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...
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...
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...
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...
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...
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...
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...
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...
18 Nov, 2026 | 09:00 AM - 05:00 PM PT Lisboa
05 Nov, 2026 09:00 AM - 06 Nov, 2026 05:00 PM PT Porto
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