CFA Society Portugal

CFA Society Portugal is one of the CFA Institute member societies, that connects members to a global network of investment professionals.

[CFA Society Portugal @CfaPortugal]

📅 Date: May 13, 6 PM

📍 Location: Hotel Ipanema Park (Rua de Serralves 124, 4150-702 Porto)

🍸 Cocktail reception: After the event

Event in English.

👉 Secure your spot by registering here: https://t.co/liht8hL3XT

[CFA Society Portugal @CfaPortugal]

🙏 A heartfelt thank you to all the universities, students, and professors involved, as well as to our esteemed jury.
It has been a true pleasure to collaborate with Banco de Portugal in promoting financial literacy among students across Portugal.

[CFA Society Portugal @CfaPortugal]

🔎 What does it take to succeed in M&A, both nationally and internationally?

Yesterday’s M&A webinar, co-hosted by CFA Society Portugal, CFA Society France, CFA Society Luxembourg, CFA Society Poland, and CFA Society Spain, brought valuable insights from top industry professionals.

🎤 A huge thank you to our expert panel and moderator:

✅ Mike Blake, CFA, ASA, ABAR, BVIUK – Advisor and Partner, who led a dynamic discussion.
✅ Narciso Melo dos Santos, CFA – Managing Director | Corporate Finance
✅ Yves Courtois, CFA – Founder
✅ Tim Christie, CFA – Managing Partner

From deal structuring to cross-border challenges, the session provided real-world perspectives on navigating the M&A landscape.

Missed it? You can still watch the webinar here: https://t.co/DLtoveNuOI

📢 Thank you to everyone who joined and contributed to the conversation.

hashtag#CFA hashtag#CorporateFinance hashtag#BusinessStrategy hashtag#Networking hashtag#Finance hashtag#M&A

[CFA Society Portugal @CfaPortugal]

These were some of the key insights from yesterday’s intimate lunch, where members of CFA Society Portugal had the opportunity to engage in conversation with Diogo Malato Moura, Head of Global Markets Portugal at BNP Paribas.

Diogo explained his entire professional journey, from the beginning of his career at BPI, through Santander, and the decision to move to France to diligently learn French, which was decisive for the brilliant career he built at BNP Paribas. It was discussed Portugal’s position as one of MP’s key markets, the country’s growing appeal in talent acquisition, and how teams operating in the Portuguese market have been driving process innovation. As a result, we are seeing an increase in the number of processes, reflecting the national market’s rising relevance. These, among several other relevant topics.

Our president, Marcos Soares Ribeiro, CFA, hosted and moderated this enriching discussion. This event took place as part of the C-Lunches by CFA initiative ��� formerly known as "Almoço com o CFO" – an exclusive members-only gathering designed to foster networking and knowledge sharing with top financial sector leaders.

📅 The next lunch will take place on May 14. Stay tuned and join us for another insightful discussion!

#cfasocietyportugal #CFA #Finance #Networking #Inovação #MercadosFinanceiros #CFAEvents #Portugal

[CFA Society Portugal @CfaPortugal]

We celebrated #International #Women's #Day with an inspiring and insightful conversation hosted by CFA Society Portugal!

Marcos Soares Ribeiro, CFA, President of CFA Society Portugal, interviewed Madalena Talone, Executive Board Member at Caixa Geral de Depósitos, in a thought-provoking exchange that brought valuable reflections on the role of diversity and leadership in the corporate world.

Throughout this engaging discussion, key topics essential for professional and personal development were addressed, including:

✔️ Promotion of inclusion policies despite recent setbacks

✔️ Balancing family and career

✔️ Negotiation skills

✔️ Understanding the impact of our work on companies

✔️ Female leadership and indirect leadership

✔️ Diversity as a key factor for organizational success

✔️ Fear of missing out and setting boundaries

✔️ Career progression and accumulated credit over time

✔️ The value of informal mentoring and coaching

✔️ Mental and physical health in the workplace

✔️ Willingness to change and step out of the comfort zone

✔️ The importance of voicing ambitions and goals

A special thank you to ISEG - Lisbon School of Economics & Management for hosting us, to Joana Pais, Vice President of ISEG, for opening the event, and to all participants who made this conversation a truly remarkable moment.

