CFA Society Cyprus President’s interview on professional development in the complex world of investments

CFA Society Cyprus President, Nikos Potamaris, CFA, speaks about professional development in the complex world of investments in an interview with InBusiness.

To read the full interview, click here.


CFA Society Cyprus – New Board of Directors FY2024-2025

Following CFA Society Cyprus’s Annual General Meeting on July 15th, 2024, at the offices of EIMF, the Board of Directors is as follows:


Nikos Potamaris, CFA – President

Constantinos Kourouyiannis, CFA – Vice President 

Natalie Philippou, CFA – Secretary and DEI Chair

Evgeny Tarakanov, CFA – Treasurer

Alexandros Clappas, CFA – Financial Literacy Chair

Andreas Spyrides, CFA – Advocacy Chair

Jan-Hofmeyr Retief, CFA – University Relations and Research Challenge Chair


Click here to read press release.

CFA Society Cyprus and MUFG Investor Services joint event

CFA Society Cyprus and MUFG Investor Services held a joint event in Limassol on Wednesday, June 19th, 2024.

The purpose of this event is to introduce our Society to MUFG Investor Services and vice versa. The evening will included networking and presentations from MUFG Investor Services, CFA Society Cyprus and a representative of CFA Institute.

All those who joined had the opportunity to enjoy breathtaking views of the Limassol skyline and sunset from the rooftop of MUFG Investor Services.

Click here to read article.

CFA Society Cyprus member Dr. Stella Mourouzidou – Damtsa, CFA, contributes an article on Financial Literacy and Pension Pay Gap for Economy Today.

CFA Society Cyprus member Dr. Stella Mourouzidou – Damtsa, CFA,  states that financial literacy, the ability to understand and manage personal finances, is essential for economic well-being and stability. Despite initiatives to improve financial education, Cyprus remains one of the EU countries with the lowest financial knowledge, according to the 2023 Eurobarometer survey. This lack of financial literacy amplifies gender disparities in pensions, with women receiving significantly lower pensions than men.

Factors contributing to this gap include career breaks for childcare, part-time employment, and lower lifetime earnings for women. Improving financial literacy could help mitigate these disparities by enabling better financial decision-making and savings strategies among women.

Every woman, regardless of age or life stage, should recognise the importance of financial planning and take action today.

To read this article, click on the following link: ΣΤΕΛΛΑ ΜΟΥΡΟΥΖΙΔΟΥ ΔΑΜΤΣΑ

CFA Society Cyprus’s President interview with Eurokerdos

CFA Society Cyprus’s President, Andreas Cleanthous, CFA, outlines the mission of the Society and talks about the duty of investment professionals to improve and keep their knowledge and skills up to date. He also explains why ethics matter for the economy at large and why financial literacy is a challenge for the Cypriot society.

To read the interview (in Greek) with local magazine Eurokerdos, please click here and turn to page 34.

Economy Today article by CFA Society Cyprus Board Member and Chair of the Financial Literacy Committee, Marie Louroutziati, CFA

CFA Society Cyprus Board Member and Chair of the Financial Literacy Committee, Marie Louroutziati, CFA, discusses the negative effect of financial illiteracy on society and how the lack of basic financial technology skills may exacerbate the problem with Economy Today, issue 96. She also argues that in order to convince financial consumers that any advice they receive from financial professionals is in fact in their best interest, the latter must be highly qualified, skilled and follow a set of ethical guidelines.


Annual CFA Forecasting Event 2024

Another Annual CFA Cyprus Forecasting Event took place last Friday at the beautiful Nicosia Municipal Theatre, followed by an outdoor dinner at the adjacent Garden Day & Night restaurant.

The Event was attended by CFA Charterholders from Cyprus and abroad, business leaders, government officials, industry experts and the academic community, making it an excellent occasion to listen to and exchange views, as well as network with like-minded individuals.

We extend our gratitude to the speakers presenting at this Event on the following subjects:

George Juscsak, J.P. Morgan Asset Management: “Principles of Investing in an Election Year”

Demetris Efstathiou, Blue Diagonal Capital: “Risk Free Yields, Credit Spreads and Forecasts, Given Different Macro Scenarios”

Sophocles Sophocleous, CFA SPA Financial Services Ltd: “A Smarter Way to Look at Market Multiples and the P/E of the S&P500”

Tasos Hadjinicolaou, Bank of Cyprus: “How Not to Invest Successfully”

We also thank the Permanent Secretary of the Ministry of Finance, Mr. George Panteli, for representing the Government and addressing the Event.

The sole sponsor of the Event was Bank of Cyprus.

Research Challenge – EMEA Region Final

This year’s local Research Challenge winners visited Abu Dhabi to take place in this years EMEA Region Final.  Our team placed 4th overall! 

Click here for LinkedIn post.

Private Equity Bootcamp

An interactive educational bootcamp, organized by the CFA Society Cyprus, took place in the presence of members of the Association and high-ranking executives of audit and advisory firms on March 21st, 2024.

The bootcamp focused on the knowledge and skills needed to invest in Private Equity and to advise clients on Private Equity Investments, presented by Steve Balaban, CFA, Chief Investment Officer at Mink Capital, an award-winning lecturer at the University of Waterloo in Ontario, Canada (Private Equity and Wealth Management courses) and a Private Equity Matter Expert for the CFA Institute as a Contributing Author for the CFA Level I and Level III curriculum. 

Thank you to KENDRIS Ltd for hosting the bootcamp.

Click here to read article.

CFA Institute Local Research Challenge Final 2023/24 – TV Interview

Constantinos Kourouyiannis, CFA, Vice President of CFA Society Cyprus, was given the opportunity to speak about the Local CFA Institute Research Challenge Final on local TV.

Watch full interview below.