Your Quarterly News and Updates

Dear CFA Society,

It is time to conclude our Society’s 23rd operating year. We have had an eventful year this time. Our biggest effort as a Society this year was organizing the Nordic Investment Conference in Helsinki on the 27th March 2025. We received a good amount of funding from both the CFA Institute in the form of impact funding and also ample funding from our sponsors for the event (Pimco, Simcorp, PGIM Fixed Income, Nuveen and Goldman Sachs Asset Management). We thank our sponsors, the speakers, the CFA Institute, local Nordic CFA Societies (Denmark, Norway, Sweden) and our board and staff with regards to making this event possible. The event was considered a success with regards to the quality of speakers (overall score 4/5), the amount of foreign visitors (around 45 % of the total) and the total number of visitors (around 130). Next year the organizing Society for the event will be CFA Society Sweden.

The CFA Institute also organized their first Global Conference in Chicago, US in May (4th until 7th). The event brought CFA charterholders together from around the world for a packed 4-day event. There was a delegation of visitors from our Society attending the conference as well and we hope the CFA Institute sees it worthwhile to continue the tradition of organizing these events, because it is a great opportunity to meet with other CFA charterholders, exchange ideas and collaborate.

We as the board sincerely hope that you as the Members of our Society have enjoyed our events and other content the Society provides. Remember to renew your CFA Institute and CFA Society Finland membership for the next year if you haven’t done so yet. Membership provides you with several member benefits and access to local Society activities. CFA Institute member benefit descriptions can be found here  and local Society benefits here.

Next event is the CFA Society Finland Annual General Meeting (AGM) on 27th of August. Invitations have been sent by email and information can be found here. Please sign up and use your rights as a member.

Your Board would like to wish you all a very delightful and relaxing summer holiday! See you again in August!



Advocacy, Candidate and University Outreach News

Remember to use your vote at CFA Institute Annual Meeting of Members

Remember to use your rights as a member of CFA Institute and cast a proxy vote for or against i) to approve amendments to the CFA Institute Articles of Incorporation & Bylaws, ii) the election of the nominees for Chair and Vice Chair, (iii) the election of the four nominees to serve as members of the Board of Governors, and (iv) the ratification of an independent registered public accounting firm. We have sent a separate communication by email with regards to the proposed amendments to the CFA Institute Articles and Bylaws and are recommending a vote against some of those. The voting closes on 21st July. Voting instructions from the Institute have been sent by email.

New Presidents Council Representative for Western Europe

Mr. Weiyen Huang, CFA hailing from the United Kingdom, will be the new PCR for Western Europe for a two-year term beginning 1 September 2025 and concluding 31 August 2027. The current PCR, Mr. Christian Dreyer, CFA, will be stepping down. The Presidents Council is made up of a chair and an elected representative from each society region. These PCRs facilitate communication between member societies and the Board of Governors. More info can be found here: Presidents Council Representatives

Recent events

On 15th April we organized a webinar “Wealth Management Insights: A Candid Conversation with U.S. Experts”. We were thrilled to welcome true experts in the field with extensive history in private wealth management: a longtime CFA Society Finland member, Bryn Lane, CFA, who worked until 2015 at RBC Wealth Management as a Senior Vice President, and Bjarne Rasmussen, currently Senior Vice President, Investments at RBC Wealth Management in Kirkland, Washington.

The 2025’s first networking event featuring A Brewery Tour & Dinner took place on April 23rd at the Mad Hopper Brewing Company in Töölö, Helsinki. The agenda for the evening consisted of a brewery tour, beer tasting as well a s dinner at Restaurant Viisi Penniä. We explored the art of crafting great beer courtesy of the dedicated team at Mad Hoppers, and the tasting session offered flavors to please everyone’s palate including new summer favorites.

On 28th May the Society organized a breakfast event on the intriguing topic of Digital Euro. We happily welcomed Aleksi Grym, Head of the Fintech division at the Bank of Finland, who gave us a great presentation on the topic at Hotel Haven in Helsinki. The presentation generated much interest and sparked extensive discussion as the audience engaged with the current stage of digital euro development, its potential benefits and challenges within the Eurozone, implications for payment infrastructure, the roles of other stakeholders, legislative requirements, political considerations, and more.

CFA Society Finland was excited to organize a Candidate networking event on the evening of 28th May at restaurant Mestaritalli in Töölö, Helsinki. Society board members connected with CFA candidates to discuss the charter journey, Society activities, and career development opportunities.

As final event of the season, June Networking Event took place on 12h June with a fun annual summer sailing trip with CFA Society Finland members and candidates as we set sail for a memorable evening along the Helsinki shoreline. We were fortunate to spend a rain-free and pleasant evening aboard the beautiful Astrid af Vålax, a classic wooden sailing ship. We enjoyed great company, delicious dinner, and refreshing drinks while taking in the stunning coastal views.

Don’t miss out on our upcoming events

The 2025 Annual General Meeting is just around the corner and will take place on Wednesday, 27th August at Katajanokan Kasino. The Board will present the highlights of the past operational year, the financial statements, as well as the nomination committee proposal for the composition for the next year's Board. Invitations have been sent by email, but you can also register here. We hope to see many of you there!

The first event of the fall season will be organized on 30th September on the topic of CLOs. The invitations will arrive after the summer. In the meantime our network of fellow Societies, CFA Institute and our sponsor Fidelity International (sponsor letter below) continue offering webinars and interesting reading material. So stay tuned and remember to frequently check our website (www.cfasocietyfinland.org) and LinkedIn for updates!

Message from our Sponsor

Fidelity Mid-Year Outlook: A global rewiring

Discover the key themes set to drive markets and the investment implications. Read our Mid-Year Outlook.

Sincerely,

Toni & Board & Staff