Ms. Kamerling was a specialist adviser on financial services in the European Parliament for six years, advising most significantly the Economic and Monetary Affairs Committee and the Special Committee on the Financial, Economic and Social Crisis on all aspects of financial services policy issues and technical information. Prior to this, Ms Kamerling was a banker for 15 years in a variety of functions and locations, most notably as a senior banker in the global clients division of ING and prior to that as head of sales in the financial markets division of ING group. Josina holds a Bachelor of Arts with Honours in Law and Modern Languages from Cambridge University. She is a Dutch national having lived and worked in five European countries and speaks five languages fluently and has spoken on radio and presented at conferences in Spanish, French, Dutch and English.

 [Webinar] The Pandemic Revolution: Navigating Macro and Markets in the Post Covid World

On Thursday, June 11, 2020, CFA Society Greece hosted a webinar on "The Pandemic Revolution: Navigating Macro and Markets in the Post Covid World" with Alberto Gallo, CFA*, Fund Manager at Algebris Investments. 

During this brief webinar, Alberto Gallo discussed some of the changes that have been triggered by the Covid-19 pandemic, with a focus on macro factors and the global credit markets, including the role that public debt will play in shaping the post Covid world. A Q&A sessopm followed, with questions submitted by the audience via Zoom's chat feature.  Ahead of the webinar, Alberto was kind enough to share recent investor newsletters published by Mr. Gallo and his colleagues.  

2020-04 - The Pandemic Revolution.pdf

2020-06 - Creative Destruction.pdf

*About the Speaker: Alberto Gallo is a fund manager at Algebris Investments, the $12bn asset management firm. He runs a macro fund investing in global bonds and credit. Prior to becoming an investor, Mr. Gallo has covered a number of research positions at Merrill Lynch, Bear Stearns, Goldman Sachs and RBS, where he was Head of Global Macro Credit Research and his team was top-ranked for credit strategy research by Institutional Investor for four years running. He is a member of external expert working groups at the ECB and ESMA, and a frequent contributor on the Financial Times and the World Economic Forum, as well as a regular guest on Bloomberg. Mr. Gallo holds a MSc in Economics cum laude from Bocconi University, where he is a guest lecturer in macroeconomics, and is a CFA charterholder. Prior to that, he served in the navy at the "F. Morosini" naval college.

 [Webinar] Exploring 2020 GIPS Standards: Application to Asset Owners and Pooled Funds

​On May 14, 2020 we hosted our first virtual GIPS event, "Exploring 2020 GIPS Standards, Application to Asset Owners and Pooled Funds" with guest speaker, Iain McAra, Director of Global Industry Standards at CFA Institute.  The webinar was attended by CFA Society Greece Members, as well as members of the Hellenic Fund and Asset Management Association. 

The webinar focused on two areas that were iimpacted by the development of the 2020 GIPS standards:

i)          Application of the GIPS standards to Asset Owners and

ii)         Approach to calculation and presentation of limited distribution and broadly distributed pooled funds in the GIPS standards.

An overview of both of these topics and their treatment in the GIPS standards to ensure that the minimum set of information that is full, fair, consistent and comparable is delivered to the prospective investor was covered during the webinar. 

 [Webinar] Foreign Exchange in Practice

As we try to innovate the ways in which deliver member value, on April 28, 2020 we hosted our first webinar on "Foreign Exchange in Practice" with Stavros Daliakopoulos, CFA, Head of FX & Derivatives Trading at Eurobank.

In this short webinar, Stavros offered some insights into the foreign exchange (FX) market from a trader's perspective. Starting with the FX spot market, he showed the FX forward market and how it relates to the FX options market. During the webinar the actual tools used for trading and pricing were employed and the management of a foreign exchange options book was illustrated. 

Members who attended the webinar provided positive feedback and expressed an interest in future webinars hosted by CFA Society Greece. 

 12th Annual Forecast Dinner

The 12th Annual Forecast Dinner took place at the Grand Hyatt Hotel on 26 February, 2020 with guest speakers Gary Baker, CFA (Managing Director, EMEA Region, CFA Institute, Daniel Loesche, CFA  (Ιnvestment Director, Credit, Schroders) and Dr. Konstantinos Kalligeros (Director, Commodities, Commerzbank).  The dinner was hosted by CFA Society Greece Vice-President, Violeta Spyropoulou, CFA. 

