Upcoming Events


  • Monday
    13
    May

    Liquid Alternatives: Investment Options Beyond Equity and Fixed Income

    May 13, 06:00 PM - 08:30 PM (PT)
    Join us for the next CFA Society Portugal event in Oporto. We will bring three specialists from Fidelity International , Jupiter Asset Management and M&G Investments . In this event, we will discuss strategies that are uncorrelated with traditional Equity and Fixed Income. We will cover alternative investment strategies with liquidity, namely Equity Market Neutral, Global Macro, and Digital Assets strategies. It will be a unique opportunity to learn about the perspectives of industry experts and it's always a new opportunity to deepen your networking (there will be a cocktail reception at the end). Moderated by João Carlos Caiano, CFA , CFA – Vice President CFA Society Portugal and Managing Partner at TASK. Speakers: Domingo Barroso, IE MBA , Director ETF & Index Sales, Iberia & LatAm at Fidelity International. Amadeo Alentorn , Head of Systematic Equities at Jupiter Asset Management. Stuart Canning Manager at M&G. Register   #event
    Porto, Portugal

  • Tuesday
    14
    May

    How to effectively invest nowadays?

    May 14, 06:00 PM - 08:00 PM (PT)
    Speaker: Pedro Barata, CFA #event
    ., Portugal

  • Wednesday
    15
    May

    Presenting the CFA Program

    May 15, 02:00 PM - 04:00 PM (PT)
    Speaker: Pedro Barata, CFA #event
    Lisboa, Portugal

  • Thursday
    23
    May

    Annual Career Management Dinner

    May 23, 07:00 PM - 10:00 PM (PT)
    Members only #event #Dinner
    ., Portugal

  • Friday
    24
    May

    Charter Award Dinner

    May 24, 06:30 PM - 10:30 PM (PT)
    By invitation #event #Dinner
    ., Portugal

  • Tuesday
    28
    May

    Wealth Management in Brazil and Europe: Similarities and Differences, Challenges and Opportunities

    May 28, 01:00 PM - 03:00 PM (PT)
    Speakers: Nick Bodman - BTG Pactual João Caiano, CFA - Managing Partner da Task Wealth Management e Vice-Presidente da CFA Society Portugal Luís Affonso, CFA - Vice-Presidente do Comitê CFALP #event

  • Friday
    31
    May

    Financial literacy for individuals and small and medium-sized enterprises (SMEs)

    May 31, 09:00 AM - 05:00 PM (PT)
    Full Day #event
    Porto, Portugal