SOCIETY UPDATE 01/2020 - CFA Society Germany
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SOCIETY UPDATE 01/2020
Dear Friends of CFA Society Germany,
Our quarterly Society Update brings you
information on our most recent activi-
ties, publications and videos, as well as
upcoming events that are open to all
interested finance and investment pro-
fessionals.
If you are interested in becoming a so-
ciety member, attending or supporting
one of our upcoming events or wish to
share an idea with us, please contact us
at info@cfa-germany.de.
Sincerely,
Susan Spinner, CFA
CEO of CFA Society Germany NEWS
NEWS LET’S CELEBRATE
NEW: MEDIA PORTAL Growing from just 54 members in 2000
to over 2800 in 2020, CFA Society Ger-
For the occasion of our 20th anniver-
sary, we have created a special logo and
Couldn’t make it to one of our lectures? many is proud to celebrate its 20th campaign. Have you already seen it?
As a service for our members, CFA anniversary this year!
Society Germany regularly records lec- Our members set a higher standard in Moreover, we are planning various
tures and interviews with the speakers. the German Investment Community by events you can look forward to.
To make the access more comfortable, standing for Education, Ethics and Pro- More details will follow soon.
you can now find the whole collection of fessional Excellence.
our recordings on the new media portal
on our website. Check it out!
NEW VIDEO
Full lecture: The Future of Emerging
Markets … watch here (EN) (1:14:56)
NEWS
OFFICE TEAM
NEWS
We are happy to announce
a new addition to our of-
fice team. Viola Bianco has
CONNECT WITH US
joined the team as a Soci- Social media is becoming increasingly important – not only on
ety Manager and will give a personal but also on a professional level. Follow CFA Society
her support on the many Germany on social media to keep up-to-date with our latest
projects and initiatives run- activities, news, and events and benefit from a range of useful
ning in the society. Viola brings excellent experience in the information. We’d love you to give us a follow and connect with
areas of content management, marketing and event man- us! You can catch us on LinkedIn and Twitter.
agement from her prior roles at the University of Applied Make sure to mention @CFA-society-germany (LinkedIn) and
Sciences in Saarbrücken and Aschaffenburg as well as at @CFAGermany (Twitter) in your postings and feel free to use
the Franco-German University. our anniversary hashtag #20YearsCFAGermany.
1|4
PAST EVENTS
WELCOME TO OUR NEW CHARTERHOLDERS AND SOCIETY MEMBERS
At our annual Charter Award Dinner,
which took place on Friday, December
13, new charterholders and Level III grad-
uates celebrated together with fam-
ily, friends, CFA Society board members
and staff. This year’s keynote speech
was delivered by Pieter Van Putten,
CFA, Presidents Council Representative,
Western Europe (right). In total, about
240 new charterholders have joined our
society after the Level III exam in June
2019.
JOB PORTAL NEWS FLASH
LOOKING FOR THE BEST EMPLOYEES?
Use our exclusive job board service, CFA charterholders, 5% candidate members)
Job-Portal! Post and promote your job and highly qualified applicants. CFA Job- Series
advertisement among CFA® charter- Portal boasts more than 2.000 visits a “Verkehrte (Finanz)Welt”
holders in Germany and thus the most month. 29.10. | Martin Schmidt, CFA:
qualified employees in the financial in- Krypto-Währungen für Anleger: Zu-
dustry. Want to know more on how to post your greifen oder Finger weg? … read article
job ad?
12.11. | Marco Herrmann, CFA:
A job posting on CFA Job-Portal reaches All details can be found on our website.
