CFA Society Switzerland

𝗘𝘅𝗽𝗹𝗼𝗿𝗶𝗻𝗴 𝘁𝗵𝗲 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗼𝗳 𝗧𝗼𝗽-𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗔𝗿𝘁 𝗮𝘀 𝗮 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝘀𝘀𝗲𝘁 For generations, top-quality art has been a cornerstone of financial asset allocation for Ultra-High-Net-Worth Individuals (UHNWI), offering low correlation with traditional asset classes and delivering attractive risk-adjusted returns. Yet, due to high entry barriers, this lucrative asset class has remained largely inaccessible to most investors—until now. 𝗜𝗻 𝘁𝗵𝗶𝘀 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝘀𝗲𝘀𝘀𝗶𝗼𝗻, 𝘄𝗲 𝘄𝗶𝗹𝗹 𝗱𝗲𝗹𝘃𝗲 𝗶𝗻𝘁𝗼: • An overview of the global art market and its dynamics • Art’s role in financial asset allocation • The balance between art's financial and cultural attributes • Defining “top-quality” art and why it matters • The challenges and opportunities in incorporating art into a financial portfolio • A case study on gaining exposure to top-quality art investments Don't miss this opportunity to explore how art can complement your investment strategy. 𝗠𝗼𝗱𝗲𝗿𝗮𝘁𝗼𝗿 Nicolas Bornitz, CFA, M&A Director at Deloitte, Chair CFA Society Professional Learning Committee. 𝗦𝗽𝗲𝗮𝗸𝗲𝗿𝘀 Pascal Schneidinger, CFA, CEO, Partasio Jonathan Levy, Art Historian, Partasio Register here🔗 https://lnkd.in/ehjCU-yZ #ProfessionalLearning #Education #CareerGrowth

𝗟𝗮𝘀𝘁 𝗰𝗮𝗹𝗹 𝘁𝗼 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗳𝗼𝗿 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿'𝘀 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝟮𝟬𝟮𝟰 - 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝗨𝗻𝗰𝗲𝗿𝘁𝗮𝗶𝗻 𝗧𝗶𝗺𝗲𝘀 As the world continues to change rapidly, families focused on preserving their wealth face unprecedented challenges. This event will offer valuable insights on maintaining stability amid uncertainties, drawing on the wisdom of past generations and forward-looking strategies. Don't miss the opportunity to hear from successful multi-generational families, leading family office practitioners, and distinguished academics. It's also an exceptional networking platform to connect with family officers, asset owners, and trusted advisors. Please note this event is only for Single & Multi Family Offices 🔗 Register here: https://lnkd.in/eXwkfZsS

📢 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝗘𝘁𝗵𝗶𝗰𝘀 𝗶𝗻 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗜𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝘀: 𝗔 𝗞𝗲𝘆 𝗖𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁 𝗼𝗳 𝗘𝗦𝗚 Join us for an insightful webinar on the importance of governance in financial institutions and its role in enhancing credibility. We will discuss why ethical control is crucial for financial institutions and explore how it can be effectively established. This session will also feature a case study on Alternative Bank Switzerland (ABS), a financial institution that prioritizes the common good, humanity, and the environment. ABS was awarded the "Ethics in Finance Award 2023" by the University of Neuchâtel for its exemplary ethical practices. Highlights include: The value-added for financial institutions, shareholders, and stakeholders Best practices for establishing ethical governance in finance 𝗦𝗽𝗲𝗮𝗸𝗲𝗿 Dr. Rico Travella, Member of the Board of Directors, Alternative Bank Schweiz 𝗠𝗼𝗱𝗲𝗿𝗮𝘁𝗲𝗿 Prof. Dr. Eelco Fiole, CFA, Honorary Professor, Faculty of Economics and Business, Faculty of Economics and Business, University of Neuchâtel 🔗 Register here: https://lnkd.in/eyXq2T-A Don't miss this chance to learn about ethical governance and its impact on the financial industry!

𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗲 𝗮𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁 𝗮𝘁 𝗼𝘂𝗿 𝗔𝘄𝗮𝗿𝗱𝘀 𝗖𝗲𝗿𝗲𝗺𝗼𝗻𝘆 & 𝗔𝗻𝗻𝘂𝗮𝗹 𝗗𝗶𝗻𝗻𝗲𝗿 𝗶𝗻 𝗚𝗲𝗻𝗲𝘃𝗮! We are excited to invite you to an inspiring evening, where we will honour our newest CFA/CIPM charter holders at our prestigious Awards Ceremony. Please join us in celebrating their hard work and dedication as we welcome them into our community! The evening will continue with an engaging keynote by Dirk Schuetz, editor-in-chief of BILANZ, and a delightful three-course dinner, complete with interactive and entertaining games! 𝗔𝗴𝗲𝗻𝗱𝗮 16:30 - 18:00 | Awards Ceremony 18:00 - 19:00 | Apéro 19:00 - 23:00| Annual Dinner Don’t miss out—registration is mandatory, with the deadline on 6 November. We can’t wait to see you there! 🔗 Register here | https://lnkd.in/eW3XKmZ2

🚀 Join Us for the Morningstar Sustainable Investing Summit 2024! 🚀 🔗Register via the website now: http://spr.ly/6047mzswX This year's summit promises to be our most impactful yet, featuring industry leaders, innovative sessions, and unparalleled networking opportunities in Amsterdam. 📅 7 – 8 November 2024 📍Beurs van Berlage, Amsterdam Don’t miss out on the chance to gain insights, connect with peers, and be part of transformative discussions shaping the future of sustainable investing. #MSIS24 #Morningstar #SustainableInvesting #Networking Morningstar Sustainalytics #MorningstarIndexes PitchBook Morningstar DBRS

𝗚𝗼𝗼𝗱 𝗦𝘁𝗼𝗿𝘆 & 𝗚𝗼𝗼𝗱 𝗖𝗵𝗮𝗿𝘁 - 𝗪𝗵𝘆 𝗙𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝘀 𝗔𝗿𝗲 𝗡𝗼𝘁 𝗘𝗻𝗼𝘂𝗴𝗵! How can you increase your chances of being right in the stock market and generating alpha? In an ideal world, it would be simple: • Buy great companies • Don’t overpay • Hold them long-term and let the trend work in your favour... …or even simpler: 𝗚𝗼𝗼𝗱 𝗦𝘁𝗼𝗿𝘆 & 𝗚𝗼𝗼𝗱 𝗖𝗵𝗮𝗿𝘁! Sign up to our webinar now and learn how to make better investment decisions! Join us to learn more from Florian Jauch, CFA and Thierry Borgeat, CFA, co-founders of arvy, as they dive deep into the synergy between compelling narratives and technical trends. The webinar will be moderated by: Moritz Dullinger, CFA, CAIA, CHP, Senior Investment Manager at Pictet Asset Management and Member of CFA Society Switzerland Professional Learning Committee. Date: September 18, 2024 Time: 12:15 - 1:15 PM Take this opportunity to improve your chances in the market and invest successfully over the long term. Register here: https://lnkd.in/evwjQw2V #Webinar #Investing #Stocks #FinancialKnowledge #GoodStoryGoodChart #StockMarket

𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 𝟱 𝗬𝗲𝗮𝗿𝘀 𝗼𝗳 𝗖𝗙𝗔 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 𝗶𝗻 𝗧𝗶𝗰𝗶𝗻𝗼! On 26 September 2019, a group of CFA Charterholders from Ticino met for the first time in Lugano. What began as a simple gathering has grown into a thriving community, which over the years hosted several Investment Roundtables and Networking events, strengthening its bond. As we mark the 5th Anniversary of the first meeting, we are planning something special with the kind support of Lorenzo Vangelisti, CFA, CEO of Valeur Group. We are also honoured to welcome Mirjana Wojtal, CEO of CFA Society Switzerland, on this special occasion. Join us at Valeur Group Headquarters in Lugano for this milestone event, which is open to all CFA Society Switzerland members, candidate members and CFA charterholders in Ticino. We look forward to celebrating with you! Register here: https://lnkd.in/d9cgdwXN #CFA #Networking #Anniversary #CFASocietySwitzerland #ValeurGroup

