CFA Golf Invitational ⛳️
2024-06-01 08:30 - 14:30 (Europe/Stockholm) | Stockholms GK, Kevinge Strand 22, Stockholm, Danderyd, 182 57, Sweden
Dear members,
We know many of you are keen on networking and meeting other CFA members in informal settings and have expressed an interest in doing more of it. Since many of you like sports, we will arrange some events during 2024/2025 where we meet each other over a sports activity such as padel, golf, or bowling.
First out in this series of sports events that we are excited to invite to is the “CFA Golf Invitational“.
We will tee off at 9:00 am (kanon start), and the golf will be followed by lunch at the golf restaurant.
Requirements: Valid golf membership and golf-id.
Non-golfing members are very welcome to join us for lunch, which will take place around 13:30 (depending on the pace of play). Please indicate in the comment section if you wish to attend the lunch only.
We hope for good weather, long straight drives and a pleasant and relaxing environment to kick off the golf season in good company!

AW: After Summer Kick-off
2024-09-05 17:30 - 21:00 | L’Angolo, Engelbrektsplan 2, Stockholm, 114 46, Sweden
A warm welcome to the first AW event of autumn!
Network with fellow CFA professionals, share insights and set the stage for a successful year ahead. Enjoy an evening of engaging conversations and valuable connections!
Drop in any time from 17:30 onwards and grab a bite if you’d like to stay late. Please register so we know how many people we should be on the lookout for. We look forward to seeing you and catching up in September!

Ladies that Launch 🚀 #3
2024-09-09 11:45 - 13:00 | SEB, Malmskillnadsgatan 44B, Stockholm, 11157, Sweden
You are one of just 30 female CFA Charterholders in Sweden. Want to meet the rest?
The Women in Finance committee would like to invite you to our third Ladies who Launch networking event series which will include a catered lunch in Stockholm.
We were thrilled with the feedback from our first lunch and look forward to welcoming new faces and old ones.
This event is limited to 12 people.

CFA Padel 🏓
2024-10-22 17:00 - 19:00 | Ascaro, Regeringsgatan 47, Plan 7, Stockholm, 11156, Sweden
Dear members,
We know many of you enjoy connecting with other CFA members in informal, active settings. We are thus excited to continue our CFA Sweden sport activity series with a padel tennis after-work event on October 22nd.
We will meet at Ascaro (NK’s rooftop) at 17:00 and play together. A coach, rackets, balls, towels, and energy drinks will be provided—no previous experience is required.
We have access to changing rooms at Ascaro, and after the activities, there will be optional drinks and nibbles made available.
We look forward to a day of friendly competition, great rallies, and enjoyable company as we kick off the winter season!

Annual General Meeting 2024
2024-10-23 12:00 - 13:00 | Gondolen, Stadsgården 6, Stockholm, 11645
CFA Society Sweden cordially invites all Regular Members to the Annual General Meeting 2024.
Date: Wednesday, October 23, 2024
Time: 12:00-13:00
Venue: Gondolen, Stadsgården 6, Stockholm or Virtually via MS Teams
To register, please complete the above registration form no later than October 15.
The documentation for the AGM is available here:
Agenda
Nomination Committee’s Proposal
Annual Report
If you register to attend virtually, you will receive the link shortly before the event.
We look forward to seeing you there!

The challenge with ESG Data
2024-11-20 17:00 - 19:00 | Storebrand, Vasagatan 10, Stockholm, 11120, Sweden
Join us for an engaging after-work event dedicated to exploring the complexities of environmental, social, and governance (ESG) data—an essential yet challenging aspect of today’s investment landscape. Designed specifically for professional investors, this event is both an opportunity to deepen your understanding of ESG data and a chance to connect with like-minded peers in a relaxed, informal setting.
As ESG considerations become increasingly pivotal to investment decisions, the demand for high-quality, actionable data has soared. However, the road to reliable ESG data is fraught with challenges, from inconsistent standards and fragmented data sources to the complexities of measuring qualitative impacts. Together with three experts, we’ll dive into these issues, discuss emerging solutions, and share insights on the future of ESG data in investment.
This event offers a unique space to learn, network, and discuss the path forward for ESG data. We look forward to insightful discussions and valuable connections!