Read the press release here.

Below, pictures from the Forecast Dinner. 

 Research Challenge Local Final 2020

Seven teams from eight Greek universities participated in the Athens local final of the Research Challenge competition.  This year's teams showed strong dedication, exceptional quality of work and presentation skills.  The winning team, University of Piraeus, (pictured below) will advance to the EMEA Regional Final Competition in Jordan. 

The press release is available here.

Our panel of judges: 

CFA Society Greece President with ADMIE Holding's Investor Relations Officer and the Research Challenge Planning Committee: 

 ESG Incorporation in the Greek Market

CFA Society hosted a workshop on ESG Incorporation in the Greek Market with the support of PRI (Principles for Responsible Investment) guest speaker Felix Soellner and the Hellenic Bankers Association – UK (HBA-UK). 

The talk focused on ESG issues, integration techniques and practical examples within major asset classes, including real estate and private equity. The tools and frameworks available to investors were also discussed. 

View the press release here

More pictures of the event are available on Facebook and LinkedIn


 New Year's Cake Party 2020

Members and candidates attended our annual New Year's Cake Party to network and celebrate the beginning of a new year.  We wish all of our members, candidates and friends a healthy and propserous 2020! 

See more pictures on LinkedIn and Facebook.


 Congratulations Class of 2019!

​Fewer than 1 in 5 candidates become CFA charterholders.  We applaud those who became CFA charterholders in 2019 and joined our community of 168,000 charterholders worldwide. Together, we are building a better world for investing. 

CFA Society Greece honoured the class of 2019 at the annual Charter Award Ceremony, with guest speakers Richard Fernand, CFA, Senior Director of CDP and Kasia Marianiuk, Director of Society Relations, EMEA from CFA Institute and Nikolaos Porfiris, Chief Business Development Officer, Athens Exchange Group. 

Congratulations Class of 2019! Thanks for measuring up! 
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View the press release here.

 CFA Society Greece President and ADMIE Holding Board President Ring the Closing Bell

CFA Society Greece hosted its local Research Challenge Kick-off Event at the Athens Stock Exchange on 14 November, 2019, with subject company ADMIE Holding. 

Students, faculty advisors and industry mentors were in attendance to hear executives from ADMIE Holding present the company. 

Following the corportate presentation, CFA Society Greece's President, Loukas Dedes, CFA, and Iason Rousopoulos, ADMIE Holding Baord President, rang the closing bell at the Exchange. 

More pictures from the event are available on our LinkedIn and Facebook pages. 

Read the press release for the event here

 Ethical Decision Making in Investment Management Workshop

​CFA Society Greece welcomed Sonia Gandhi, CFA, Director – Ethics Education and Professional Standards at CFA Institute to run the Ethical Decision Making in Investment Management Workshop on 5 November, 2019.  The event was a great success with more than 50 partipants from the Greek investment industry, including Members of CFA Society Greece, and academia attending. 

For more information on ethical decision making for investment professionals, click here.

 Research Challenge Kickoff 2019-2020

The Greek local CFA Institute Research Challenge kicks off on 14 November, with 10 teams from 9 Greek universities getting ready to analyze ADMIE Holding S.A.  

RC Kickoff2019.jpg

The Research Challenge is a global intercollegiate competition between teams of students and a unique educational opportunity for students to apply with they have learned in the classroom to real-world practice in equity research. The winning team from the Greek local competition will advance to the EMEA Regional Final, to be held in Jordan, in April 2020.  

To find out more about the Research Challenge, click here

 2019 Hellenic ACFE Conference: "Integrity: The Ultimate Brand"

Based on the success of the last Hellenic ACFE Conference, we would like to announce that the Hellenic Association of Certified Fraud Examiners will be hosting the 2019 Hellenic ACFE Conference, with the theme "Integrity: The Ultimate Brand", which is organized in support of the International Fraud Awareness Week (
The Conference will take place on Friday, 22 November 2019 at the Grand Hyatt Hotel (115, Syngrou Avenue,11745, Athens). 

ACFE Greece Conferences bring together assurance, compliance, governance as well as security and anti-fraud professionals from all industries and backgrounds, providing a leading forum for discussing the latest experiences and approaches to counter fraud and corruption.

