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 Welcome to CFA Society Ottawa

CFA Ottawa Society is a local chapter of the CFA Institute​ - a global association of investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we support the CFA Institute in promoting:

  • ethical and professional standards within the investment industry,
  • professional development through the CFA Program and continuing education,
  • an exchange of information and opinions among people within the local investment community and beyond, and;
  • the public's understanding of the CFA designation and the purpose of the investment management industry.


ETF Expert Panel Discussion
Rideau Club, 99 Bank Street, 15th floor​
Start Time: 1/17/2019 11:45 AM
End Time: 1/17/2019 1:30 PM
All Day Event:

Join us for a discussion on January 17th with a panel of ETF experts who will share their thoughts and knowledge on an array of topics including alpha generating strategies, a debate on active vs. passive management, and trends in the ETF industry.  Our panel will include speakers from Blackrock, BMO, First Trust, and Mackenzie Investments.  This is a luncheon you do not want to miss as it includes topics of interest for individual investors, portfolio managers, and institutional asset managers.  If there are any specific topics you would like to see discussed, please notify us by January 4th and we will be sure to ask our panelists their thoughts and opinions on the subject.



Michael Cooke
Senior Vice President, Head of Exchange Traded Funds

Michael Cooke was appointed Senior Vice President and Head of Exchange Traded Funds for Mackenzie Investments in April 2015. He leads the Mackenzie ETF team and oversees all aspects of the Mackenzie ETF strategy through cross-functional engagement with internal and external partners.
Michael has more than 22 years of experience in the investment management industry across institutional and retail markets. He has held progressively senior positions at several leading global asset management and capital markets firms. His key areas of expertise include global ETF business strategy and derivative product structuring/marketing.
Michael earned his BA (Honours) in Political Studies from Queen’s University in Kingston, ON.

Karl Cheong
Head of Canada ETFs at First Trust

Karl is an innovative and leading ETF industry veteran who has been at the forefront of some of the industry’s recent change. Karl is responsible for setting the strategic direction for the region and leading a team of First Trust investment professionals delivering ETF solutions to investment advisors and portfolio managers and has organically raised over $1 billion in ETF assets in Canada since inception in 2013.
Previous to First Trust, Karl was the Head of Exchange Traded Funds (ETFs) and Structured Product Development for Claymore Investments, one of the fastest growing asset management firms in Canada's history.
Karl provides insightful market commentary on a variety of topics including current events and industry trends as a regular guest on BNN, Bloomberg Canada and more recently Bloomberg. He has also been featured in a variety of publications such as The Financial Post, Globe & Mail, Reuters, Morningstar, Wealth Professional and The Investment Executive.

Mr. Cheong is bilingual, holds a Bachelor’s degree in Finance from McGill University and is a Charter Financial Analyst charter holder (CFA®. Karl is also a member of the CFA Institute and Toronto CFA Society

Steven Leong
Director, Canada iShares Product
Steven Leong is a director within BlackRock’s iShares Global Markets and Investments team, with over ten years experience in the asset mangement industry. Steven has extensive expertise in the development and ongoing operation of ETFs. Since 2008, he has worked at BlackRock in Toronto, having previously been based in London, where he focused on UCITS-based iShares ETFs. Steven graduated with a bachelor’s degree in economics from the London School of Economics in 2005

Paul Rhude
Director | Global Equity Products | Derivatives Sales & Trading
Paul joined the Global Equity Derivatives desk at BMO Capital Markets in 1994 and has covered clients on many derivative products over the years. Currently, his primary role is covering institutional end users of ETF products by sourcing liquidity and sharing insights and trade ideas.

Jin Li
VP | Exchange Traded Funds & Quantitative | Equity Research
Jin covers the ETF sector for BMO Capital Markets. Jin joined BMO in early 2013 as a Research Associate supporting our quantitative and technical analyst. Jin focused on providing top-down quantitative analysis and customized equity screening tools for clients. He was promoted to an analyst role in 2016 covering exchange-traded funds. In 2018, Jin expanded his coverage to include quantitative factor research. Jin holds a Bachelor of Computer Science, Business Option from University of Waterloo.




Date: January 17, 2019


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 has been extended to January 14, 2019 by 5PM (no exceptions)​.  Advance registration is required.



Busines dress (suit and tie) is mandatory.



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 About CFA Institute?

CFA Institute is a global association of investment professionals that sets the standards for excellence in the industry.

 2015 Canadian Compensation Survey

ETF Expert Panel Discussion

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Presentation by GMO

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Financial Modeling (2 Day Course)

Mar 5, 8:30 AM - Mar 6, 4:30 PM


Read the CFA Societies Canada comments on Regulation of Financial Planners​:  More here ​


The Fall 2018 Edition of the CFA Ottawa Society Newsletter is now available. Please take a moment to see how we've been working to serve our members by clicking here​​​.

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