Program
17:00 – Registration
17:10 – Welcome and introduction of CFA Society Sweden’s ESG Committee
17:15 – ESG data in investments decisions – Why we need figures and how we use them with Karoline Hatlestad, SKAGEN Funds (a part of Storebrand Asset Management)
17:30 – ESG provider challenges – The Upcoming regulation and codes of conduct for ESG ratings and data products providers with Yinka Kalliokoski, ISS ESG
17:45 – The future of ESG data in practice – How regulation is changing the work of companies & investors with Cecilia Cisana, Morningstar Sustainalytics
18:00 – Interactive panel
18:30 – Mingel & drinks

Your experts

AW: 2025 Kick-off
2025-01-16 17:30 - 19:30 | The King’s Fox, Kungsgatan 24, Stockholm, 11135, Sweden
A warm welcome to new year’s first AW event!
Network with fellow CFA professionals, share insights and set the stage for a successful year ahead. Enjoy an evening of engaging conversations and valuable connections!
Drop in any time from 17:30 onwards and grab a bite if you’d like to stay late. Please register so we know how many people we should be on the lookout for.
This event is for members only. If you do not currently have a valid membership but are interested in joining, please contact us.

Seminar: Credit Analysis in Practical
2025-02-18 17:00 - 19:00 | Danske Bank, Norrmalmstorg 1, Stockholm, Sweden
Come and learn more about how credit analysis is performed in practice in the bond market. This educational session is generously hosted by Danske Bank and will be led by Louis Landeman, Head of Credit Analysis and Christian Svanfeldt, CFA, Senior Credit Analyst at Danske Bank.

They will provide a practical insight into credit analysis for evaluating bonds and highlight key considerations.

Which financial ratios are relevant to analyze?
What should you pay attention to in bond documentation?
Are there any common pitfalls to be aware of?

This exciting seminar will cover both theory and practice. Sandwiches and coffee will be served during the event.
Seats are limited so make sure to reserve your spot for this exciting session where you will secure 1.5 PL Credits.
We look forward to seeing you there!

CFA Institute Research Challenge (Members only)
2025-02-19 16:00 - 19:00 | Nasdaq, Tullvaktsvägen 15, Stockholm, 10578, Sweden
For the first time in ten years, we’re thrilled to invite our members to the Research Challenge finals!
This marks our 10th consecutive year hosting this global challenge led by the CFA Institute for university students. We’re excited to hold the finals at Nasdaq on February 19 starting at 16:00. The finalist teams will present their research on Truecaller AB to a panel of judges consisting of experienced finance professionals.
The CFA Institute Research Challenge is an annual global equity research competitionthat provides university students with hands-on mentoring and in-depth financial analysis training.
All members are welcome to attend—don’t miss this opportunity to witness top-tier financial research in action!
WHEN: Wednesday, February 19, 2025 from 16:00 to 19:00
WHERE: Nasdaq, Tullvaktsvägen 15, 105 78 Stockholm
Program
16:00 Welcome, Introduction and Rules Review
16:15 Team Presentations
17:45 Sparkling wine and crisps
18:30 Prize ceremony
2 PL Credits

