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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.


Recent trends and perspectives in Sustainability and ESG investing

Rideau Club, 99 Bank Street, 15th floor

Start Time: 5/2/2019 12:00 AM
End Time: 5/2/2019 12:00 AM
All Day Event:
Speaker:  Tariq Fancy, Managing Director, Chief Investment Officer of Sustainable Investing at BlackRock

Education Topic:  Sustainable investing, ESG investing

Event Description:
As CIO for BlackRock’s Sustainable Investing initiative, Tariq will walk through the expanding investor motivations surrounding sustainable investing, and share the recent trends and themes that BlackRock have observed as key drivers in the field of ESG. He will also focus specifically on climate change and its associated financial risks and opportunities—with detail on how investor values in sustainable investing are progressing. Growth and improvements in ESG data, the increasing importance of non-financial data, and societal behavior & influence, are three key trends where Tariq & team are looking to better equip investors to implement their ESG views in a meaningful way. Moving from theory to practice for sustainability investors can be a difficult step—Tariq will also share examples of how investors, on a global basis, have found replicable solutions to implement.

Speaker Bio:

Tariq Fancy, Managing Director, is Chief Investment Officer of Sustainable Investing at BlackRock. After several software coding internships, Tariq began his career in Credit Suisse First Boston (CSFB)'s technology-sector investment banking group in Silicon Valley. He next joined New York-based private equity firm MHR Fund Management, a $6 billion Icahn Holdings spinoff with top quartile returns, where he led turnaround, buyout, and distressed securities investments and became the firm's youngest partner in 2006. He was later a senior investment professional at Canada Pension Plan Investment Board (CPPIB) in Toronto, where he helped create new investment verticals for the growing investment platform.

Most recently, Tariq founded The Rumie Initiative in late 2013, a Y Combinator and Google-backed technology startup whose award-winning solution to bring the free digital learning revolution to remote and offline communities globally is now being used in over 20 countries, ranging from Syrian refugee camps to the Arctic Circle, and is subject of business school case studies by both INSEAD and Harvard Business School. Tariq continues to serve as the Chair of the Board at Rumie, which has non-profit status in the US and Canada.
Tariq holds an Honors B.A. with distinction from Brown University, spent one year studying PPE at Oxford University, and holds a Masters in Economics and Public Policy from Sciences Po Paris and an MBA with distinction from INSEAD. Tariq was born and raised in Canada to parents who immigrated from Kenya and speaks four languages.​​

Date: May 2, 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

Registration Deadline is Monday April 29th.



CE Credits:  1​

Busines dress (suit and tie) is mandatory.

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The Winter 2019 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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