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 Feature Event


14th Annual Oil & Gas Forecast Breakfast

CFA Society Calgary is pleased to present the 14th Annual Oil & Gas Forecast Breakfast

Join us for an informative conversation with three highly respected industry experts as they discuss:

  • Key trends to look out for in the Oil & Gas sector
  • Their forecasts of key energy prices
  • Their top oil & gas stock picks

Moderated by Martin Pelletier, this year’s panelists are top portfolio managers and analysts in this sector with successful track records.

Martin Pelletier, CFA
Portfolio Manager, TriVest Wealth Counsel Ltd. 

As a Portfolio Manager at TriVest Wealth Counsel Ltd., an Alberta-based investment firm, Martin works in a team that provides risk-managed investment solutions to high net worth private clients, institutions, corporations, family offices, trusts and endowments/foundations.  This includes managing custom built discretionary portfolios and overseeing a top-performing Canadian energy hedge fund.

Prior to co-founding TriVest, Martin had an extensive career focused in energy equity research whereby he provided investment recommendations to institutional fund managers located in Canada, the U.S. and Europe.

Martin is a weekly columnist in the Financial Post’s Investment Pro Section, is regularly featured in the media and a member of Oilweek Magazine’s class of 2012 Rising Stars. Martin holds a BComm. degree with a specialization in finance from the University of Alberta and is a Chartered Financial Analyst (CFA) Charterholder.

James S. Kinnear, B.Sc., CFA, D.Comm. (Hon.)
Founder, Chairman and CEO, Kinnear Financial Limited

As founder of Kinnear Financial Limited and its related companies, Pengrowth Management Limited and Caledonian Royalty Corporation, Jim Kinnear provided vision and leadership to one of North America’s oldest, largest and most successful energy royalty trusts for over 20 years. Formed in 1988 with a Cdn$12.5 million offering, Pengrowth Energy Trust had an enterprise value of approximately $4.3 billion and more than 600 team members when he retired in September 2009. Revenues in 2008 totaled approximately $1.9 billion and cash flow totaled approximately $900 million Pengrowth completed more than 50 acquisitions with the total value of over $5 billion and evolved into a major oil and natural gas producer. In addition, Pengrowth Energy Trust raised over $3.5 billion in equity and $1.0 billion of investment grade private placement debt over its 20-year history and has provided an average compound rate of return of over 14 percent annually to investors.

Jim graduated from the University of Toronto in 1969 with a Bachelor of Science degree and received his CFA designation in 1979. Prior to moving to Calgary in 1980 and founding Pengrowth Management Limited in 1982, Jim worked in the securities industry in Toronto and Montreal as well as London, England.

Jim currently serves on a number of charitable boards and committees and has received numerous awards for his business and community accomplishments. Jim was recently awarded an Honorary Doctorate of Commerce from St. Mary’s University, Halifax, Nova Scotia.

Steven I. Paget, CFA
Director, Institutional Research, FirstEnergy 

Mr. Paget holds a B.A. (Hons.) Ancient History and Archaeology from the University of Calgary and a M.A. in Classics from the University of Toronto. He worked at E&P company Renaissance Energy prior to joining FirstEnergy in 1998. Steven is now FirstEnergy's Energy Infrastructure analyst, where he covers organizations active in the pipeline, natural gas processing, and electrical power generation fields.  Steven also publishes macro research on various energy topics such as biofuels and wind power.

Keith Schaefer
Editor and Publisher, Oil & Gas Investments Bulletin 

Keith Schaefer is Editor and Publisher of the Oil & Gas Investments Bulletin.  It is a paid subscriber service that follows Schaefer’s personal trading portfolio in the energy sector.

He researches and invests in fast growing small and mid-cap companies.  He then explains how and why he’s investing to subscribers in simple English—no words over 9 letters!—so you don’t need a background in energy to understand the profit potential of his trades.

The Shale Revolution is constantly creating new opportunities—in oil and gas producers, pipeline and midstream companies, and in refineries.  There is always a bull market in some sector of the energy complex in North America.

For more information about the Oil & Gas Investments Bulletin:


 Images and video footage from this event may be distributed through CFA Society Calgary's website, eNewsletter, and social media avenues.

The views expressed by the speakers do not necessarily reflect the views or policies of the Calgary CFA Society, its Board of Directors or its members. The Calgary CFA Society does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.


 Who Is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 Contact Us

100, 111 - 5th Avenue SW, Box #118
Calgary, Alberta T2P 3Y6
Phone: 403.249.2009
Fax: 403.206.0650
Email Debbie Kunert - Society Manager
Email Jade Piraux - Communications and Events Coordinator

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 Upcoming Events

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Start Time
President's Dinner / CFA Charter RecognitionUse SHIFT+ENTER to open the menu (new window).
Calgary Golf & Country Club11/25/2014 5:00 PM
High Performance FeedbackUse SHIFT+ENTER to open the menu (new window).
CANCELED11/26/2014 8:00 AM
Annual Member's Holiday SocialUse SHIFT+ENTER to open the menu (new window).
Murrieta's Bar & Grill11/27/2014 4:30 PM
14th Annual Oil & Gas Forecast BreakfastUse SHIFT+ENTER to open the menu (new window).
The Westin Calgary12/4/2014 7:00 AM
38th Annual Forecast DinnerUse SHIFT+ENTER to open the menu (new window).
Calgary TELUS Convention Centre1/15/2015 4:30 PM


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The views expressed do not necessarily reflect the views or policies of CFA Society Calgary, its Board of Directors or its members. CFA Society Calgary does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.