Upcoming Events


  • Tuesday
    25
    February

    CFA Program Careers - Credit Rating Analyst

    Feb 25, 08:00 AM - 09:00 AM (ET)
    Description We continue the series by focusing on Credit Rating Analyst, the role which analyzes the creditworthiness of various issuers and assigns bond ratings. Alongside a panel of experts, Rob Langrick, CFA, CIPM will help you understand:   What do Credit Rating Analysts do day-to-day? How do they serve issuers, security analysts, portfolio managers and Chief Investment Officers? What are the key skills and attributes you need to be a successful Credit Rating Analyst? What are the most common ways to land a Credit      Rating Analyst role? How does the CFA Program set you up for success as a Credit Rating Analyst?

  • Tuesday
    25
    February

    Trump 2.0 – Post Inauguration: Calgary Connects Live Webinar

    Feb 25, 12:00 PM - 01:00 PM (MT)
    Overview: February 25, 2025 12:00 p.m.-1:00 p.m. MT Back by popular demand, please join us live with Lew Lukens (Ambassador (ret.) and San Francisco-based senior partner with Signum Global Advisors, an independent advisory firm at the intersection of policy and markets) and Matthew Andrade (CFA Society Calgary Connects Podcast Host) as they unpack the first 30 days of Trump’s inauguration. This is part of a follow up conversation from their very popular Trump 2.0 podcast conversation released in November 2024.  Speakers: Lew  Lukens (Ambassador (ret.) ) Senior Partner Signum Global Advisors Ambassador (ret.) Lew Lukens is a San Francisco-based senior partner with Signum Global Advisors, an independent advisory firm at the intersection of policy and markets. Prior to joining Signum, Lew was a US diplomat for thirty years, serving across five continents and five administrations. Lew was a Senior Director at the National Security Council, Consul General in Vancouver, Ambassador to Senegal and Guinea-Bissau, and Deputy Chief of Mission and Charge d’Affaires in London. Lew has a BA in History and a Master in Public Policy, both from Princeton University. Listen to the episode here before the webinar. Matthew  Andrade CFA Chief Operating Officer Richmond Equity Management Matthew is the Chief Operating Officer of Richmond Equity Management. Prior to that he was Managing Director, Public Investments at Werklund Family Office., Chief Investment Officer at Canadian Family Futures Inc., Director, Investment Analysis at Kinnear Financial Ltd. and Vice President, Mergers & Acquisitions at Ernst & Young Orenda Corporate Finance. Mr. Andrade is a Trustee of Allied Properties REIT (AP.UN-TSX) and has previously served as a director and the Chair of the Governance and Compensation Committee of Stampede Drilling Inc. (SDI-TSXV). He also previously served as President of the CFA Society Calgary and as Chair of the CFA Institute Disciplinary Review Committee. Mr. Andrade holds a B.Comm (Honours) degree from Mount Allison University and received his Chartered Financial Analyst designation in 2004. He is the past president of the CFA Society Calgary and is the past Chair of the CFA Institute’s Disciplinary Review Committee. REGISTER HERE

  • Tuesday
    25
    March

    CFA Program Careers - Investment Strategist

    Mar 25, 08:00 AM - 09:00 AM (ET)
    Description We continue the series by focusing on Investment Strategist, the role which analyzes and opines on cross-asset market movements and advises money managers on asset allocations and portfolio positioning. Alongside a panel of experts, Rob Langrick, CFA, CIPM will help you understand:   What do Investment Strategists do day-to-day? How do they serve security analysts, portfolio managers and Chief Investment Officers? What are the key skills and attributes you need to be a successful Investment Strategist? What are the most common ways to land an      Investment Strategist role? How does the CFA Program set you up for success as an Investment Strategist?

  • Sunday
    4
    May

    CFA Institute LIVE 2025

    May 4 - 7, (CT)
    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.
    Chicago, IL, United States