A Member of the CFA Institute Global Network of Societies

Events

Sep
10
5:30 PM17:30

Members-to-Members Event: Axel Maier, MDOTM Ltd, Building Scalable AI Strategies in Wealth and Asset Management

On our Members-to-Members event series, CFA Society Austria intends to feature interesting members’ accomplishments, research work or career paths.

One member combining those aspects is Axel Maier, CFA. We are very pleased to have Axel join us on September 10 for a presentation on the very relevant topic of:

Building Scalable AI Strategies in Wealth and Asset Management
This session will explore the main takeaways from a recent research paper by MDOTM Ltd., developed in partnership with EY, which delves into the practical challenges of adopting AI in Asset and Wealth Management. The conversation will cover the typical obstacles firms encounter when transitioning from pilot projects to full-scale deployment, spotlight the most impactful AI use cases currently in practice, and discuss what it takes to build scalable, robust AI strategies capable of adapting to a fast-changing environment.

Axel Maier, Partner & Global Head of Business Development of MDOTM Ltd
Axel Maier is a Partner and the Global Head of Business Development at MDOTM Ltd, the global provider of AI-driven investment solutions for Banks, Insurance, Asset and Wealth Management companies. He has 30 years of experience in the asset management industry. He had leading positions with different organizations, such as Macquarie Investment Management as Head of Asian Business, and Wellington Management, covering Asia, the Middle East and  Europe as their Head of Europe. He held board positions for regulated financial service companies in Germany, Korea, Japan and Hong Kong, and his experience includes setting up, building and executing business development and team build-out strategies in Asia and Europe, as well as acquisitions of asset management companies.
 
MDOTM Ltd is the global provider of AI-driven investment solutions. Founded in London, MDOTM Ltd is a strategic partner of numerous institutional counterparts to integrate Analytical and Generative AI into their investment processes and develop new solutions such as discretionary mandates, funds, and certificates. Selected by Google and recognised as one of the best AI companies, it has raised over $10 million from institutional investors and finance professionals, making it one of the world's largest firms specialising in Artificial Intelligence for investments.

When: 10. September, 5:30pm, presentation and discussion followed by drinks & snacks

Where: Café Caspar, Grillparzerstraße 6, 1010 Wien, Café Caspar

Please register by sending an email to kathrin.schneeweiss@cfaaustria.org.

We are looking forward to welcoming you on September 10.

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Sep
14
10:00 AM10:00

CFA Society Austria @ Wachau Marathon

CFA Society Austria startet nach der Absage im letzten Jahrwieder beim
Wachau Marathon!

Die Wachau bietet einen schnellen Punkt-zu-Punkt Kurs durch eine
wunderschöne Landschaft und Bewerbe über verschiedene Distanzen. Termin ist der 14. September 2025.

Alle Informationen zu der Veranstaltung findet ihr unter
www.wachaumarathon.com.

Die Eckdaten:

Wir starten - je nach Präferenz und Fitness - bei verschiedenen Bewerben
unter dem gemeinsamen Teamnamen "CFA Society Austria".

Zur Wahl stehen folgende Bewerbe/Distanzen:

- Marathon (42,195 km)
- Halbmarathon (21,0975 km)
- Viertelmarathon (11 km) bzw. Teambewerb (4 Teilnehmer*innen laufen
die Viertelmarathonstrecke, Details unter
https://www.wachaumarathon.com/bewerbe/viertelmarathon/)
- Marathonstaffel (2er, 3er oder 4er, Details unter
https://www.wachaumarathon.com/bewerbe/staffel-marathon/)

CFA Austria unterstützt euch dabei mit

-    Übernahme der bis zum 01.09. aktuellen gültigen Startgebühr
(Marathon EUR 120 / Halbmarathon EUR 80 / Viertelmarathon EUR 65 /
Teambewerb EUR 180 / Staffelmarathon EUR 140)
-    Lauf-Shirt
-    Kleiner Zielevent

Alles, was ihr vorerst dazu machen müsst ist, folgende Daten an cbendl@gmx.net zu senden (Name, Email, Telefon, IBAN, Größe Shirt falls ihr eines benötigt).
Die Anmeldung beim Veranstalter nimmt anschließend jeder individuell
vor. Bitte vergesst dabei nicht, als Vereinsname "CFA Society Austria"
anzugeben. Eine nachträgliche Änderung/Ergänzung ist jedoch auch möglich.

Deadline für unsere interne Anmeldung ist für diejenigen, die ein
CFA-Shirt benötigen und noch keines haben, Sonntag 27. Juli.

Die Refundierung der Nenngebühr erfolgt nach dem Lauf unter Nachweis der
Teilnahme unter dem Namen CFA Society Austria.

Für Fragen steht euch Carola gerne zur Verfügung: cbendl@gmx.net

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Sep
18
1:00 PM13:00

Digital Assets & the Austrian Capital Market: Innovation Meets Trust. DAAA Jahrestagung

Digital Assets & the (Austrian) Capital Market: Where Innovation Meets Trust

​Hosted at the Austrian Federal Economic Chamber, the Digital Assets Association Austria brings together international thought leaders, leading companies, and key industry stakeholders for a premier event at the intersection of finance and technology.

A Premier Gathering of the Digital Finance Ecosystem

  • ​Inspiring keynotes and dynamic panels featuring top executives, regulators, and industry pioneers

  • ​High-level networking with decision-makers from finance, fintech, blockchain, and capital markets


CFA Society Austria members can registerer without costs using the link below: https://lu.ma/iltb7vra

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Sep
25
6:00 PM18:00

Peter Berezin Strategy Outlook: Waiting For The Whites Of The Recession’s Eyes,

We are pleased to invite you to a joint event with BCA Research:

Strategy Outlook:
Waiting For The Whites Of The Recession’s Eyes

With Peter Berezin

Back in 2022-23, while most strategists were expecting a US recession, Peter Berezin stood out by predicting an upside growth surprise and an “immaculate disinflation.” In 2024, he shifted gears, raising his recession odds after Trump’s win and advising puts on the SPY, netting a 536% gain post-Liberation Day. However, his subsequent short on the ACWI ETF missed the mark as global equities hit all-time highs.

In his presentation, Peter will discuss:

  • Why global growth is likely to surprise on the downside, with a 60% chance that the US enters a recession over the next 12 months.