Die Zinswelt steht Kopf … read article
an exclusive platform of over 2,800 CFA
Society Germany members (94% CFA 26.11. | Karl Heinz Krug, CFA:
Was die Blockchain für Kapitalmärkte
bedeutet … read article
10.12. | Dr. Jacob Justus Leidner, CFA:
Aktien: Der wichtige Unterschied zwis-
chen Unsicherheit und Risiko
… read article
27.12. | Carsten Maybach, CFA:
Trouble in Paradise - Warum auch Inve-
storen innovativ sein müssen
PAST EVENTS PAST EVENTS … read article
08.01. | Kristian Buric, CFA:
2ND FORECAST STORY-FINDING Wie Sie mit Investments die CO2-Menge
EVENING DÜSSELDORF WORKSHOP senken … read article
23.01. | Martina Bahl, CFA & Axel Apfel-
For the second time, the Forecast Even- In an interactive Story-Finding Work-
bacher, CFA: Das Geld der Zukunft. Die
ing took place in Düsseldorf. Carsten shop, finance and tech journalist Rhea
Zukunft des Geldes. … read article
Mumm, CFA, Chief Economist of the pri- Wessel showed our participants how to
vate bank Donner & Reuschel, shared find and frame the stories that position 04.02. | Sebastian Frericks, CFA:
his economic outlook for the year 2020 them as a thought leader. Die Vorteile digitalisierter Investoren-
and discussed important economic pa- At the end of the evening, everyone left Kommunikation … read article
rameters of national and international with a head full of ideas for stories and 18.02. | Ingo Holzwarth, CFA:
capital markets. An inspiring and fun blogs to publish. Darum erhalten Unternehmen jetzt
evening with lots of prizes for our best sogar Geld fürs Kreditaufnehmen
forecasters of 2019. … read article
2|4
PAST EVENTS
AND THE WINNER IS…
CFA INSTITUTE RESEARCH
CHALLENGE LOCAL FINAL 2019/20
For the 10th year in a row, CFA Society Germany has hosted
the local competition of the CFA Institute Research Challenge.
Student teams from ten German universities competed for
the best research report and evaluation of this year’s subject
company Beiersdorf.
In November the teams had the chance to meet Anil Yumut,
CFA, Investor Relations Manager of Beiersdorf at Bloomberg in
Frankfurt, who provided the students with information about
the company’s financials and answered the many questions
the teams had. Based on the information provided and publicly
available data, each group worked on a research report and
valuation with a buy, sell, or hold recommendation.
A jury of investment experts consisting of (from left to right)
Sebastian Frericks, CFA, Prof. Dr. Matthias Meitner, CFA, Chris-
tian Rasim, CFA, and Martina Bahl, CFA, selected the three
teams with the best reports to compete in the final, which took
place on January 28 at Bloomberg, Frankfurt.
In the local final, RWTH Aachen stood out against the other
teams and won the challenge. Each of the five team mem-
bers won a scholarship of 500€ towards one CFA Level of
their choice. They also advanced to the Regional to compete
against other universities from the EMEA region, taking place in
the Dead Sea Area of Jordan in April. We wish them luck!
We especially want to thank our judges as well as our industry
and faculty mentors for providing the students with practical
insights into the daily life of an analyst and valuable experi-
ence for their future careers in the financial industry.
The CFA Institute Research Challenge is an annual global com-
petition, which provides university students with hands-on
mentoring and intensive training in financial analysis and pro-
fessional ethics.
… read press release (DE)
NEWS FLASH
PRESS RELEASES NEWS COVERAGE (highlights)
29.01. | Die besten Finanz-Universitäten der Welt / Team der
18.10 | finanzwelt: Wie weit darf KI im Finanzsektor gehen?
RWTH Aachen überzeugt am meisten … read article (DE)
… read article (DE)
30.01. | CFA-Prüfungen: 73.688 Kandidaten nehmen teil. 42
21.10. | finweek: Alexa, are you acting in my best interest?