Seminar: Sustainable Fixed Income - Insights from Industry Experts
2025-03-06 11:45 - 13:15 | KG10, Kungsgatan 8, Stockholm, 11143, Sweden
Are you ready to deepen your understanding of sustainable investment principles and ESG integration? Join CFA Society Sweden for an engaging lunch seminar that explores Sustainable Fixed Income and its growing relevance in today’s financial landscape.
This event is designed to complement the CFA Certificate in ESG Investing, focusing on practical applications and in-depth discussions with industry leaders. Whether you’re new to ESG or already familiar, you’ll benefit from a recap of the fundamentals followed by expert insights that take you deeper into the field.
More About Your Experts
Marianne Gut is a Credit and Fixed Income Portfolio Manager at SEB Asset Management with a particular focus on sustainable investments. She has been working in the industry since 1996 and has been investing in green bonds since 2012. Marianne manages the SEB Green bond fund, an Article 9 fund, and she is currently a member of the ICMA executive committee for the principles (green, social, sustainable, etc.).
Moa Duvhammar has been a Sustainable Finance Specialist at Danske Bank Sustainable Products since 2018. She focuses on advising clients on sustainable financing, market trends, and regulations while supporting issuers in building platforms for sustainable financing. Before that, she worked on Emerging Markets financing at Sida, the Swedish development agency. She holds an MSc in Environmental Economics and Management from the Swedish University of Agricultural Sciences.
Irina Velieva is a Director in Sustainable Finance team at S&P Global in EMEA, based in Stockholm. In her current role, she is leading the team of analysts that provide second-party opinions on green, social, sustainable and sustainability-linked financial instruments for the issuers located in Europe, Middle East and Africa. Prior to this role, Irina has spent eleven years in Financial Services practice at S&P Global Ratings, where she was engaged with creditworthiness analysis on banks and non-bank financial institutions. She was a member of EMEA’s analytical oversight and consistency council for financial services at S&P. Irina has an MS degree in Finance from Economic Faculty of Moscow State University (2006). For more than five years she was a visiting lecturer at Economic Faculty, covering financial markets and lending institutions.
Who Should Attend?
Professionals, students, and anyone eager to enhance their understanding of sustainable fixed income and ESG integration.
Don’t miss this opportunity to connect with like-minded peers and gain valuable insights from experts shaping the future of sustainable finance. Secure your spot today!
Programme
11:45 – Registration & lunch
12:00 – Welcome by CFA Society Sweden and Introduction about Sustainable Fixed Income
12:05 – Sustainable Bonds – a buy-side view & a short history
12:20 – The Sustainable Bond Market – an overview of today’s supply & demand
12:35 – ESG Integration in Credit Ratings
12:50 – Moderated Q&A
13:10 – Wrap up & conclusions

Demystifying Fixed Income Relative Value Strategies with Capula Investment Management
2025-03-11 08:30 - 09:30 | Nobis Hotel, Norrmalmstorg 4, Stockholm, 111 46, Sweden
Fixed income relative value is an investment approach that is often poorly understood and with its own vocabulary it can be challenging to decipher! For investors that incorporate it in their portfolios they often find that it provides a return stream uncorrelated to many other active strategies. During this breakfast seminar Trevor Pugh from Capula Investment Management will go through how to think around structuring relative value trades and managing the risks associated with the approach. Trevor will also provide market context on the fiscal policy and bond issuance outlook that create opportunities and challenges for the investment strategy.
More about your speaker

Trevor is a Senior Trading Director at Capula and has 30 years of experience in fixed income markets as a bond trader and has authored and co-authored various book chapters and academic papers covering topics including gilt basis trading, banking law and regulation and quantitative easing.

Breakfast will be served during the presentation.
Seats are limited so make sure to register in time!

AW: Bowling 🎳
2025-03-20 17:30 - 19:30 | John Scott’s, Kungsgatan 37, Stockholm, 11156, Sweden
Dear Members,
We know many of you enjoy networking in a relaxed setting, so we’re excited to invite you to an After-Work Bowling Night! This is part of our ongoing series of sports events, giving you the chance to connect with fellow CFA members while having some fun.
📅 Date: March 20
⏰ Time: 17:30 – 19:30
📍 Location: John Scott’s
🍻 Food & Drinks: Available for purchase at the venue
No experience is needed—just bring your enthusiasm! Whether you’re a bowling pro or a complete beginner, this is a great opportunity to unwind, have a few laughs, and enjoy some friendly competition.
We hope to see you there for a fun and social evening!