#cfasocietyportugal #leadership

[CFA Society Portugal @CfaPortugal]

M&A play a crucial role in shaping global markets. How do top professionals navigate this complex landscape? Find out in our upcoming event:

📅 Date: March 13
⏰ Time: 5:00 pm (WEST) | 6:00 pm (CEST) | 7:00 pm (EEST)
🌍 Joint Event by: CFA Society Portugal, CFA Society France, CFA Society Luxembourg, CFA Society Poland and CFA Society Spain
💻 Format: Online

Join Mike Blake, CFA, ASA, ABAR, BVIUK, Advisor and Partner -  Valuation, Business Consulting, Business Strategy, as he moderates an insightful discussion with leading M&A experts:

✅ Narciso Melo dos Santos, CFA – Managing Director | Corporate Finance
✅ Yves Courtois, CFA – Founder
✅ Tim Christie, CFA – M&A Strategy Expert

🔗 Register now: https://t.co/Qf8ll2Jj2O

Don’t miss this opportunity to gain valuable insights and expand your professional network.

[CFA Society Portugal @CfaPortugal]

No âmbito do Dia Internacional da Mulher venha descobrir como redefinir o sucesso! 🌟

No próximo dia 7 de março, convidamo-la(o) para um evento especial no ISEG - Lisbon School of Economics & Management - Edifício Quelhas, Lisboa, onde teremos uma conversa inspiradora sobre liderança, transformação digital e o impacto das novas gerações na redefinição do “sucesso”.

A nossa convidada especial, Madalena Talone, Executive Board Member na Caixa Geral de Depósitos, partilhará a sua experiência de mais de 20 anos no setor bancário, liderando equipas de Transformação, Digital, IT, Operações, Marketing e Desenvolvimento de Negócio.

Além da sua impressionante trajetória profissional, Madalena é mãe de quatro filhos, sendo um verdadeiro exemplo de equilíbrio entre carreira e vida pessoal.

Junte-se a nós para este grande evento de partilha de insights, networking e aproveite esta oportunidade de conhecer melhor a CFA Society Portugal!

🔹 Detalhes do Evento

📅 Data: 7 de março de 2025

🕕 Hora: 18:00

📍 Local: Auditório 4, ISEG - Edifício Quelhas, Lisboa

🔗 Inscreva-se aqui: https://t.co/IGJoFxmpYN

(A inscrição através do link é obrigatória)

Não perca esta oportunidade de aprender, inspirar-se e expandir a sua rede! E claro, os homens também serão muito bem-vindos! 😊

#DiaInternacionaldaMulher #leadership #finance

[CFA Society Portugal @CfaPortugal]

A big thank you to everyone who joined us for this valuable opportunity to gain a better understanding of the benefits that AI will bring to the finance sector. And of course, we also extend our gratitude to the experts who shared their insights: Alejandro Bermúdez - Co-founder & CEO; Claire TANG, CFA - Data | Sustainable Finance; Maciej Kowalczyk, CFA, FRM – European Capital; Pedro Feliciano, CFA – Private Wealth Manager. Also for the great moderation by Oluwatosin Roland ARIWAYO, IT Business Professional | Fund Accounting.

This was a joint event by CFA Society Portugal, CFA Society France, CFA Society Luxembourg, CFA Society Poland, and CFA Society Spain.

If you missed it or would like to watch it again, you can do so on the CFA Society Portugal #YouTube #channel. And while you're there, feel free to follow us to stay updated on all CFA Society Portugal webinars

👉 https://t.co/HvdAIGnqhP

[CFA Society Portugal @CfaPortugal]

Yesterday was #Bites & #Business #Lisboa day, our monthly, members-only initiative that brings together investment and finance professionals around the table for a relaxed lunch full of great conversations.

Once again, we took our networking to a restaurant inside the Cinemateca, where a passion for the seventh art blends with irresistible flavors.

These lunches also take place in Porto on the third Friday of each month.

At CFA Society Portugal, we believe that authentic connections make all the difference in our community.

Already looking forward to the next gathering! 💼 🍽️

[CFA Society Portugal @CfaPortugal]

#Investment #Luminaries and their insights. Great minds think alike.

This series of quotes and insights are a compound of the teachings of the intellectual leaders in the investment industry, whose ideas are not only compelling in theory but, meaningful in practice.

This comes from one of a series of reports from the CFA Institute Research Foundation (https://t.co/Y4IeMPOeqA), supporting the CFA Institute's mission to uphold the highest standards of ethics, education, and professional excellence, all aimed at benefiting society.

“Rex Andrew Sinquefield[1] (/ˈsɪŋkfiːld/; born September 7, 1944)[2] is an American businessman, investor, and philanthropist who has been called an "index-fund pioneer" for creating the first passively managed index fund open to the general public.[3] Sinquefield was also a co-founder of Dimensional Fund Advisors.”

