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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.


China Today: What Canadian Investors Need to Know About the Stock and Bond Market

Rideau Club, 99 Bank Street, 15th floor

Start Time: 10/2/2019 11:45 AM
End Time: 10/2/2019 1:45 PM
All Day Event:

The speakers will address the macro environment – myth and reality – and how it impacts the markets.    Brad Gibson will talk about the fixed income markets and  John Lin will talk about equities.  They will highlight the challenges and opportunities to investing in the region.  The presentation will also address who is invested there now and include a strategy for new investors to begin allocating to these markets, which are now too big and too important to ignore. 

AllianceBernstein is a leading investment-management firm with US$555 billion in client assets under management. We provide forward-looking perspective, independent research and investment discipline across all asset classes, leveraging our extensive global footprint—built over four decades. Our experts constantly share ideas and make connections across disciplines, geographies, asset classes and sectors. These collective insights drive innovation and lead to better outcomes.





Brad Gibson

Co-Head—Asia Pacific Fixed Income


Brad Gibson is a Senior Vice President and Co-Head of Asia Pacific Fixed Income at AB, focusing on regional Asian fixed-income portfolios. He is a member of the Global Fixed Income and Emerging Market Debt teams. Prior to joining AB in 2012, Gibson was the head of Rates Strategies at ING Investment Management Australia, where he was responsible for the management of a range of domestic, international, diversified, nominal and inflation-linked bond portfolios. Prior to that, he spent three years at the Commonwealth Bank of Australia as head of Global Markets Singapore and head of Financial Institutions Domestic Sales, New South Wales. Gibson started his investment career with AMP, working in portfolio management and the trading of Australian fixed-interest, interest-rate, currency and inflation-linked bond and derivatives instruments. He was previously a member of both the interest-rate options and bond committees of the Australian Financial Markets Association, and has lectured on fixed-income portfolio management for the Securities Institute of Australia (now FINSIA). Location: Hong Kong.


John LinPortfolio

Manager—China Equities

John Lin has been a Portfolio Manager of China Equities since 2013, responsible for managing the China A Shares Value Portfolios and the China Opportunity Fund. He also serves as a Senior Research Analyst, responsible for covering financials, real estate and conglomerate companies in Hong Kong and China. In 2008, Lin relocated to Hong Kong, where his research coverage included Asian financials, real estate and telecommunications services companies. He joined the firm in New York in 2006 as a research associate, covering consumer services companies for US Small & Mid-Cap Value Equities. Previously, Lin was a technology, media and telecom investment banker at Citigroup. He holds a BS (magna cum laude) in environmental engineering from Cornell University, and an MBA from the Wharton School at the University of Pennsylvania, where he earned the distinction Graduation with Honors.  Location:  Hong Kong. 


Date: October 2nd, 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 deadline is September 27th, 2019.
CE Credits:  1

Busines dress (suit and tie) is mandatory.

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