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 2018 CFA Society Ottawa Forum

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Event Description:

The Forum Conference will be a full day of networking and speaking events featuring the CFAI President and CEO, Paul Smith. Participants will have the opportunity to learn from and engage with experts representing several asset classes from fixed income, alternatives and equity investments. The event is sure to be entertaining as well as educational.  Forum sponsors have the option of appointing a speaker to one of seven speaking slots during the conference.  The programing schedule will be announced as speakers are confirmed.


The Forum will be followed by a 400+ Member Social Celebration and Networking Event.  Attendees and those who could not make the conference will have an opportunity to network and celebrate the new member milestone over cocktails.


Following the 400+ Member Celebration will be the Career Fair Wine & Cheese event. Students and job seekers will have the opportunity to network with some of the most prominent and sought-after employers interested in accessing CFA charterholders and candidates.  Complimentary beverage and Hors d’oeuvres served throughout the evening.



Keynote Speaker:

Paul Smith, CFA, is President and CEO of the CFA Institute, a global association with more than 150,000 members​.​


Mr. Smith's extensive, global financial industry experience, has proven invaluable in helping the CFA Institute reach new heights. He has expanded the CFA Institute's mandate into new markets, has been responsible in the creation of innovative new products and raised the standards in client service.


Location:  Shaw Convention Centre, Ottawa


Click here to view the Forum Agenda.



Forum Begins at 10:30 AM

Lunch at 12:00 PM

Networking Begins at 4:50 PM

Career Fair Begins at 5:30 PM



Members/Candidates/Students:  $25.00

Non-Members:  $50.00​


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