Press Release

Investment professionals meet in the US to outline the future of the industry

Bnamericas Published: Friday, October 28, 2022

By CFA Society Chile
October 2022

This is a machine translation of the original press release issued in Spanish

Santiago, October 2022.- In Boston, the annual regional event "Society Leadership Conference" was held in person, organized by the CFA Institute and CFA Society Boston, which aims to train representatives of the different Societies of the Americas to understand the sheet of a route to the future in the investment industry and that they can implement it at the local level; and recognize their role as strong and influential leaders in the market.

The conference was attended by 187 leaders from 13 societies in Latin America and the Atlantic Islands, including Chile, 31 from Canada and 126 from the United States. In addition, staff from the CFA Institute and the Institute's Board of Governors from 16 different countries.

This edition discussed the construction of a sustainable network, the creation of successful institutional associations and a diverse portfolio of investment products, in a context marked by the challenges faced by the market due to inflationary pressures and geopolitical conflicts. In addition, the strengthening of ethics in the financial market and the role of investment professionals in raising standards were discussed.

Hugo Aravena, president of CFA Society Chile highlights that "the conference allowed us to learn from what investment professionals around the world are experiencing, how they are dealing with the financial market situation and how they are working to strengthen the capital market in their respective countries, for example, in ethical and regulatory terms”.

The pandemic was also a central theme since after almost three years, the conference was able to be held in person again, discussing the construction of a virtual community, the involvement of post-pandemic volunteers and the importance of the skills that will make up the future of work. of investment professionals.

"The pandemic was a very complicated moment for everyone and we are happy that the conference was held in person again, in an environment of collaboration and mutual learning, which was necessary after these almost three years in which practically everything was carried out virtually," he concludes. Aravena.

About CFA Society Chile

CFA Society Chile is an association of more than 180 professionals related to investment management in Chile, founded in October 2015 and that promotes a financial industry that contributes to the development of the country, with the ultimate goal of benefiting society as a whole.

CFA Society Chile is part of the CFA Institute, a global non-profit organization that carries out the most rigorous and prestigious certification globally for financial analysts.

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