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 2019 CFA Society Ottawa Forum

Please email​ or Click here to view our 2019 Sponsorship Packages.  If you are interested in the Contributor Sponsorship package (minimum sponsorship level to present at the Forum), click here​​​ to purchase it.


Event Description:

The Forum Conference will be a full day of networking and speaking events featuring topics within Public Markets, Responsible Investing and Alternative Investments.  Participants will have the opportunity to learn from and engage with experts representing several investment strategies.   The event is sure to be entertaining as well as educational.  The programming schedule will be announced in the coming weeks.


The Forum will be followed by a networking event, alongside the annual Career Fair Wine & Cheese Event.  Complimentary beverage and Hors d'oeurves served throughout the evening.

Click here​ to view the Speaker Agenda.


Moderator:  Mark Jeffries 

Mark Jeffries will be our Moderator and Conference opener.  Mark is a former stockbroker turned Keynote Speaker.  Mark has become a trusted adviser and communications consultant to some of the world's largest and most successful organizations.  He speaks at and moderates' conferences, summits, sales meetings, user forums and conventions all over the world for clients including IBM, Ernst & Bank of America.


Keynote Speaker:  Meir Statman

Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is “Finance for Normal People: How Investors and Markets Behave,” published by Oxford University Press.
The questions he addresses in his research include: What are investors’ wants and how can we help investors balance them? What are investors’ cognitive and emotional shortcuts and how can we help them overcome cognitive and emotional errors? How are wants, shortcuts and errors reflected in choices of saving, spending, and portfolio construction? How are they reflected in asset pricing and market efficiency? 
Meir’s research has been published in the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies, the Journal of Financial and Quantitative Analysis, the Financial Analysts Journal, the Journal of Portfolio Management, and many other journals.  The research has been supported by the National Science Foundation, the Research Foundation of the CFA Institute, and the Investment Management Consultants Association (IMCA).  

Meir is a member of the Advisory Board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting, and the Journal of Behavioral and Experimental Finance, an Associate Editor of the Journal of Behavioral Finance, and the Journal of Investment Management and a recipient of a Batterymarch Fellowship, a William F. Sharpe Best Paper Award, a Bernstein Fabozzi/Jacobs Levy Outstanding Article Award, a Davis Ethics Award, a Moskowitz Prize for best paper on socially responsible investing, a Matthew R. McArthur Industry Pioneer Award, three Baker IMCA Journal Awards, and three Graham and Dodd Awards.  Meir was named as one of the 25 most influential people by Investment Advisor. He consults with many investment companies and presents his work to academics and professionals in many forums in the U.S. and abroad. 
Meir received his Ph.D. from Columbia University and his B.A. and M.B.A. from the Hebrew University of Jerusalem.

Location:  Shaw Convention Centre, Ottawa


Registration Opens at  8:15 AM

Forum Begins at 8:45AM 

Lunch Starts at 12:20 PM - 1:15PM

Networking Begins at 5:20 PM - 6:30 PM 

Career Fair Begins at 5:30 PM - 7:30 PM ​(Click here​ to register only for the Career Fair)

Continuing Education Credits (CE):  6.5 hours.



Members/Candidates/Students:  $25.00

Non-Members:  $50.00​



Registration deadline is September 20th​, 2019.​


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