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The Quantification of the Investment Industry

Event Description

Technology has revolutionized the investment management industry.  The rise of outsourcing, smart beta, passive investment management, lower trading costs, all can be sourced to technological empowerment.  This presentation will discuss these and other results of the continued quantification of the investment management industry including:

  • The Rise of Powerhouse Sponsors 
  • Why Consultants Have Become Money Managers
  • Active Management vs Smart Beta & Passive Management: Who Wins?
  • The Future of the Business and Consequences for All Of Us!

Speaker: Harry Marmer
Harry S. Marmer, BBA, MBA, CFA, Partner. Prior to joining Hillsdale in 2008, Mr. Marmer led the Canadian institutional business of Franklin Templeton Investments and before that the institutional business at Russell Investment Group. He was also a principal and co-leader of  Mercer's Canadian Investment Consulting Practice.  Before this he was a Senior Investment Analyst at Sun Life Canada. Mr. Marmer is a frequent conference speaker and has authored more than 48 articles and a book entitled, "Perspectives in Investment Management." Currently, he continues to volunteer for the CFA Institute and is a member of the Investment Committee of the Canadian Friends of Hebrew University.  Mr Marmer has served on a number of industry boards and was past president of the Toronto CFA Society.  He was awarded the Toronto CFA Society’s Research Award and received the Society’s Volunteer of Distinction Award

Date: March 21, 2018

Time: 12:00pm – 1:30pm

Location: Rideau Club, 99 Bank Street, 15th floor

Time: 11:45 Registration

          12:00 Lunch starts

          12:15 Presentation

Registration:  Registration deadline is March 15, 2018.  Advance registration is required.


Busines dress (suit and tie) is mandatory.


Harry Marmer

Event Type


Education Topic

Portfolio Management; Quantitative Methods

Start Time

3/21/2018 11:45 AM

End Time

3/21/2018 1:30 PM

Event City


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Event Country


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Location Info

​Rideau Club, 99 Bank Street, 15th floor​, Ottawa, ON

CE Credits


SER Credit




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Non-Member Price


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REGISTER HERE.  Advance registeration is required by March 15, 2018.

All Day Event







Content Type: MyCFA Calendar
Created at 2/26/2018 10:36 PM by
Last modified at 2/26/2018 10:36 PM by