Upcoming Events

Quant Meets Fundamental: A Modern Approach to Investment Decision-Making

Join us for an engaging session featuring Matt Jones, Portfolio Manager at Fidelity International, as he shares insights from over two decades of experience at the intersection of quantitative techniques and fundamental investing. Drawing on his experience managing an Absolute Return Global Equity strategy , Matt will walk us through how systematic tools—such as factor modeling and risk decomposition—can be used to complement deep fundamental insights. This strategy serves as a practical example of how a long/short market-neutral approach can be constructed to seek consistent returns across varying market conditions, while remaining grounded in bottom-up stock selection. The session will explore: •  How data-driven strategies are reshaping traditional investment frameworks •  The evolving role of quant tools in portfolio construction •  Real-world challenges and opportunities in integrating quant and fundamental approaches •  What the future holds for investment professionals in a rapidly digitizing market landscape   Why Attend? This event is designed for institutional and professional investors seeking to deepen their understanding of hybrid investment methodologies and stay ahead in today’s complex market environment. The presentation will be followed by a networking cocktail.

Negotiator Club #3

We are thrilled to announce the launch of the CFA Society Luxembourg Negotiator Club - a new initiative designed to bring members together to sharpen one of the most valuable skills in business.   These live sessions will be delivered by Chris Lemke, an experienced professional management trainer, and board member of CFA Society Luxembourg since 2013.   Why join?   • Practice real-world negotiations through engaging role-play simulations.  • Learn techniques and strategies to navigate complex situations.  • Collaborate with peers in a dynamic, interactive environment.  • Strengthen your confidence in both professional and personal negotiations.    What to expect?   We will meet once per month. Our sessions will be based on business case studies and real-life scenarios, ranging from cross-border partnerships to mediation sessions and even historical crisis-situations. Each exercise is designed to be thought-provoking, practical, and - most importantly - impactful.   Whether you’re a seasoned professional or just curious to learn, the Negotiation Club is open to all members and candidates of CFA Society Luxembourg who want to grow, hone their skills, challenge themselves - and have fun in the process.

Management Skills Series: Healthy Habits

We all have good intentions when it comes to nutrition, exercise, sleep, and other key elements of our physical and mental well-being.  Turning these ideas into practice and reality is a struggle for many of us. Healthy habits can help change that. This session invites participants to create habits for five key areas: • Exercise – just do it! • Nutrition – watch what you eat and drink! • Good night – sleep well! • Adrenaline – peace of mind? • Belonging – connect to other humans!

How Family Offices Approach Private Equity & Venture Capital Fund Investing

Renowned throughout the CFA Societies Global network for his acclaimed Private Equity Workshop, Steve Balaban, CFA, will join us for an evening to discuss current trends in Private Equity within Luxembourg.   During his presentation, Steve will outline practical approaches for evaluating private equity and venture capital funds and offer guidance on creating a comprehensive due diligence checklist. Additionally, he will share expert insights into notable industry developments such as GP-led secondaries, GP stakes investing, and private credit, and examine key distinctions between US and European Family Offices. The presentation will be followed by a networking cocktail

Private Equity Bootcamp

CFA Society Luxembourg is pleased to announce its continuing partnership with MinkLearning to host the Private Equity Bootcamp once again in Luxembourg. This specialised 1 or 2 day bootcamp is tailored for investors and finance professionals, providing essential knowledge and skills required for investing in private equity and advising clients on such investments. Participants may choose to attend either or both sessions according to their preference and availability.