Explore the Future of Investing with Robeco's 3D ETFs
2025-04-03 17:30 - 19:00 | Bank Hotel, Arsenalgatan 6, Stockholm, 11147, Sweden
Join us on April 3rd for an informative after work session with Robeco on 3D Investing!
3D ETFs are an extension of Robeco’s enhanced indexing strategy, which balances risk, return, and sustainability to deliver better outcomes over time. This offers a more dynamic investment compared to passive ETFs, targeting all three investment dimensions to improve performance and sustainability while limiting deviations from the benchmark.
Join us as we dive into the details of the 3D approach, discuss its advantages over ESG integration or best-in-class strategies, and showcase how Robeco’s new Active ETF, based on the 3D concept, is changing the investment landscape.
Your Speaker

Jeroen Hagens, CFA, CAIA, Client Portfolio Manager
Jeroen Hagens is Client Portfolio Manager in Quant Investing based in Rotterdam. In this capacity he represents Robeco’s Quant Investing team in Europe. He conducts client and consultant meetings, speaks at conferences and gives seminars about Robeco’s Quant Investing capabilities. He has been a Client Portfolio Manager since 2022 and joined Robeco in 2016. Previously, he supported Robeco’s Quant Equities capabilities as an Investment Specialist in Rotterdam. He started his financial career in 2013 as Derivative Trader at 323 Trading. Jeroen holds a Master’s in Finance & Investments from Erasmus University Rotterdam and is a CFA® and CAIA® charterholder.

Forecast Dinner 2025
2025-05-08 17:00 - 21:00 | IVA, Grev Turegatan 16, Stockholm, 11446, Sweden
We have the pleasure of inviting you to our flagship dinner.
The Annual Forecast Dinner is CFA Society Sweden’s flagship event of the year, and we look forward to inviting members and guests to network, discuss, and share ideas. We believe this is a great way to strengthen the investment community in Sweden.

Jonas Eriksson is a former international football referee from Sweden, known for officiating at the FIFA World Cup, UEFA European Championship, and major finals like the 2016 Europa League. With over 20 years of experience on the field, he is also a successful entrepreneur and author. Today, Jonas is a popular speaker, sharing insights on leadership, decision-making, and high-pressure performance. We’re thrilled to welcome him as a speaker at our event.

More details about the event will be updated soon, so stay tuned!

The Future of Emerging Markets and The Rise of a Digital India
2025-05-13 17:30 - 18:30 | Zoom
The Third Wave of global digitization has reached an infleclion 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 India’s swelling middle class of youthful online consumers as the catalyst, the country stands apart. It 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

About Your Speaker
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 for the event; the Zoom link will be sent to your email.

CFA Golf ⛳️
2025-06-14 08:30 - 10:30 | Stockholms GK, Kevinge Strand 22, Stockholm, Danderyd, 182 57, Sweden
Welcome to our series of sports events! We are excited to invite you to our second CFA Golf event to kick-off summer! We will tee off at 9:00 am (kanon start).
Requirements: Official handicap and valid golf-id.
New to Golf? No problem! If you’re curious about the game or considering getting started, we’re offering a 1-hour beginner lesson with a coach (subject to interest and availability).
We hope for good weather, long straight drives and a pleasant and relaxing environment to kick off the golf season in good company!
Secure your spot now!

Vertical Masterclass - Peak Performance & Flow States
2025-08-27 12:00 - 13:00 | Zoom
Join us for an inspiring and practical introduction to Vertical’s neuroscience-based program, designed to help you achieve peak performance by accessing flow states. This engaging session will blend cutting-edge theory with hands-on practice, offering simple and powerful techniques you can apply before, during, or after your workday.
What to Expect

What is a flow state?
Why training the nervous system is key for performance and important for business leaders?
Why flow states are the link between wellbeing and peak performance?
Why is sleep important for flow states and peak performance?
Breathing & movement tests
Focus & visualization tests
Breath training protocols

Whether you’re a business leader, entrepreneur, or high-performing professional, this masterclass will give you actionable tools to elevate your daily performance and overall well-being.
Read more about Vertical

Your Experts

*Zoom link will be sent after registration.

