Blogs

International Women’s Day celebrated with rhythm

By Joao Mastbaum posted 16 days ago
Be the first person to like this.
This year, CFA Society Portugal celebrated International Women’s Day in a slightly different way. Our members gathered for a vibrant salsa dancing experience, guided by three professional instructors who led participants through the rhythm, energy, and joy of this iconic dance. No previous experience was needed, just a smile, a bit of curiosity, and the willingness to try something new. Many brought their partners along, turning the event into a shared moment and a lovely surprise to celebrate the day together. We ended the celebration with a relaxed cocktail, where conversations flowed easily and the good mood continued well beyond the last song. Moments ...
0 comments

The Bank of Portugal and CFA Society Portugal held the national final of the “My Financial Future” competition in Porto

By Joao Mastbaum posted 16 days ago
Be the first person to like this.
Bank of Portugal and CFA Society Portugal held the national final of the “My Financial Future” contest, which took place at the Bank of Portugal’s office in Porto. The winning team of the second edition of this contest is called Capital Minds and is from FEUC—the Faculty of Economics at the University of Coimbra. This team will receive a cash prize and will be invited to spend a day at the Bank of Portugal to learn about the work being done to promote financial literacy. They will also have the opportunity to record a videocast in which they will share their experience in the competition and their views on financial literacy Second place was won by the Grupo ...
0 comments

Forecast Competition Dinner 2025

By Joao Mastbaum posted 06 Mar, 2026
Be the first person to like this.
A vibrant atmosphere and engaging discussions marked this year’s Forecast Competition Dinner, hosted by CFA Society Portugal. Members gathered to celebrate the winners of the 2025 year-end forecast challenge in an evening that combined networking, insight, and fun. The highlight of the night was an inspiring presentation by Pedro Almeida Cruz, CEO of Empathia, who introduced attendees to a fresh perspective on real estate. Empathia is redefining real estate investment by prioritizing people and well-being, blending innovation with a human-centered approach. Pedro’s presentation offered attendees a unique look at how real estate can serve as both an investment ...
0 comments

Another Insightful C-Lunch by CFA in Porto

By Joao Mastbaum posted 06 Mar, 2026
Be the first person to like this.
CFA Society Portugal recently hosted another successful C-Lunch by CFA, bringing members together for a relaxed yet engaging session of discussion, idea exchange, and networking. This edition took place in Porto and featured José Vidrago, CEO of the Instituto de Gestão do Fundo de Capitalização da Segurança Social (IGFCSS). Members were treated to valuable insights into José’s professional journey, as well as the challenges and responsibilities involved in managing the institute. The interview was brilliantly conducted by our colleague João Luz Soares . Events like this highlight CFA Society Portugal’s ongoing commitment to fostering meaningful dialogue ...
0 comments

Top Talks Governance

By Joao Mastbaum posted 06 Mar, 2026
Be the first person to like this.
Top Talks Governance , a high-level discussion on the role of financial oversight in corporate governance and its contribution to productivity and value creation. The event brought together experienced leaders from the corporate and audit communities to examine how financial oversight works in practice, beyond formal governance models. Moderated by Marcos Soares Ribeiro, President of CFA Society Portugal, the debate focused on the challenges and limits of financial supervision across different governance frameworks, from audit committees to supervisory boards. Panelists, including senior figures from major Portuguese companies and professional services firms, ...
0 comments

CFA Society Portugal Hosts Outlook 2026: Key Economic and Financial Trends

By Joao Mastbaum posted 06 Mar, 2026
Be the first person to like this.
CFA Society Portugal recently hosted it’s Outlook 2026 event, bringing together leading experts to discuss the main economic and financial trends expected in the year ahead. The panel featured Francisco Amorim, Director at Allianz Global Investors, and Sérgio Silva, Board Member & CIO at Golden Wealth Management, with the discussion moderated by João Carlos Caiano, CFA, Vice President of CFA Society Portugal and Managing Partner at TASK Wealth Management SA. The conversation provided exactly what makes this event a highlight of the CFA calendar: clear, actionable insights into key markets and anticipated trends for 2026. While investment houses maintain ...
0 comments

More Than a Lunch – A Moment of Connection

By Joao Mastbaum posted 06 Mar, 2026
Be the first person to like this.
On 6 February, CFA Society Portugal hosted a special lunch for its international members based in Portugal, creating a relaxed and welcoming environment for connection and conversation. Our members enjoyed great food, shared stories, exchanged experiences, and built meaningful new connections around the table. The event offered a rare opportunity to bring together professionals from diverse backgrounds, fostering a sense of community within the CFA network. For those looking for a welcoming space to meet peers, feel at home, and engage with an international community, CFA Society Portugal provides exactly that. These gatherings are designed to spark conversation, ...
0 comments

