Upcoming Events

Women's Luncheon

Please join us on Tuesday, April 14th, for lunch and a fireside chat with Sippy Chhina, a highly accomplished finance professional and independent board director. REGISTER HERE Originally from India, Sippy sought greater professional opportunity and personal independence than was available to her at the time. When the opportunity arose to move to Canada through marriage to the son of a family friend, she embraced it as a chance to pursue her ambitions and shape her own career path. Arriving in Calgary in 1985 with a one‑way ticket and $100, she was optimistic about the possibilities ahead—only to learn that building a career still required navigating established norms and expectations, even in a country known for opportunity. Determined to succeed, Sippy steadily built her expertise and took on increasingly senior roles, ultimately becoming a Partner at Deloitte. Today, she serves as an independent board director for Ovintiv, Rockpoint Gas Storage, and Trans Mountain. At the 2nd Annual Women’s Luncheon, Sippy will share her personal journey, discuss how women can cultivate confidence throughout their careers, and reflect on navigating non‑linear career paths—particularly the challenges and trade‑offs many working mothers experience as priorities evolve over time. Agenda: 11:30-12:00 - Arrival & Buffet Lunch 12:00 - 1:00 - Fireside chat 1:00 - 1:30 - Networking The session will conclude with time for audience questions and discussion. This event supports the development of female finance professionals, and all genders are welcome and encouraged to attend. Lunch and non-alcoholic beverages provided. Please advise us of any dietary restrictions in your registration. Please note, if you continue onto the registration process you will be directed to log into your CFA Institute account. If you do not have an account yet, you can create one here .  

Geopolitics, Oil, and the Markets — Strategies to manage risk in a volatile environment

Join us for a fireside chat about how global geopolitical tensions and oil market dynamics are shaping today's financial landscape. REGISTER HERE This webinar will explore key risks, emerging trends, and practical strategies to help you navigate volatility and make more informed decisions in an uncertain environment. In this fireside chat, Daniel Stanely will sit down with Bipan Rai to explore how today’s geopolitical shocks—particularly those that impact energy supply—are rippling through inflation, interest rates, currencies, and equity leadership. We’ll connect the dots between oil, “defensive” sector behaviour, gold/real assets, and rate-market volatility, and then translate those macro signals into practical, risk-aware portfolio strategies for a volatile regime. Speaker details: Daniel Stanley, CFA Managing Director, Head, Institutional Sales & Service Daniel's 18 years of experience in the capital markets industry includes positions in sales and investment management in Toronto and New York City. During his 7 years at CIBC World Markets he developed expertise in helping advisors use structured products and foreign exchange solutions. He managed global currency exposure at Bloomberg LP, and previously held a role as an investment advisor at RBC Dominion Securities, where he advised clients on security selection and portfolio management. Daniel’s consultative approach to working with investors is well suited to increasing the awareness of BMO ETFs among retail and institutional clients. Daniel is a CFA charterholder and holds a B.A. in Economics and Political Science from McGill University.   Bipan Rai Managing Director, Head of ETF & Alternatives Strategy Bipan Rai joined BMO Global Asset Management in 2024 and currently serves as Head of ETF Strategy, delivering strategic research for the ETF and Structured Solutions team. He is highly regarded for his macroeconomic insights as well as his knowledge of market structure for various asset classes. His focus is on fundamental macro research and the implications for the ETF market place, including economic, monetary and fiscal policy analysis alongside developments in funding and liquidity. Prior to joining BMO GAM, Bipan spent 13 years as a top-ranked strategist at a large Canadian dealer. He has won several awards for his research from various publications (Greenwich Survey, Bloomberg) and is a regular contributor to global business media outlets (BNN/Bloomberg, CNBC, WSJ). He holds an MBA from the Schulich School of Business at York University and a Bachelor of Engineering degree (Aerospace Engineering) from Toronto Metropolitan University.

SAVE-THE-DATE 2026 AGM & Member Appreciation Night

Registration will open soon.  Meanwhile, serving on the CFA Society Calgary Board of Directors offers valuable opportunities to engage with the local financial community, develop leadership skills, and make a meaningful contribution. The nomination form  is now open and located on the   CFA Society Calgary website . Charterholder Members may nominate themselves or recommend another CFA Society Calgary member for the Board's consideration.   Deadline for submissions is Monday, April 13.