Webinar: Any Happy Returns: Structural Changes and Super Cycles in Markets
2025-09-03 17:30 - 18:30 | Zoom
We are pleased to invite our members to a special webinar featuring Peter Oppenheimer, where he will explore the ideas and insights from his latest book “Any Happy Returns.”
Peter Oppenheimer is the Chief Global Equity Strategist and Head of Macro Research in Europe, at Goldman Sachs within Global Investment Research. He has nearly 40 years of an experience working as a research analyst, and has been with GS for over 20 of those years. He is also the author of ‘The Long Good Buy; Analysing Cycles In Markets’ and ‘Any Happy Returns: Structural Changes and Super Cycles in Markets’ which discusses how structural changes in macroeconomic drivers, geopolitics, government policy and social attitudes all combine to drive secular super cycles that help to explain investor returns within current market conditions.

Join us for an evening of market intelligence, thought-provoking discussion, and unique perspectives from one of the world’s leading strategists.
Zoom link will be sent upon registration.
*1 PL credit for members

AW: Season Kick-off
2025-09-18 17:30 - 19:00 | Italiano Bar, Birger Jarlsgatan 23, Stockholm, 11145, Sweden

Annual General Meeting 2025
2025-10-10 12:00 - 13:00 | Gondolen, Stadsgården 6, Stockholm, 11645
CFA Society Sweden cordially invites all Regular Members to the Annual General Meeting 2024.
Date: Friday, October 10, 2025
Time: 12:00-13:00
Venue: Gondolen, Stadsgården 6, Stockholm
To register please fill the registration form above no later than October 2.
The documentation for the AGM is available here:
Agenda
Nomination Committee Proposal
Annual Report

ESG Podclub: AI and Sustainable Investments
2025-11-05 11:45 - 13:00 | KG10, Kungsgatan 8, Stockholm, 11143, Sweden
Welcome to this first edition of CFA Society Sweden’s ESG Podclub!
For this lunch discussion, we will be focusing on how AI can help sustainable investors to navigate ESG data and take better decisions. We will also open up the debate on how AI will affect the world we live in and how these changes should affect investment policies today.
To focus the discussion you will receive a list of podcasts to listen to, and you will commit to listening to at least one!
We will take notes and hope to come up with a useful summary about AI and Sustainable Investments that we will all be able to share with peers and beyond.

Lunch will be served – please consider that, while the participation to this event is free of charge, your participation will generate a cost for CFA Society Sweden, a non-profit organisation, unless you cancel at least 48 hours prior to the event. Many thanks for your kind consideration!

Webinar: New Economy Operating System: Building an Economy on Tokenized Assets
2025-11-18 12:00 - 13:00 | Zoom
Join us for an informative webinar on how tokenization redefines business models, compliance structures and value flows.
The New Economy Operating System represents a fundamental shift in how value is created, exchanged, and governed. As tokenized assets become the building blocks of the next-generation economy, we are moving beyond speculative narratives toward real, functional ecosystems where tokens represent rights, access, reputation, and participation.
In this webinar, we will explore how tokenization redefines business models, compliance structures, and value flows; not just within crypto, but across traditional finance, gaming, and digital infrastructure. Drawing on practical experiences from building tokenized ecosystems, we’ll discuss what it truly means to operate an economy on-chain: the design challenges, regulatory intersections, and opportunities to align economic incentives with shared purpose.
Your Speaker
Zara Zamani, Investor, CPTO & Co-founder
Zara Zamani is Co-Founder and CPTO at 4+Ventures, an emerging tech venture building investment studio in Sweden actively investing in web3, AI, sustainability technologies and Next Generation infrastructure technologies. She is also CEO of Lucky Kat studio, a Dutch web3 gaming studio building the biggest web3 gaming protocol with over 100+ games. She has multiple years of experience in designing blockchain platforms in Fintech, tourism, healthcare, logistics, food chain, energy, gaming, Decentralized Finance, DAOs, metaverse, fashion, etc. She was featured as one of the 21 women in the blockchain, 10 most influential women in technology and power list of women in Fintech. with a Ph.D. in blockchain adoption she is backed by both scientific and practical knowledge.
1 PL Credit

