Generations Conference 2022
The annual Generations Conference is an independent, personable forum of education dedicated to the real issues and unique challenges facing family businesses, Family Offices (FOs) and Family Foundations as well as asset owners.
Welcome to CFA Society Switzerland
The mission of CFA Society Switzerland is to lead the investment profession in Switzerland by fostering the highest standards of integrity,
knowledge and professionalism in the investment industry, for the ultimate benefit of society.
It represents more than 3,000 members to promote the values represented by the CFA® designation,
provide continuing education, support CFA candidates, and strengthen the network between members.
“Membership in CFA Society Switzerland and CFA Institute is a great way to connect with like-minded and career-focused individuals in the industry both locally and all around the world. As a volunteer for CFA Society Switzerland, I have been fortunate to meet a lot of great people here.”
Steve Rodgers, CFA, Consultant, Career Mentoring Program Lead
“I’m reactivating my membership because in the last year I have been more engaged as a volunteer and I have attended some events. Being more involved allowed me to get a deeper understanding of the quality of the CFA Society Switzerland in promoting the professional development of its members and in fostering a sense of community among the Swiss CFA Charterholders.”
Pascal Cortesi, CFA, JP Cortesi Investments SA, Candidates Committee Chair
“I renew my membership every year as CFA Society Switzerland fosters professionalism and ethics in our home market, takes a lead in developing our financial center and provides a wealth of educational and career events for members. All this enables members serving their clients in the utmost professional and ethical way, thereby driving members’ professional franchise. Moreover, CFA Society Switzerland actively partners up with universities to support graduates entering the investment profession.”