Past Events

Past Society Events

Ten times a year, our members gather for lunch and learns, student competitions, and the Annual Forecast Dinner. Here is a look back at the 2026 season.

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2026 in review

A year of programming

Wednesday, January 28, 2026

Frontier markets

Frontier Global Partners

Our 2026 season opened with a session on frontier markets, looking at where growth is emerging outside the familiar developed and emerging market categories, and what those opportunities ask of investors.

Saturday, February 21, 2026

CFA Institute Research Challenge

Hosted by CFA Society Atlantic Canada

Student teams from universities across the region presented equity research to a panel of volunteer judges. The team from Memorial University of Newfoundland took the title: Travis Noel, Nangyal Rehman, Angela G., and Hailey Snow.

Saturday, February 28, 2026

Ethics Challenge

Hosted by CFA Society Atlantic Canada

Teams worked through a live ethical case and defended their reasoning before our judges. Dalhousie University were named champions: William Alexander, Jaden Ciocca, Catherine Coldwell, Samuel S., and Ana Karina Soloviov.

Tuesday, March 10, 2026

Lunch and learn

Ninety One Asset Management

A lunch and learn session with the team from Ninety One Asset Management.

Tuesday, April 14, 2026

Beyond the cycle: capital, ROIC, and long term returns

Robert M. Almeida, Global Investment Strategist and Portfolio Manager, MFS Investment Management
Halifax Marriott Harbourfront, Annapolis Room

Robert made the case that long term returns are driven less by economic growth and cycles than by the capital cycle and returns on invested capital. As markets move into a more capital intensive, AI enabled era, the question he left with the room was which business models can sustain ROIC above a rising cost of capital.

Wednesday, April 29, 2026

Currency management through a Canadian institutional lens

Dr. Michael Sager, CIBC Global Asset Management
Five Fisherman Restaurant, Halifax

Dr. Sager brought a rare span of experience to the table, from the European Central Bank and Bank of England to JP Morgan, Putnam, CPPIB, and now CIBC Global Asset Management. A smaller room made for a genuinely engaged discussion on a topic that keeps growing in relevance for Canadian investors in global markets.

Tuesday, May 19, 2026

34th Annual Forecast Dinner

Joseph Tanious, Northern Trust Asset Management
Halifax Convention Centre

More than 350 members and guests joined us for our largest evening of the year. Congratulations to our honourees: Stephen Moore, Terry Milne Volunteer Award, Ashley Power, Forecaster of the Year, and Chad King, My One Stock Pick.

Wednesday, June 17, 2026

Public Equity: Beyond Fossil Free Strategies to Net Zero

David Ung, Manulife

David walked through where sustainable investing has landed and what comes next, including the public equity approaches now being built around net zero commitments rather than fossil free screens alone.

Thursday, June 25, 2026

Annual General Meeting

CFA Society Atlantic Canada

Members gathered for the Society’s Annual General Meeting, where the incoming Board of Directors for 2026 to 2027 was confirmed.

Wednesday, July 8, 2026

Debunking the Headlines: The State of Private Credit

Ryan Brauns, Partner and Portfolio Manager, Ares US Direct Lending

Ryan cut through the noise on one of the most talked about asset classes in the market, unpacking the misconceptions worth retiring, what is genuinely driving growth in private credit, and where direct lending fits in a portfolio today.

From the archive

2024

BMO Global Asset Management lunch and learn
Tuesday, March 26, 2024

Market outlook and asset allocation

Sadiq S. Adatia, Chief Investment Officer, BMO Global Asset Management

Members joined us for a luncheon with the Chief Investment Officer of BMO Global Asset Management. Sadiq gave a market outlook and shared the firm’s asset allocation views, covering:

An analysis of market conditions and the trends shaping them
The case for staying dynamic in the economic environment of the day
Practical guidance on positioning portfolios as that environment shifts
Attendees at the BMO Global Asset Management luncheon Attendees at the BMO Global Asset Management luncheon
Speaker
Sadiq S. Adatia, FSA, FCIA, CFA
Chief Investment Officer, BMO Global Asset Management

As Chief Investment Officer, Sadiq Adatia managed the BMO Global Asset Management investment teams and sat on the BMO GAM Executive Committee, with responsibility for investment strategy and risk management across the firm’s solutions. That work covered asset allocation, portfolio structure, trading, portfolio analytics, and investment governance across all traditional asset classes. He joined BMO GAM in July 2021, bringing expertise in managed solutions, risk management, derivatives, and tactical asset allocation, and his view on markets is regularly sought by CNBC, BNN Bloomberg, and Reuters. He was previously Chief Investment Officer at Sun Life Global Investments and at Russell Investments Canada, and before that a business leader and investment consultant for Central Canada at Mercer. Sadiq holds an Honours Bachelor of Mathematics in Actuarial Science and Statistics from the University of Waterloo. He is a CFA charterholder and a Fellow of both the Society of Actuaries, Investment Specialty Track, and the Canadian Institute of Actuaries.

Our thanks to BMO Global Asset Management for sponsoring the event.

PIMCO lunch and learn
Tuesday, January 30, 2024

Fixed income, private debt, and the whole portfolio

Max Gelb, CFA, Senior Vice President and Product Strategist, PIMCO

A conversation with PIMCO’s Client Solutions and Analytics team about some of the most pressing challenges facing investors, and the tangible ideas available for meeting them through a research driven, analytical approach. The team works across traditional and alternative investments, drawing on proprietary research tools to help clients build solutions across the whole portfolio.

The session explored:

The role of fixed income in the environment of the day, and a structural way to think about equity and bond risk
Where allocations to private debt can be optimized, using a research driven approach to illiquid assets
How to measure illiquidity inside a private portfolio, and approaches for managing the uncertainty of commitment pacing
Speaker
Max Gelb, CFA
Senior Vice President and Product Strategist, PIMCO

Based in PIMCO’s Newport Beach office, Max Gelb focuses on multi asset strategies and customized client portfolio solutions. Before joining PIMCO in 2019, he worked in portfolio management at PAAMCO, specializing in hedge fund manager due diligence and portfolio construction. Earlier in his career he was an investment consultant at Cambridge Associates, advising pension funds and university endowments on asset allocation and manager selection. He holds an MBA from the University of Chicago Booth School of Business and an undergraduate degree in economics from Dartmouth College.

Our thanks to PIMCO for sponsoring the event.