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CAIA Iberia
The Human Edge in Investment Advice

CAIA Iberia and CISI invite you for an exclusive educational session on the evolving role of technology and human insight in wealth management.

As we set our personal and professional goals for the New Year, we often aim for big changes—and quickly lose momentum. This inspiring and thought-provoking session explores the compounding effect of progress: how small, consistent improvements can lead to extraordinary long-term results. Through practical insights and real-life examples, we’ll discover a simple yet powerful way to achieve sustainable growth, one step—and one day—at a time.  

This engaging session will be followed by networking and a festive holiday cocktail social, we hope to see you there!

AGENDA:
19:00 - Registrations

19:15 - Opening Remarks CAIA Association

19:30 - Keynote presentation on "The Compounding Effect of Progress: Sustainable Growth for the New Year" in collaboration with:

Miriam Medina - Founding Partner, Strategic Advisor on Leadership & Organizational Transformation at Orión Coaching

20:00 - Networking and festive cocktail reception

Please register early as space is limited

Important notes before the event:

• This event is exclusively available for CAIA Members and Candidates only.
• This event is organized by dedicated CAIA members, who generously volunteer their personal time. Should you decide to register, we greatly appreciate your commitment to attending.
• If you find that you are unable to attend, please inform us at least 48 hours before the event. Your timely cancellations enable us to offer your spot to someone on the waitlist and help minimize food and energy waste
• Kindly note that registrations must be completed in advance, as walk-ins will not be permitted. Given the event's limited capacity, we encourage you to register as early as possible to secure your spot. If the attendance limit is expanded, we will promptly notify you.
• Registering a guest is not possible. 

Thank you for your understanding and cooperation.
If you have questions or concerns regarding registration for this event, please contact CAIA EMEA Chapter Relations.

This event is organized in collaboration with: