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CFA for Your Profession | Independent Financial Advisor

When
  • Tuesday 09 February 2021
  • 18:30 - 19:30
Where
  • Virtual Event
Credits
  • Eligible for 1 credit

This event is dedicated to whoever has an interest in learning more about a specific profession within the financial services sector. CFA for Your Profession offers the opportunity to meet senior professionals with first-hand experience in a specific field

CFA for Your Profession is open to CFA Society Italy Members and Junior Members only.

Financial advisory is a multifaceted world that encompasses an open range of possibilities, including the entrepreneurial career of the Independent Financial Advisor.

We decided to get a closer look into what it means to be an Independent Financial Advisor, examining major challenges & opportunities and focusing on the essential skills to build up a role in this profession.

Agenda
18:30 Welcome Speech Valentina Valdameri, CFA, Senior Business Development Manager - Legal&General Investment Management

Valentina Valdameri

CFA, Senior Business Development Manager - Legal&General Investment Management

Valentina Valdameri is a Senior Business Development Manager at Legal&General Investment Management (LGIM) and a volunteer at CFA Society Italy. She joined LGIM in 2019 from Legg Mason Global Asset Management where she held the title of Business Development Manager for the Italian market, having joined the firm in 2014. She started her career in 2012 as client service officer for State Street Global Advisors. She graduated with a MSc in Business and Entreprise Law at Bocconi University in 2013. She is a CFA Charterholder since 2019.

18:35 The Independent Financial Advisor Matteo Lombardo, CFA - Financial Advisor and Chief Credit Officer - Working Capital Associates

Matteo Lombardo

CFA - Financial Advisor and Chief Credit Officer - Working Capital Associates

Matteo Lombardo, CFA is a past Board Member of CFA Society Italy, where he had also been responsible for the Advocacy Committee. He is an Independent Financial Advisor and currently Chief Credit Officer for Working Capital Associates, a trade finance specialist. He graduated from Università Bocconi with a BSc in Economics, holds a MSc Master in Finance Degree from London Business School and has been a CFA Charteholder since 2003.

19:15 Q&A Session

Important information

  • Please register by 7 February. Registrations received after this deadline will not be accepted. 
  • A kind reminder with instructions to connect to the Zoom platform will be sent to all registered participants on 8 February. 
  • The event is usually held in Italian. If you prefer the use of English please make a request at the beginning of the meeting.