CFA Society Ottawa

A Member of the CFA Institute Global Network of Societies


 Welcome to CFA Society Ottawa

CFA Ottawa Society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote:

  • ethical and professional standards within the investment industry,
  • encourage professional development through the CFA Program and continuing education,
  • facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
  • work to further the public's understanding of the CFA designation and investment industry.
As one of the CFA Institute member societies, our society connects members to a global network of investment professionals.



Rideau Club, 99 Bank Street, 15th floor​​

Start Time: 11/3/2015 11:45 AM
End Time: 11/3/2015 1:30 PM
All Day Event:


Generals, it is said, always prepare for the last war. Investors and commentators have a similar tendency to stare at the rear view mirror, predicting the next crisis will be just like the last. This presentation looks beyond the headlines and examines the nature of debt, and why it is that the world – particularly the old world – is in fundamentally better shape than most realise.

Speaker: Robert Smithson, THS Partners

Robert Smithson graduated from Trinity College, Cambridge in 1995. He joined the equity research department of Goldman Sachs the following year, covering European technology companies. In 2000, he left to start an independent equity research boutique, Arete Research, as finance director and head of the software team. Mr. Smithson moved to equity asset management firm Taube Hodson Stonex (THS Partners) in 2004.​

Date: November 3, 2015

Place:   Rideau Club, 99 Bank Street, 15th floor

Time:   11:45 Registration

            12:00 Lunch starts

            12:15 Presentation

Registration deadline is Thursday, October 29, 2015.

Dress: Business dress (jacket and tie required).

Bernhard Eichenlaub, CFA                     Roxana Lund
CFA President                                           Program Chair​


National Arts Centre​, ​53 Elgin Street, Ottawa, ON.

Start Time: 12/2/2015 5:45 PM
End Time: 12/2/2015 9:45 PM
All Day Event:

The CFA Society Ottawa and the National Arts Centre are pleased to announce our first annual Christmas Networking Event. Come and enjoy one of Canada's top performing ballet ensembles in a classic presentation of the Nutcracker.   RWB's Nutcracker-set in 1913 Winnipeg - updates the best of the original ballet with uniquely Canadian elements, such as a snowy hockey game, Mounties, and a model of Parliament.

Date : Wednesday, December 2/15

Time: 5:45pm to 7:00pm reception/networking

7:00pm - Performance

Event: Canada's Royal Winnipeg Ballet 


Member fee: 20% off all ticket prices - you select # of seats and seat location from website. Spouses and family receive discount, as well.

Reception: Fountain Room - NAC

        5;45pm to 7;00pm

        Cash bar

        Hors d'oeuvres provided

You must order tickets directly at the links below inorder to receive the above discounts.  Please contact the NAC directly with any registration related questions.

The Nutcracker – Casse-Noisette

FR -

EN -

Ticket order procedure:

1] Click on our exclusive website above

2] Click on Wednesday, December 2/2015 - Find Tickets

3] Enter promo code - CFA15- in the Offer code space [ 

    middle of page beside price range]

4] Click on check mark✓, to activate 20% discount

5] Proceed to book # of seats under special promo code

​Graham Edwards, CFA

 Who is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

Debt and delusion

11:45 AM - 1:30 PM


The Summer 2015 issue 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.

 2015 Canadian Compensation Survey

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