CFA Society Istanbul

A Partner in the CFA Institute Global Network of Societies

Women in Finance Conference in Istanbul was welcomed by our members!

CFA Society of Istanbul hosted a "Women in Finance" conference on 16 March 2016 Wednesday in Istanbul. Conference speakers were Barbara Stewart, CFA, Esra Kıvrak from Garanti Bank and Burcu Geriş from TAV Airports.

The conference turned out to be dynamic conference where particularly women finance professionals, including those in the audience, were happy to share the professional and personal challenges they have been faced with and could still be facing. Vigorous talks continued throughout the reception that followed the conference.

CFASociety of Istanbul is happy to support CFA Institute's Women in Investment Management Initiative.

IRC Turkey Final - Bogazici University was the winner!!

CFA Istanbul Society hosted IRC Turkey finals on 10 February. This was a record year of participations in Turkey with 15 universities (including 4 from Azerbaijan and Georgia). 5 universities took place in the final presentation (Bogazici, ITU, Koc, Ozyegin, and Sabanci Universities) as students competed to present Tupras, Turkey's only oil refiner. Bogazici University was the winner!

CFA Society of Istanbul organized 3rd Central and Eastern Europe Investment Conference

CFA Society of Istanbul organized 3rd Central and Eastern Europe Investment Conference entitled "Talking About a Brighter Future: The Road to Prosperity" with the support of Borsa İstanbul and İş Asset Management on November 7, 2014. The panelists and speakers discussed the economic potential of Eastern Europe in consideration of the possible adverse effects of the recent slowdown of the European economies and the geopolitical risks that the region is exposed to.Following CFA Istanbul President Ertunc Tumen, CFA's welcoming remarks Borsa İstanbul Chairman & CEO Dr. İbrahim M. Turhan, Capital Markets Board (CMB) Vice Chairman Tevfik Kınık and Turkish Capital Markets Association Chairman İlhami Koç made the opening speeches. Erste Asset Management CEO Heinz Bednar and Dr. Jerome Booth, author of "Emerging Markets in an Upside Down World," delivered keynote speeches at the opening session. Borsa İstanbul and İş Asset Management were the gold sponsors, Turkish Capital Markets Association, Turkish Institutional Investors Association and Thomson Reuters were silver sponsors of the event. TV & Media sponsor Bloomberg HT made three live interviews from the event.

Ertunc Tumen, CFA, Received 2014 Global Volunteer of the Year Award !

Ertunc Tumen, CFA, President of CFA Istanbul, received the 2014 Volunteer of the Year Award in Society Leadership Conference organized in London, September 2014. He was selected from a distinguished global shortlist in recognition of his dedication to CFA Society Istanbul and the CFA Institute community. With this award CFA Institute recognized his work to help lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

CFA Society of Istanbul 2014 Society Excellence Award on Ethics!

CFA Society of Istanbul has been awarded the Global Society Excellence Award on Ethics in Society Leadership Conference organized in London, September 2014. CFA Istanbul President Ertunc Tumen, CFA and Board Member Mehmet Gerz took the award in London from Raymond de Angelo CFA Institute Managing Director. Our Society has been given this award due to our efforts to raise the awareness of Ethics within Turkish Finance Industry by translating the Standards of Practice Handbook to Turkish and helping to make it the reference source on Ethics for Turkish licensing examinations. Ethics Award recognized that our society has demonstrated exceptional achievement in ethics and / or advocacy related initiatives with this activity.

Past Event - "Future of Finance - Putting Investors First" May 16, 2014[3]

In his introduction speech, Ertunc Tumen, CFA President of CFA Society of Istanbul, shared the video clip from CFA Institute President John Rogers’ 2014 Annual Investment Conference Opening Speech praising Turkish Society's efforts to make Istanbul a World Financial Center. Ertunc Tumen, CFA also declared that CFA Society of Istanbul will be organizing CFA CEE Investment Conference in Istanbul in November 2014. Mr. Nitin Mehta, CFA, Managing Director of CFA Institute EMEA in his closing speech of the event, made a call to Turkish financial institutions to join the global Putting Investors First initiative led by CFA Institute.

Past Event - "Future of Finance - Putting Investors First" May 16, 2014[2]

Chairman of Turkish Capital Markets Association (TSPB) Mr. Attila Koksal moderated a panel on investor protection practices from brokerage company perspective with Ms. Berra Doganer from Turkish Yatırım, Mr. İlhami Koç from İş bank, Mr. Egemen Kaya from Saxo Capital. Chairman of Turkish Institutional Investors Association (TKYD) Mr. Alp Keler moderated a panel on investor protection practices from collective investment vehicles perspective with Mr. Tevfik Kınık from Capital Markets Board, Mr. Emir Alpay from Yapı Kredi Asset Management, Ms. Victoria Brown from Aberdeen Asset Management.

Past Event - "Future of Finance - Putting Investors First" May 16, 2014[1]

Second of our Future of Finance Conference Series - "Putting Investors First" was held at Yapı Kredi Conference Hall under the sponsorship of Turkish Capital Markets Association and Turkish Institutional Investors Association. Opening Speeches were made by the Chairman of Capital Markets Board Mr. Vahdettin Ertas and Borsa Istanbul Chairman Mr. Ibrahim Turhan.