This year's ACFE Greece Conference explores the major challenges companies striving to build a culture of Integrity are faced with. The conference agenda includes a series of sessions examining relevant topics in the quest for sound governance and prudent practices such as:


  • Integrity as a Brand Statement;
  • The Integrity Gap: Keeping promises & fulfilling expectations;
  • Technology for Integrity; etc.


This year's keynote speaker will be Mr. John Gill, Vice President of the Association of Certified Fraud Examiners.
This conference is intended for professionals that have an interest in managing the business risk of Fraud. The audience will consist of individuals from many industries (Banking, Insurance, Pharma, IT, Consulting, Construction, Energy, Gaming etc.) and diverse backgrounds such compliance officers, external auditors, internal auditors, executive and operational managers, investigators in the public and private sectors, forensic specialists, and fraud prevention specialists.

To find more about the event you may visit the link:

 Economist's Gala Dinner with the Prime Minister

Delegates from CFA Society Greece to the Economist's Gala Dinner with the Prime Minister 2019. It was the last event of the 23rd Roundtable with the Government of Greece, "Europe: Leaving Indecisiveness behind?", that was sponsored by our Society.


 Annual Scholarships Program

CFA Institute runs its annual scholarships program as part of the Institute's commitment to promote the highest standards of ethics, education and professional excellence. You can apply until 15 September 2019. 

 CFA Review Course 2020

CFA Society Greece, in partnership with the Hellenic Banking Institute of the Hellenic Bank Association, offers a CFA Review Course for Level I, Level II & Level III​ of the CFA Program. This Review Course provides candidates with a structured, classroom-based approach to preparing for the exam. It is designed to assist candidates in mastering the Candidate Body of Knowledge and successfully completing the CFA exams. Classes for Level I and Level II are d​ue to start on the 9th of November 2019.​

 Συνέντευξη κ. Λ. Δέδε στο

Για το ζήτημα της εταιρικής διακυβέρνησης και την ανάγκη ενίσχυσης του θεσμού αναφέρεται στη συνέντευξή του στο ο πρόεδρος της Ελληνικής Ένωσης CFA, Λουκάς Δέδες. Ο κ. Δέδες μιλά ακόμα για τον ρόλο της πιστοποίησης, του CFA, και την σημασία της πιστοποίησης για τους επαγγελαμτίες και την αγορά.

-- Έχουν συμπληρωθεί περισσότερα από 70 χρόνια από τη δημιουργία του θεσμού της πιστοποίησης CFA. Περιγράψτε μας τι αφορά ο θεσμός, σε ποιους «απευθύνεται» και ποια η ανάγκη για την περαιτέρω εδραίωσή του.

Η πιστοποίηση CFA είναι η ανώτερη επαγγελματική πιστοποίηση στον κλάδο των χρηματοοικονομικών υπηρεσιών σε παγκόσμιο επίπεδο. Η πιστοποίηση απονέμεται από το CFA Institute, έναν οργανισμό που αυτή τη στιγμή αριθμεί πάνω από 155.000 Μέλη σε όλο τον κόσμο. Απευθύνεται σε όλους τους επαγγελματίες που ασχολούνται με την χρηματοοικονομική ανάλυση και τις επενδύσεις. Για την απόκτηση της πιστοποίησης χρειάζεται απαιτητική προσπάθεια και αφοσίωση, ενώ οι κάτοχοί της χαίρουν σεβασμού και αναγνώρισης στο χώρο τους. Η Ελληνική Ένωση CFA (CFA Society Greece) είναι το επίσημα αναγνωρισμένο μέλος του CFA Ιnstitute στην Ελλάδα και μια από τις περισσότερες από 150 αντίστοιχες Ενώσεις σε όλο τον κόσμο.  Αποστολή μας είναι να συμβάλλουμε στην ανάπτυξη των γνώσεων και δεξιοτήτων των επαγγελματιών της ελληνικής κεφαλαιαγοράς και να προάγουμε το ύψιστο επίπεδο επαγγελματισμού, ηθικής και ακεραιότητας, σύμφωνα με τον κώδικα δεοντολογίας του CFA Ιnstitute. Στις προσπάθειες που γίνονται για την ανάπτυξη του χρηματοοικονομικού κλάδου στη χώρα μας μετά από τόσα χρόνια κρίσης, αναδεικνύεται η ανάγκη για την απασχόληση στελεχών με το επίπεδο των πιστοποιημένων αναλυτών CFA, οι ικανότητες των οποίων μπορούν να αναβαθμίσουν την παροχή των χρηματοοικονομικών υπηρεσιών στη χώρα μας, προς όφελος της κοινωνίας και των επενδυτών.