  • Whether it is too early to breathe a sigh of relief on the trade war, and why there is a much greater danger that looms in the form of rising bond yields.

  • The inflation outlook, including thoughts on tariff-induced inflation.

  • How growth will evolve in the euro area, UK, Canada, and the various cyclical and secular issues plaguing China.

  • Where the S&P 500 will be in a recessionary scenario.

  • How investors should be positioned regionally and from a sectoral standpoint.

  • The US dollar’s trajectory, both in the near and longer term, and why the yen could be the top-performing major currency in the second half of 2025.

  • On commodities, how the evolution of global growth and geopolitical tensions will impact oil, industrial metals, and gold.

  • Views on AI, crypto, and the implications for asset allocation.

When: 25. September, 6:00pm, presentation and Q&A followed by drinks & snacks

Where: Klyo, Uraniastraße 1, 1010 Wien, https://klyo.at/

Please register by sending an email to kathrin.schneeweiss@cfaaustria.org.

We are looking forward to welcoming you on September 25.

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CFA Society Austria - Finance city tour and wine tasting 2.0
Oct
1
5:30 PM17:30

CFA Society Austria - Finance city tour and wine tasting 2.0

Given the high demand for the first version of our city walking tours discovering historical financial buildings in Vienna followed by wine tasting, we are delighted to offer you a new date for the version 2.0 tour on October 1st.

This will be a different program as the three previous tours (in 2024 and in April) and is meant for those members who have participated in the first ones.

Programme Oct 1st:

17:30-19:00 City tour of the history and architecture of financial buildings/places in and around the 1st district that once or still have an importance for the Austrian financial industry. The tour will be guided by “Wien mal anders” in English.

19:00-20:00 Wine tasting of 3 local wines and finger food in the exclusively open wine cellar in the 1st district.

Meeting Point:

17:30 in front of Michaelerkirche am Michaelerplatz, 1010 Wien

Registration:

Please be aware that capacity for this event is limited to 25 participants, tickets will be allocated on a first-come-first-serve basis (participants in the June tour are not allowed to participate again). Please register by sending an email to Kathrin.Schneeweiss@cfaaustria.org You will receive a confirmation from our side. Please inform us if you cannot participate in advance at least 3 business days before the event.

Looking forward to seeing many of you there.

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Oct
16
12:30 PM12:30

CFA Society Austria Live Presentation: Prize Winner Nina Feik “The Impact of Sustainable Investing on Anomaly Strategies"

Please note: The date for this event is being postponed. A new date will be announced shortly.

We are delighted to invite you to a live presentation by CFA Society Prize Winner (2nd Prize) Nina Feik of his Master Thesis: “The Impact of Sustainable Investing on Anomaly Strategies "

Drinks & snacks will be provided.

Registration by email: kathrin.Schneeweiss@cfaaustria.org

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CFA Society Austria Charter Recognition Dinner 2025
Nov
25
5:30 PM17:30

CFA Society Austria Charter Recognition Dinner 2025

The board of CFA Society Austria is delighted to invite you to the 2025 edition of our annual charter recognition dinner on November 25.

In our search to invite you every year to a different event location, we have selected this year the Palais Wertheim. We are convinced you will like it.

The prestigious annual CFA charter dinner represents the most important get-together for our society members. We would like to welcome our new members and celebrate their achievements. It also represents a great opportunity for existing members to reconnect in person. 

New charterholders have the right to bring one accompanying person to the event. Please send the names to Kathrin.

Where and when:
25 November 2025
17:30 Registration
18:30 Start official program followed by dinner

PALAIS WERTHEIM
Canovagasse 1a, 1010 Wien
www.palaiswertheim.at

To register please send an email to kathrin.schneeweiss@cfaaustria.org.

We are very much looking forward to welcoming you then.

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Jul
3
12:30 PM12:30

CFA Society Austria Live Presentation: Prize Winner Tom Oskar Zeissler “Essays on the Risk and Return Predictability of Factor Strategies"

We are delighted to invite you to a live presentation by CFA Society Prize Winner (1st Prize) Tom Oskar Zeissler of his PhD Thesis:

“Essays on the Risk and Return Predictability of Factor Strategies"

Drinks & snacks will be provided.

Registration by email: kathrin.Schneeweiss@cfaaustria.org

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Jun
26
6:30 PM18:30

CFA Society Austria Krypto Kameel Series: Security-wrapped tokens: Merging DeFi with TradFi

  • CERHA HEMPEL Rechtsanwälte GmbH (map)
  • Google Calendar ICS

We are pleased to invite you to next Krypto Kameel event on June 26 2025, held in collaboration with our partners from Blackmanta Capital Partners, Cerha Hempel Rechtsänwälte und Reserve Protocol.

Im Rahmen dieser Veranstaltung wird die Frage behandelt, wie die traditionelle Welt der Finanzmärkte mit der Welt der neuen Technologien rund um Kryptowerte verschmolzen werden kann. Zudem werden zwei konkrete Use-Cases zum Thema Ethereum-Staking und USD Yield Farming präsentiert, die nun erstmalig auch für Institutionelle Anleger in Form von traditionellen Wertpapieren zugänglich sind. 

Detaillierte Informationen zum Ablauf findenSie hier.

Zur Anmeldung bitte folgenden Link verwenden:

https://mailworx.marketingsuite.info/Form?frm=52a5c65b-93ea-47d5-8fd7-dfc6a45b25d0

Die Veranstaltung findet in englischer Sprache statt und ist Teil der KryptoKameel Event-Reihe von Black Manta.

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CFA Society Austria Members Day
Jun
16
5:00 PM17:00

CFA Society Austria Members Day

The board of CFA Society is looking forward to welcoming you to our annual Members Day on June 16.

The Members Day represents a great opportunity for members to connect with each other and get an update and outlook by the board members and volunteers on our recent and future activities. We also welcome any feedback, suggestions and ideas for future events and projects.

This year we will also present the results of the 2025 board elections which will be held in early June.

From 5:30-6:30 p.m. board members and volunteers will present:

  1. Review & Outlook

  2. Fiscal year 2024/25 und budget 2025/2026

  3. Election results and presentation of new board members

This will be followed by drinks and dinner. 

Please register by email with Kathrin.schneeweiss@cfaaustria.org.  Should your plans change after registering, please cancel one week in advance.

We are looking forward to seeing everyone!