Global Dynamics & Market Outlook 2026: Tariffs, Tailwinds, and the Truth About AI
2025-11-24 17:30 - 18:30 | Zoom
Join us for a timely webinar exploring the forces shaping today’s global markets. With the U.S. adopting a more assertive tariff strategy, trade policy is once again becoming a major lever of geopolitical influence—reshaping supply chains, investment flows, and the competitive landscape for both developed and emerging economies. We will unpack what is driving this shift, why tariffs are returning as a policy tool, and how they are reverberating across global markets.
The session will also identify three key tailwinds that continue to support equity markets despite macro uncertainty, highlighting where investors may find structural strength in 2025.
Finally, we will address one of the most debated questions of the decade: is AI in a bubble, or are we only at the beginning of a long-term productivity supercycle? Drawing on market data, sector trends, and historical analogs, we will examine what’s real, what’s hype, and what it means for capital allocation going forward.
Your speaker
Phil Mackintosh, Senior Vice President, Nasdaq Chief Economist
Phil Mackintosh is the Chief Economist and a Senior Vice President at Nasdaq. He manages Nasdaq’s microeconomic research to encourage capital formation and increase investor returns through better market structure. His weekly newsletter, Market Makers, is read by more than 55,000 subscribers and covers topics ranging from IPO markets, ETF trading, retail investor activity, and more.
Phil’s ability to simplify the complicated and explain what the economic data really means is highly regarded. He is frequently a featured speaker at conferences and often speaks with the media on macroeconomic themes and outlooks.
Phil joined Nasdaq in 2018, bringing over 30 years of financial, operational and trading experience. He has held senior trading and research roles at KCG/Virtu Financial, Credit Suisse and County Investment Management. He started his career at KPMG and is also a Chartered Accountant.

ESG Integration in Private Equity
2025-11-25 11:45 - 13:15 | KG10, Kungsgatan 8, Stockholm, 11143, Sweden
Join us for an in-depth discussion exploring how Environmental, Social, and Governance (ESG) considerations are integrated throughout the private equity investment lifecycle, from sourcing and ownership to divestment. This event brings together two leading private equity sustainability experts who will share insights, challenges, and best practices for embedding ESG into the investment process.
During this session, we will explore:

Approaches to screening and identifying potential investment targets
Effective monitoring of ESG performance during ownership
Post-divestment considerations and long-term impact
The unique dynamics of owning private companies
The scope and limits of influence through board governance
What’s truly possible, and what isn’t, when driving ESG change

We’ll also dive into real-life case studies, including:

ESG “turnaround” stories, from identifying risks to transforming companies
Managing ESG challenges as a minority investor or in multi-stakeholder setting
Navigating ESG issues at exit and lessons learned along the way

Your Speakers

Niclas Düring, Senior Impact Director, Trill Impact
Niclas is a Senior Impact Director with more than 20 years of industry experience within impact and ESG investing, private equity and strategy consulting. Before joining Trill Impact, he was an Associate Partner specialising in Impact and ESG at Steward Requeen. He has further professional experience as Portfolio Director at Swedfund, Head of ESG and Fund Evaluations at the CDC Group plc, Senior Associate at McKinsey & Co., Senior Consultant at Hitachi/Celerant Consulting and as Consultant to the World Bank Group.
Anna Olsson, Head of Sustainability, CapMan
Anna Olsson joined CapMan in September 202. Prior to joining at CapMan she worked at ISS ESG, a sustainability consultancy, where she worked since 2015, most recently responsible for the ESG Specialist team in the Netherlands, Nordics, UK & Ireland. Before that, she has held sustainability analyst and project management positions for sustainability consultancies and NGOs.

2026 Kick-off: After Work Bowling
2026-01-15 17:30 - 19:00 | John Scott’s, Kungsgatan 37, Stockholm, 11156, Sweden
Dear members,
We’re excited to kick off our 2026 After-Work events with a fun and relaxed After-Work Bowling Night! Join us for an evening of networking, friendly competition, and great company as we launch another year of social and sporting events for our CFA community.
No bowling experience is required, just bring your energy and good spirits. Food & Drinks will be available for purchase at the venue.
We look forward to seeing you there and starting 2026 on a high note!
Register with Cvent.