-- Στην Ελλάδα πόσο διαδεδομένη είναι η ιδέα των CFA Charterholders;

Η πιστοποίηση  CFA παραδοσιακά απευθυνόταν σε στελέχη του χρηματοοικονομικού κλάδου και ειδικότερα σε εργαζόμενους στον τομέα της ανάλυσης επενδύσεων, της διαχείρισης χαρτοφυλακίου και φυσικά στον τραπεζικό και ασφαλιστικό χώρο, όπου εργάζεται και η μεγάλη πλειοψηφία των Μελών μας. Λόγω της κρίσης που συρρίκνωσε έντονα το χρηματοοικονομικό κλάδο στη χώρα μας, παρατηρούμε ότι όλο και περισσότεροι πιστοποιημένοι αναλυτές απορροφούνται από εισηγμένες και άλλες μεγάλες εταιρείες διαφόρων κλάδων. Ενδεικτικά αναφέρω τα παραδείγματα των ΟΠΑΠ, Aegean Airlines, Vodafone, AΝΤΕΝΝΑ TV, Coca Cola, Ελληνικά Πετρέλαια, Όμιλος Μυτιληναίου, ΤΕΡΝΑ, Viva Payments. Μέλη μας επίσης εργάζονται σε μεγάλες συμβουλευτικές εταιρείες όπως οι Ernst & Young, PwC, Deloitte, Blackrock, Alvarez & Marsal και σε οργανισμούς όπως το ΤΑΙΠΕΔ, η ΔΕΗ, τα ΕΛΤΑ και η Τράπεζα της Ελλάδος. Με ικανοποίηση λοιπόν βλέπουμε την αναγνώριση της σημασίας της πιστοποίησης CFA από τις Διευθύνσεις διαχείρισης ανθρωπίνων πόρων των μεγαλύτερων επιχειρήσεων της χώρας. Παράλληλα, διατηρούμε συνεργασίες και με τις μεγαλύτερες εταιρείες εξεύρεσης ανθρώπινου δυναμικού για την προώθηση των βιογραφικών των μελών μας και την κοινοποίηση προς αυτούς εξειδικευμένων θέσεων εργασίας. 

Έντονο είναι επίσης το ενδιαφέρον που δείχνουν οι φοιτητές οικονομικών τμημάτων των Πανεπιστημίων της χώρας για τα οφέλη της πιστοποίησης, γεγονός που αποδεικνύεται έμπρακτα μέσω της μεγάλης συμμετοχής ομάδων φοιτητών στον ετήσιο διαγωνισμό CFA Institute Research Challenge που διοργανώνεται μέσω της Ένωσης μας και στην Ελλάδα Στο διαγωνισμό αυτό οι φοιτητές καλούνται να αναλύσουν και να καταθέσουν την επενδυτική τους πρόταση για τη μετοχή μιας εισηγμένης ελληνικής επιχείρησης, στα πρότυπα της ανάλυσης που κάνουν οι επαγγελματίες αναλυτές μετοχών.   

-- Πόσα χρόνια δράσης συμπληρώνει η Ελληνική Ένωση CFA; Πόσα μέλη απαριθμεί μέχρι σήμερα;

Η Ελληνική Ένωση CFA ιδρύθηκε το 2002 και αριθμεί αυτή τη στιγμή 230 ενεργά Μέλη. Είναι μια μη κερδοσκοπική Ένωση και λειτουργεί μέσω της εθελοντικής συνεισφοράς των Μελών της. Οι δράσεις της υποστηρίζονται από διάφορες Επιτροπές που συγκροτούν τα Μέλη μας και εξειδικεύονται σε θέματα όπως ο προγραμματισμός των εκδηλώσεων, οι σχέσεις με τα Μέλη, τους θεσμικούς φορείς του χρηματοοικονομικού κλάδου, τον τύπο και τα μέσα κοινωνικής δικτύωσης, τους εργοδότες και τις εταιρείες εξεύρεσης στελεχών κ.α.  Είναι ενθαρρυντικό το γεγονός ότι υπάρχει πολύ αυξημένο ενδιαφέρον τα τελευταία χρόνια για την απόκτηση της πιστοποίησης CFA, τόσο από έμπειρα στελέχη της αγοράς, όσο και από νεοεισερχόμενους στην αγορά εργασίας. Η ανάγκη διαφοροποίησης από τον ανταγωνισμό για την κατάκτηση μιας θέσης εργασίας είναι το σημαντικότερο κίνητρο των ενδιαφερόμενων, σε συνδυασμό με τις γνώσεις που αποκτούν στην πορεία τους μέχρι την πιστοποίηση. Χαρακτηριστικά να σας αναφέρω ότι τα Μέλη της Ελληνικής Ένωσης CFA έχουν αυξηθεί κατά 25%, μόνο τα τελευταία δυο χρόνια..

