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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.


Presentation by GMO

Rideau Club, 99 Bank Street, 15th floo​r

Start Time: 2/27/2019 11:45 AM
End Time: 2/27/2019 1:45 PM
All Day Event:


GMO will present their 7-year outlook for asset classes based on their proprietary forecasting framework. They will also discuss where they see the most attractive opportunities today, with a particular focus on emerging markets and liquid alternatives.


GMO is an investment management firm headquartered in Boston with offices in various locations around the world. They manage a total of $74 billion in client assets using a combination of top-down and bottom-up approaches that blend traditional fundamental analysis with innovative quantitative methods to identify undervalued asset classes and securities. Their valuation-based approach embeds several key factors, including: a long-term investment horizon, discipline, conviction, and a commitment to research. Their research emphasizes not only identifying and exploiting pricing dislocations but also understanding the long-term drivers of return in the markets where they invest. Their client base is comprised of institutions, including corporate and public defined benefit and defined contribution retirement plans, endowments, foundations, and financial intermediaries.


Speaker Bio:

Catherine LeGraw, Asset Allocation Portfolio Strategist, Partner

Ms. LeGraw is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2013, she worked as a director at BlackRock. Previously, Ms. LeGraw was an analyst at Bear, Stearns & Co. She received her B.S. and her B.A. in Economics from the University of Pennsylvania. She is a CFA charterholder.

Date: February 27, 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


CE Credits:  1


Registration:  Registration deadline is February 15, 2019.  Advance registration is required.


Busines dress (suit and tie) is mandatory.

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 About CFA Institute?

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

 2015 Canadian Compensation Survey

Presentation by GMO

11:45 AM - 1:45 PM

Financial Modeling (2 Day Course)

Mar 5, 8:30 AM - Mar 6, 4:30 PM


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


The Fall 2018 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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