CFA Women at the FundsPeople Investment Outlook

By Joao Mastbaum posted 10 Dec, 2025
Be the first person to like this.
At the FundsPeople (PT) Investment Outlook, one of the debates dedicated to strategies for 2026 featured the participation of three of our members from CFA Society Portugal - Ana Gomes, CFA, Filipa Almeida, CESGA®, CFA®, and Sylwia Soszyńska-Laranjo, CFA. Their presence highlights the talent, leadership, and growing impact of CFA Women in the financial industry, bringing forward strong insights and strategic perspectives for the future of investing.
0 comments

CFA Workshop on Anti-Money Laundering

By Joao Mastbaum posted 10 Dec, 2025
Be the first person to like this.
We were pleased to host a CFA workshop on Anti-Money Laundering and Countering the Financing of Terrorism, led by José Fontão, CFA, AML Director at PwC, on November 20th at Católica Porto Business School. A huge thank you to José Fontão, CFA for dedicating his time and sharing highly valuable insights that enriched the session and deepened our understanding of today’s AML challenges. We would also like to express our gratitude to the Católica Porto Investment Club for welcoming us and creating the ideal environment for meaningful discussion and learning. This workshop is part of the university workshop project, aimed at bringing the world of finance closer ...
0 comments

CFA Workshop on M&A

By Joao Mastbaum posted 10 Dec, 2025
Be the first person to like this.
Students from Católica Lisbon Investment Partners participated in an insightful workshop led by Narciso Melo dos Santos, CFA, Managing Director at Banco Finantia. Narciso shared valuable expertise on the strategic and analytical dynamics that drive successful Mergers and Acquisitions, offering real-world perspectives and practical guidance.
0 comments

Global De-Dollarization: Myth or Megatrend?

By Joao Mastbaum posted 10 Dec, 2025
Be the first person to like this.
The CFA Society Portugal, in partnership with Banco Best, PIMCO, Ofi Invest Asset Management, and M&G Investments, was delighted to host the event “Global De-Dollarization: Myth or Megatrend?” on November 18 at the Fundação Cidade de Lisboa. The panel explored a key topic for the global economy: Is De-Dollarization a megatrend, or a temporary phenomenon. The main conclusion is that the process of de-dollarization has already begun, but no currency has been identified as sufficiently strong and credible to replace the dollar. Therefore, albeit with reduced weight, the speakers believe the dollar will continue to be the principal reference currency in the ...
0 comments

CFA Society Portugal Participates in the Morningstar Executive Forum Lisbon

By Joao Mastbaum posted 10 Dec, 2025
Be the first person to like this.
CFA Society Portugal was proud to take part in the third edition of the Morningstar Executive Forum Lisbon, held on Wednesday, October 29, in Lisbon. Our President, Marcos Soares Ribeiro, CFA, was a featured speaker and delivered one of the standout sessions of the day. His perspective on the evolution of the investment profession, the growing expectations placed on finance professionals, and the relevance of the CFA charter in today’s market sparked strong engagement from the audience. We extend our thanks to Morningstar for the invitation and to all participants who contributed to the success of this year’s forum. We look forward to continuing these conversations ...
0 comments

Research Challenge Bootcamp

By Joao Mastbaum posted 10 Dec, 2025
Be the first person to like this.
The journey of this edition’s CFA Institute Research Challenge kicked off with two dynamic days of activities: on 6 November, a visit to this year’s subject company, The Navigator Company, followed the next day by a Bootcamp in FEP - Faculdade de Economia da Universidade do Porto, featuring a series of insightful lectures that prepared students for the competition. Both activities brought together brilliant minds ready to dive deeper into the world of finance! Organized by CFA Society Portugal in partnership with BNP Paribas, FEP - Faculdade de Economia da Universidade do Porto, and The Navigator Company, both activities offered invaluable insights and laid ...
0 comments

Contas Feitas 2025

By Joao Mastbaum posted 10 Dec, 2025
Be the first person to like this.
The second edition of Contas Feitas, an event promoted by the Porto Commercial Association, CFA Society Portugal, and Carina Meireles, took place on October 31st at the Palácio da Bolsa. The morning was dedicated to entrepreneurship, with discussions on key topics for entrepreneurs, such as the launch and growth of start-ups and scale-ups, technological innovation, and access to financial instruments. In the afternoon, the focus shifted to personal finance, with interactive sessions. A special highlight goes to the afternoon sessions: Inês Drumond, Vice-President of the CMVM, Diogo Alarcão, Vice-President of the ASF, and Francisca Guedes de Oliveira, Board ...
0 comments

Banco de Portugal and CFA Society Portugal hold Financial Literacy Workshop at the Polytechnic Institute of Setúbal.