Η με γεωμετρική πρόοδο αύξηση της δυναμικής της Ένωσης αναπόφευκτα δημιουργεί την ανάγκη και για την αρτιότερη εσωτερική μας οργάνωση. Για το λόγια αυτό έχουμε επενδύσει πόρους για την στέγαση της Ένωσης και για την απασχόληση προσωπικού που υποστηρίζει διοικητικά τις δράσεις μας. 

-- Ποιες είναι οι βασικές δράσεις της Ένωσης και ποιες σχεδιάζονται για το επόμενο διάστημα;

Η Ένωσή μας τα τελευταία χρόνια έχει κινηθεί στους άξονες της εξωστρέφειας και της αύξησης της αναγνωρισιμότητας της, Στόχος μας είναι η ανάδειξη της Ένωσης ως φορέα που παίζει ενεργό ρόλο, εκφράζει άποψη και συνδιαμορφώνει τις εξελίξεις στο χρηματοοικονομικό περιβάλλον της χώρας, όσον αφορά τις βέλτιστες πρακτικές, την ηθική συμπεριφορά, τον επαγγελματισμό και την προστασία των επενδυτών.

Πέρα από τις σταθερά επαναλαμβανόμενες ετήσιες δράσεις μας, όπως το Annual Forecast Dinner με τη συμμετοχή ομιλητών από το εξωτερικό, την τελετή απονομής των πιστοποιήσεων CFA, τη διοργάνωση του διαγωνισμού Research Challenge για φοιτητές Πανεπιστημίων και τις κοινωνικές εκδηλώσεις για τα Μέλη, τους υποψήφιους και τους φίλους της Ένωσης, έχουμε αναπτύξει μια σειρά συνεργασιών με φορείς της οικονομικής κοινότητας και του χρηματοπιστωτικού χώρου. Έχουμε ενισχύσει τις σχέσεις μας με το Χρηματιστήριο Αθηνών, την Ελληνική Ένωση Τραπεζών με την οποία συνδιοργανώνουμε σε ετήσια βάση μαθήματα προετοιμασίας για τις εξετάσεις των τριών επιπέδων της πιστοποίησης CFA με εκπαιδευτές προερχόμενους από τα Μέλη μας, την Ένωση Θεσμικών Επενδυτών και την Επιτροπή Κεφαλαιαγοράς. Διοργανώνουμε ομιλίες για τρέχοντα θέματα χρηματοοικονομικού ενδιαφέροντος και Μέλη μας συμμετέχουν ως ομιλητές σε διάφορες εκδηλώσεις και φόρουμ. Παράλληλα, είμαστε χορηγοί και συμμετέχουμε σε σημαντικά συνέδρια, όπως πρόσφατα για παράδειγμα στο Delphi Forum. Μέλη της Ένωσης παρουσιάζουν τα οφέλη της πιστοποίησης σε ημερίδες που διοργανώνουν Πανεπιστήμια και άλλοι εκπαιδευτικοί φορείς. Διοργανώνουμε επίσης εξειδικευμένα σεμινάρια για τα Μέλη μας, με έμφαση τόσο σε θέματα χρηματοοικονομικής ανάλυσης όσο και στα λεγόμενα soft skills.

