CFA Society Vancouver

Avoiding the AI-Driven Investment Apocalypse

Investors don’t understand the drivers of AI capex when they ask multi-trillion dollar technology companies to scale back spending.  These entities were founded on innovative algorithms and AI is the greatest algorithm humanity has ever seen, and it is moving faster than imaginable. These forces collided recently as more capable AI algorithms threatened the competitive moats of several industries. Even for those without direct exposure to the sector, portfolio managers need to understand potential threats to avoid a SAAS apocalypse disruption to their positions.    Join Malcolm White, CFA, an award-winning AI application developer and Global Technology Portfolio Manager at BMO GAM, as he explores the impact of AI in the decade ahead.

Financial Planning for Families

Starting or growing a family is an exciting milestone — and a big financial one too. This free workshop covers the essentials of family budgeting, Canadian tax credits and benefits (including the Canada Child Benefit, parental leave EI, and childcare expense deductions), education savings through RESPs, and key insurance and estate planning considerations. Whether you’re expecting your first child or navigating the financial realities of a growing household, you’ll leave with practical tools and resources to feel more confident in your family’s financial future. Presented by CFA Society Vancouver's Financial Literacy Committee