CFA Society Switzerland

🤝 𝗟𝘂𝗴𝗮𝗻𝗼 𝗔𝗳𝘁𝗲𝗿-𝗪𝗼𝗿𝗸 𝗗𝗿𝗶𝗻𝗸𝘀: 𝗖𝗼𝗻𝗻𝗲𝗰𝘁. 𝗡𝗲𝘁𝘄𝗼𝗿𝗸. 𝗚𝗿𝗼𝘄. 🤝 We are happy to invite the CFA community in Ticino to join our After-Work Drinks in Lugano! 🍸 We’re bringing together 𝗼𝘂𝗿 𝗺𝗲𝗺𝗯𝗲𝗿𝘀, and inviting all local 𝗖𝗙𝗔 𝗰𝗵𝗮𝗿𝘁𝗲𝗿𝗵𝗼𝗹𝗱𝗲𝗿𝘀 and 𝗖𝗙𝗔 𝗰𝗮𝗻𝗱𝗶𝗱𝗮𝘁𝗲𝘀 to a relaxed evening of meaningful connections at the elegant Flamel Restaurant & Mixology Bar in Lugano. 👥 Our CEO Mirjana Wojtal and the 𝗕𝗼𝗮𝗿𝗱 𝗼𝗳 𝗗𝗶𝗿𝗲𝗰𝘁𝗼𝗿𝘀 of CFA Society Switzerland will be joining, along with Sarah Belenkin-Martin, Director, Partnerships & Client Solutions EMEA at 𝗖𝗙𝗔 𝗜𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗲. 📅 Date: 06 March 2025 ⌚ Time: 18:30–21:00 CET 📍 Location: Flamel Restaurant & Mixology Bar 🔗 Register now: https://lnkd.in/dZm65pWm 𝗥𝗲𝗴𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝗺𝗮𝗻𝗱𝗮𝘁𝗼𝗿𝘆, 𝘀𝗲𝗰𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝗽𝗹𝗮𝗰𝗲 𝘁𝗼𝗱𝗮𝘆. We look forward to welcoming you to an evening of great conversations and connections! Sandra Cafazzo, CFA, Sanjeev (Sunny) Karkhanis, CFA, CPA, Cyrill Moser, CFA, Gabrielle Slavik, CFA, Ioana Basca, CFA, Laura Prina Cerai, CFA, Dr. Oliver Grimm, CFA, Olivier P. Müller, CFA #Networking #CFACharterholders #CFACandidates #CFASocietySwitzerland #FinanceCommunity #LuganoEvents #CareerGrowth

💡𝗦𝘁𝗿𝗲𝘀𝘀, 𝗖𝗵𝗮𝗻𝗴𝗲 𝗮𝗻𝗱 𝗠𝗲𝗻𝘁𝗮𝗹 𝗙𝗶𝘁𝗻𝗲𝘀𝘀 - 𝗟𝗲𝗮𝗱 𝗬𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝗙𝗶𝗿𝘀𝘁💡 Did you know that emotional intelligence accounts for up to 80% of what separates star performers from average ones? In this practical webinar, discover science-backed strategies to enhance your mental fitness, performance and leadership capabilities. 📅 Date: 13 March 2025 ⌚ Time: 11:00–12:00 CET 📍Format: Webinar 🔗 Register here: https://lnkd.in/e3Y-9ttS ✨ Key Topics: • Reframing mental health as mental fitness • Understanding change through the lens of grief cycles • Managing energy, not just time (Covey's framework) • The science behind thoughts, feelings and actions  • Practical '5 B' techniques for immediate implementation 🔸Speaker: Patricia Ordody Head Business Management UHNWI Europe, Lead D&I CH incl. Mental Health, Co-Lead Culture Pillar, LGT Private Banking & Asset Management Founder, Health is wealth 🔹Moderator: Federica Cazzaniga, CFA, CAIA Senior Portfolio Manager, Member of Management, Partners Group  Careers & DEI Committee, CFA Society Switzerland Join this eye-opening session on building mental resilience in our fast-paced industry.