CFA Research Challenge 2026
2026-02-19 16:00 - 18:30 | Mentimeter, Tulegatan 11, Stockholm, 11353, Sweden
We are happy to invite our members to the Research Challenge Sweden finals on February 19th.
This year marks our 11th consecutive year hosting this global challenge led by the CFA Institute for university students. We’re excited to hold the finals at Mentimeter on February 19, starting at 16:00.
The finalist teams will present their research on Hemnet to a panel of experienced finance professionals. The CFA Institute Research Challenge is an annual global equity research competition that provides university students with hands-on mentoring and in-depth financial analysis training.
All members are welcome to attend the finals event at Mentimeter, which will be followed by celebratory drinks. The post-event dinner is reserved for competition participants only (students, mentors, judges and graders). Thank you for your understanding.
We look forward to seeing you there!
*2 PL Credits

Nordic Investment Conference 2026 - The Forces Defining the Nordic's Future
2026-04-21 08:15 - 17:30 | Nalen, Regeringsgatan 74, Stockholm, 111 38 Stockho
The sixth edition of the Nordic Investment Conference returns as a flagship gathering for the Nordic investment community, hosted by CFA Society Sweden in close collaboration with CFA Society Denmark / The Danish Finance Society, CFA Society Finland, and CFA Society Norway.

We are pleased to present the programme for the 2026 CFA Nordic Investor Conference: The Forces Defining the Nordic’s Future. The conference brings together an exceptional group of leaders whose work directly shapes the forces most relevant to investors today, from European security and geopolitics to markets, capital allocation, and decision-making.
The conference is structured as a journey: four acts that move from the external forces and key transitions to the tools investors need to navigate them. The acts build on each other.
The day begins with forces largely outside an investor’s control: Act I – External threats include thoughts about defence, resources and geopolitical disorder. Act II then moves to the arguably two most critical structural transitions that are rapidly reshaping entire industries: Climate and AI. After lunch, Act III gets granular: valuations, demographics, and the problem of bad information dressed up as insight. The day closes with leadership: Act IV is less about the world, more about the person navigating it, with a focus on leaving the audience with fewer illusions and more actionable tools.
The conference will feature a full-day, premium agenda ending with a cocktail reception. Each session is thoughtfully designed to deliver insight, relevance, and inspiration from a select group of leading voices. The full agenda can be found here.

Attendance is limited, and demand has historically exceeded capacity. Early registration is strongly encouraged to secure your place at one of the Nordic region’s most sought-after investment events.
Please register with Cvent.

Forecast Dinner 2026
2026-05-28 17:00 - 22:00 | Gamla Riksarkivet, Gamla Riksarkivet, Birger Jarls Torg 2a, Stockholm, 111 28
CFA Society Sweden cordially invites you to the 11th Annual CFA Society Sweden Forecast Dinner.
The Annual Forecast Dinner is the highlight for the CFA Society Sweden’s yearly program where members and guests gather to listen to forward looking opinions, share ideas and build a stronger financial community.
This year we will also present the winner of the annual CFA Society Sweden ESG Award as well as present the new charterholders.
Please register via Cvent. Secure your seat now!
Program preview
17:00 Welcome drinks & registration
18:00 Dinner
Presentation by Matthias Feiler – Principal Responsible for Asset Allocation & Research, LGT Capital Partners
Keynote: Al Pithcer
ESG Award
New CFA Charter holder ceremony
21:00 Mingel & Open bar
22:30 Carriages

Al Pitcher is a New Zealand-born, Stockholm-based stand-up comedian who has made a career out of finding the funny in everyday life. Since taking Sweden by storm in 2009, he has become one of the country’s most beloved performers — winning Male Stand-Up of the Year at Svenska Stand up-galan and selling out shows across Sweden and beyond. Known for his sharp wit, warm energy, and crowd-winning observations, Al is guaranteed to bring the house down and make for an unforgettable end to the evening.

