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,...
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...
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...
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...
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...
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...
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...
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...
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...
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,...
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