CFA Society Greece

CFA Society Greece EU Blueprint 2024 – 2029   Our new Blueprint for the EU 2024 – 2029 is more than a report - addressing both EU wide policies and national approaches - it's a call to shape the future of finance in Europe. From harmonizing capital market regulations to clarifying ESG disclosure and ensuring ethical use of AI, we outline practical steps to build a resilient and transparent financial sector. Let's make finance work for everyone. That’s a fantastic achievement for EU CFA societies and CFA Institute!   CFA Society Greece has proudly contributed to this initiative along with a group of 15 EU member Societies (and Switzerland). More detailed information on CFA Society Greece’s contribution can be found in pages 93-100. This blueprint reflects CFA Society Greece’s own perspectives and priorities for the next legislative period. It focuses on five main topics: Resiliency of Capital Markets, Technology, Business Conduct, Sustainability, and Pensions. All these topics align with CFA Institute research and standard research themes. The blueprint includes different views and perspectives from 17 CFA societies, underlining both similarities and divergences in opinions and priorities.   Appreciation goes to Olivier Fines, CFA, Josina Kamerling, Roberto Silvestri, from CFA Institute and Susan Spinner chair of the EU Steering Committee for this initiative, and to CFA Society Greece Advocacy committee for their unwavering contribution to this project, and more specifically to Violeta Spyropoulou, CFA, Vicky Delieza, Dimitrios Katsiavrias, CFA, Georgios Koptsialis, CFA, Giorgos Michos, CFA. ------------- Το CFA Institute λανσάρει το Σχέδιο Δράσης για την νομοθετική περίοδο της ΕΕ 2024 – 2029: Ένας ολοκληρωμένος οδικός χάρτης για την ενίσχυση των κεφαλαιαγορών, της τεχνολογίας, της εταιρικής συμπεριφοράς, της βιωσιμότητας και της μεταρρύθμισης των συντάξεων. Η λεπτομερής ανάλυση του εγγράφου σχετικά με τις επιμέρους προοπτικές της ΕΕ και των κρατών προσφέρει ένα μονοπάτι συνεργασίας μεταξύ των νομοθετών, των επαγγελματιών του χρηματοοικονομικού τομέα και των επενδυτών για τη δημιουργία ενός διαφανούς, ανθεκτικού και συμπεριληπτικού περιβάλλοντος χρηματοπιστωτικών αγορών. Οι βασικές συστάσεις του Σχεδίου Δράσης αποσκοπούν στην προώθηση μεταρρυθμίσεων σε διάφορους ζωτικούς τομείς:   Ανθεκτικότητα των Κεφαλαιαγορών, Τεχνολογία και Ρύθμιση του Fintech, Εταιρική Συμπεριφορά και Προστασία των Επενδυτών, Βιωσιμότητα και Ενσωμάτωση ESG, Συντάξεις και Ιδιωτικές Επενδύσεις. https://lnkd.in/e_wgcFbm   #FinanceInnovation #CapitalMarketsUnion #ESG #AIinFinance

📢 Exciting News! 📢 We are thrilled to announce the official kick-off of the CFA Institute Research Challenge in Athens, Greece, taking place next Monday, November 11th! This prestigious competition gives students the chance to dive deep into financial analysis and present their insights to leading industry professionals, gaining invaluable experience and mentorship. 📅 Mark Your Calendars for the key dates of our local competition – we can’t wait to see the incredible talent and dedication our participants bring to the table! For more information: https://lnkd.in/eCC79CY #CFAGreece #ResearchChallenge #FutureAnalysts #FinancialAnalysis #InvestmentIndustry #AthensEvents

🌆 A Memorable Networking Evening with a View! 🌆 Last Tuesday, October 22nd, our members gathered on the beautiful terrace of Voila All Day Bar Restaurant, enjoying an evening against the stunning backdrop of the Acropolis. It was a wonderful opportunity to connect, socialize and strengthen bonds within our community! Here’s to more events that bring us together in the heart of Athens! #Networking #CFAGreece #Community #Athens #AcropolisViews #ProfessionalConnections

