Join us on March 6, 2025 for the 47th Annual Dinner, an exclusive event designed specifically for finance professionals like you.
Prepare to be captivated by an evening filled with networking opportunities, insightful discussions, and thought-provoking presentations. This is your chance to connect with industry leaders, gain valuable insights, and be part of a truly remarkable experience.
The event will kick off with a delightful networking reception, where you can mingle with fellow attendees while enjoying a glass of Prosecco. As you take your seat for dinner, get ready to be inspired by our esteemed keynote speaker, Edward McQuarrie.
Following the keynote, we have an exceptional panel discussion lined up, featuring distinguished experts.
After an evening of engaging conversations and enlightening discussions, we will wrap up with closing remarks and a delectable dessert buffet. This is your chance to connect with like-minded professionals, expand your network, and leave with a wealth of knowledge that will propel your career forward.
Don't miss out on this extraordinary event. Join us at the 47th Annual Dinner and be part of an unforgettable evening that will leave you inspired, informed, and ready to take on the future of finance.
___________________________________
Meet the esteemed panelists for the 47th Annual Forecast Dinner—insightful leaders shaping the future of finance and economics. Stay tuned for an evening of expert analysis and bold predictions!
Mark Parsons (Moderator): Mark is the Vice President and Chief Economist at ATB Financial, where he leads a dynamic team in providing insightful commentary and strategic economic outlooks, primarily focused on Alberta. With over two decades of experience in senior economic positions, including notable roles at Alberta Treasury Board and Finance, PwC, and the Department of Finance Canada, Mark has established himself as a trusted authority in the field. He is a regular speaker at industry conferences and a frequent contributor to media discussions on economic trends. He holds a Master's degree in Economics from the University of Alberta.
Derek Walker (Panelist): Derek leads the Portfolio Design & Construction (PD&C) group. PD&C is responsible for recommending the Fund’s risk appetite, and for strategic and tactical allocations. Prior to his current role, he held the roles of Managing Director, Head of Active Investment Management and Managing Director, Head of Portfolio Engineering – both within Total Fund Management (TFM). Prior to joining TFM, Derek was a Senior Portfolio Manager in the Global Tactical Asset Allocation group within Public Market Investments.
Before joining CPP Investments, Derek held a variety of positions related to quantitative investing and indexing at Barclays Global Investors and Morgan Stanley Capital International SA.
Derek holds an MS in Computing and Information Science from Queen’s University and an MBA from INSEAD. He is a CFA Charterholder.
Duncan Shand (Panelist): Duncan Shand is the Senior Managing Director of Investment Research & Portfolio Construction at AIMCo. With a distinguished career in systematic investment strategies, he previously held research and fund management roles at BlackRock and Schroders. Before transitioning to the investment industry, Duncan was a Professor at Warwick Business School, where he contributed to academic research in finance. His expertise spans research, portfolio construction, and systematic investment, making him a key leader in the field of institutional asset management.
Edward McQuarrie (Panelist & Keynote Speaker): Edward F. McQuarrie is an accomplished academic and author, renowned for his extensive research in marketing and consumer behavior. He holds a Ph.D. in Social Psychology from the University of Cincinnati and has served as a Professor of Marketing at Santa Clara University's Leavey School of Business. Throughout his career, Dr. McQuarrie has published numerous articles and books, contributing significantly to the understanding of qualitative research methods and market research. His work has been instrumental in bridging the gap between academic theory and practical application in the field of marketing.
___________________________________
The Annual Forecast Dinner is the premiere event for CFA Society Edmonton. The Forecast Dinner has been a tradition for the last 46 years where members, associates, and leaders from the business and investment community assemble to hear prominent members from the financial world speak.
___________________________________
Want to sponsor this event? Click here to view the 2025 Sponsorship Package.
Email [email protected] for more information.