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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.


The Quantification of the Investment Industry

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

Start Time: 3/21/2018 11:45 AM
End Time: 3/21/2018 1:30 PM
All Day Event:

Technology has revolutionized the investment management industry.  The rise of outsourcing, smart beta, passive investment management, lower trading costs, all can be sourced to technological empowerment.  This presentation will discuss these and other results of the continued quantification of the investment management industry including:

  • The Rise of Powerhouse Sponsors 
  • Why Consultants Have Become Money Managers
  • Active Management vs Smart Beta & Passive Management: Who Wins?
  • The Future of the Business and Consequences for All Of Us!

Speaker: Harry Marmer
Harry S. Marmer, BBA, MBA, CFA, Partner. Prior to joining Hillsdale in 2008, Mr. Marmer led the Canadian institutional business of Franklin Templeton Investments and before that the institutional business at Russell Investment Group. He was also a principal and co-leader of  Mercer's Canadian Investment Consulting Practice.  Before this he was a Senior Investment Analyst at Sun Life Canada. Mr. Marmer is a frequent conference speaker and has authored more than 48 articles and a book entitled, "Perspectives in Investment Management." Currently, he continues to volunteer for the CFA Institute and is a member of the Investment Committee of the Canadian Friends of Hebrew University.  Mr Marmer has served on a number of industry boards and was past president of the Toronto CFA Society.  He was awarded the Toronto CFA Society’s Research Award and received the Society’s Volunteer of Distinction Award

Date: March 21, 2018

Time: 12:00pm – 1:30pm

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

Time: 11:45 Registration

          12:00 Lunch starts

          12:15 Presentation

Registration:  Registration deadline is March 15, 2018.  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


The Winter 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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