Blogs

The Launch of Lusophone Capital Book

By Joao Mastbaum posted 29 days ago
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No other book on economics and finance had ever addressed the Portuguese-speaking world in such an irreverent and contemporary way. We have brought together essays by more than four dozen authors from various corners of the Portuguese-speaking world, not only from Portuguese-speaking countries, but also from Macau and Goa, as links to China and India, as well as from Portuguese-speaking diasporas scattered across the globe. The topics explored, which include forms of financing, investment funds, wealth management, stock markets, economic development, sectoral analyses, entrepreneurship, business valuation, sovereign wealth funds, and political frameworks, ...
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Positioning with Purpose on LinkedIn with specialist Pedro Caramez

By Joao Mastbaum posted 29 days ago
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Within the scope of the Trivium – Accelerating Impact Program, we hosted a focused, practice-driven online session with LinkedIn expert Pedro Caramez . This initiative is part of a broader ambition to mobilise members, strengthen leadership capabilities, and translate intent into meaningful professional impact. The discussion focused on practical and strategic dimensions of LinkedIn.
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Global De-dollarization – Myth or Megatrend?

By Joao Mastbaum posted 29 days ago
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It was in Porto that CFA Society Portugal had the privilege of bringing together specialists from BPI Gestão de Ativos , Capital Group , PIMCO and Fidelity International , with the moderation of our Vice President, João Carlos Caiano, CFA , for an engaging panel discussion on one of the most debated topics in global markets today: Global De-dollarization – Myth or Megatrend? The discussion was marked by insightful analysis, diverse perspectives, and strong audience participation, as we explored the potential implications of a shifting international monetary system and its impact on global markets and geopolitics. The main conclusion is that although ...
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CFA Society Portugal joined FundsPeople Investment Outlook

By Joao Mastbaum posted 29 days ago
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CFA Society Portugal joined FundsPeople for another edition of the FundsPeople Investment Outlook, bringing together professionals across asset management, fund distribution, ETFs and wealth management to discuss some of the key themes shaping the industry. Among the many insightful discussions throughout the event, we were particularly pleased to see the contribution of Marcos Soares Ribeiro, CFA , President of CFA Society Portugal, who shared the CFA Institute views on the implications of artificial intelligence for asset management, from data analysis to portfolio construction, and the opportunities and challenges ahead for the industry. We also ...
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Honouring Excellence and Welcoming our newest CFA® Charterholders

By Joao Mastbaum posted 29 days ago
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We held the 2026 edition of the Charter Award Ceremony, a standout moment celebrating achievement, connection, and community, where we also had the pleasure of welcoming our newest CFA® Charterholders, and awarding CIPM® certificates . Special congratulations go to: Luís Leitão , winner of the 7th edition of the Financial Journalism Award , for his article “A moda de investir sem pensar está a crescer perigosamente ” published in ECO. Carla Brito Fonseca, CFA, Diogo Queiroz Almeida and Miguel Domingues, CFA , recognized as Volunteers of the Year. Banco de Portugal, awarded Partner of the Year. Cristina Brizido, CFA , awarded the inaugural CFA® Women ...
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How to sustain a multigenerational business

By Joao Mastbaum posted 29 days ago
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Our latest workshop in the Global Insights, Local Impact series is available to watch on demand. In this session, Mike Blake, CFA shared valuable insights on “How to sustain a multigenerational business”, exploring the key practices that support the long-term success and continuity of family businesses across generations. A big thank you to CFA Society Atlanta and to everyone who joined us for this insightful discussion. If you missed the live session, the recording is available  here .
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Creating Value – Accountability, Alignment of Interests, and Talent Development

By Joao Mastbaum posted 29 days ago
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We marked the first joint event between CFA Society Portugal, APCRI – Associação Portuguesa de Capital de Risco , and Jornal PT50 . The highlight of the event was the panel discussion on “Creating Value – Accountability, Alignment of Interests, and Talent Development” in the Private Equity and Venture Capital sector. The discussion was moderated by our President, Marcos Soares Ribeiro, CFA , and featured Cristina Barroso , CFO of Core Capital, Sociedade de Capital de Risco S.A. , José Portugal Catalão, CFA , Managing Partner at Mármore Capital , and Pedro Ribeiro Santos , Managing Partner at Armilar . The discussion highlighted several highly ...
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Lead Your Career