👉 Know more here: https://t.co/jBESWTguPu

[CFA Society Portugal @CfaPortugal]

A CFA Society Portugal e o Banco de Portugal anunciam hoje as cinco equipas finalistas da 1.ª edição do concurso “O Meu Futuro Financeiro”!

Nesta 1.ª edição participaram 124 equipas, constituídas por mais de 390 estudantes, de 27 escolas do ensino superior.

EQUIPAS FINALISTAS

•   Equipa da Católica Lisbon School of Business & Economics

•   Equipa “LFCBS” da Coimbra Business School ISCAC

•   Equipa “Lado Financeiro” da Faculdade de Economia da Universidade do Porto

•   Equipa “Grupo 1” da Universidade Católica Portuguesa no Porto

•   Equipa “6” da Universidade de Aveiro

A próxima e última fase do concurso é a final nacional. As cinco equipas finalistas vão ser convidadas a apresentar uma solução para um caso de estudo sobre finanças pessoais, analisado no âmbito deste desafio. As três melhores equipas receberão um prémio pecuniário.

A final decorrerá no dia 17 de março, no Museu do Dinheiro, durante a #Semana da #Formação #Financeira #2025. Entre outros convidados, o evento contará com a presença do Governador do Banco de Portugal, Mário Centeno, da Administradora, Francisca Guedes de Oliveira, e do Presidente da CFA Society Portugal, Marcos Soares Ribeiro, CFA.

Boa sorte a todas as equipas!

[CFA Society Portugal @CfaPortugal]

Data is transforming the world of finance – are you ready to explore how?

Join us for an exciting #Financial #Professions webinar on "Data Science in Investments”, where top industry professionals will share real-world insights on how data-driven strategies are shaping the future of investment decisions.

This is a joint event by CFA Society Portugal, CFA Society France, CFA Society Luxembourg, CFA Society Poland and CFA Society Spain – don’t miss this chance to learn from seasoned experts and expand your network!

🗓️ Date: February 19

🕔 Time: 5:00 (WEST), 6:00 (CEST), and 7:00 (EEST)

📍 Location: Online

👉 The event will be held in English.

Register now:

https://t.co/sW2l8u5fpu

The session will be moderated by Oluwatosin Roland ARIWAYO, IT Business Professional | Fund Accounting

🎤 Meet Our Speakers:

✔ Alejandro Bermúdez - Co-founder & CEO

✔ Claire TANG, CFA - Data | Sustainable Finance

✔ Maciej Kowalczyk, CFA, FRM – European Capital
✔ Pedro Feliciano, CFA – Private Wealth Manager

See you there!

[CFA Society Portugal @CfaPortugal]

👀 Have you ever been in a situation where, during an important meeting, you crack a joke to break the ice with a client—only for them not to find it funny at all? Awkward, right?

In this Masterclass, "Become a Super Communicator," Paulo Oliveira will share with you practical tools to handle challenging situations with confidence, communicate your ideas clearly and persuasively, and truly connect with your audience.

Watch it now on the CFA Society Portugal hashtag#YouTube hashtag#channel, and follow us to make sure you don’t miss any new content!

👉 CFA Society Portugal - YouTube
https://t.co/9zWvD10n0F

[CFA Society Portugal @CfaPortugal]

We are thrilled to reveal the six finalist teams that will compete in the #Portuguese #Final of the CFA Institute #Research #Challenge!

Congratulations to:

🎓 Católica Lisbon School of Business and Economics

🎓 FEP - Faculdade de Economia da Universidade do Porto

🎓 ISCTE Business School

🎓 ISEG - Lisbon School of Economics & Management

🎓 Nova School of Business and Economics

🎓 Instituto Superior Técnico

We also thank the other universities that participated. We hope to see you back in the competition next year: IPAM; Escola de Economia e Gestão - Universidade do Minho; ISCAL-Lisbon Accounting and Business School; Católica Porto Business School; Universidade de Aveiro; Coimbra Business School | ISCAC; FEUC - Faculdade de Economia da Universidade de Coimbra; Faculdade de Economia da Universidade do Algarve.

The final showdown will take place at Euronext Lisbon on February 21st, where these teams will showcase their analysis, insights, and presentation skills in front of an esteemed panel of judges.

Best of luck to all finalists!

[CFA Society Portugal @CfaPortugal]

This Forecast Competition Dinner edition was filled with energy and insightful conversations!

