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, Ottawa, ON 

Start Time: 2/26/2016 11:45 AM
End Time: 2/26/2016 1:30 PM
All Day Event:


Join the CFA Society Ottawa for what promises to be a lively luncheon presentation.  Our speaker, Benj Gallander, will contemplate blackjack as he plays the cards of 21 major reasons that businesses fail. By focusing on these reasons, he will draw lessons about creating a successful business. Within this context, Mr. Gallander will talk about what is necessary to maintain clients long-term. He will draw from his own business at Contra the Heard Investment Letter, which has been around for 22 years and his teaching experience at Humber College where he taught, How to Make a Small Business Succeed.



Benj Gallander, Co-Editor of Contra the Heard Investment Letter

Benj Gallander is the co-editor of the Contra the Heard Investment Letter ( He is also the author of three best-selling books, two in the stock market sector and The Canadian Small Business Survival Guide, which was first published in 1988 and is still in the stores today. There are also American, Chinese and Czech editions of this work. His columns appear under The Contra Guys banner in The Globe and Mail with his business partner/long-time friend Ben Stadelmann. He also writes for MoneySaver Magazine and is a regular on The Business News Network (BNN), where he has also appeared. In addition to speaking engagements that have taken him across the world, Mr. Gallander has taught his business survival guide at the college level.


Date:    February 26, 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 Monday February 22, 2016.


Dress: Business dress (jacket and tie required).

Bernhard Eichenlaub, CFA               Roxana Lund

CFA President                                  Program Chair​




Rideau Club, 99 Bank Street, 15th floor

Start Time: 3/30/2016 11:45 AM
End Time: 3/30/2016 1:30 PM
All Day Event:


In this environment of low expected returns, investors face significant headwinds as they seek to achieve critical portfolio goals.  Whether to close pension funding gaps, grow assets for long-term spending and payout needs, or fulfill personal or institutional missions, strong and sustainable returns must be generated.  Yet traditional asset classes alone will not be sufficient. 

In this presentation, Jennifer Urdan, Managing Director at Cambridge Associates, explores how private investments can help fill this return void.  She also discusses many of the common–and valid–concerns that these investments can present, and lays out a framework for effectively addressing them and building a successful strategy. 


Jennifer Urdan, Managing Director, Cambridge Associates LLC

Jennifer Urdan is a managing director for Cambridge Associates. She works with public funds, universities and private clients in the U.S. and Asia ranging in size from $40 million to over $250 billion.  She is a regular contributor to the firm’s private investments research and serves on the firm’s private growth research committee.  Jennifer also frequently presents at firm and industry conferences. Jennifer was named in Chief Investment Officer’s annual ranking of the 25 most influential consultants in the institutional investment universe.    

Prior to joining Cambridge Associates in 1998, Jennifer was a senior member of the private capital group at Robertson Stephens & Co., where she originated, structured, and placed private equity financings for expansion stage venture-backed companies.  Prior to this, she served as vice president at J.P. Morgan.  In her role, Jennifer established and managed client relationships, conducted corporate finance advisory work, and originated and executed debt, convertible, and equity offerings in the public and private markets as well as exposure management transactions.  She worked with clients in the U.S. and Asia and across a broad range of industry sectors.  She has an A.B. from Stanford University.

Date:    March 30, 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 March 25, 2016.

Dress: Business dress (jacket and tie required).

Bernhard Eichenlaub, CFA               Roxana Lund

CFA President                                   Program Chair​


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

Start Time: 4/6/2016 11:45 AM
End Time: 4/6/2016 1:30 PM
All Day Event:


From the Chinese stock market plunge on January 4 until now, markets have been unusually turbulent. The mayhem actually began in mid-2014, and today’s movements are just the latest iteration of the scenario. It’s about world weakness, right? That’s what most have concluded; but is it the only story?


Peter Hall, Vice President and Chief Economist, EDC.


Peter Hall joined Export Development Canada (EDC) in November 2004. With over 25 years of experience in economic analysis and forecasting, Mr. Hall is responsible for overseeing EDC’s economic analysis, country risk assessment and corporate research groups. In addition to preparing strategic advice for senior management at EDC, Mr. Hall is a featured speaker at conferences, international roundtables and policy fora, and regularly appears in television, radio and print media commenting on the world economy and Canadian international trade issues. He produces a widely circulated print and video weekly commentary covering an eclectic range of current global economic issues.

Prior to joining EDC, Mr. Hall directed the economic forecasting activities of the Conference Board of Canada. Mr. Hall has served as president of both the Canadian Association for Business Economics, a 600-member national association of professional economists, and its largest local chapter, the Ottawa Economics Association. Mr. Hall has degrees in economics from both Carleton University and the University of Toronto.

Date:    April 6, 2016

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

Time:   11:45 Registration

            12:00 Lunch starts

            12:15 Presentation

Registration deadline is Friday April 1, 2016.

Dress: Business dress (jacket and tie required).

Bernhard Eichenlaub, CFA               Roxana Lund

CFA President                                  Program Chair​


​Westin Hotel, 11 Colonel By Drive, Ottawa​

Start Time: 3/11/2016 12:00 AM
End Time: 4/11/2016 11:59 PM
All Day Event: Yes

ETFinsight is hosting its inaugural event in Ottawa, on March 3 and 4th, 2016. 

Join them for a day and a half of discussions and presentations featuring prominent speakers in the industry. Find out all you need to know about true active management and the fastest growing category in the funds business - Exchange Traded Funds. 

For more information about this event,​ please visit their website:

Note:  This is not a CFA Ottawa Society affliated event.

Palais des congrès de Montréal

Start Time: 5/8/2016 12:00 AM
End Time: 5/11/2016 11:59 PM
All Day Event: Yes


In a changing world, gaining a leading edge requires a personal investment in your knowledge, skills, and professional network.

With these goals in mind, we are pleased to announce the 69th CFA Institute Annual Conference in Montréal, held 8–11 May 2016.

Join featured speakers Bob Geldof, Amy Myers Jaffe, David Rubenstein, and Michael Pettis for discussions on China in the world economy, efficient portfolio solutions, the global energy markets, and much more.

CFA Institute members who are also society members can use promotional code SOCIETY16, which provides a discounted rate of CAD900 (valid until 29 January 2016). For more information, as well as to secure your place, please visit



 Who is CFA Institute?

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

ETFinsight Ottawa 2016

All Day from Mar 11 - Apr 11


Winter 2016 Newsletter  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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