CFA Society Greece

​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 7^th, 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.

​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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CFA 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.

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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 http://gips.gr/ or email at info@cfa.gr

​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.

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​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 (www.roots-program.com). 

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​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.

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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.

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​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

​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​ay.gr 

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

​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).

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​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: euro2day.gr  

​CFA Institute announced that of 35,518 candidates who sat for the Level III CFA® Program exam in June, 56% have passed. They will join more than 154,000 charterholders around the globe and lead the investment industry by promoting the highest standards of professionalism to build a better world for investors. Of 79,507 candidates who sat for the Level I exam in June, 43% were successful and of 64,216 candidates who took the Level II exam, the pass rate was 45%. The total number of candidates who sat for a CFA Program exam in June grew 18% globally year-over-year, with a 25 percent increase in Level I candidates for the same time period. The June Level I, II, and III exams were administered in 285 test centers in 185 cities worldwide. The top 10 markets with the largest number of candidates tested are: mainland China (50,642), United States (31,988), India (18,949), Canada (13,125), United Kingdom (11,380), Hong Kong SAR (5,862), Australia (4,986), Singapore (3,369), South Korea (2,409) and South Africa (2,359).

​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

​CFA 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). 

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CFA Society Greece presents a summary of its mission with www.in.gr.
Please visit the following link.
http://www.in.gr/2018/06/27/plus/ta-nea-tis-agoras/cfa-society-greece/

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

​CFA Society Greece in cooperation with RADA (Royal Academy of Dramatic Art), London organized an exclusive workshop on “Executive presence and Storytelling”. The workshop which focused on the improvement of the relevant soft skills of the participants was attended by 25 Members of CFA Society Greece. It was hosted at the premises of OTE Academy. 

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CFA Society Greece kindly accepted an invitation by University of Macedonia – Student’s Finance Club to present the CFA program and its value to the students of the University who are interested to know more about the certification. The presentation was delivered by the Chair of the Society’s University Relations Committee Dr Nikos Kagkarakis, CFA and it was attended by many students. ​Dr Kagkarakis also presented the program to the students of the International Hellenic University (IHU). CFA Society Greece is committed to continue coordinating closely with the said Universities to raise awareness of the CFA charter all over Greece.

​"CFA Society Greece" co-hosted along with the "Open University of Cyprus" and the "House of Cyprus" a lecture on “Providing investment insights with Big Data and Artificial Intelligence”. The lecture was delivered by Dr. Spyros Mesomeris, Managing Director and Global Head of the Quantitative Strategy & Quant Investment Solutions, Research Group at Deutsche Bank. The Rector of the Open University of Cyprus Professor Sokratis Katsikas and the President of "CFA Society Greece" Mr Loukas Dedes, CFA welcomed the 70 participants with their opening remarks.

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CFA Society Greece in cooperation with “Financial Arena” organized a two-day seminar on Friday and Saturday 11-12/05/2018, at the premises of the "Hellenic Banking Institute", on “Best Practice Financial Modeling & Risk Analysis using Excel”. This seminar was addressed exclusively to Members of CFA Society Greece as part of our training activities. The cost of the seminar was subsidized by CFA Society Greece. All participants were awarded a “Certificate of Attendance”.

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​CFA Society Greece is happy to announce that the winner of the local "CFA Institute Research Challenge 2017-2018" is the team from the"Athens University of Economics & Business (AUEB) - Accounting & Finance Department". Our warmest congratulations and best wishes to the winning team which will represent Greece at the EMEA region final in Dublin on April 5th 2018.

​​CFA Society Greece hosted its "Annual Forecast Dinner" on February 13th, 2018. More than 100 participants had the opportunity to attend this fully booked event and to listen to the very inspiring presentations of our three speakers, namely Colin Ellis, Chief Credit Officer, EMEA, Managing Director, Credit Strategy at Moody's Investors Services, Emil Yiannopoulos, Client and Markets Leader at PwC Greece and Agathi Pafili, Senior Regulatory Policy Advisor at EFAMA (European Funds and Asset Management Association). The President of CFA Society Greece Loukas Dedes, CFA delivered the opening speech, presented the awards to the 3 winners of the last year's forecast competition as well as to the winner of the newly presented award for the Society's "Volunteer of the Year". The event was sponsored by PwC. Capital.gr was the media sponsor, the MBA AUEB was the academic sponsor and it was held under the auspices of the Hellenic Banking Union and the Hellenic Banking Institute.

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CFA Society Greece would like to congratulate our new charterholders. Dimitris Karydas, CFA, President of CFA Society Greece, Colin McLean, FSIP (Vice Chair of the Board of Governors of CFA Institute & CEO SVM Asset Management and Constantinos Botopoulos,​ Advisor to the Governor, Bank of Greece & Former President​ of the Hellenic Capital Markets Committee awarded the charters at the 2016 Charter Recognition Ceremony which was held in Athens on November 24^th.

The presentation took place on May 17 and many MSc students and alumni as well as academics attended the event. The benefits of obtaining the CFA Charter were highlighted in conjunction with the options available for scholarships and training. The presentation generated great interest and sparked many questions, among the participants, on CFA program and its merits.​