New cancellation policy:
Unfortunately, we have observed a significant no show rate at some of our recent events. This not only causes unnecessary costs for our society for booking event location and catering, but also leads to lots of prepared food being lost.
In order to avoid this, we ask you to cancel your registration at least 48h prior to the event.  Should you not cancel, then we ask you for a voluntary donation of EUR 25,- to one of the below listed environmental organizations (or any comparable organization of your choice) to make up for the waste of valuable food.
WWF Österreich: 
WWF Österreich I Organisation für Natur- und Artenschutz
Arche Noah Österreich: 
arche-noah.at | Startseite - ARCHE NOAH

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May
15
6:30 PM18:30

CFA Society Austria Krypto Kameel Series: Tokenized Money Market Funds

  • Bel Etage of The Natural Gem GmbH (map)
  • Google Calendar ICS

We are pleased to invite you to next Krypto Kameel event on 15 May 2025, held in collaboration with our partners from Blackmanta Capital Partners and this time with 21X.

 This edition delves into the rapidly evolving landscape of digital finance, revolving around the topic:

TOKENIZED MONEY MARKET FUNDS - KICKSTARTING THE FUTURE OF CAPITAL MARKETS

Guiding us through this time's topic is our special guest Max J. Heinzle, CEO of 21X. Max is a seasoned entrepreneur and visionary in the field of corporate finance. As founder and CEO of 21.finance and 21X, he is playing a pivotal role in shaping the digital financial landscape. He previously co-founded MEZZANY, a pioneering force in crowd investing in Germany. He served as a board member at Altify and is a founding member of the Institute for Value-based Enterprise (IVE) in Switzerland. 

As the first regulated exchange under the EU DLT Regime, 21X is enabling on-chain trading and settlement of tokenized securities without intermediaries. The DL- based market infrastructure showcases how cost-disruption, efficiency gains and reduced process time are realized in practice driven by the current Stablecoin-Summer and Tokenized Money Market Fund Boom. 

Join us in this edition to explore the emergence of tokenized money market funds, understand the workings and advantages of DLT-based market infrastructures like 21X and their application in projects like the tokenized UBS Money Market Fund with SBI Digital Markets and Black Manta Capital Partners.

Find out more about the event by clicking the button below and register now.

Please do not forget to register by Monday, 12 May, to be there when Vienna meets Blockchain.

Register Now

 *The above button will take you directly to the ticket purchase form, with the promo code already entered.

If you register and unfortunately cannot make it, please email events@kryptokameel.com in time to let us know or simply cancel your reservation on Eventbrite. 

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Finance city tour and wine tasting 2.0
May
7
5:30 PM17:30

Finance city tour and wine tasting 2.0

Given the high demand for the first version of our city walking tours discovering historical financial buildings in Vienna followed by wine tasting, we are delighted to offer you a version 2.0 on May 7.

This will be a different program as the three previous tours (in 2024 and on April 24) and is meant for those members who have participated in the first ones.

We will schedule a second date for the version 2.0 tour after the summer.

Programme May 7:

17:30-19:00 City tour of the history and architecture of financial buildings/places in and around the 1st district that once or still have an importance for the Austrian financial industry. The tour will be guided by “Wien mal anders” in English.

19:00-20:00 Wine tasting of 3 local wines and finger food in the exclusively open wine cellar in the 1st district.

Meeting Point:

17:30 in front of Michaelerkirche am Michaelerplatz, 1010 Wien

Registration:

Please be aware that capacity for this event is limited to 25 participants, tickets will be allocated on a first-come-first-serve basis (participants in the June tour are not allowed to participate again). Please register by sending an email to Kathrin.Schneeweiss@cfaaustria.org You will receive a confirmation from our side. Please inform us if you cannot participate in advance at least 3 business days before the event.

Looking forward to seeing many of you there.

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Wings for Life World Run 4. Mai
May
4
1:00 PM13:00

Wings for Life World Run 4. Mai

Die CFA Society Austria setzt die Tradition fort und ist auch am 4. Mai
2025 wieder beim Wings for Life World Run dabei!

Alle Informationen zu der Veranstaltung findet ihr unter
https://www.wingsforlifeworldrun.com/de/locations/wien?eventType=flagship.
Der Wings for Life Run ist ein besonderer Event: Es gibt keine
vorgegebene Distanz, sondern alle laufen eine vorgegebene Strecke, bis
das „Catcher Car“, das 30 Minuten nach den TeilnehmerInnen startet, sie
eingeholt hat. 100% der Startgelder kommen der Rückenmarksforschung zu Gute.

Aus dem Ausschreibungstext:

„Beim Wings for Life World Run ist so ziemlich alles anders, als du es
von anderen Läufen kennst. Zum einen fällt der Startschuss weltweit für
alle zur selben Zeit. Und zwar genau um 11 Uhr UTC. Das heißt:
Teilnehmer starten in England um 12 Uhr, in Deutschland um 13 Uhr und so
weiter... Es gibt keine Ziellinie. Dafür ein (virtuelles) Catcher Car.
Es nimmt 30 Minuten nach dem Start die Verfolgung auf und überholt die
Teilnehmer nach und nach. Gemütliche Läufer werden so beispielsweise bei
Kilometer 5 überholt, Spitzensportler schwitzen schon mal bis Kilometer
60. Du hast schon ein Ziel? Der Goal Calculator hilft dir bei der
Berechnung deiner benötigten Geschwindigkeit. Dein Ergebnis richtet sich
nicht nach der gelaufenen Zeit, sondern nach der zurückgelegten Distanz.“

Die Eckdaten:

Wir starten unter dem gemeinsamen Teamnamen "CFA Society Austria".
Unserem Team könnt ihr euch unter dem folgenden Link anschließen:

https://www.wingsforlifeworldrun.com/de/teams/QpjlP5

CFA Austria unterstützt euch dabei mit:

        - Übernahme der Startgebühr
        - Lauf-Shirt
        - Kleiner Zielevent


Bitte füllt dazu das verlinkte Excel-Sheet aus schickt es an und an
cbendl@gmx.net.

Die Anmeldung zum Lauf nimmt jeder individuell vor. Bitte denkt dabei
auch daran, euch dem Team "CFA Society Austria" anzuschließen.
Meldet euch auch für den Lauf rechtzeitig an – der Lauf war in der
Vergangenheit immer wieder frühzeitig ausgebucht.

Die Refundierung der Nenngebühr erfolgt nach dem Lauf unter Nachweis der
Teilnahme unter dem Namen CFA Society Austria.