Turkey local finals of the 2013-2014 CFA Research Challenge, February 21, 2014

Koc University team has won the Turkey local finals of the 2013-2014 CFA Research Challenge among five university teams including Bilkent, ITU, Koc, ODTU and Sabanci University. Organized by the CFA Society of Istanbul for the 6th year, this year's local final was sponsored by Deutsche Securities. Koc University team will now present its ULKER report in the EMEA finals to be held in Milan on 1-2 April 2014 and, if successful, proceed to global finals in Singapore on 25 April 2014. We would like to thank all seven participating teams and wish the Koc team success in the regional finals.

Past Event – “Future of Finance- Retirement Savings” January 28, 2014

Future of Finance Panel was held at Sabancı Conference Center with cooperation of CFA Society of Istanbul and Turkey Insurance Association. The event started with the speech of CFA Society of Istanbul President Ertunç Tümen. Turkey Insurance Association Board Member Meral Eredenk and Ashin Vibhakar,CFA, Member of the Board of Governors of CFA Institute gave speeches about Future of Finance and also Meir Statman from Leavey Scholl of Business gave a presentation about “What investors really want: Lessons from behavioral finance about mandatory retirement savings.”

Past Event – “Macroeconomic Forecasting Event” January 15, 2014

CFA Society of Istanbul Annual Macroeconomic Forecast Event was held in collaboration with Ak Asset Management. The event started with the speech of Ertunç Tümen,CFA, the President of CFA Istanbul Society and Prof.Dr. Kerem Alkin event’s moderator. Panelist included Assoc.Prof.Dr Refet Gürkaynak from Bilkent University, Dr.Murat Üçer from Global Source Partner and Mehmet Ali Ersarı from Ak Asset Management who shared their macroeconomic expectations about 2014.

Past Event – “CFA Charter Recognition Event & 10 Year Anniversary” 3 December 2013

CFA Society of Istanbul celebrated its 10th year with industry professionals and its members. In this event, 17 new charterholders were given their certificates by the President of TSPAKB and founding member of CFA Society of Istanbul Atilla Köksal, CFA Institute Managing Director John Bowman and CFA Society of Istanbul President Ertunç Tümen.

Past Event – “CFA Employer Outreach” 5 November 2013

CFA Society of Istanbul explained CFA certification and it’s importance to industry professionals. Ertunç Tümen,CFA, President of CFA Society of Istanbul, gave details about CFA designation in Turkey and Rainer Pratl,CFA,EMEA Society Director of CFA Institute explained the CFA program. The event was finalized with model implementation for companies.

Past Event - Turkey Final of Investment Research Challenge - March 7, 2013

In association with Ak Asset Management, we held Investment Research Challenge (IRC) local final on March 7,2013. Middle East Technical University took the first place in the Turkey final of the IRC. For detailed press release…

Past Event – “CFA Charter Recognition Event” January 30, 2013

CFA Society of Istanbul Board Members gave new CFA Charterholders (Emrah Silav, Harun Tepe, Esat Demir, Cengiz Yönezer, İbrahim Doğan, Şule Alan) their certificates.

Past Event - Panel : "Macroeconomic Forecast Event - December 13, 2012

Our Annual Macroeconomic Forecast Event have been realized in collaboration of CFA Society of Istanbul and Yapi Kredi Asset Management. The event started with the speeches of Gulsevin Yilmaz, CEO and the Board Member of Yapi Kredi Asset MAnagement, and Eralp Denktas, CFA, the President of CFA Istanbul Society. Tevfik Aksoy, Murat Ucer and Refet Gurkaynak gave excellent speeches on what the investors should expect in 2013.

Past Event - Panel : "CFA Program Presentation - Bilkent University" Dr. Eralp Denktas, CFA - December 12, 2012

CFA Society of Istanbul President, Eralp Denktas,CFA, gave a presentation on CFA Institute, CFA Program and CFA Society of Istanbul at Bilkent University, Ankara.

Past Event - Panel : " Credit Rating Upgrade to “Investment” Level:Trends Before and After the Upgrade”- November 29, 2012

Central Bank economist Ibrahim Burak Kanlı gave a presentation about how countries be affected before and after credit rating upgrade to investment grade.

Past Event - Conference : "Portfolio Diversification with Structured Products: Benefits of Capital Protected Investment Instruments" Ass.Prof. Koray Şimşek - February 27, 2012

Ass.Prof. Koray Şimşek gave a speech about "Portfolio Diversification with Structured Products: Benefits of Capital Protected Investment Instruments" on February 27, 2012 at The Association of Capital Market Intermediary Institutions of Turkey's conference hall. Presentation...

Past Event - Charter Recognition Event & Turkey Final of Investment Research Challenge - February 8, 2012

In association with Ak Asset Management, we held Charter Recognition Event and Investment Research Challenge (IRC) local final on February 8, 2012 at Sabancı Center. Izmir Economy University took the first place in the Turkey final of the IRC. New charter holders received their charters. During the event, Zafer Kurtul, CFA, who is CEO of Sabancı Holding and honorary member of CFA Society Istanbul, gave a speech about "The Importance of CFA at Career".

Past Event - Conference on “Savings Deficit in Turkey, Its Macroeconomic Implications & Development of Capital Markets” - October 25, 2011

In association with CFA Institute, İMKB, TKYD and Bloomberg HT, we held a conference on October 25, 2011 at İMKB Conference Hall about savings deficit in Turkey. Presentations: Botan Berker; Murat Üçer; Mark Lewis; Arun Muralidhar; Engin Kurun; Zeka Birman; Alaatin Ecer; Ertunç Tümen; Zümrüt İmamoğlu.