Prozent bestehen … read article (DE)
… read article
3|4
UPCOMING EVENTS UPCOMING EVENTS
30
UPCOMING EVENTS 29.06. | FRA | CFA WORKSHOP
09.03. | Düsseldorf | CFA LECTURE
Fund Management and the Law: A
Thimo Worthmann, CFA: Sustainable Finance aus Sicht des Primer for Investment Professionals
Kapitalmarktes … read more Based on his long-standing professional experience in German
10.03 | Frankfurt | PARTNER EVENT and European capital market regulation as well as capital mar-
GIPS Tag 2020: Top-class lectures and workshops on ket and banking law – on both the regulatory and commercial
GIPS® and trends in investment management … read more side – Martin E. Foelsch will once again teach a CFA workshop.
As always, with a great practical relevance, detailed legal ex-
12.03. | Frankfurt | CFA LECTURE
pertise and in a very compelling personable style. (in German)
Kim Gailun: Generating alpha with ESG considerations for
Core contents include: current regulatory and supervisory
active managers … read more
systems in Germany and the EU including the interaction
12.03. | Frankfurt | CFA LECTURE of supervisory authorities (e.g. BaFin, ESMA and ECB) and
Christopher Frhr. von Lilien-Waldau & Dr. Martin Friedberg: its practical impact; the legal requirements, structures and
Die Warranty & Indemnity Insurance im M&A-Prozess: Deal conduct rules for asset managers (KVGs) and depositaries
Maker oder Deal Breaker? … read more (Verwahrstellen); legal differences, advantages and risks of
17.03. | Frankfurt | CFA EVENT different fund structures in Germany; the regulatory frame-
Casual Get Together … read more work for marketing and distribution of funds in Germany and
the EU and liability issues; new regulatory developments.
23.03. | Frankfurt | CFA LECTURE
Details will be announced shortly.
Dr. Yuliya Plyakha: Fundamental Styles of Transition to Low
Carbon Economy … read more
25.-26.03. | Wiesbaden | PARTNER EVENT
Institutional Money Kongress: Many workshops and pre-
sentations are eligible for the CPD program. … read more
26.03. | Düsseldorf | CFA LECTURE
Jochen Kindermann: Errichtung eines Finanzdienstleisters
… read more
26.03. | Berlin | CFA EVENT (SOLD OUT)
Casual Get Together … read more Keynote speaker:
07.04. | Düsseldorf | CFA WORKSHOP
Prof. Dr. Markus Taube
Dr. René A. Pfromm: Verhandlungsstrategien … read more
UPCOMING EVENTS
21.-22.-23.04. | DUS | FFM | MUC | CFA LECTURE 30
Vitali Kalesnik: Reports of Value’s Death May Be Greatly
Exaggerated ... read more
26.05. | MUC |
13th FORECAST DINNER
UPCOMING EVENTS The competition on global leadership between China and the
30
USA will shape and significantly change the global economy
17.-20.05. | ATLANTA | for years to come. Europe’s businesses and politicians must
make fundamental decisions for their future. But what is driv-
CFA INSTITUTE ANNUAL CONFERENCE ing China’s elites? How powerful and adaptable are China’s
Larn how to thrive in today’s connectet market at the 73rd companies and the economy as a whole? Are win-win solu-
CFA Institute Annual Conference in Atlanta. The conference tions also possible with the “systemic rival” China? And what
will feature presentations from noted investors, geopolitical about Germany’s thus far successful concept of “change
experts, best-selling authors, leading researchers, and suc- through trade” in relation to China?
cessful practitioners, covering alternative investing, wealth These questions will be the focus of the 13th CFA Society
management, global trends, career development, technology Germany Forecast Dinner. Renowned China expert Prof. Dr.
and investing, sustainable investing, psychology and decision Markus Taube will deliver the keynote and engage the audi-
making, and more. ence in an open discussion after his speech. (in German)
All details can be found here. All details can be found on our website.
© 2020 CFA Society Germany e.V. | All rights reserved | Schillerstr. 20 | 60313 Frankfurt am Main | Tel +49 (0) 69 2444 582-80 | info@cfa-germany.de
Text: V. Bianco; Photo credits (if not otherwise given): CFA Society Germany e.V., shutterstock, of private. 4|4
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