24th CFA Charter Award Ceremony

  • Thursday 23 May 2024
  • 18:00 - 21:00
  • Hotel Milano Scala
  • Via dell'Orso, 7
  • 20121 - Milan
  • Eligible for 1 credit

CFA Society Italy Members are invited to join the Board to congratulate the CFA Charterholders who earned their certification since June 2023. This will also be the occasion to welcome the new Members who recently joined the Society

Completing the CFA Program and becoming a CFA charterholder represents a significant personal achievement and shows a continued commitment to professional integrity, education and deep expertise in finance.

CFA Society Italy is happy to welcome Dr Bert Flossbach, Co-Founder, Owner, Senior Portfolio Manager at Flossbach von Storch, as guest of honor.

18:00 Registration
18:30 Welcome by CFA Society Italy Giuliano Palumbo, CFA, President - CFA Society Italy

Giuliano Palumbo

CFA, President - CFA Society Italy

Giuliano Palumbo is President of CFA Society Italy and he is responsible for the global fixed income strategies at Euromobiliare Asset Management. With over fifteen years of portfolio management experience, he previously worked in Arca SGR as Head of emerging markets desk. Prior to that, he was a Quantitative Analyst at Pioneer Investments in Dublin. Giuliano graduated in Economics from University of Naples and holds a Master in Economics and Finance. He was awarded with the Chartered Financial Analyst designation in 2009. He previously served as Treasurer and then as Secretary of the Board of Directors at CFA Society Italy.

18:35 Welcome by Flossbach von Storch Ergys Luga, Head of Sales Italy - Flossbach von Storch

Ergys Luga

Head of Sales Italy - Flossbach von Storch

Ergys Luga is Head of Sales Italy at Flossbach von Storch. Before joining the company in 2018, he developed a 15 years experience covering advisory, product specialist and sales positions at Credit Suisse, Candriam, and other asset management e private banking companies.

18:45 Thin Air Ahead?

Bert Flossbach talks about the origins of his company and the Flossbach von Storch - Pentagramm, five cornerstones that have shaped his investment strategy for two decades. He explains why these five cornerstones remain as relevant as ever in the current market environment.

Bert Flossbach, Co-Founder, Owner, Senior Portfolio Manager - Flossbach von Storch

Bert Flossbach

Co-Founder, Owner, Senior Portfolio Manager - Flossbach von Storch

Dr Bert Flossbach founded Flossbach von Storch together with Kurt von Storch in 1998. He is responsible for the areas of Research and Investment Management. He was an Executive Director at Goldman Sachs and Co. oHG Frankfurt from 1991 – 1998, where he managed German and international assets. He was responsible for private and institutional investors at Matuschka Gruppe Munich from1988 – 1991. His doctoral thesis on private wealth portfolio management concepts was completed at the University of Innsbruck (1990–1992). He holds a degree in Business Management from the University of Cologne (1982–1987).

19:15 Q&A Session
19:25 Congratulations to New CFA Charterholders
19:45 Networking Cocktail

Important information

  • Registrations are closed. A kind remind to all confirmed participants will be sent the day before the event. Please save it and bring it to the venue. You may be required to show it at the registration desk.
  • CFA Institute and CFA Society Italy Regular and Affiliate Members can self report 1 PL credit accessing their PL tracking tool through their account on the CFA Institute website.