Skip to main content
CFA Society Ottawa
About Us
CFA® Program
Forecast Dinner
Research Challenge
Events
Jobs
Member Offers
Library

CFA Society Ottawa
 
 

 Welcome to CFA Society Ottawa


CFA Ottawa Society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote:

  • ethical and professional standards within the investment industry,
  • encourage professional development through the CFA Program and continuing education,
  • facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
  • work to further the public's understanding of the CFA designation and investment industry.
As one of the CFA Institute member societies, our society connects members to a global network of investment professionals.

 

 Next Event

Thinking beyond the Canadian Dollar: The importance of managing currency exposure in an international portfolioUse SHIFT+ENTER to open the menu (new window).
Rideau Club, 99 Bank Street, 15th floor
Start Time: 12/11/2014 11:45 AM
End Time: 12/11/2014 1:30 PM
All Day Event:

Rising currency tensions around the world will impact any portfolio with international equity exposure. The performance of the currency basket composing an international equity fund is just as significant as the alpha provided by global equity managers. And yet, investors are more likely to focus on the selection of the global equity managers than they are on determining a strategy to manage the currency exposure. This is particularly problematic as investors face the mounting challenge of currency devaluations resulting from central bank policy. The session will explore how Canadian investors can address the opportunities and risks of currency exposure in their portfolio.

Presenter: Luc de la Durantaye, CFA – Managing Director, Head of Asset Allocation and Currency Management at CIBC Asset Management

Mr. de la Durantaye leads more than twenty portfolio managers, analysts, and traders responsible for strategic and tactical asset allocation, currency management, absolute return strategies, and index management. He is also an active member of the firm’s Investment Committee.

A native of Montreal, Mr. de la Durantaye holds a Bachelors in International Finance from École des Hautes Etudes Commerciales (HEC Montreal) and is also a CFA charterholder.

Luncheon Event:

Date:    Thursday, December 11, 2014

Place:   Rideau Club, 99 Bank Street, 15th floor

Time:    11:45 Registration 

            12:00 Lunch starts

            12:15 Presentation

 

Registration deadline is Friday December 5, 2014.

  

Dress: Business dress (jacket and tie required).

 

 

Note: This presentation is eligible for 1 credit hour for CFA Professional Development (PD) qualified activity.

 

 

 

Paul Baron, CFA                     Wesley Blight, CFA

CFA President                         Program Chair

 Who is CFA Institute?

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

 

 Upcoming Events

Title
Location InfoFilter
Date
Thinking beyond the Canadian Dollar: The importance of managing currency exposure in an international portfolioUse SHIFT+ENTER to open the menu (new window).
Rideau Club, 99 Bank Street, 15th floor
12/11/2014
 Previous PreviousNext Next 

 ‭(Hidden)‬ Follow Us

 Newsletter

The Summer 2014 issue of the CFA Ottawa Society Newsletter is now available. Please take a moment to see how we've been working to serve our members by clicking here.

 2012 Canadian Compensation Survey

Press Release
Summary Results

Members can request the final detailed report (64 pages) by contacting Trevor Mulligan at admin@cfaottawa.ca.


Copyright ©2014 CFA Institute | Copyright ©2014 CFA Society Ottawa  | All Rights Reserved. 
Terms and Conditions | Privacy Policy