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CFA Society Austria - Finance city tour and wine tasting
Apr
24
5:30 PM17:30

CFA Society Austria - Finance city tour and wine tasting

  • Wipplingerstraße 35 1010 Wien Österreich (map)
  • Google Calendar ICS

Following the great feedback and the massive overbooking of our previous two city walking tours discovering historical financial buildings in Vienna followed by wine tasting last June, we are delighted to offer you a new date for this tour, April 24st.

This will be the same program as the two tours offered in 2024 and is only for those who have not participated then. We are also working on a different tour which will take place on May 7. You will receive the invitation in due course.

Programme April 24:

17:30-18:30 City tour of the history and architecture of financial buildings/places in the 1st district that once or still have an importance for the Austrian financial industry. The tour will be guided by “Wien mal anders” in English.

18:30-19:30 Wine tasting of 3 local wines and finger food in the exclusively open wine cellar in the 1st district.

Meeting Point:

17:30 Wipplingerstraße 35, 1010 Vienna (in front of the House of the European Union)
We will end at around 19:30 at Ertlgasse 4, 1010 Vienna (2 min. walk from Stephansplatz) 

Registration:

Please be aware that capacity for this event is limited to 25 participants, tickets will be allocated on a first-come-first-serve basis (participants in the June tour are not allowed to participate again). Please register by sending an email to Kathrin.Schneeweiss@cfaaustria.org You will receive a confirmation from our side. Please inform us if you cannot participate in advance at least 3 business days before the event.

Looking forward to seeing many of you there.

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Mar
27
5:00 PM17:00

Live Webinar by Kevin T. Carter "The Future of Emerging Markets and the Rise of Digital India"

We are happy to invite you to join a live webinar event:

The Future of Emerging Markets and The Rise of a Digital India

The Third Wave of global digitization has reached an inflection point. The conditions and technologies born in Silicon Valley have now spread, evolved, and matured worldwide, creating billions of digital natives and numerous unicorns in all corners of the globe. With the India’s swelling middle class of youthful online consumers as the catalyst, the country stands apart and is poised to lead global growth as it enters a golden age of digital transformation.

  • Understanding the flaws in traditional Emerging Market Investing

  • Why India is the perfect emerging market + diversifier right now

  • How to invest in India's digital transformation

  • Next Wave of the Digital Revolution: LatAm and SE Asia

Speaker Bio:

Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global. While he principally considers himself an active “value” investor, he has collaborated with Princeton economist and indexing legend, Dr. Burton G. Malkiel, for more than 20 years. Together Malkiel and Carter founded eInvesting in 1999, a pioneer firm in fractional share brokerage acquired by ETRADE in 2000, and Active Index Advisors, a pioneer in “direct indexing” acquired by Natixis Asset Management in 2005. In 2006, their efforts turned to China and Emerging Markets and they launched several China focused ETFs on the NYSE with Guggenheim Partners.

Please register and then join the Zoom webinar please click on “join here” in the invitation you have received via e-mail.

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Residential real estate market in Austria: Declining interest rates, rising prices?
Mar
13
11:30 AM11:30

Residential real estate market in Austria: Declining interest rates, rising prices?

  • Raiffeisen Bank International, Welle, Meeting Room 1 (map)
  • Google Calendar ICS

Residential real estate market in Austria: Declining interest rates, rising prices?
Outlook on the market in 2025 and beyond.

Matthias Reith, CEFA, CIIA
Senior Economist, RBI Research

Despite noticeable headwind from interest rates & regulation, residential real estate prices declined only marginally since mid-2022. With the ECB´s rate cutting cycle being on course, less regulatory headwind on the horizon and completions only now starting to reflect the developments of the last good two years: Will prices rise again in 2025, or is the necessary adjustment process still not completed yet?

 Food & Drinks included

 Live event with 1 PD / MIFID Credit

Please register by emailing kathrin.schneeweiss@cfaaustria.org.
Room is limited and will be filled on a first-come first-serve basis.

We are looking to our live event hosted by RBI!

Please find the slide deck of the presentation for download here.

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CFA Society Austria Krypto Kameel Series: Staking - a Modern Tool for Investors
Mar
12
6:30 PM18:30

CFA Society Austria Krypto Kameel Series: Staking - a Modern Tool for Investors

  • Gerstner Palais Todesco, Salon Paris (map)
  • Google Calendar ICS

We would like to invite you to this year's first Krypto Kameel event on 12 March 2025, in collaboration with our partners from Blackmanta Capital Partners.

This time's special guest is David Mühlbacher, managing director at Stereum Services FlexCo, a digital thought leader with a solid analytical background in mathematics and computer science. After more than seven years in the education sector and successful work in digital product management, he developed into the strategic leadership of disruptive technologies - especially in the blockchain and FinTech environment.

Following the latest developments on the crypto market and the ever-growing interest in the ins and outs of blockchain technology, this edition will revolve around the topic of STAKING - A MODERN TOOL FOR INVESTORS.

Staking, originally designed for secure and efficient blockchain operations, allows participants to enhance network security while earning rewards. Innovations like liquid staking and restaking offer greater capital flexibility and efficiency.

Join us in this edition to explore staking through the Ethereum and other blockchain ecosystem, highlighting its features, benefits, and potential for portfolio diversification in the digital economy.

You have received a link to register by e-mail.

Please do not forget to register by Friday, 7 March, to be there when Vienna meets Blockchain.

18:30: presentation and discussion followed by 3 course dinner

Participation in the event is free of charge. Promo-Code: CFASTAKING 

Please note: only a limited number of tickets are available for this event. 

If you register and unfortunately cannot make it, please email events@kryptokameel.com in time to let us know or simply cancel your reservation on Eventbrite.

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Feb
28
3:30 PM15:30

CFA Society Austria Prize & CFA Research Challenge

  • University of Applied Sciences BFI Wien Ges.m.b.H. (map)
  • Google Calendar ICS

This year again, the official awarding of the best 3 academic theses will take place together with the final presentations of the CFA Research Challenge 2024/25. Together with all CFA Society Prize participants, the participating professors, members of the CFA Society Austria Prize Committee and the participating Research Challenge students, we would like to express a very warm welcome to you.

Explanation: The CFA Research Challenge is a worldwide competition organised by the CFA Institute between teams of students who prepare an analyst report on a listed company and present it to a jury of experts. The winning team of the Austrian competition will also represent CFA Society Austria at the European final.

