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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

Small Caps InvestingUse SHIFT+ENTER to open the menu (new window).
Rideau Club, 99 Bank Street, 15th floor
Start Time: 2/4/2015 11:45 AM
End Time: 2/4/2015 1:30 PM
All Day Event:

Presentation Overview:

Stellar performance of global small caps since 2011 has increased investors’ attention on this segment of equity markets

  • Dedicated institutional US and global small cap mandates have grown in number and AUM over the past few years in the pursuit of risk-adjusted returns and diversification benefits
  • Investors might be ignoring 13% of the investment universe unintentionally, paying significant consequences in terms of performance and consumption of a substantial amount of the risk budget

Still, a number of puzzles and/or misconceptions continue to plague the space… we show that contrary to the “conventional wisdom”

  • Global small caps aren’t really more complex, expensive and less liquid than other segments of the equity markets
  • Not all global small caps are truly domestic, understanding the economic exposure of companies may add significant value to the global small cap investment process

Speaker Name: Raina Oberoi, MSCI

Raina is a Vice President in the Index Applied Research team in New York.  She focuses on conducting research and working closely with clients to help them make investment decisions with respect to MSCI products.  Raina has been in the investment industry for 10 years. Prior to MSCI, Raina was an index trading strategist at Morgan Stanley.

Raina comes with a Bachelor of Science in Finance and an MBA from Columbia Business School. She is also a Trustee for the Oliver Scholars Program.


Luncheon Event:


Date:      Wednesday, February 4, 2015

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

Time:      11:45 Registration  

              12:15 Lunch starts

              12:30 Presentation


Dress: Business dress.


RSVP: Deadline for registration is Friday January 30, 2015 on a first-come, first-served basis. Space is limited.


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

Location InfoFilter
Small Caps InvestingUse SHIFT+ENTER to open the menu (new window).
Rideau Club, 99 Bank Street, 15th floor
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The Fall 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

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