Το επόμενο χρονικό διάστημα, στόχος της Ένωσης μας είναι να έχει ενεργή παρουσία στο δημόσιο διάλογο, να αναδείξει το επάγγελμα του προσωπικού συμβούλου διαχείρισης περιουσίας, να αναπτύξει περαιτέρω τη συνεργασία της με εταιρείες ανεύρεσης προσωπικού για την κάλυψη θέσεων υψηλής ευθύνης και να προωθήσει την εφαρμογή βέλτιστων πρακτικών στη διαχείριση χαρτοφυλακίου στην Ελλάδα, όπως η υιοθέτηση από τους διαχειριστές των GIPS (Global Investment Performance Standards) και του Asset Manager Code του CFA Institute.

-- Γιατί κρίνετε σημαντική τη συμμετοχή σας στο  πρόγραμμα Roots του χρηματιστηρίου; Ποια είναι συγκεκριμένα η δική σας συμβολή στο πρόγραμμα;

Το πρόγραμμα Roots είναι μια πολύ σημαντική πρωτοβουλία του Χρηματιστηρίου Αθηνών και του Ελληνοαμερικανικού Επιμελητηρίου για την τόνωση της ελληνικής κεφαλαιαγοράς και την ανάδειξη εκείνων των ΜμΕ που έχουν τη δυναμική και την προοπτική να αναπτυχθούν υγιώς. Η Ένωσή μας έχει τη χαρά και την τιμή να συμμετέχει στο εκπαιδευτικό σκέλος του προγράμματος συνδιαμορφώνοντας με τους διοργανωτές εξειδικευμένες εκπαιδευτικές ενότητες για τα στελέχη των ΜμΕ που θα ενταχθούν στο πρόγραμμα, σε θέματα όπως ανάλυση επενδύσεων, αποτιμήσεις, χρηματοοικονομική διάρθρωση εταιρειών, εταιρική διακυβέρνηση κ.α. Στόχος της εκπαίδευσης είναι το να μπορέσουν οι ΜμΕ να κατανοήσουν καλύτερα τις σύγχρονες μορφές χρηματοδότησης και το πώς θα μπορέσουν να προσελκύσουν το ενδιαφέρον ενός υποψήφιου επενδυτή. Η εκπαίδευση θα παρασχεθεί από έμπειρα Μέλη της Ένωσης μας. 

-- Σε μια περίοδο όπου η αξία της εταιρικής διακυβέρνησης έχει ήδη αναγνωριστεί ως καίριας σημασίας, ποια μπορεί να είναι η δικής συνεισφορά στην ανάπτυξη των απαραίτητων διαδικασιών σε κάθε εταιρεία;

Πράγματι το θέμα της εταιρικής διακυβέρνησης απασχολεί όλο και περισσότερο τους επενδυτές σε διεθνές επίπεδο, καθώς είναι ένας σημαντικός παράγοντας που λαμβάνουν υπόψη τους οι διαχειριστές χαρτοφυλακίων στην αξιολόγηση των επενδυτικών τους επιλογών. Στη χώρα μας, η εταιρική διακυβέρνηση, κυρίως στις μη εισηγμένες εταιρείες, δεν λαμβάνει της προσοχής που θα έπρεπε, κυρίως λόγω του οικογενειακού χαρακτήρα πολλών επιχειρήσεων. Η Ένωση μας εκπροσωπείται στο πρόσφατα ανασυσταθέν Ελληνικό Συμβούλιο Εταιρικής Διακυβέρνησης (ΕΣΕΔ) και έχει ως στόχο να συνεισφέρει την τεχνογνωσία της γύρω από τις βέλτιστες πρακτικές σε διεθνές επίπεδο στο χώρο της εταιρικής διακυβέρνησης εισηγμένων και μη εταιρειών. Επίσης, με μεγάλη επιτυχία διοργανώσαμε πρόσφατα μια μεγάλη ημερίδα σε συνεργασία με το Χρηματιστήριο Αθηνών σε θέματα εταιρικής διακυβέρνησης, με τη συμμετοχή διακεκριμένων ομιλητών από την Ελλάδα και το εξωτερικό.   

 Seminar on Global Investment Performance Standards (GIPS)

CFA Society Greece, under the auspices of the Hellenic Fund and Asset Management Association, organized a seminar on "Global Investment Performance Standards (GIPS)" on Tuesday May 7th, 2019, for the first time in Greece, by Mr. Iain McAra, Director of Investment Performance Standards for the Europe, Middle East and Africa (EMEA) region at CFA Institute.

