CFA Society France

We hope you have a happy Holiday season and a joyous and peaceful New Year! We look forward to seeing you in 2025! Best wishes, CFA Society France Staff & Board

✨ Charter Award Ceremony 2024 Pt.3✨ 🌟 Our Charter Award Ceremony 2024 was an absolute highlight! The event was a fantastic showcase of excellence and an ideal opportunity to network with other finance professionals. 🏆 Dear Charterholders, don't forget about the level 4 of the CFA adventure - become a volunteer! 🙏 Thank you to the members of the Board of Directors of CFA Soicety France Sarah Duparc, CFA, Gabriel Houette, CFA, Pierre BISMUTH, CFA 🎗️, Boubakar Kaboré, CFA Roxana Mitroi, CFA, Luc Paugam, PhD, CFA, Nikolai Doinikov, CFA and Matthieu Savi, CFA 🚀 who have been able to join us this evening!

✨ Charter Award Ceremony 2024 Pt.2✨ 🎊Congratulations to the new charterholders on completing their journey! 🌟 We are proud to have you as part of our professional community! Your achievement is an inspiration to finance professionals. Wishing you continued success as you make a positive impact in the financial world with your expertise! 🙏 We extend our heartfelt thanks to Yasmina Serghini, Managing Director at Moody's Ratings, for her insightful and inspiring speech! 🙏 A special thank you to our outstanding President Boubakar Kaboré, CFA and our dedicated Executive Director Alejandro Hiniesto, CFA, for making this event unforgettable! 👉 More pictures are to come, we will send them to everyone as soon as possible! This night was memorable and these pictures will make it last forever!

🌟 Post-Event: Nowcasting & Diversification Assets 🌍 A heartfelt thank you to everyone who joined us for this insightful event exploring the power of nowcasting and its impact on diversification assets. The conference highlighted: ✨A keynote presentation of QuantCube Technology by Thanh-Long Huynh, showcasing how real-time data transforms economic monitoring. ✨ Insights into commodities and metals from Benjamin Louvet (Ofi Invest Asset Management). ✨ Strategies for high-frequency crypto investments by Thomas Privat De Fressenel (EDO). ✨ Expertise in catastrophe bonds shared by François Divet, PhD, CFA, IA (AXA Investment Managers). 🍸 The event concluded with a dynamic networking cocktail, where participants connected and exchanged ideas. 🙏 A big thank you to our moderators, Pierre BISMUTH, CFA 🎗️, and Amélie Vérone, for their excellent guidance throughout the discussions. 🙏And a big thank you to QuantCube Technology for sponsoring the event and Ofi Invest Asset Management Invest for hosting us! #Nowcasting #AlternativeInvestments #QuantitativeResearch #Networking #Innovation

🌟 Post-Event Highlights: ESG Portfolio Diversification – Navigating Complex Constraints and Evolving Client Needs 🌍 What an amazing session! 🙌 Together, we explored how ESG integration is reshaping portfolio construction and delivering tailored solutions to meet both regulatory and client expectations. A heartfelt thank you to our expert speaker: 🎤 Robin Rouger, Head of Sustainable Investment Advisory & Solutions at J. Safra Sarasin Bank. Your insights into: ✨ SFDR compliance, carbon footprint reduction, and biodiversity metrics. ✨ Adapting ESG strategies to diverse regulatory frameworks. ✨ Customizing ESG solutions for private banking clients across generations. 🙏 A special shoutout to our moderator, Sophie Haas, CFA, for guiding the conversation with such clarity and expertise. And of course, a big thank you to all our attendees! Your active participation, questions, and enthusiasm made this event a true success. 🎉A big thanks to J. Safra Sarasin for sponsoring this important discussion and supporting the advancement of ESG innovation. #SustainableInvesting #ESG #PortfolioConstruction #PrivateBanking #CFA #JSafraSarasin

🎉 Our Winter Social marked an incredible end to 2024! 🥂❄️ 🌟 It was an amazing opportunity to share the memories and network with some amazing people! 🙏 Thank you to everyone who came to the winter social, and moreover, thank you for your participation during this year's events! ✨ Looking forward to more great moments in the coming year and happy holidays! 🎁

