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CFA Society Winnipeg

 Featured Event

CFA Society Winnipeg invites you to join us for a September Luncheon event. Special Guest Scott Penman, Vice Chair, Aequitas Innovations and a fellow Winnipegger, will introduce our Keynote Speaker as well as assist in closing the Q & A session. 


Please join Jos Schmitt, President & CEO of Aequitas Innovations, as he looks past the headlines and shares his insights on the real issues, and the need for industry-driven, innovative solutions to restore confidence in Canada's capital markets. 


Wednesday September 17, 2014

Fairmont Winnipeg

Wellington Ballroom

 Online Registration Open

 Annual General Meeting 2014

Thursday June 19th, 2014

The Annual General Meeting followed the 22nd Annual Golf Tournament at Glendale Country Club.

Thank you to everyone who participated. 

 49th Annual Forecast Dinner

Thank you to everyone who attended the 49th Annual Forecast Dinner.

On January 22, 2014, CFA Society Winnipeg hosted over 430 guests at the 49th Annual Forecast Dinner, held at the RBC Convention Center in Winnipeg. The dinner was sponsored by Horizons Exchange Traded Funds, Investors Group, State Street, CIBC Mellon, RBC Investor Services and RBC Capital Markets, Deloitte, National Bank, MacKay Shields, S & P Capital IQ, Credential, and Bloomberg. To start off the event New CFA Charterholders were brought in following a bagpiper and presented the framed charters by the President of CFA Society Winnipeg, Graeme Hay, CFA. These individuals recently earned the right to use the Chartered Financial Analyst® (CFA®) designation.

CFA Society Winnipeg congratulates the following new Charterholders:

  • Ayodeji Nathaniel Aremu, CFA
  • Deonne Nitza Chantelle Devonishe, CFA
  • Jeffrey David Erickson, CFA
  • Chad Christopher Fraser, CFA
  • Robert Anthony Mackay, CFA
  • Anthony Maslanka, CFA
  • Nicholas Raymond Thomas Rawluk, CFA
  • Lindsey Nicole Rioux, CFA
  • Fraser Peter Romeo, CFA
  • Robin Turner, CFA
  • Courtney Wall, CFA
  • Jeffrey Kevin Weidman, CFA

Steve Patterson of CBC Radio One’s “The Debaters” was the evenings MC and provided entertainment throughout the evening and acted as Moderator for a panel discussion on a number of topics affecting the investment universe. The Experts included Lee Ferridge, Matthew Philo, and Peter O’Reilly who each discussed important factors affecting every asset class. For more information on the speakers at the event, please see their biographies through this link. Speaker's Biographies

In an article entitled “Curb your enthusiasm”, Joel Schlesinger of the Winnipeg Free Press summarized the evening of laughs and forecasts.  Please click on the following link to read the article: Winnipeg Free Press

CFA Society Winnipeg would like to thank our sponsors who made the evening possible and congratulate the new Charterholders on their significant accomplishment.

Gold Sponsors



Silver Sponsor

VIP Reception Sponsors 

Forecaster of the Year Sponsor

Bronze Sponsors

 CFA Institute: Global Market Sentiment Survery

Results of the 2014 CFA Institute Global Market Sentiment Survey (GMSS) are now available. We invite you to view and share the complete report, video, and results on our website.

More than 6,500 CFA Institute charterholders and members participated in the 2014 survey, providing an outlook on key market and industry issues. A few highlights are as follows:

  • Sixty-three percent of members expect the global economy to expand, up from 40 percent from last year. Members in the United Kingdom are the most optimistic about the global economy (78 percent expect expansion), whereas members in China are the most cautious (only 48 percent expect expansion in the coming year).
  • Seventy-one percent of members identified equities as the asset class most likely to perform best, a big jump up from 50 percent in 2013. According to the survey results, the U.S. and China are considered the best investment opportunity, with Brazil dropping lower on the list.
  • Sixty-eight percent of members worldwide say they are concerned that the prospect of central banks ending quantitative easing will have a negative impact on their local market in 2014.
  • Over half of members (54 percent) point to a lack of ethical cultures within financial firms as the factor that has contributed the most to the current lack of industry trust. Market fraud (24 percent), the honesty/integrity of financial reporting (21 percent) and the disclosure/use of financial derivatives (20 percent), and are viewed as the most serious issues facing global markets in 2014.

 Career Center

To advertise an employment position to CFA Society Winnipeg Members and candidates, please send your posting to By placing your job posting on CFA Society Winnipeg Jobline you will be accessing Winnipeg’s largest community of finance professionals. There is a $200 fee for placing a job on the CFA Society Winnipeg Jobline.

 Contact Us

Eva Swan
CFA Society Winnipeg
P.O. Box 2684
Winnipeg, Manitoba, Canada
R3C 4B3
Phone: (204) 471-3640

 Society Events

What's wrong with Canada's Capital MarketsUse SHIFT+ENTER to open the menu (new window).
9/17/2014 11:30 AM
22nd Annual Golf Tournament and AGMUse SHIFT+ENTER to open the menu (new window).
6/19/2014 10:30 AM
Foundations of Factor Investing-CFA Society Winnipeg LuncheonUse SHIFT+ENTER to open the menu (new window).
5/29/2014 11:45 AM
CFA Society Winnipeg Spring LuncheonUse SHIFT+ENTER to open the menu (new window).
4/24/2014 11:45 AM
Spring is in the Air, CFA Society Winnipeg LuncheonUse SHIFT+ENTER to open the menu (new window).
3/13/2014 11:30 AM
CFA Society Winnipeg Winter Break LuncheonUse SHIFT+ENTER to open the menu (new window).
2/20/2014 11:30 AM
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