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 Official Translations in Greek

CFA Society Greece is pleased to announce that it has concluded the official translation in Greek of:

 CFA Society Greece as a Programming Partner in the Delphi Economic Forum IV

CFA Society Greece initiated a collaboration as a programming partner with the Delphi Economic Forum, as part of its active support of high-profile international events that strengthen our country's international presence in political, economic and business developments.

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Media coverage:

 CFA Institute Research Challenge 2019

University of Piraeus1.jpgCFA Society Greece is happy to announce that the winner of the local "CFA Institute Research Challenge 2018-2019" is the team from the University of Piraeus. Our warmest congratulations and best wishes to the winning team which will represent Greece at the EMEA region final in Zurich on April 10-11 2019.

Media Coverage:



 Greek translation of the Global Investment Performance Standards

​CFA Society Greece is pleased to announce that the Greek translation of the Global Investment Performance Standards has been approved by the GIPS Standards Executive Committee.  The Greek translation can be found at

CFA Society Greece is the endorsed country sponsor for Greece and actively promotes the GIPS standards and provides local market support and input for the GIPS standards.  The GIPS standards are based on the fundamental principles of full disclosure and fair representation of investment performance results and play a vital role in promoting ethics and standards in the global and local markets.

For more info please visit or email at

 11th Annual Forecast Dinner

The trends of international stock indices for 2019, the reduction of non-performing loans in the Greek banking system and the investment environment in Greece were some of the topics discussed at the 11th Annual Forecast Dinner organized by CFA Society Greece. The dinner under the label "2019: Another year of uncertainty for financial markets" was held on 20 of February 2019, at Athens Hilton Hotel. For more information please see our Press Release.

Media Coverage:

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 CFA Society Greece official “Training Partner” of ROOTS program

The ROOTS program is organized under the auspices of the Athens Stock Exchange and the American-Hellenic Chamber of Commerce, with the support of the Global Federation of Competitiveness Councils (GFCC) and the Ministry of Foreign Affairs. ROOTS aims to help small and medium-sized enterprises (SMEs) in Greece accelerate their growth and access financing opportunities through the Greek capital market using best practices applied globally. The official launch of the program was held with a press conference at the Athens Stock Exchange and was attended by the US Ambassador to Greece, Mr. Geoffrey R. Pyatt.

CFA Society Greece has gratefully welcomed the organizer's invitation to participate in the ROOTS program as Training Partner, providing training to business executives through a series of specialized seminars to be delivered by experienced society's Members. More information about ROOTS is available on the program's website ( 

Media Coverage:


CFA Society Greece proudly awarded the CFA Charter to 37 new CFA Charterholders at its annual ceremony. Congratulations to all our new Charterholders and a warm welcome to our finance community. For more information about the ceremony, please see our Press Release.

Media Coverage:

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CFA Society Greece is pleased to organize for the 9th consecutive year the local part of the global competition CFA Institute Research Challenge. The goal of the student teams participating into the contest is to analyze a listed company, in the same way as it is being approached by professional analysts. The Greek teams participating in this year's competition will be invited to analyze the OTE Group. On November 13, 2018, the kick-off of the competition took place at OTE's premises in Paiania, Attica, with the participation of teams from 8 Universities. The Greek final will be held on 2 March 2019 and the winner team will take part in the European competition, to be held in Zurich on 10-11 April 2019. For more information, see the Press Release.

Media Coverage: euro2d​

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 2-day Workshop on "Equity Research and Analysis" with James J. Valentine, CFA

​On November 8 and 9, the CFA Society Greece, in collaboration with AnalystSolutions, organized a 2-day Workshop on "Equity Research and Analysis" with the distinguished analyst James J. Valentine, CFA. Some topics that have been covered in the workshop include:

  • Identify and monitor a stock's critical factors
  • Apply practical Valuation Techniques for more accurate price targets
  • Master the Stock Call Techniques of highly experienced Analysts
  • Communicate unique Stock Calls successfully so others take action

Short Bio of James J. Valentine,CFA                                                     

Interview with James J. Valentine,CFA

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Press Coverage: euro2d​


 Event on "Corporate Governance: Developments in Greece and in the European Union and the role of investors"

​On Thursday, October 11, 2018, the CFA Society Greece, in cooperation with the Athens Stock Exchange Group, organized an event on "Corporate Governance: Developments in Greece and in the European Union and the Role of Investors". The keynote speakers were Ms. Josina Kamerling, Head of Regulatory Outreach of CFA Institute, Richard Schreuder, Member of Corporate Disclosure Policy Committee of CFA Institute, Haroula Apalagaki, Secretary General of the Hellenic Bank Association. Mr. Socrates Lazaridis, CEO of the Athens Stock Exchange, and Mr. Loukas Dedes, CFA, President of the CFA Society Greece, welcomed the meeting.