By Joao Mastbaum posted 29 days ago
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As part of our Trivium initiative, we hosted an exclusive session for CFA Society Portugal members on " Lead Your Career ", featuring career psychologist and coach Cristina Correia . A special thank you to our Vice President, Jorge Sousa Teixeira , for delivering a fantastic opening address and setting the tone for an inspiring evening. A successful career does not happen by chance, it is built with intention. In today's rapidly changing professional landscape, delivering strong results is no longer enough. Professionals must take ownership of their careers by developing self-awareness, cultivating a proactive mindset, gaining clarity about their goals, ...
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7th edition of the “Mesa Redonda” ISEG Young Economics Society

By Joao Mastbaum posted 30 Apr, 2026
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We were truly honored and grateful for the kind invitation from ISEG Young Economics Society to participate in the 7th edition of the “Mesa Redonda” event. It was a privilege for CFA Society Portugal to join such an engaging and dynamic discussion with students, exchanging views on financial markets, savings, and the evolving landscape of the investment profession. We deeply appreciate the opportunity to contribute to this dialogue, sharing perspectives and skills required for the next generation of finance professionals.
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Rebuilding Europe: The Draghi’s Vision

By Joao Mastbaum posted 30 Apr, 2026
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We brought together leading voices from across the investment landscape to unpack one of the most pressing challenges facing Europe today. At the conference Rebuilding Europe: Draghi’s Vision, experts highlighted that, despite Europe having leading companies in strategic sectors, as well as talent and capital, it continues to lag behind the United States and China in critical areas such as technology, energy, industry, and defense.  The discussion focused on the need to strengthen European competitiveness through greater investment, stronger coordination, and reduced market fragmentation, in line with Mario Draghi’s recommendations.  Key vulnerabilities ...
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C-Lunch by CFA with Henrique Freire

By Joao Mastbaum posted 30 Apr, 2026
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CFA Society Portugal hosted another C-Lunch by CFA in Lisboa, bringing members together for an informal lunch and an engaging exchange of ideas. We were delighted to welcome Henrique Freire, CFO of Savannah Resources PLC, who shared his perspectives on the Savannah project in Portugal, particularly the lithium mines in Boticas. The conversation also touched on the potential of lithium, the corporate finance project, and the challenges and hurdles faced by the company. Moments like these, highlight the value of the C-Lunch format: an opportunity for open dialogue, thoughtful discussion and meaningful connections within the CFA community. A special thank ...
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The launch of Trivium – Accelerating Impact Program

By Joao Mastbaum posted 30 Apr, 2026
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Trivium – Accelerating Impact Program is a new initiative by CFA Society Portugal designed to mobilize our community, develop future leaders, and turn intention into impact. We are entering a new phase of ambition: to activate the full potential of our community and cultivate the next generation of leaders. Opening the evening, Marcos Soares Ribeiro, CFA, who framed the significance of this moment and what Trivium represents for the future of the community. Through the journey shared by Pedro Pinto de Almeida and the work of Teach For Portugal, we were reminded that where we start should never define where we can go and that leadership is, above all, a force ...
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International Women’s Day celebrated with rhythm

By Joao Mastbaum posted 30 Mar, 2026
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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 ...
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The Bank of Portugal and CFA Society Portugal held the national final of the “My Financial Future” competition in Porto

By Joao Mastbaum posted 30 Mar, 2026
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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 ...
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Forecast Competition Dinner 2025

By Joao Mastbaum posted 06 Mar, 2026
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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 ...
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Another Insightful C-Lunch by CFA in Porto

By Joao Mastbaum posted 06 Mar, 2026
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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 ...
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Top Talks Governance

By Joao Mastbaum posted 06 Mar, 2026
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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, ...
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CFA Society Portugal Hosts Outlook 2026: Key Economic and Financial Trends

By Joao Mastbaum posted 06 Mar, 2026
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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 ...
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More Than a Lunch – A Moment of Connection

By Joao Mastbaum posted 06 Mar, 2026
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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, ...
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CFA Women at the FundsPeople Investment Outlook

By Joao Mastbaum posted 10 Dec, 2025
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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.
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