Date:
Friday, February 28th, 2025

Venue:
University of Applied Sciences BFI Wien Ges.m.b.H.
Wohlmutstraße 22, A-1020 Vienna

Timetable: *
15:30 Arrival of the guests
16:00 Introduction CFA Society Austria & Institute
16:30 Presentations Research Challenge
18:20 Award ceremony CFA Society Austria Prize
18:35 Award ceremony Research Challenge

Followed by standing buffet

*All times are approximate and may change!

Afterwards, we would like to invite you to a standing buffet on the premises of the University of Applied Sciences.

We look forward to welcoming you on February 28th to experience an exciting award ceremony and a pleasant evening together with you.

Please register by Friday, February 21st, 2025 at kathrin.schneeweiss@cfaaustria.org.

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Jan
10
12:30 PM12:30

CFA Society Austria Prize Winner Alexander Fischer Live Presentation

We are delighted to invite you to a live presentation by CFA Society Prize Winner (1st Prize) Alexander Fischer of his Master´s Thesis: 
"Market Performance Impact of ESG Disclosure and Performance Scores! Evidence from Europe".

Drinks & snacks will be provided.

Registration by email:  Kathrin.Schneeweiss@cfaaustria.org

Looking forward to seeing many of you there.

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CFA Society Austria - Silvesterlauf
Dec
31
11:00 AM11:00

CFA Society Austria - Silvesterlauf

  • Ringstraße Höhe Universität (map)
  • Google Calendar ICS

Nach dem bedauerlichen Ausfall Wachau Marathons läuft CFA Society
Austria läuft zu Silvester wieder! Gemeinsam wollen wir
das Jahr aktiv beim Wiener Silvesterlauf des LCC Wien ausklingen lassen.
Alle Jahre wieder nehmen Jung und Alt, Spitzenathleten und Hobbyläufer
aus aller Welt mit großer Begeisterung teil. Viele Teilnehmer sind
kostümiert.
Die kurze Strecke und lange Dauer der Ringsperre ermöglicht natürlich
auch Walkern an diesem Vergnügen teilzunehmen. Da der
Lauf bereits um 11:00 Uhr stattfindet, bleibt noch genug Zeit um sich
nach dieser sportlichen Betätigung auszuruhen um dann noch ausgiebig den
Jahreswechsel zu feiern.

Alle Informationen zu der Veranstaltung findet ihr unter auf der
Veranstalterseite des LCC Wien:
https://www.lcc-wien.at/index.php?option=com_content&view=article&id=779

Die Eckdaten:

Termin und Ort: 31.12.2024, Start 11:00, Ringstraße Höhe Universität
Wien, 1010 Wien, Universitätsring 1
Distanz und Strecke: 5,325km - einmal rund um den Ring (Uhrzeigersinn)

CFA Society Austria unterstützt euch dabei mit Übernahme der bis zum
30.11.2024 gültigen Startgebühr (EUR 34). Die Anmeldung beim
Veranstalter auf https://www.pentek-payment.at/ppay.php?p=1552
nimmt jeder individuell vor. Bitte vergesst dabei nicht, als Vereinsname
"CFA Society Austria" anzugeben. Eine nachträgliche Änderung/Ergänzung
ist jedoch auch möglich.

Nach dem Lauf treffen wir uns zu einer kleinen Beisammensein um bei
Snacks zu plaudern.

Bitte füllt dazu das angehängte Excel-Sheet aus schickt es an und an
cbendl@gmx.net.

Die Refundierung der Nenngebühr erfolgt nach dem Lauf unter Nachweis der
Teilnahme unter dem Namen CFA Society Austria.

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Dec
6
8:30 AM08:30

Smart Vienna Conference

CFA Society Austria is pleased to invite you to the Smart Vienna, the annual value investing conference, on December 6.

We can offer 6 free tickets for members of CFA Society Austria. These tickets will be issued on a first-come first-serve basis by sending an email to kathrin.schneeweiss@cfaaustria.org.

For those not able to secure a free ticket, there are tickets at reduced prices for members available on the smart Vienna webpage.

Please refer to https://smartvienna.at/programme for more details.

The purpose of Smart Vienna is to exchange ideas about value investing among financial professionals in an open and inspiring environment. Together with leading speakers from the world of value investing, the attendees will experience in-depth views as well as concrete investing ideas. The conference furthermore provides excellent networking opportunities. An intensive networking program enables direct contact with all speakers.

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CFA Society Austria Christmas Market Get-Together
Dec
5
6:30 PM18:30

CFA Society Austria Christmas Market Get-Together

  • Weihnachtsmärkte Schloss Belvedere (map)
  • Google Calendar ICS

We would like to invite you to a Christmas Market Get-Together on December 5 at the Christmas market at Schloss Belvedere.

  • Timing: 5th December 2024 (Thursday) 18:30 - 20:00

  • Meeting Point: Looking at the Schloss Belvedere, we will meet in the middle (cf. plan below) close to the stand “Riesenkrapfen + Lillet Punsch & Glühwein”

  • Address:  Weihnachtsmärkte Schloss Belvedere, Prinz Eugen-Straße 27, 1030 Wien https://www.weihnachtsdorf.at/

Upon your arrival you will receive a voucher for 2 drinks that you can redeem at the mentioned stand at the Christmas market. Please note that the cash deposit for cups is not included in the voucher.

Please register by sending an email to kathrin.schneeweiss@cfaaustria.org

Looking forward to seeing many of you there.

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Nov
21
12:30 PM12:30

CFA Society Austria Live Presentation: Prize Winner Maximilian Lahrmann "Validity of Wikofolio Rankings"

We are delighted to invite you to a live presentation by CFA Society Prize Winner Maximilian Lahrmann of his Bachelor´s Thesis: "Validity of Wikifolio Rankings"

Drinks & snacks will be provided.

Registration by email: kathrin.schneeweiss@cfaaustria.org

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Nov
14
5:30 PM17:30

CFA Austria Charter Recognition Dinner 2024

We are delighted to invite you to the 2024 edition of our annual charter recognition dinner on November 14.

In our search to invite you every year to a different event location, we have selected this year the Hotel Novotel Wien Hauptbahnhof, a modern and stylish venue, quite a contrast to last year’s traditional atmosphere. We are convinced you will like it.

