Upcoming Events

Utilizing Data Science and AI in the Investment Process

Overview Join   this   exclusive   webinar   to hear   leading investment professionals share their firsthand experiences   with   routinely   using   data   science and   AI   to   enhance their investment process.   Key learnings include practical applications of   data   science and   AI, challenges faced, and future trends in AI-driven investment. Key Learnings:   Approaches to obtaining   necessary   knowledge and skills in   data   science and AI   Practical use cases of integrating   data   science and   AI into the investment process   Challenges to be aware of and risks to manage   with regards to   data   science and AI     Future trends and the evolving role of   data   science and   AI in the industry   This webinar is worth 1 PL credit. If you are a CFA Institute member and attended live, your credit will be automatically uploaded. If you watched the recording on your own time, you may self-report this activity in your  tracker . Date and Time 17 October 2024 9:00 PM   HKT | 9:00 AM EDT ​| 2:00 PM BST Speakers Robert Gingrich Manager of Quantitative Investment Solutions Western Asset Management View Profile Stefan Jansen, CFA Founder and Lead Data Scientist Applied AI View Profile Kevin Kwan, CFA Head of Data Science Bloomberg Enterprise Data View Profile David Sanders Senior Director, Practice Analysis CFA Institute View Profile

2024 Annual Oil & Gas Forecast Breakfast

Please join us for breakfast and a lively discussion at the Calgary Petroleum Club on Thursday, October 24 th , as we welcome panelists Craig Golinowsky, Ryan Dunfield, Stacey McDonald, Patrick Read, and Jamie Heard!  Head over to the speaker tab to learn more about our panelist's background and expertise. This experienced panel of industry experts will provide their valuable insights on the current state and outlook for the oil and gas industry in Canada. Moderated by Bemal Mehta , Managing Director - Energy Intelligence, geoLOGIC systems ltd. Agenda: 7:00 a.m. Registration Open & Breakfast Buffet 7:30 a.m. Panel Discussion  9:00 a.m. Event Concludes Ticket Pricing: Individual Tickets Society Member: $65.00 + GST Non-Member: $75.00 + GST Tables of Eight in VIP Section Member Table: $480.00 + GST Non-Member Table: $560.00 + GST Additional guest tickets can be added to your registration at a discounted rate of $60 + GST REGISTER HERE Proudly Sponsored By:

Webinar: Exchange Traded Funds Enhance Market Access, Supporting Active Portfolio Management

Join us for a fascinating webinar with Mark Webster discussing EFTs. Exchange Traded Funds are unique instruments which increase investment efficiencies in many ways. ETFs can be used to replace single security risk, to improve execution, broaden diversification and to improve tax treatment. ETFs were once an index-based instrument, but they have expanded dramatically to include option overlays, active management, and structured outcomes. Today’s ETF discussions cover more ground and delve into deeper recesses than was the case a few years ago. Issues of cost, risk, and opportunity cost when compared to Active management and access to trading continue to generate lots of interest.  Despite having thrived for over thirty years, two ETF myths still persist: • ETFs / Indexing drives the market; • ETFs pose a structural threat to the market. This session will cover ETF industry expansion and evolution, discuss emerging trends, compare ETFs to mutual funds, Pooled funds & Futures/Swaps and provide investors with a deeper understanding of how the ETF instrument and its supportive ecosystem can provide a valuable additional lever to investment strategies and execution.

Save the Date: 48th Annual Forecast Dinner

Mark your calendars! The countdown to our 48th Annual Forecast Dinner has officially begun.  We’re thrilled to announce that this year's event will take place on January 23rd, 2025, at the brand-new BMO Centre Champions Ballroom!  This state-of-the-art venue is the perfect setting for one of Calgary's premier finance events, bringing together top investment professionals and the broader business community. Let's gather to explore what’s ahead for 2025. Stay in the loop with the latest updates on ticket sales, speaker announcements, and more! Simply email us at [email protected] to join our Forecast Dinner mailing list.

Save the Date: CFA Institute LIVE 2025

Back by overwhelming demand, our Global Conference will return to bring investment professionals together in 2025. Hosted with CFA Society Chicago, CFA Institute LIVE is designed to deliver relevant, timely, and objective industry knowledge, deepen professional connections, and elevate career goals.