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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.


Outlook to 2020 from a European Perspective

Rideau Club, 99 Bank Street, 15th floor

Start Time: 5/29/2019 11:45 AM
End Time: 5/29/2019 1:30 PM
All Day Event:

Outlook to 2020 from a European Perspective

From synchronized growth for most of 2018 to synchronized global slowdown today, where do we go from here?  Many uncertainties remain for investors. 

Will Central Banks abandon normalization?  Will trade tension ease or instead hinder global growth?  How will Brexit play out?

After one of the most awful Decembers in history, risky assets have been in a very strong uptrend since the beginning of the year.  Are the current stock market levels a cause for concern?

Are emerging markets a perfect storm or a recovery story?  

Philippe Ithurbide, Director Research, Strategy and Analysis at Amundi, will question the themes likely to animate the financial markets in 2019 and suggest some areas to favor in an increasingly challenging environment.

Amundi is Europe’s largest asset manager by AuM and ranks in the top 10 globally. With over CAD 2 trillion of assets managed across six main investment hubs including Boston, Dublin, London, Milan, Paris, and Tokyo,  Amundi offers its clients a wealth of market expertise and a full range of capabilities across the active, passive and real assets investment universes.

Thanks to its unique research capabilities and the skills of its team members and market experts based in 37 countries, Amundi provides institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles.


Date: May 29, 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 May 23rd.


CE Credits:  1

Busines dress (suit and tie) is mandatory.

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

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


The Winter 2019 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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