The prestigious annual CFA charter dinner represents the most important get-together for our society members.

We would like to welcome our new members and celebrate their achievements.

It also represents a great opportunity for existing members to reconnect in person.

Where and when:

14 November 2024
17:30 Registration
18:30 Start official program followed by dinner

To register please send an email to kathrin.schneeweiss@cfaaustria.org.

We will also reach out separately to all new charterholders.

The board of CFA Society Austria is very much looking forward to welcoming you on Nov 14.

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Nov
13
12:30 PM12:30

CFA Society Austria Live Event Mercer CFA Institute Global Pension Index 2024

We are delighted to invite you to a presentation on the Mercer CFA Institute Global Pension Index 2024 by Michaela Plank, Managing Director Mercer Austria and Gerhard Navara, Pensions Expert,  Mercer Austria.

The presentation will include a detailed explanation of the pension index and the parameters and the status of Austria compared to its global peers. 

Food & Drinks included

Live event with 1 PD / MIFID Credit

To register please email:  Kathrin.schneeweiss@cfaaustria.org

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Nov
7
12:30 PM12:30

Members for Members Event: „Österreichische Pensions- und Vorsorgekassen: Rahmenbedingungen und Funktionsweise“

We are happy to invite you to a Members-for-Members event on a topic that effects most of us directly—the framework and function of Austrian severance pay (“Vorsorgekassen”) and pension plans (“Pensionskassen”).

Our member Claudio Gligo, CFA , Head of Asset Management, CIO of the Bonus Pensionskassen AG has agreed to present:

„Österreichische Pensions- und Vorsorgekassen: Rahmenbedingungen und Funktionsweise“

Food & Drinks included

Live event with 1 PD / MIFID Credit

To register please email:  Kathrin.schneeweiss@cfaaustria.org

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Einladung zum Klima(lösungs-) simulationsspiel  En-ROADS
Oct
23
4:00 PM16:00

Einladung zum Klima(lösungs-) simulationsspiel En-ROADS

Alexandra Bolena und Friedhelm Boschert, beide En-ROADS Ambassadors, freuen sich, mit der CFA Society Austria auf einen interaktiven Nachmittag mit spannenden Erkenntnissen rund um das Thema „Wirksamkeit von klimarelevante Maßnahmen“.

En-ROADS, ein vom MIT Sloan entwickeltes Climate Action Simulation Game, ist ein hochgradig wissenschaftsbasiertes interaktives Rollenspiel. Das Simulationsmodell wird international von Unternehmen, Banken und Regierungen genutzt, um wichtige technologische und politische Lösungsmaßnahmen für den Umgang mit der globalen Erwärmung „zu testen“. 

Wie funktioniert es? Auf einem simuliertem UN-Notfall-Klimagipfel organisieren sich die Teilnehmer in Teams und schlüpfen in Rollen verschiedener Stakeholder wie Klimaaktivisten, Emerging Markets, traditionelle Energieanbieter, Handel & Industrie, etc. Dann werden 19 im En-ROADS System zur Auswahl stehende Maßnahmen zur Eindämmung der Erderwärmung „verhandelt“. Das Ergebnis dieser Verhandlungen bzw. die Auswirkungen der Maßnahmen auf das Klima bis ins Jahr 2100 (und die damit zusammenhängenden Implikationen) können dann live am Schirm – auch in ihren Wechselwirkungen – verfolgt werden. Ziel ist es, Verständnis für unterschiedliche klimarelevante Maßnahmen zu schaffen und deren potentielle Wirkung zu verstehen.

Wann und wo?
23. Oktober 16-20 Uhr mit anschließendem Dinner Buffet
Hotel Ritz-Carlton, Schubertring 5-7, 1010

(Bitte beachtet, dass das Event in deutscher Sprache abgehalten wird.)

 Anmeldung bitte per Email an Kathrin.Schneeweiss@cfaaustria.org.

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Finance city tour and wine tasting
Oct
21
5:30 PM17:30

Finance city tour and wine tasting

  • Wipplingerstraße 35 Wien, Wien, 1010 Österreich (map)
  • Google Calendar ICS

Following the great feedback and the massive overbooking of our City walking tour discovering historical financial buildings in Vienna followed by wine tasting last June, we are delighted to offer you a new date for this tour, October 21st.

Programme:

17:30-18:30 City tour of the history and architecture of financial buildings/places in the 1st district that once or still have an importance for the Austrian financial industry. The tour will be guided by “Wien mal anders” in English.

18:30-19:30 Wine tasting of 3 local wines and finger food in the exclusively open wine cellar in the 1st district. 

Meeting Point: 

17:30 Wipplingerstraße 35, 1010 Vienna (in front of the House of the European Union)
We will end at around 19:30 at Ertlgasse 4, 1010 Vienna (2 min. walk from Stephansplatz) 

Registration:

Please be aware that capacity for this event is limited to 25 participants, tickets will be allocated on a first-come-first-serve basis (participants in the June tour are not allowed to participate again). Please register by sending an email to Kathrin.Schneeweiss@cfaaustria.org You will receive a confirmation from our side. Please inform us if you cannot participate in advance at least 3 business days before the event.

We are looking forward to suggestions to seeing you!

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CFA Society Austria @ Wachau Marathon
Sep
16
10:00 AM10:00

CFA Society Austria @ Wachau Marathon

Liebe CFA Society Austria Mitglieder,

CFA Society Austria startet wieder beim Wachau Marathon!

Die Wachau bietet einen schnellen Punkt-zu-Punkt Kurs durch eine
wunderschöne Landschaft und Bewerbe über verschiedene Distanzen. Termin
ist der 16. September 2024.

Alle Informationen zu der Veranstaltung findet ihr unter
www.wachaumarathon.com.

Die Eckdaten:

Wir starten - je nach Präferenz und Fitness - bei verschiedenen Bewerben
unter dem gemeinsamen Teamnamen "CFA Society Austria".