✨ An Inspiring Experience at the Global Society Leadership Conference! ✨ CFA Society Greece was honored to be represented by our President, Violeta Spyropoulou, CFA, and BoD member, Petros Kalligas, CFA, AFM, as they joined over 270 Society leaders from 80 countries to exchange insights and perspectives. The conference featured powerful talks from CFA Institute President & CEO, Margaret Franklin, CFA, Board of Governors Chair, Marshall Bailey OBE CFA, and CFA Institute leaders Paul Moody, Dana Day, Randi Tolber, and Tom Berry. A true highlight was Professor Ajay Agrawal’s session on "Power and Prediction," where he explored the transformative role of AI across industries and how these changes can create new opportunities that serve us all. At CFA Society Greece, we remain dedicated to building a vibrant community of ethical, highly skilled investment professionals who embody the mission of the CFA Institute and contribute meaningfully to our industry and society. Congratulations to the organizing team for a phenomenal event that showcased the strength and passion of the CFA community worldwide. . . #CFACommunity #SocietyLeadershipConference #ThoughtLeadership #InvestmentIndustry #CFAGreece

🌍 **CFA Society Greece Hosts the first CFA EU DEI Code Roundtable** 🌍 On October 9th, 2024, CFA Society Greece, in collaboration with CFA Institute, proudly hosted the first Roundtable discussion on the CFA EU DEI Code. We were honoured to have distinguished leaders like Sarah Maynard, Josina Kamerling and Gary Rhoda from CFA Institute, alongside our President Violeta Spyropoulou, CFA, welcome our esteemed guests. Sarah Maynard led an insightful presentation on the **CFA Institute DEI Code Europe Project** and moderated the discussion, driving a powerful conversation on fostering diversity, equity, and inclusion in the investment industry. A special thank you to Michel Fekkas for sharing updates on the latest regulatory developments from the Hellenic Capital Markets Commission (HCMC). We extend our heartfelt appreciation to our amazing speakers for their invaluable contributions: - Theodora Roka, alphatrust - Yannis Mantzios, Eurobank - Eleni Zarkada, EY - Elina Litsa, CFA, Grant Thornton Greece - Maria Farantou, Hellenic Association of Insurance Companies | Ένωση Ασφαλιστικών Εταιριών Ελλάδος - Michel Fekkas, Hellenic Capital Market Commission - Eleni Mantzikopoulou, Piraeus - Analia Kokkoris, Deloitte - Julia Doukaki, Athens Exchange Group The **CFA Institute DEI Code** is a pioneering initiative to promote a more equitable and inclusive environment within the investment industry. Learn more about this impactful project here: https://lnkd.in/db9BUnSc . . #CFAGreece #DEI #DiversityEquityInclusion #InvestmentIndustry #Leadership #Collaboration #CFADiversity

🌟 Congratulations to all the dedicated candidates who conquered the last hurdle in the CFA Program journey! Your tenacity and determination have paid off, taking you one step closer to reaching all your career goals. Regardless of the results, your unwavering commitment to setting the standard in the investment industry is truly inspiring and you should feel immensely proud of yourself.

🎉 A Big Success! 🎉 On Saturday, 28th September, CFA Society Greece, in collaboration with Athens education partners, hosted an impactful Personal Branding Workshop led by the expert career coach, Mrs. Maria Kalogera. Participants gained valuable insights on how to invest in themselves, showcase their skills, and enhance their visibility to potential employers. 👉 Missed out? Don’t worry! Our next Interpersonal Skills Workshop is just around the corner on November 5th—stay tuned! #CFAGreece #PersonalBranding #CareerDevelopment #ProfessionalGrowth #Networking #InterpersonalSkills

