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 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.


What do the “Slopes” Tell Us Today? Why Alternatives and Why Today?

​Rideau Club, 99 Bank Street, 15th floor

Start Time: 12/15/2016 11:45 AM
End Time: 12/15/2016 1:30 PM
All Day Event:

Event description

Please join the CFA Society Ottawa for a luncheon presentation by global investment management firm GMO.  The presentation will:

  • Review GMO's current forecasts, which paint a challenging picture, given historically high equity valuations and historically low bond yields.
  • Put GMO forecasts into historical perspective, showing how GMO has used a valuation-driven capital market "slopes" line through time.  
  • Focus on today's capital market slope line, which has been called a "beta desert" and ask what does one do in a "beta desert"?  Lean on Alpha a bit more than usual!
  • Discuss why GMO has allocated more capital to Alternatives  (or Alpha-driven strategies) than ever before in the fifteen year history of our flagship strategy.
  • Describe what GMO owns and why.  And explain what is it about alternatives, generally speaking, that fit with today's risk environment.


Speaker: Peter Chiappinelli, CFA, CAIA, Portfolio Strategist, GMO
GMO is a global investment management firm with a client base comprised primarily of institutions, including corporate and public defined benefit and defined contribution retirement plans, endowments, foundations, and financial intermediaries.  Mr. Chiappinelli is a member of GMO's Asset Allocation team.  Prior to joining GMO in 2010, he was an institutional portfolio manager in the asset allocation group at Pyramis Global Advisors.  Previously, he was the director of institutional investment strategy and research at Putnam Investments.  Mr. Chiappinelli earned his MBA from The Wharton School at the University of Pennsylvania and his B.A. from Carleton College.  He is a CAIA charterholder, and is the founder of the CAIA Boston chapter.  He is a CFA charterholder.


Date:    December 15, 2016​

Place:  Rideau Club, 99 Bank Street, 15th floor
Time:   11:45 Registration
            12:00 Lunch starts
            12:15 Presentation​​

Click here to register.

Registration deadline is Friday December 9, 2016.
Dress: Business dress (jacket and tie required).

Roxana Lund 
Program Chair, CFA Society Ottawa ​

Wesley Blight, CFA 
CFA President, CFA Society Ottawa 

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 Who is CFA Institute?

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

 2015 Canadian Compensation Survey


Fall 2016 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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