🎉📊 Members of CFA Society Portugal came together to celebrate the winners of the 2024 year-end forecast challenge, in an evening that perfectly blended networking and fun.

🏆🌍 The highlight of the night was an insightful presentation by Rui Magalhães, CEO of Estoril Sol Digital, who took us into the fascinating world of online gaming. He shared valuable insights into investment opportunities in the sector, drew compelling parallels with financial markets, and explored the profiles of customers in this dynamic industry.

🎤👏 A special thank you to our president, Marcos Soares Ribeiro, CFA, for setting the stage with his introduction, and of course, to Rui Magalhães and all our members who attended. Your presence turned this event into not only an educational experience but also a true celebration of our community.

📸 For those who couldn’t make it, here’s a glimpse of what you missed. Stay tuned for more exciting events from CFA Society Portugal!

[CFA Society Portugal @CfaPortugal]

There are several networking events organized by CFA Society Portugal, but conversations don’t always highlight some more personal details about the person we are getting to know.

Therefore, we invite you to learn a bit about the hobbies, dream travel, favorite book, and more, of two of our members, Jéssica Guedes, CFA and Pedro Taveira Marques, CFA.

📰 Read the complete interview in the latest newsletter.

LINK IN BIO: https://t.co/UU6uTwYsGP

#cfasocietyportugal #newsletter

[CFA Society Portugal @CfaPortugal]

Internationalization is a strategic leap for companies looking to grow, expand into new markets, and enhance their competitiveness. However, this journey is not without its challenges. Legal, regulatory, cultural, and operational complexities can make international expansion a daunting task.

In his interview with BOW Magazine, published by AEP - Associação Empresarial de Portugal, Marcos Soares Ribeiro, CFA, Chairman of CFA Society Portugal, shares key insights on how companies can successfully navigate this process.

🔑 Pillars for Success

To thrive in the global arena, businesses must focus on these critical areas: Compliance, Conduct, and Governance, and empowering Teams for Global Success.

💡 Why These Principles Matter

Combining compliance, ethical conduct, and robust governance strengthens a company’s identity, attracts top talent, and fosters lasting partnerships. These principles are not just safeguards—they are enablers of sustainable growth in a competitive global landscape.

Explore the full interview with Marcos Soares Ribeiro, CFA, in the latest edition of BOW Magazine by AEP, and gain valuable perspectives on the opportunities and challenges of internationalization.

https://t.co/gr3nbFgWFk

[CFA Society Portugal @CfaPortugal]

#Investment #Luminaries and their insights. Great minds think alike.

This series of quotes and insights are a compound of the teachings of the intellectual leaders in the investment industry, whose ideas are not only compelling in theory but, meaningful in practice.

This comes from one of a series of reports from the CFA Institute Research Foundation (https://t.co/Y4IeMPNGB2), supporting the CFA Institute's mission to uphold the highest standards of ethics, education, and professional excellence, all aimed at benefiting society.

“Roger G. Ibbotson (born May 27, 1943) is Professor Emeritus in Practice of Finance at the Yale School of Management. He is also chairman of Zebra Capital Management LLC. He has written extensively on capital market returns, cost of capital, and international investment. He is the founder, advisor, and former chairman of Ibbotson Associates, now a Morningstar Company. He has written numerous books and articles including Stocks, Bonds, Bills, and Inflation with Rex Sinquefield, which serves as a standard reference for information and capital market returns.”

👉 Know more here: https://t.co/P8RFgpVbm2

[CFA Society Portugal @CfaPortugal]

Yesterday, we had the pleasure of hosting the first #Financial #Professions #Webinar of the year, in collaboration with the CFA Society Luxembourg and CFA Society Spain.

The focus? A deep dive into the fascinating world of #Equity #Research on both the Buy-Side and Sell-Side.

🎙️ Moderated by João Calado, CFA (Investor Relations at CTT), the event brought together top industry experts:

🔹 Alirio Sendrea, CFA – Equity Analyst and Head of Research at Invexcel Patrimonio EAF

🔹 Jorge Guimaraes, CFA – Senior Equity Analyst at JB Capital Markets

🔹 Leon Kirch, CFA – Chief Investment Officer / Managing Partner at European Capital Partners.

A big thank you to our incredible speakers, moderator, everyone who joined us live, and CFA Society Poland who helped to promote the webinar.

👉 For those who missed it watch now at the CFA Society Portugal Youtube Channel: https://t.co/zvtKUPxsrM