🌟 Post-Event: Moody’s Macro Conference – “2025: The Year of Transition to a New Normal” 🌍 Thank you to everyone who joined us for this thought-provoking event, where we explored the key economic trends and challenges shaping 2025. The conference featured a compelling keynote presentation by Sarah Carlson, CFA (Senior Vice President, Moody’s Sovereign Risk Group), who shared her expertise on: ✨ The economic implications of the new US administration’s policies. ✨ How these changes could impact Europe. ✨ Prospects for reform within Europe. ✨ Diverging credit risk profiles across European countries—and where the bright spots lie. 🍸 Attendees also had the chance to network and exchange ideas with peers, making the event both insightful and engaging. 🙏 A heartfelt thank you to Moody's Ratings for sponsoring this important discussion. #MacroEconomics #EconomicTrends #SovereignRisk #Networking #Moody’sRatings

🌿 Join Us for an Exclusive Lunch & Learn: ESG Portfolio Diversification 🌍 We’re thrilled to invite you to a Lunch & Learn session on "ESG Portfolio Diversification: Navigating Complex Constraints and Evolving Client Needs", featuring insights from Robin Rouger, Head of Sustainable Investment Advisory & Solutions at J. Safra Sarasin Bank. 📅 What to expect: ✅ How ESG integration reshapes portfolio construction, considering key constraints like SFDR compliance, carbon footprint reduction, and biodiversity metrics. ✅ Strategies for tailoring ESG solutions to diverse regulatory environments (France, Switzerland, etc.) and generational preferences. ✅ Practical examples of standing out with ESG customization in private banking. 💡 Why attend? Gain actionable insights, explore innovative approaches to client expectations, and connect with peers and experts—all over a shared lunch. 📢 Session Details: The session will be held in French (English questions are welcome). Don’t miss this opportunity to deepen your expertise in ESG and elevate your portfolio strategies. 🙏 A big thank you to Sophie Haas, CFA for moderating this session. 🙏A heartfelt thank you to J. Safra Sarasin for sponsoring this important discussion. #ESG #SustainableInvestment #PortfolioDiversification #PrivateBanking #LunchAndLearn

✨ Charter Award Ceremony 2024 ✨ 🙌 We celebrated our Charter Award Ceremony 2024 last week! 🎓 The Charter Award Ceremony is one of the most significant milestones in the CFA journey. It is the moment when you receive your charter and officially become a CFA charterholder. The venue was superb, the attendees were incredible, and it was truly a joy to see your smiles after all your hard work. 🎊 Congratulations to our new CFA Charterholders! We are honored to welcome such talented professionals into our community. 🙏 We extend our heartfelt thanks to Yasmina Serghini, Managing Director at Moody's Ratings, for her insightful and inspiring speech! 🙏 A special thank you to our outstanding President Boubakar Kaboré, CFA and our dedicated Executive Director Alejandro Hiniesto, CFA, for making this event unforgettable! 👉 Stay tuned for more pictures—we will share them with everyone as soon as possible! This unforgettable night was made even more special by the memories captured in these photos.

🌟 Post-Event Highlights: Building the Future: Infrastructure's Role in Energy Transition and Sustainable Returns 🌱 What an incredible event! 🙌 In partnership with Vauban Infrastructure Partners, we delved deep into the pivotal role infrastructure plays in shaping the future of energy and delivering sustainable returns. A heartfelt thank you to our expert speakers: 🎤 Mounir Corm, Christoph Bruguier, Zoé Jeanroy-Broz, Laurence Moore, and Olivier Gour. You shared invaluable insights on: ✨ The evolution of infrastructure sectors. ✨ Key opportunities and challenges for infrastructure investments. ✨ The energy transition and managing stranded asset risks. ✨ Infrastructure’s role in institutional portfolios. ✨ Innovations and trends driving the future of infrastructure investing. 🙏 A special shoutout to our moderator, Arnaud Ibanez, CFA, CAIA, for masterfully guiding the discussions. And of course, thank you to all the attendees for your enthusiasm, questions, and engagement! Your presence truly made this event a success. 🎉 Last but not least, our deepest gratitude to Vauban Infrastructure Partners for hosting and sponsoring this enlightening conference. #CFAFrance #Infrastructure #EnergyTransition #SustainableInvesting #VaubanInfrastructurePartners #InstitutionalInvesting