CFA Society Vancouver

A Member of the CFA Institute Global Network of Societies

​​​​

 Upcoming Event

41st Annual Forecast Dinner
January 29, 2019

 

 

SPEAKERS:
David Rubenstein

David Rubenstein 2.jpgDavid M. Rubenstein is a Co-Founder and Co-Executive Chairman of The Carlyle Group. He is a 1970 graduate of Duke University and a 1973 graduate of the University of Chicago Law School. He served as Chief Counsel to the U.S. Senate Judiciary Committee's Subcommittee on Constitutional Amendments before becoming the Deputy Assistant to the President for Domestic Policy during the Carter Administration. He also practiced law in both NYC and in DC.

Mr. Rubenstein is Chairman of the Boards of Trustees of the John F. Kennedy Center for the Performing Arts, the Smithsonian Institution, and the Council on Foreign Relations, among other board seats and memberships.

Mr. Rubenstein is an original signer of The Giving Pledge, and a recipient of the Carnegie Medal of Philanthropy, and the MoMA's David Rockefeller Award, among other philanthropic awards. He is also the host of The David Rubenstein Show: Peer-to-Peer Conversations

Peter Tertzakian
Peter-Terzakain-web.jpgMr. Tertzakian is an economist, investment strategist, advisor, author and public speaker on issues vital to the future of energy.

He has clocked over 30 years of experience in the business of energy, spanning all systems from oil and gas to renewables. Peter's passion is studying how society evolves its energy use and applying the lessons of the past into today's strategic business issues. His holistic knowledge of physics, innovation, finance and economics allows him to give audiences thought provoking advice on how to think about pressing issues on the transition to sustainable energy solutions. 

An accomplished author, Mr. Tertzakian's two best-selling books, A Thousand Barrels a Second (McGraw-Hill, NY 2005) and The End of Energy Obesity (John Wiley & Sons, NY 2009) provide insight into the dynamic world of energy transitions through a thoughtful and highly readable examination of economic, environmental and geopolitical pressures. He has written over 600 weekly columns, current issues of which are distributed through various media channels.

In 2015 Mr. Tertzakian was seconded to the four-person Royalty Review Panel for the province of Alberta – the world's 8th largest producer of oil and gas – where he led the redesign of the fiscal policy.  In 2016 Peter was inducted into the Alberta Petroleum Hall of Fame.

Mr. Tertzakian has an undergraduate degree in Geophysics from the University of Alberta, a graduate degree in Econometrics from the University of Southampton UK, and a Master of Science in Management of Technology from the Sloan School of Management at MIT. In addition to his principal roles at the ARC Energy Research Institute and ARC Financial, he is an Adjunct Professor at the University of Calgary and has lectured at many leading universities and conferences around the world.

Peter Tertzakian is the Executive Director of ARC Energy Research Institute.

MODERATOR:
Tracey McVicar, CFA
Tracey McVicar.JPGMs. McVicar is the Managing Partner at CAI Capital Partners, a mid-market private equity firm she joined in 2003.  She is a former investment banker who started her career at RBC Capital Markets in Toronto and Vancouver, and later joined Raymond James Ltd.'s predecessor company Goepel, Shields & Partners in Vancouver.  She is active on multiple CAI portfolio company boards, she is a Director and Audit Committee Chair at Teck Resources Limited and she is a former Director of BC Hydro Corporation. 

In addition to her business commitments, Ms. McVicar has a long history of service with local not-for-profit organizations and she is an active mentor to students and young professionals. In recognition of her achievements, Ms. McVicar is a past winner of WXN's Canada's Most Powerful Women, Top 100 Award, BC Business Magazine's 50 Most Influential Women in BC and she was recently featured in "Canada 150 Women", a book by Paulina Cameron.

EMCEE:
Tamara Taggart
Tamara Taggart 2.jpgTamara Taggart's broadcasting career spans 28 years in both radio and television. Tamara has focused more than 20 years of volunteer effort on health care, the well-being of children and people with disabilities. She is a strong community leader who advocates for others, volunteers and raises much-needed funds for many important causes. She has volunteered thousands of hours and sits on the boards of several non-profit organizations.

In 2015 Ms. Taggart received the Order of BC, which recognizes those who have served with the greatest distinction. The Order is the highest form of recognition the Province can extend to its citizens. Ms. Taggart received an Honorary Doctorate of Laws from the University of the Fraser Valley in 2016.

In 2014, she spoke at TEDxSFU. Her presentation, entitled 'Two Conversations that Changed My Life', compares how doctors negatively told her about her baby's Down syndrome yet were positive and encouraging when they gave her a cancer diagnosis. This talk has struck a chord with medical professionals and universities around the world. It has been viewed over 360,000 times.

Ms. Taggart chaired BC Womens Hospital's 'Hope Starts Here' campaign, raising $17 million for a newborn intensive care unit. Since 2014, she has chaired BC Cancer Foundation's Inspiration Gala, raising over 15-million dollars to date for cancer research and treatment in British Columbia. Ms. Taggart is a sought-after keynote speaker on overcoming challenges and being your own advocate.

EVENT DETAILS:
Details
January 29, 2019
Vancouver Convention Centre
1055 Canada Place

Pricing
Individual Tickets $150
Tables (10 Guests) $1,500

Schedule

​4:30 pm  5:30 pm​Cocktail Reception
​5:45 pm - 6:30 pmDinner Service
​6:30 pm - 6:45 pm​Welcome Remarks
​6:45 pm - 8:00 pm​David Rubenstein, The Carlyle Group
​8:00 pm - 8:45 pmPeter Tertzakian, ARC Energy Research Institute
​8:45 pm - 9:00 pm​Closing Remarks
​9:00 pm - Onwards

​After Party

 

 

Thank you to our event sponsors for their continued support

 

PenderFund Cap Man Logo - JPG - 400.jpg     NBIN Logo (English) small.jpg

 

HorizonsETFs2017Logo_Full 2018 SMALL.png           BMOGAM_2RB_E SMALLER.jpg


Fidelity.jpg     FieraCapital_CMYK.jpg

 

KPMG_NoCP_RGB_279 MAIN.jpg      AvisoWealth_Logo_rgb.png

 

UBC Sauder_3C_RGB.jpg     PHN_IM_Logo_Bilingual_PHNBlue - Oct 17, 2018.png


BlueShore Financial - rgb.jpg
 

04BLG_CMYK.png            MD New Logo.jpg      BIV logo_FOR PRINT - resize small.jpg

 Society Excellence Awards

​​

 

 Contact Us

Virginia Coles
Executive Director
T:  604-985-9889

Suzanne Martin
Membership and Programs Coordinator
T:  604-986-9856

PO Box 54080
1562 Lonsdale Avenue
North  Vancouver, BC

​​

 Corporate Sponsors

​Thank​ you to our corporate sponsors for their continued support of CFA Society Vancouver.
 
HorizonsETFs2016Logo_PMS 2018.JPG 
 
 
FieraCapital_CMYK.jpg 
 

 Upcoming Events

 Refund Policy

​​At least one week's notice must be provided for refunds. If the event logistics hav​​e been confirmed with the venue, no refunds will be issued.

   

 

 Sign Up Here!

Subscribe to BC Investment Outlook.
A newsletter focused on the economy, markets, portfolio management, taxation, estate planning and other topics of interest to investors in British Columbia.

 

 
Sign up for upcoming event notices.