Matthias Feiler is a Principal responsible for Asset Allocation & Research at LGT Capital Partners in Pfaeffikon, Switzerland. He is responsible for the quantitative analysis and design of LGT CP’s multi-asset portfolios. Before joining the firm in 2007, Mr. Feiler was a senior researcher at the department of management and economics at ETH Zurich. Prior to this, he worked as a consultant at DaimlerChrysler in Germany. At LGT, Mr. Feiler has helped establish the firm’s proprietary forecasting framework using scenario-analysis. His team is dedicated to producing top-down analyses and perspectives on traditional and alternative investments.

We look forward to seeing you there!

Ladies that Launch 🚀 #8
2026-06-16 11:45 - 13:15 | SEB, Malmskillnadsgatan 44B, Stockholm, 11157, Sweden
The Women in Finance Committee invites you to welcome the summer season with our eighth Ladies who Lunch networking event! As one of just 30 female CFA Charterholders in Sweden, we’d love for you to meet the rest.
Join us for a catered lunch in Stockholm, where you can connect with both new and familiar faces in an inspiring setting.
Please note that this event is limited to just 10 participants, so be sure to reserve your spot early!

Stockholm Ethics Challenge
2026-08-19 17:00 - 19:30 | Swedbank, Regeringsgatan 30-32 (Hiss B), Stockholm, 111 53
What do you do when a long-standing client asks you to “just leave out” a detail that could change how an investment is understood? What if you notice that a colleague is sharing confidential client information too casually? Or what if a profitable product is technically suitable for a client, but you suspect it is not really in their best interest?
Ethical dilemmas in banking are rarely simple. They often appear in the grey zones between commercial pressure, client interests, regulatory expectations and personal judgement.
The CFA Society Sweden Ethics Challenge gives young professionals the opportunity to practise navigating these questions before they become real-life critical moments. Participants will work in teams to tackle a tough, practical dilemma drawn from the kind of situations that can arise inside a bank.
It is a chance to put your brain to work, learn by doing, and test your reasoning with colleagues who may see the issue differently. Just as importantly, it is an opportunity to meet peers who are interested in having thoughtful, honest conversations about professional judgement and responsibility in finance.
Join us for this first Stockholm Ethics Challenge in partnership with Swedbank!
Programme
17:00 – Welcome & Case presentation
17:15 – Team work (45 minutes)
17:45 – For the audience only: ethical guidelines ahead of the case presentations
18:00 – Case submissions & presentations (10 minutes each)
19:00 – Jury deliberation & presentation about CFA Programme
19:30 – Case reveal
How it works: rules & practical information
For challenge participants:
For this first edition of the Stockholm Ethics Challenge, you sign up and you will be assigned to a team of min. 3 / max. 10 participants (depending on the number of participants). In total there will be max. 6 teams.
You will first hear about the case (17:00) and then be assigned to a room with your teammates. You will have 45 minutes to put down on paper the answers to the case. Please note that this will be a good old pen & paper challenge. We will ask you to put your mobile phones in a safe box for these 45 minutes.
Once you will have submitted your answers, we will call each team, one after the other, to present their answer to a jury composed of senior professionals and Andrew Crain, Director, Ethics & Professional Standards at CFA Institute who has prepared the case. Each team will have 10 minutes to present and answer questions.
Once all the teams have presented, while the jury will deliberates to designate the best team, you will get a chance to hear about the Chartered Financial Analyst (CFA) Program for a few minutes and grab a drink!
Finally, you will hear the case reveal from Andrew and learn about the feedback based on the answers of all the teams. Everyone will receive a recognition for their participation and you will find out who the best teams was!
For audience participants:
If you prefer to watch instead of immersing yourselves into the case, you are welcome to join as part of the audience! You are welcome from 17:45 when Andrew Crain, Director, Ethics & Professional Standards at CFA Institute, will give an overview of what the jury will be looking for in the answers and presentations of the teams.
You will be able to watch the team presentations, discover how the teams have interpreted the cases differently and make your own judgment of how you would have tackled the question.
Last but not least, you will be able to mingle and grab a drink with everyone else.
