We are delighted to invite you to this year’s Annual Dinner 2025 in Geneva!

We kick off the evening with an Apéro, combined with our Award Ceremony—an excellent opportunity to connect with our newest CFA Charterholders.

A three-course dinner will follow, accompanied by a thought-provoking fireside chat: Turn complex finance into clear, compelling stories—James Eagle, Founder of Eeagli, Data Visualisation Specialist and author of Chaos to Clarity, and Ignacio Ramirez Moreno, CFA, Fixed Income Product Specialist at Pictet Wealth Management share practical methods you can use tomorrow. The program will be moderated by Mirjana Wojtal, PhD, CEO of CFA Society Switzerland.

Join James Eagle, founder of Eeagli and author of From Chaos to Clarity, and Ignacio Ramirez Moreno, CFA, for a practical fireside chat on how finance professionals can communicate with clarity and impact. In a world of information overload, the ability to turn complex data into simple and engaging visuals is a real advantage for individuals and for firms. James will share methods used with institutions such as Vanguard, J. P. Morgan and Fidelity to bring finance to life for investors, transforming subjects that are often seen as dry or technical into clear and compelling stories. Ignacio will add practical lessons on tone, cadence and audience expectations drawn from his own experience. The session will focus on what works in practice, with examples that professionals can apply in client updates, investment commentary and leadership communication.

No influencer tips. Just methods that build credibility online and offline.

Between courses, put your intellect to the test with our annual Forecast Game—last year’s winner will be announced during the event, and if they are not present, the prize will go to the next eligible participant.

Please note that registration is mandatory. Registration deadline is on 12 November.

More information & registration