CFA Society Greece is pleased to announce that we will be supporting DDC Financial Group ’s 11th Edition of the 𝗗𝗗𝗖 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗦𝘂𝗺𝗺𝗶𝘁 - 𝗘𝘂𝗿𝗼𝗽𝗲 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗠𝗶𝗱𝗱𝗹𝗲 𝗘𝗮𝘀𝘁, to be held 14-15 November 2024 at the Divani Apollon Palace & Thalasso. The 11th Athens edition of the 𝗗𝗗𝗖 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗦𝘂𝗺𝗺𝗶𝘁 - 𝗘𝘂𝗿𝗼𝗽𝗲 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗠𝗶𝗱𝗱𝗹𝗲 𝗘𝗮𝘀𝘁, serves as a pivotal gathering for alternative investors and asset managers seeking to navigate and capitalize on the evolving financial landscape. With a focus on fostering connections and sharing insights, this summit offers a platform for robust discussions on a wide array of topics spanning asset allocation, debt alternatives, distressed assets, digital ecosystems, sustainable practices, and more: 🎯 Listen to insights from some of the world's leading figures in alternative investments. Engage and learn from them throughout the event.  🏆 The DDC network gathers the most prominent companies in distressed investing and alternative spheres.  🚀 Connect your path to success. We organise the event to facilitate meetings and business transactions with individuals most pertinent to you. Building upon last year’s success, the DDC Global Investor Summit 2024 will culminate in the Exclusive Gala Dinner and Awards Night! This prestigious gathering promises an evening of unparalleled networking opportunities, exquisite dining, captivating entertainment, and toasting to the achievements of our industry's trailblazers shaping the future of finance. CFA Society Greece’s network can attend the conference at a 30% discount off the standard registration fee. In order to take advantage of this amazing offer, simply use the Promo Code 𝗖𝗙𝗔𝟯𝟬 during the registration process here 👉 https://lnkd.in/eqseSMPB For more information, visit the event website:  https://lnkd.in/dja-PWCh #CFA #CFASocietyGreece #FinanceProfessionals #DCCInvestorSummit #DCCInvestorSummit2024 #StrategicPartner #CareerDevelopment #Networking

🌟 Αre you looking to invest in yourself and learn how to promote your skills and experience better to potential employers?  🌟 Need to reinvent your digital and work identity and get better recognition?    CFA Society Greece, in collaboration with Athens education partners and the experienced career coach Mrs Maria Kalogera, will host a Personal Branding Workshop on 28 September, at 09:30-16:30 at the Electra Palace Hotel (18-20 N. Nikodimou St.). This course is ideal for professionals who are eager to create a powerful personal brand that aligns with their career aspirations. You will learn the tools to do this and have the opportunity to start drafting your personal brand elements during the course, ensuring you leave with a practical foundation to build upon. 👉 Βook your space now by emailing us at events@cfa.gr - Looking forward to seeing you there! #CFA #CFASocietyGreece #FinanceProfessionals #PersonalBranding #PersonalBrandingWorkshop #CareerDevelopment #Networking

Mark Your Calendar for the 6th Edition of the MENA Investment Congress 2024! Join us in Abu Dhabi from September 30 to October 1 for an event filled with deep insights, hands-on workshops, and unparalleled networking with industry leaders. Don't miss the early bird discount by 25th August! Secure your spot today. Get your tickets now: https://lnkd.in/d6HSzy6T Prepare to learn, connect, and elevate your career with the best in the business. #MENAInvestment2024 #InvestmentLeaders #MENAfinance #CFAEmirates #FutureOfInvesting #CFASociety #MENA #UAE #AbuDhabiEvents Ziad Zein, CFA Fadi Sabbah, CFA, CPA William Tohmé, CFA Lama Bou Dargham, CFA Hani Eid, CFA Szymon Idzikowski, CFA Vijay Harpalani, CFA Michelle Bekhazi, CFA Blessila Vas Sevan Azar