Zur Wahl stehen folgende Bewerbe/Distanzen:

  • Marathon (42,195 km)

  • Halbmarathon (21,0975 km)

  • Viertelmarathon (11 km) bzw. Teambewerb (4 Teilnehmer*innen laufen
    die Viertelmarathonstrecke, Details unter
    https://www.wachaumarathon.com/bewerbe/viertelmarathon/)

  • Marathonstaffel (2er, 3er oder 4er, Details unter
    https://www.wachaumarathon.com/bewerbe/staffel-marathon/)

    CFA Austria unterstützt euch dabei mit

    - Übernahme der bis zum 04.09. aktuellen gültigen Startgebühr
    (Marathon EUR 110 / Halbmarathon EUR 75 / Viertelmarathon EUR 60 /
    Teambewerb EUR 180 / Staffelmarathon EUR 140)
    -    Lauf-Shirt
    -    Kleiner Zielevent


    Alles, was ihr vorerst dazu machen müsst ist, das per Mail versendete Excel auszufüllen.
    Die Anmeldung beim Veranstalter nimmt anschließend jeder individuell
    vor. Bitte vergesst dabei nicht, als Vereinsname "CFA Society Austria"
    anzugeben. Eine nachträgliche Änderung/Ergänzung ist jedoch auch möglich.

    Deadline für unsere interne Anmeldung ist für diejenigen, die ein
    CFA-Shirt benötigen und noch keines haben, Dienstag 30. Juli.

    Die Refundierung der Nenngebühr erfolgt nach dem Lauf unter Nachweis der
    Teilnahme unter dem Namen CFA Society Austria.

View Event →
Jun
17
11:45 AM11:45

CFA Society Austria Live Event: Professor Dr. Andreas Dombret

Dear members of CFA Society Austria,

We are delighted to welcome you to another presentation focused on geopolitics.

On June 17 Professor Dr. Andreas Raymond Dombret will share his valuable insights under the title “Die drei "I" - Invasion, Inflation und Interest Rates” with you.

Professor Dr. Andreas Raymond Dombret is German-American banker who served as member of the executive board of the Deutsche Bundesbank from 2010 until 2018. In that capacity, he held responsibility for Banking and Financial Supervision, Risk Controlling and the Bundesbank's Representative Offices abroad.

Earlier in his career, Dombret was the vice-chairman of Bank of America Global Investment Banking in Europe, the Middle East and Africa as well as head of the German, Austrian and Swiss branches. He holds dual German and American citizenship.

Professor Dr. Dombret presented at the Institutional Money Congress in Frankfurt in April at the invitation of our friends from CFA Society Germany.

We are delighted to be able to host him in Vienna. Please refer to the summary of his presentation: https://www.institutional-money.com/kongress/kongress-news/headline/ex-bundesbanker-dombret-inflation-ist-kein-abstraktes-lehrbuchthema-232048

Kindly note that the presentation will be in held in German.

Welcome 11:45-12:00

Presentation 12:00 – 13:00

Thereafter lunch

Please use the opportunity to meet Professor Dr. Dombret and register by email with kathrin.schneeweiss@cfaaustria.org.

Should your plans change after registering, please cancel one week in advance.

We are looking forward to seeing everyone!

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Members Day 2024
Jun
12
5:00 PM17:00

Members Day 2024

Dear CFA Society Austria Members, 

the board of CFA Society is looking forward to welcoming you to our annual Members Day on June 12.

The Members Day represents a great opportunity for members to connect with each other and get an update and outlook by the board members and volunteers on our recent and future activities. We also welcome any feedback, suggestions and ideas for future events and projects.

When: June 12, 2024 after-work

We would like to welcome everyone with drinks starting at 5 p.m.

From 6-7 p.m. board members and volunteers will present:

  1. Review & Outlook

  2. Fiscal year 2023/24 und budget 2024/2025

  3. Update by the volunteers committees

This will be followed by drinks and dinner.

Please register by email with kathrin.schneeweiss@cfaaustria.org. Should your plans change after registering, please cancel one week in advance.

We are looking forward to seeing everyone!

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Members for Members:  ESG Case Study by Gabriel Thoumi
Jun
10
12:30 PM12:30

Members for Members: ESG Case Study by Gabriel Thoumi

We are happy to invite you to join an informal presentation reviewing specific aspects of equity and fixed income ESG integration with Gabriel Thoumi, CFA, FRM.

Mr Thoumi is a former climate, sustainability, and ESG research manager with 18 years’ experience who previously supported 41 equity and fixed income mutual funds. He has also taught ESG integration as a Lecturer at Johns Hopkins University for 9 years.

Mr Thoumi will lead a group discussion assessing four companies: an energy trader, a raw materials company, and two utilities.

Topics covered include:

  • Financial accounting into ESG integration.

  • Comparisons between sustainability reports and ESG data vs regulatory reporting.

  • Forecasts off-balance sheet liabilities into financial liabilities.

Materials will be distributed ahead of the presentation for attendees consideration.

We look forward to your RSVP and attending this exciting and intellectually rigorous conversation.

Food & Drinks included

Live event with 1 PD / MIFID Credit

Please register at kathrin.schneeweiss@cfaaustria.org

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Finance city tour and wine tasting
Jun
5
6:00 PM18:00

Finance city tour and wine tasting

  • 35 Wipplingerstraße Wien, Wien, 1010 Österreich (map)
  • Google Calendar ICS

As part of our cultural initiative, we are pleased to invite you to City walking tour discovering historical financial buildings in Vienna followed by wine tasting.

Programme:

18-19:00 City tour of the history and architecture of financial buildings/places in the 1st district that once or still have an importance for the Austrian financial industry. The tour will be guided by “Wien mal anders” in English.

19-20:00 Wine tasting of 3 local wines and finger food in the exclusively open wine cellar in the 1st district.

 

Meeting Point: 

18:00 Wipplingerstraße 35, 1010 Vienna (in front of the House of the European Union)
We will end at around 20:00 at Ertlgasse 4, 1010 Vienna (2 min. walk from Stephansplatz)

 

Registration:

Please be aware that capacity for this event is limited to 25 participants, tickets will be allocated on a first-come-first-serve basis. Please register by sending an email to Kathrin.Schneeweiss@cfaaustria.org You will receive a confirmation from our side. Please inform us if you cannot participate in advance at least 3 business days before the event.

Bildquelle: Von Peter Gugerell - Eigenes Werk, Gemeinfrei, https://commons.wikimedia.org/w/index.php?curid=10904443

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Jun
3
6:00 PM18:00

"US elections – what will drive the markets?” - Elliot Hentov, SSGA Head of Macro Policy Research - CFA Society Austria Live Event

Dear members of CFA Society Austria,

We are delighted to welcome you to a presentation by Elias Hentov, Head of Macro Policy Research at State Street Global Advisors, with the title “US elections – what will drive the markets?” on June 3.