🌍 𝗨𝗻𝗹𝗼𝗰𝗸𝗶𝗻𝗴 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗶𝗻 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 𝗮𝗻𝗱 𝗧𝗵𝗲𝗺𝗮𝘁𝗶𝗰 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 🌍 Join our ESG Conference in Geneva! 🔎 Thematic and sustainable investing has more than 𝗱𝗼𝘂𝗯𝗹𝗲𝗱 in recent years, as investors seek exposure to transformative trends like 𝗔𝗜, 𝗰𝗹𝗶𝗺𝗮𝘁𝗲 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀, 𝗮𝗻𝗱 𝘀𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 𝗳𝗼𝗼𝗱. At its best, this approach offers direct access to high-growth opportunities. At its worst, it can leave investors waiting for promises to pan out. So how do you separate true potential from hype? Our Sponsor Principal Asset Management will provide a 𝟳-𝗽𝗮𝗿𝗮𝗺𝗲𝘁𝗲𝗿 𝗳𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸 to evaluate the attractiveness of thematic and sustainable investments—helping investors make informed decisions. Principal will highlight today’s 𝗺𝗼𝘀𝘁 𝗰𝗼𝗺𝗽𝗲𝗹𝗹𝗶𝗻𝗴 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 and how to position for long-term success. Principal Asset Management’s esteemed speaker will share actionable insights on sustainable and thematic investments: 🔸Martin Slipsager Frandsen – Portfolio Manager Global Equities, Principal Asset Management 📅 Date: 26 March 2025 ⌚ Time: 09:00-17:30 📍 Location: Beau-Rivage, Geneva 🔗 Register here: https://lnkd.in/e8MnqXK8 Don’t miss this opportunity to be part of the conversation on shaping the future of responsible investing. Thank you to our Sponsor: Principal Asset Management, Ivo Mathias Buschor, Guido Schlegel 𝗦𝘁𝗮𝘆 𝘁𝘂𝗻𝗲𝗱 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝘂𝗽𝗱𝗮𝘁𝗲𝘀 𝗮𝗻𝗱 𝘀𝗽𝗲𝗮𝗸𝗲𝗿 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲𝗺𝗲𝗻𝘁𝘀! #ESG #SustainableInvesting #AssetOwners #Geneva2025 #Finance #InvestmentStrategies

Dive into our Webinar «The Profit Paradigm Shift: Aligning the Capitalist System towards Global and Profitable Solutions» Join us for a thought-provoking and hard-hitting session with Prof. Colin Mayer, CBE, FBA, Professor of Management Studies at Saïd Business School, University of Oxford. He will explore the necessary conceptual and practical improvements of capitalism in today’s world, revealing how a new understanding of profit can drive positive change. In a fireside chat format, Prof. Dr. Eelco Fiole, CFA, Honorary Professor at the Faculty of Economics and Business, University of Neuchâtel, will engage Colin Mayer in a deep dive into the intersection of economics, law, and finance, uncovering innovative approaches for investors and businesses to tackle global crises. 📅 Date: 05 March 2025 ⌚ Time: 12:15–13:15 💻 Webinar Speakers: 🔹 Prof. Colin Mayer, CBE, FBA – Professor of Management Studies, Saïd Business School, University of Oxford 🔹 Prof. Dr. Eelco Fiole, CFA – Honorary Professor, Faculty of Economics and Business, University of Neuchâtel 🔗 Register now: https://lnkd.in/eRHDPa7M #Capitalism #SustainableFinance #ImpactInvesting #CFA #Leadership #Economics #Finance #Investment

🚀 Career Transitions in the Financial Industry: Expert Perspectives and Guidance Are you a senior professional in the financial services industry looking to navigate your next career move? Join CFA Society Switzerland and von Rundstedt for an insightful evening with industry experts as we explore career transitions, job market trends, and strategies to position yourself for success. 📅 Date: 19 March 2025 ⌚ Time: 17:30 – 20:30 📍 Location: Geneva | von Rundstedt & Partner Suisse SA Experience an insightful Panel Discussion + Q&A with: Anne Donou – Regional Director, von Rundstedt Celine Corletti – Founder, Beyond Potentials Charles Genesty – Senior Talent Acquisition, EFG Bank  🎤 Moderated by Amélie Leger, Community Manager, von Rundstedt This event is exclusively for CFA Society Switzerland members (regular & candidate members) and is designed for senior professionals considering a career move in financial services. 🔗 Register now: https://lnkd.in/eBef9FF8 Don’t miss this opportunity to gain expert insights and expand your network! #CareerTransitions #FinancialIndustry #Networking #CFASwitzerland #ExecutiveCareers #Geneva #FinanceJobs

25th International Mother Language Day – Celebrating Multilingualism! 🎉 Do you know who speaks 12 languages? ➡ The Team of CFA Society Switzerland Our office team is as diverse as the world of finance. Combined, we speak: 🇩🇪 German | 🇨🇭 Swiss German | 🇬🇧 English | 🇫🇷 French | 🇮🇹 Italian | 🇷🇸 Serbian | 🇭🇷 Croatian | 🇵🇱 Polish | 🇷🇺 Russian | 🇸🇪 Swedish | 🇳🇴 Norwegian | 🇳🇱 Dutch Let’s use this day to celebrate the power of languages and cultural exchange! 🗣️💬 #InternationalMotherLanguageDay #Multilingualism #CFASocietySwitzerland #Networking #Diversity

Join us for our third edition "Learning by the Lake: Managing Noise in Your Long-Term Strategy" with Benedetto Vigna, CEO of Ferrari Gather with us for an exclusive session where Benedetto Vigna will share his insights on strategic planning, innovation, and maintaining a brand legacy in a fast-changing world. A unique opportunity to learn from one of the luxury industry’s top leaders. 📅 Date: 20 March 2025 ⌚ Time: 17:00-22:00 📍 Location: Royal Savoy Hotel, Lausanne Our goal is to connect the financial industry in Romandie by sharing latest insights and expertise from top leaders. Through our Learning by the Lake series, we provide a platform for members and finance professionals to expand their knowledge and network. So far, we have explored: 🔹 Inside the Deals: High-Stakes Acquisitions with André Calantzopoulos, Non-Executive Chairman, Philip Morris International 🔹 Unlocking the Secrets of Hiring a New CIO with Sébastien Gyger, CFA, CIO BCV, & Fabrice Welsch, Head of Asset Management & Trading, BCV 💡 Don’t miss this exclusive opportunity—secure your spot today! 🔗 Register here: https://lnkd.in/e-khH_Qu Thank you to our sponsor BCV! #Leadership #Strategy #Innovation #Finance #Ferrari #LearningByTheLake

🌍 𝗦𝘁𝗲𝘄𝗮𝗿𝗱𝘀𝗵𝗶𝗽 𝟮.𝟬: 𝗪𝗵𝗮𝘁 𝗶𝘁 𝗧𝗮𝗸𝗲𝘀 𝗳𝗼𝗿 𝗘𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁 🌍 Join us at the ESG Conference in Geneva! Engagement goes beyond company dialogue. At this year’s Conference, we’re bringing together experts from 𝗔𝗠𝗔𝗦, 𝗘𝘁𝗵𝗼𝘀, 𝗞𝗹𝗶𝗺𝗮-𝗔𝗹𝗹𝗶𝗮𝗻𝘇 and PRI to discuss why asset managers are shifting from exclusions to engagement, key strategies for achieving positive outcomes in stewardship and what asset owners can do as stewards of long-term sustainable value creation. Moderated by: 🔹 Alexandra Pastollnigg, CFA – Responsible Investment Officer, Graubündner Kantonalbank Our esteemed panelists will share actionable insights on the future of active ownership: 🔸 Aurélia Fäh – Senior Sustainability Expert, Asset Management Association Switzerland 🔸 Olivia Villette – Head of Switzerland & Liechtenstein, PRI Principles for Responsible Investment 🔸 Sandro Leuenberger – Financial Market & Climate, Climate Alliance Switzerland 🔸 Vincent Kaufmann – CEO, Ethos Foundation (Switzerland) & Ethos Services Don’t miss this opportunity to be part of the conversation on shaping the future of responsible investing. 📅 Date: 26 March 2025 ⌚ Time: 09:00-17:30 📍 Location: Beau-Rivage, Geneva 🔗 Register here: https://lnkd.in/e8MnqXK8 𝗦𝘁𝗮𝘆 𝘁𝘂𝗻𝗲𝗱 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝘂𝗽𝗱𝗮𝘁𝗲𝘀 𝗮𝗻𝗱 𝘀𝗽𝗲𝗮𝗸𝗲𝗿 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲𝗺𝗲𝗻𝘁𝘀! #ESG #SustainableInvesting #AssetOwners #Geneva2025 #Finance #InvestmentStrategies