By Joao Mastbaum posted 10 Dec, 2025
Be the first person to like this.
On the 23rd of October, around 270 participants from the School of Business Sciences at the Polytechnic Institute of Setúbal attended the Financial Literacy Workshop, an initiative of Banco de Portugal and CFA Society Portugal, as part of the “My Financial Future” competition. The workshop provided a practical opportunity to reflect on the use of credit and its impact on the budget, the safe use of digital financial services, and the importance of saving and investing responsibly. The program also included a presentation of the competition. This initiative reinforces the joint commitment of Banco de Portugal and CFA Society Portugal to promoting financial ...
0 comments

CFA Society Portugal promotes session on the CFA® Program at the IPCA School of Management

By Joao Mastbaum posted 10 Dec, 2025
Be the first person to like this.
CFA Society Portugal, represented by Pedro Barata, CFA, Executive Director, promoted a session dedicated to the CFA® Program for students of the Bachelor's Degree in Finance at the School of Management of the Polytechnic Institute of Cávado and Ave (IPCA). During the session, the main steps for obtaining CFA certification were discussed, as well as the benefits of this global qualification. This certification is a real competitive advantage, allowing its holders to stand out in a highly demanding and dynamic sector.
0 comments

Outstanding Society Award

By Joao Mastbaum posted 29 Oct, 2025
Be the first person to like this.
CFA Society Portugal was honored by the CFA Institute with the prestigious “Outstanding Society Award” during the Society Leadership Conference, which took place in Lisbon on October 16th and 17th. The Outstanding Society Award recognizes Societies that stand out globally for their excellence, innovation, and contribution to the development of the financial profession, acknowledging their commitment to the highest ethical and professional standards that guide the CFA Institute. More than anything, this award is a sign of how much we appreciate teamwork and commitment of all the volunteers, members, and partners who help make our mission in Portugal a success ...
0 comments

World Investor Week 2025

By Joao Mastbaum posted 29 Oct, 2025
Be the first person to like this.
As a partner of CMVM – Comissão do Mercado de Valores Mobiliários (Portuguese Securities Market Commission) – in the World Investor Week initiative (October 6–10), CFA Society Portugal once again participated in the event, contributing to two sessions held at the CMVM Auditorium. In the session dedicated to the Insurance Sector, we were represented by António Vicente, CFA, and in the session on Financial Innovation, our representative was Afonso Fuzeta Eça, CFA. This was a global initiative promoted by the International Organization of Securities Commissions (IOSCO), with the aim of raising awareness of the importance of financial education and investor protection. ...
0 comments

The impact of Artificial Intelligence on University Education in Portugal

By Joao Mastbaum posted 29 Oct, 2025
Be the first person to like this.
On October 15th, we had the privilege of co-hosting an inspiring joint event with CFA Institute, Bloomberg and ISEG - Lisbon School of Economics & Management, bringing teachers and academics, and to explore how Artificial Intelligence is transforming education, research, and the skills of tomorrow. The session was moderated by Thais Araujo (Bloomberg Portugal) and Peter Watkins (CFA Institute). One of the key takeaways? We might be standing at the dawn of a new revolution, much like the internet boom or the turn of the millennium, where adaptation and curiosity will once again define progress. In the end, AI will help education professionals become ...
0 comments

Fidelidade Crowned Partner of the Year

By Joao Mastbaum posted 13 Oct, 2025
Be the first person to like this.
In 2024, Fidelidade joined forces with the CFA Institute and CFA Society Portugal to launch a groundbreaking financial training program for its employees. This dynamic 9-month journey, designed and delivered by CFA Society Portugal members, brings the highly regarded Investment Foundations curriculum to life. The first edition kicked off in May 2024 with around 50 Fidelidade professionals eager to sharpen their financial knowledge. At the end of the program, participants can take the Investment Foundations exam and earn their official certification. Building on this success, the second edition is already underway in 2025, empowering another 25 Fidelidade ...
0 comments