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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.

 

  
Putting Investors First - BlackRock Event

Rideau Club, 99 Bank Street, 15th floor

Start Time: 5/30/2018 11:45 AM
End Time: 5/30/2018 1:30 PM
All Day Event:

As part of the Putting Investors First initiative, the CFA Society Ottawa will host a luncheon on May 30 featuring Mark Warner and Kelly Schneiter of BlackRock, the world’s largest asset manager. Mark will provide an overview of risk management at BlackRock, detailing the firm’s five pillar approach to investment risk management and other key elements of fiduciary risk management. Subsequently, Kelly will discuss BlackRock’s approach to risk analytics through the Aladdin investment platform and how it has evolved in a rapidly changing world.
 
The CFA Institute and CFA societies worldwide participate in the Putting Investors First campaign each year. The objective of Putting Investors First is to build awareness of the duty to protect investor interests and to ensure that all investment professionals understand their primary role is to serve and protect investors.
 

Mark WarnerCFA


Mark Warner, is a Managing Director in the Risk & Quantitative Analysis (RQA) group at BlackRock. In July 2014 he became responsible for global risk management of commercial real estate exposures across both public fixed income and private equity real estate businesses. He joined BlackRock in 1993 and spent 21 years in the fixed-income division running the CMBS trading desk and managing client portfolios of securitized assets, primarily CMBS, ABS and MBS. Clients included insurance companies, mutual funds and pension plans. During those years in fixed income he partnered with BlackRock Solutions on the development of CMBS analytics to support alpha generation and risk management of commercial real estate debt exposures. Prior to BlackRock he was at Prudential Insurance from1987 to 1993 and held positions in fixed income portfolio management and the commercial real estate debt division.
 
Mr. Warner is a former executive vice president and member of the Board of Governors of the Commercial Real Estate Finance Council (CREFC) an industry trade association that promotes best practices, data and reporting standards and dialog among real estate lenders, rating agencies and investors.
 
Mr. Warner earned a BA degree in political science from Columbia University and an MBA degree in finance and marketing from Columbia University School of Business.
 
 

Kelly Schneiter

Kelly Schneiter, Managing Director, is a member of the Analytics & Quantitative Solutions team within BlackRock Solutions. Mr. Schneiter and his team are responsible for driving high-impact analytical solutions to complex investment and business challenges for clients of BlackRock Solutions' enterprise investment and risk management platform, Aladdin.
 
Mr. Schneiter joined BlackRock in 2004 as an Analyst in the Portfolio Analytics Group, where he performed portfolio risk analyses focusing on mortgage, structured and derivative products for Aladdin clients. As a member of the Portfolio Analytics Group, Mr. Schneiter also directly supported several BlackRock Solutions' advisory assignments. Most recently, he led the Banks & Financial Institutions team within the Client Analytics Group, ensuring that banks, REITs and other mortgage investors effectively leveraged Aladdin's analytics services, tools and models.
 
Mr. Schneiter earned AB and BE degrees, magna cum laude, in engineering sciences from Dartmouth College in 2003, and a master's degree in engineering management from the Thayer School of Engineering at Dartmouth in 2004.
 
Date      May 30th, 2018
Venue   Rideau Club, 99 Bank Street, 15th floor
Time     11:45 Registration
             12:00 Lunch starts
             12:15 Presentation
Cost:     Members $25
             Non-members $35


Registration deadline is May 25th.  Limited seating available.

Business dress (suit and tie) required.

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