This month, Silver participated in one of the most influential events in the financial world: CFA Live 2025, held in the city of Chicago. The event brought together global leaders in investment, technology, and sustainability to address the most relevant topics shaping the future of finance.
Over the course of four days, the Silver team had the opportunity to attend panels, keynote sessions, and specialized discussions that strengthened our commitment to excellence, innovation, and a strategic vision focused on clients and the transformation of the financial industry.
Key highlights of the event included:
- The rise of private markets, and how their rapid growth calls for greater transparency, democratization, and thorough analysis. Conversations focused on the need for more accessible structures and semi-liquid vehicles to attract capital from individual investors without compromising due diligence or fiduciary principles.
- The integration of ESG criteria and climate goals into investment strategies, emphasizing that sustainable approaches are not only ethically necessary, but can also enhance long-term financial performance.
- Behavioral Finance 2.0, a renewed perspective that values empathy, emotional intelligence, and storytelling in the advisor–client relationship, reinforcing the financial advisor’s role as a guide to purpose, not just portfolios.
- The role of artificial intelligence in the financial industry, from applications in predictive analytics, client segmentation, and cybersecurity, to the ethical challenges posed by its integration. The debate centered on how to balance automation and personalization without losing the human touch that defines high-quality advisory services.
- Leadership in evolving environments, with conversations highlighting the value of feedback, professional reinvention, and the importance of building organizational cultures that are human-centered, flexible, and resilient.
At Silver, we reaffirm our belief that the best way to support our clients is by staying at the forefront of global discussions, aligning with the highest standards, and sharing a vision of growth grounded in strong principles.
We are proud to have been part of this experience and remain committed to serving as a bridge between global innovation and the local realities of our clients and investors.