𝗖𝗮𝗿𝗲𝗲𝗿 𝗣𝗮𝘁𝗵𝘀 𝟮𝟬𝟮𝟰: 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗮𝗻𝗱 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗠𝗶𝗱-𝘁𝗼-𝗹𝗮𝘁𝗲 𝗖𝗮𝗿𝗲𝗲𝗿 𝗖𝗵𝗮𝗻𝗴𝗲 For the third consecutive year, CFA Society Switzerland is thrilled to invite you to our in-person career event! In the current landscape, financial institutions are rethinking their employment strategies, prompting many of us to transition to new roles. For some, this transition is seamless; for others, it is a significant challenge. We are looking forward to hosting the 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗮𝗻𝗱 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗶𝗱-𝘁𝗼-𝗹𝗮𝘁𝗲 𝗰𝗮𝗿𝗲𝗲𝗿 𝗰𝗵𝗮𝗻𝗴𝗲 panel, in which our expert speakers will tackle these issues and discuss evolving job search methods. The second panel will focus on the 𝗱𝘆𝗻𝗮𝗺𝗶𝗰 𝗰𝗮𝗿𝗲𝗲𝗿 𝗽𝗮𝘁𝗵𝘀 𝗶𝗻 𝗰𝗿𝘆𝗽𝘁𝗼 and will focus on the needs of this evolving industry, debunk common myths, and explore current career trends, essential skills, and development paths. Speakers:  Roger R. Müller, CAIA, Co-Founder & Managing Partner, Enabling Qapital AG Stephan Surber, Head of Switzerland & BeLux, Page Executive Tali Zimmerman-Baer, HR Manager 🔗 Register now to join us: https://lnkd.in/eRhNxrYY #careerchange #careerpath #careerdevelopment

𝗪𝗼𝗺𝗲𝗻 𝗶𝗻 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗦𝗲𝗿𝗶𝗲𝘀 𝘄𝗶𝘁𝗵 𝗠𝗮𝗹𝘃𝗶𝗸𝗮 𝗦𝗶𝗻𝗴𝗵 - 𝗙𝗼𝘂𝗻𝗱𝗶𝗻𝗴 𝗣𝗮𝗿𝘁𝗻𝗲𝗿, 𝗜𝗺𝗽𝗮𝗰𝘁 In our upcoming Women in Finance webinar, Malvika Singh will share invaluable insights on the pivotal role of career sponsorship. She will draw on her 30+year experience to walk us through how sponsorship can elevate the trajectory of talented women's career – including yours! The Webinar will be moderated by Federica Cazzaniga, CFA, CAIA - Senior Portfolio Manager at Partners Group and Member of our Careers Committee. This event promises to be a game-changer, so mark your calendars and prepare to be inspired! Please register here: https://lnkd.in/e_VjVgWA Laura Prina Cerai, CFA I Laura Avagnano, CFA I Mai Dang Thi, CFA #womeninfinance #financewebinar

𝗖𝗮𝗿𝗲𝗲𝗿 𝗣𝗮𝘁𝗵𝘀 𝟮𝟬𝟮𝟰: 𝗖𝗮𝗿𝗲𝗲𝗿𝘀 𝗶𝗻 𝗖𝗿𝘆𝗽𝘁𝗼 For the third consecutive year, CFA Society Switzerland is thrilled to invite you to our in-person career event! We are looking forward to hosting the panel on 𝗱𝘆𝗻𝗮𝗺𝗶𝗰 𝗰𝗮𝗿𝗲𝗲𝗿 𝗽𝗮𝘁𝗵𝘀 𝗶𝗻 𝗰𝗿𝘆𝗽𝘁𝗼. Our highly experienced speakers will discuss the needs of this evolving industry, debunk common myths, and explore current career trends, essential skills, and development paths. The panel will be introduced by Gregory Mall, CFA, FRM Head Investment Solutions at AMINA Bank, and moderated by Dirk D. Kubisch, EMBA, CFA, CAIA, Member of CFA Society Switzerland Careers Committee. Speakers:  Adrian Fritz, Head of Research, 21Shares Sanjeev (Sunny) Karkhanis, CFA, CPA, Board Member & Chair of Audit and Risk Committees, AMINA Bank Kasper Luyckx, Head of Product, Crypto Finance Group Our Career Paths 2024 will open with a first panel dedicated to evolving job search methods, as well as 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗮𝗻𝗱 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗶𝗱-𝘁𝗼-𝗹𝗮𝘁𝗲 𝗰𝗮𝗿𝗲𝗲𝗿 𝗰𝗵𝗮𝗻𝗴𝗲. 🔗 Register now to join us: https://lnkd.in/eRhNxrYY #CFASocietySwitzerland #FinanceCareers #Crypto #CareerDevelopment