Elliot Hentov , Ph.D.

Head of Macro Policy Research
State Street Global Advisors

Elliot Hentov is the Head of Macro Policy Research. In this capacity, he is responsible for research and thought leadership linking policy impulses to financial markets and economics, as well as serving as the company's chief geopolitical strategist.

He joined State Street from Standard & Poor's sovereign ratings group where he was a Director and lead analyst for sovereigns and government-related entities in Central, Eastern and Mediterranean Europe. Before that, Elliot served as a political affairs officer at the United Nations headquarters in New York, advising senior officials on political and economic issues in the Middle East and Europe.

Elliot holds a Ph.D. from Princeton University as well as a Master's degree in international affairs from Georgetown University and has authored op-eds in the Financial Times, New York Times, Business Times, Foreign Policy, among others. He is also a member of the Advisory Board of the Official Monetary and Financial Institutions Forum in London as well as a Non-Resident Fellow at the Middle East Institute in Washington, DC.

Where:  Hotel Ritz-Carlton
Schubertring 5-7, 1010 Wien

When: June 3, 2024 after-work

  • Welcome and dinner 6-7 p.m.

  • Presentation 7-8 p.m.

  • Thereafter drinks

Please register by email with Kathrin.schneeweiss@cfaaustria.org.  Should your plans change after registering, please cancel one week in advance.

We are looking forward to seeing everyone!

View Event →
Wings for Life Run
May
5
1:00 PM13:00

Wings for Life Run

Die CFA Society Austria setzt die Tradition fort und ist auch am 5. Mai
2024 wieder beim Wings for Life World Run dabei!

Alle Informationen zu der Veranstaltung findet ihr unter
https://www.wingsforlifeworldrun.com/de/locations/wien?eventType=flagship.
Der Wings for Life Run ist ein besonderer Event: Es gibt keine
vorgegebene Distanz, sondern alle laufen eine vorgegebene Strecke, bis
das „Catcher Car“, das 30 Minuten nach den TeilnehmerInnen startet, sie
eingeholt hat. 100% der Startgelder kommen der Rückenmarksforschung zu Gute.

Aus dem Ausschreibungstext:

„Beim Wings for Life World Run ist so ziemlich alles anders, als du es
von anderen Läufen kennst. Zum einen fällt der Startschuss weltweit für
alle zur selben Zeit. Und zwar genau um 11 Uhr UTC. Das heißt:
Teilnehmer starten in England um 12 Uhr, in Deutschland um 13 Uhr und so
weiter... Es gibt keine Ziellinie. Dafür ein (virtuelles) Catcher Car.
Es nimmt 30 Minuten nach dem Start die Verfolgung auf und überholt die
Teilnehmer nach und nach. Gemütliche Läufer werden so beispielsweise bei
Kilometer 5 überholt, Spitzensportler schwitzen schon mal bis Kilometer
60. Du hast schon ein Ziel? Der Goal Calculator hilft dir bei der
Berechnung deiner benötigten Geschwindigkeit. Dein Ergebnis richtet sich
nicht nach der gelaufenen Zeit, sondern nach der zurückgelegten Distanz.“

Die Eckdaten:

Wir starten unter dem gemeinsamen Teamnamen "CFA Society Austria".
Unserem Team könnt ihr euch unter dem folgenden Link anschließen:

https://www.wingsforlifeworldrun.com/de/teams/QpjlP5

CFA Austria unterstützt euch dabei mit:

       Übernahme der Startgebühr
       Lauf-Shirt
       Kleiner Zielevent

Die Anmeldung zum Lauf nimmt jeder individuell vor. Bitte denkt dabei
auch daran, euch dem Team "CFA Society Austria" anzuschließen.
Meldet euch auch für den Lauf rechtzeitig an – der Lauf war in der
Vergangenheit immer wieder frühzeitig ausgebucht.

Die Refundierung der Nenngebühr erfolgt nach dem Lauf unter Nachweis der
Teilnahme unter dem Namen CFA Society Austria.

View Event →
Apr
25
12:30 PM12:30

Potenzial und Gefahren des Kapitalismus - CFA Society Austria Live Event

  • Café Diglas im Schottenstift, Salon 1 (map)
  • Google Calendar ICS

Together with our partners from Finders & Company, we are delighted to invite you to the presentation and discussion:

POTENZIAL UND GEFAHREN DES KAPITALISMUS

Welche Rolle spielen Eigenverantwortung und Empathie (in der Investment-Branche)

Special Guest & Keynoter: Franz Schellhorn (Agenda Austria)

Um verbindliche Anmeldung bis 12.4.2024 wird gebeten (markus.poscher@cfaaustria.org)).

Eine kurze Vorstellung unseres Partners Finders & Company:

2022 haben Michael Schaumann, Robert Gulla und Joseph Kap-herr (GF) eine Headhunting Boutique für Young Professionals gegründet.

Wir sprechen Talents pro-aktiv an, bereits bevor wir ein Mandat erhalten. So garantieren wir eine umfassende Einschätzung unserer Kandidaten.

Aus dieser pro-aktiven Netzwerk-Arbeit erhalten wir Empfehlungen in höchster Qualität, die nach einer Validierung und mehreren persönlichen Gesprächen zur Besetzung führen.

Wir arbeiten vorrangig analog (entgegen des Linkedin-Recruiting Ansatzes) und legen besonderes Augenmerk auf den "cultural fit".

Das garantieren wir auch für die Monate nach der Besetzung.


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Apr
23
9:00 AM09:00

Ned Davis Research - Global Market Outlook

  • kathrin.schneeweiss@cfaaustria.org (map)
  • Google Calendar ICS

We are delighted to invite you to a live event on April 23:

Joe Kalish – Chief Global Macro Strategist – Ned Davis Research

  • The outlook for the economy and inflation

  • What’s happened to financial markets around first rate cuts

  • How regime analysis can be used for asset allocation and selection

  • The outlook for rates, curve and credit

  • The outlook for equities

  • Best macro opportunities

  • Biggest macro risks

Image: Ned Davis Research

 

When: Tuesday April 23, 9-10am, welcome from 8:45 on

Where: Invesco Asset Management Austria Office, Rotenturmstrasse 16-18, 1010 Vienna, 3rd floor

Please register by sending an e-mail to kathrin.schneeweiss@cfaaustria.org by April 12, 2024.

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