Upcoming Events

Liquid Alternatives: The Right Asset Class for Alpha Generation

After a dreadful 2022, when balanced portfolios recorded the worst returns since 2008, the prospects for the traditional 60/40 portfolio appear bleak. The 40/30/30 portfolio (public traded stocks, bonds, and alternative assets) is gaining traction amongst institutions to allow for true diversification and a higher degree of inflation protection.    In this 30% alternative pocket, the Alternative UCITS allocation is playing an important role given its liquidity (daily), transparency and the recent good returns of the asset class.   In this presentation, our speaker will discuss his perspective on the advantages of Equity Long/Short strategies, highlighting how significant dispersion generates numerous opportunities.   The presentation will be followed by a networking cocktail.

Management Skills Series: Killer Presentations

We all need to deliver a presentation from time to time. We are all able to do it, more or less well. Here is the chance to pick up practical ways of increasing your impact, and your self-confidence. This session recaps the DOs and DON’Ts of effective presenting. Participants will 1.       Pick up at least 10 of the “secrets” of delivering “high impact” presentations 2.       Identify at least 5 concrete points to put into practice the next time they deliver a presentation 3.       Start feeling more comfortable in their role as a presenter Agenda ·        Preparation and introduction ·        Structure ·        Platform skills ·        Attitude and frame of mind ·        What’s your story? ·        BONUS: Virtual / Online / Remote

The sovereignty factor: how geopolitics is shaping IT strategy in European Finance

Global fragmentation, trade tensions, and new regulatory frameworks are redefining how Europe approaches sovereignty, not just in energy and defense, but in technology and data. For the financial sector, this shift carries profound implications for competitiveness, operational resilience, and long-term value creation. In this session, Abraham Takom, IT leader at the European Investment Bank (EIB), will explore how the concept of sovereignty is reshaping technology strategy and, by extension, the financial ecosystem that relies on it. As Europe seeks greater autonomy in critical technologies (cloud infrastructure, cybersecurity, data, and AI), financial institutions must balance innovation and efficiency with new forms of strategic risk management. Key themes include: • How geopolitical shifts influence technology choices and financial exposure • The evolving definition of “digital sovereignty” in the EU context • Strategic dependencies on non-European cloud and software providers • Turning regulatory constraints into opportunities for differentiation and resilience This discussion bridges finance, technology, and strategy, offering insights into how sovereignty considerations are transforming both risk frameworks and investment perspectives across the European financial landscape. The presentation will be followed by a networking cocktail.

Candidates Social Evening

We are pleased to invite you to our first Social Evening for CFA Program Candidates in Luxembourg of the season! So, join us on Tuesday 2d December at Il Tocco in the heart of Kirchberg and connect with fellow candidates and directors of the board in a relaxed setting. Drinks and finger food will be provided. Space is limited, so register early to avoid disappointment. Registration will close on Friday 28 November. Please note: attendance will be noted and a no-show policy respected.

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.