Press Coverage: euro2d​ 

Richard Shreuder, CFA  (Presenattion slides) and Josina Kamerling (Presentation slides)

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 CFA Review Course 2019

CFA Society Greece, in partnership with the Hellenic Banking Institute of the Hellenic Bank Association, offers a CFA Review Course for Level I, Level II & Level III​ of the CFA Program. This Review Course provides candidates with a structured, classroom-based approach to preparing for the exam. It is designed to assist candidates in mastering the Candidate Body of Knowledge and successfully completing the CFA exams. Classes for Level I and Level II are d​ue to start on the 10th of November 2018.​

 The presence of CFA Society Greece at the 83rd TIF («ΔΕΘ»)

​In the context of the 83rd Thessaloniki International Fair (TIF), an informative conference / talk was held about the Roots program, attended by the Vice President of the CFA Society Greece. The CFA Society Greece will provide educational material and know-how from its members in Greece and abroad to the Roots program, in cooperation with the Athens Exchange Group (ATHEXGroup).

Press Coverage:


 Event with IFFR - The Economics of Value

A great joint event with the newly established Institute οf Finance and Financial Regulation (IFFR). Northwestern Kellogg's Professor Dr Dimitris Papanikolaou delivered a presentation on "Τhe Εcοnοmίcs οf Valυe" and the optimal hedge against technological displacement.

Press Coverage:  


 Interview with our Member, Stamatis Draziotis,CFA, Senior Director, Equity Research at Eurobank Equities

Our Member Stamatis Draziotis, CFA, Senior Director, Equity Research at Eurobank Equities was announced for the 6th time during the last 7 years as the best equity analyst for the Greek Market according to the Extel Survey which is the leading survey of the investment community. Stamatis kindly accepted to answer to a set of questions related to his success, skills and how has the CFA Charter affected his career.

Interview with Stamatis Draziotis, CFA

 Event on Blockchain-Fintech

BLOCKCHAIN EVENT.jpgCFA Society Greece co-hosted with MBA AUEB an event on “Blockchain - Fintech”. Five distinguished speakers joined us and presented on the “Blockchain technology” (Haris Linardakis, IBM Cloud Leader, Greece & Cyprus), the “API Economy” (Nikolaos Karatzas, IBM), “Banking strategies in Fintech and the NBG approach” (Konstantinos Kalogerakis, Be Finnovative Programme Lead, Digital Channels Division, National Bank of Greece), “Blockchain and Cryptocurrency: New challenges” (Vassiliki Lazarakou, Attorney at Law, J.S.D., ex Vice President of the Hellenic Capital Market Commission) and “Fintech and the Capital Markets: Fintech literacy, Fintech adoption / technologies - benefits and areas of attention” / “ICOs and Virtual Assets: Cross-border content / dimensions and topics being studied within the EU” (Marie Markosian, Hellenic Capital Market Commission, Supervisor and National Expert at ESMA, EIOPA, European Commission and Council of the European Union Committees/Task Forces/ Working parties). 

Press Coverage:


 Advertorial with

CFA Society Greece presents a summary of its mission with
Please visit the following link.


 Interview of the President of CFA Society Greece with

Loukas Dedes, CFA, the President of CFA Society Greece in an interview with Euro2day about the CFA designation, the Greek Society and the recent developments in the Greek Stock Market.

Interview with Euro2day

 Event with PIMCO on the "2018 GLOBAL OUTLOOK"

On Monday, June 18, 2018 CFA Society Greece in cooperation with ALBA Graduate Business School, the American College of Greece hosted an event on “The state of the Global Economy and Financial Markets”. Spyros Michas, CFA, Vice-President and Portfolio Manager at PIMCO, one of the world's premier investment management firms, presented PIMCO's global outlook for 2018. Mr Michas discussed on risks and opportunities across the investment landscape and potential implications for investors in the years to come.PHOTO1.jpgPHOTO2.jpg