CFA Society Portugal

A Member of the CFA Institute Global Network of Societies

CFA Society Portugal would like to offer to his members the opportunity to watch great webinars for the next few weeks. This content is produced by CFA Society New York and is available in our portal, you just need to sign up using your CFA Institute username and password. Also, if you miss an event, you can watch it later here: http://cfany.gallery.video/cfaPortugal


Here it is the agenda:

October 19
See How a State Pension Plan Sees the Long Run Elizabeth Burton, CIO of Hawaii Employees’ Retirement System will be interviewed by John Bowman, CFA, of CAIA. https://www.cfany.org/event/see-how-state-pension-plan-sees-long-run/

October 20
6th Annual Alpha Women: Thinking about Female Entrepreneurship in a Post-Covid World Will feature women who leveraged their financial experience to launch their own businesses, or to join a start-up. Speakers will explore the why, when, and how they went about leaving the corporate world in order to pursue their passion. https://www.cfany.org/event/6th-annual-alpha-women-thinking-about-female-entrepreneurship-in-a-post-covid-world/

October 21
The Impact of US Presidential Elections and Covid-19 on US Equity Valuations This event will present experts in healthcare, the US equity market and political analysis as they discuss the effects of Covid-19 and the US election on value equities. https://www.cfany.org/event/the-impact-of-us-presidential-elections-and-covid-19-on-us-equity-valuations/

October 26
How One Endowment and One Wealthy Family are Implementing ESG Investments Michael Barry of Georgetown University Investment Office and Liesel Pritzker Simmons of Blue Haven Initiative have wrestled with ESG data and investments in their long run planning. Hear what has worked for them. https://www.cfany.org/event/how-one-endowment-and-one-wealthy-family-are-implementing-esg-investments/

October 27
Modernizing Investment Research: The Infrastructure to Make It All Work The Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on one of four key steps identified as fundamental to the modernization of investment research. https://www.cfany.org/event/modernizing-investment-researchthe-infrastructure-to-make-it-all-work/

October 28
Climate Change Explained and Economic & Market Implications It is true that CO2 PPM levels have been much higher in the history of earth than they have been in human history. Levels of CO2 in the atmosphere are estimated to have reached nearly 7,000 PPM about 500 million years ago and are estimated to be in the low thousands during the age of the dinosaurs. https://www.cfany.org/event/climate-change-explained-and-economic-market-implications/

November 2
6th Annual Thinking Beyond the Transition for Veterans This event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles. https://www.cfany.org/event/6th-annual-thinking-beyond-the-transition-for-veterans/

November 4
COVID-19’s Impact on Overlay Strategies We will hear from a panel of industry experts on how overlay strategies have been impacted by the COVID-19 pandemic and what we may expect from such strategies going forward. https://www.cfany.org/event/covid-19s-impact-on-overlay-strategies/

November 5
Modernizing Investment Research: Cultural Change and Business Model Implications The Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on this opportunity. Each featured panel will focus, respectively, on one of four key steps identified as fundamental to the modernization of investment research. https://www.cfany.org/event/modernizing-investment-research-cultural-change-and-business-model-implications/

November 6
An Overview of the State of LIBOR Transition LIBOR is referenced in $350 trillion of contracts. The LIBOR Transition implementation is in full speed now and there is no respite from the regulator to pause on plans. Despite COVID-19, financial institutions are facing challenging implementation timelines. https://www.cfany.org/event/an-overview-of-the-state-of-libor-transition/

November 9
Challenges Implementing the 2020 GIPS Standards We will discuss the key challenges firms are dealing with when moving to the 2020 GIPS Standards. Senior verifiers will provide some insight on what the challenges are and how to manage them. https://www.cfany.org/event/challenges-implementing-the-2020-gips-standards/

November 10
24th Annual Insurance Conference The 24th Annual Insurance Conference will discuss the performance of the insurance sector, as well as the challenges faced by the presenting insurance companies in meeting their liabilities, especially in the face of natural disasters. https://www.cfany.org/event/24th-annual-insurance-conference/

November 10
Oshkosh CEO Discussion and Plant Tour Come explore with us, beginning with a virtual tour of an Oshkosh manufacturing plant led by the CEO, Wilson R Jones. Questions along the way will be asked by a panel of buyside analysts and possibly a sell side analyst or two. https://www.cfany.org/event/oshkosh-ceo-discussion-and-plant-tour/