Latest News

  • 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 ...read more

  • 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 ...read more

  • Blog Entry

    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 ...read more

  • 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, ...read more

  • 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, ...read more