CFA Society Ottawa

A Member of the CFA Institute Global Network of Societies

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 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.

 

  
  

​TD Place Stadium, Lansdowne, Ottawa

Start Time: 9/23/2016 5:00 PM
End Time: 9/23/2016 10:00 PM
All Day Event:

 

The CFA Society Ottawa and the Ottawa Redblacks are pleased to announce a very special Networking Event. Come and support our Ottawa Redblacks and enjoy a networking pre-game social. The Redblacks are off to a great start this season and tickets are going fast. CFA Society Ottawa was able to obtain 25 seats, on the 50 yard line, at a reduced price for our members. Please order before they are all sold out. Ordering instructions, and details, below:

​Date:September 23, 2016
​Time:

5:00pm to 6:30pm – Networking/Social event
7:00pm – Game Time

​Event:Ottawa Redblacks vs. Toronto Argonauts 

TD Place Stadium, Lansdowne, Ottawa

​Member fee:$50.00 - This price includes1 Game Ticket, Section EE, 50 yard line
Networking/
Social:
Members not attending the football game are welcomed​ to attend the pre-game networking/social.

The Belmont
5:00pm to 6:30pm
1169 Bank St., Old Ottawa South
613-979-3663

Networking Event includes:
Two free drinks
Free Appetizers
Free Parking (for networking event only)

 

To order tickets, please fill out the form (click here) and email it to admin@cfaottawa.ca. There are only 25 tickets available and they will go fast so don't miss out.  
 

Graham Edwards, CFA
Membership Chair

CFA Society Ottawa

  

Rideau Club, 99 Bank Street, 15th floor

Start Time: 9/28/2016 11:45 AM
End Time: 9/28/2016 2:00 PM
All Day Event:

Description:  Join the CFA Society Ottawa for the first luncheon of 2016-17!  The next stage of policy accommodation is upon us, with monetary and fiscal authorities set to unleash the next round of unprecedented policy tools upon the financial markets. We will examine the efficacy of the current set of tools while discussing potential new steps that are being considered. We will also take a closer look at the impact these actions have had on capital flows, currencies and interest rates. While policy divergence has fallen from the headlines, the Fed continues to move in a drastically different direction. We will look at where the Fed stands in its normalization process, the future path of interest rates and look into the global shortage of dollars, which has implications on market volatility.


Speaker:  Marvin Loh, Managing Director, Senior Global Markets Strategist, BNY Mellon
Marvin Loh is a senior fixed income market strategist. Marvin monitors market, industry and credit developments, and formulates their impact on a wide range of fixed income asset classes, including rates, corporates, high yield, emerging market and municipal bonds.  He holds FINRA Series 7, 16, 24, 53, 55, 63, 86 and 87 licenses.  He is a regular speaker and presenter at investment, corporate and media events.  Marvin recently spoke at CFA events in Calgary, Edmonton and Portland.

Date:  September 28, 2016​

Place:  Rideau Club, 99 Bank Street, 15th floor
Time:   11:45 Registration
            12:00 Lunch starts
            12:15 Presentation​​

Registration deadline is Friday September 23, 2016.
Dress: Business dress (jacket and tie required).

Click here ​to register.​

Roxana Lund 
Program Chair, CFA Society Ottawa Program Chair​

Wesley Blight, CFA 
CFA President, CFA Society Ottawa Program Chair​


  

Rideau Club, 99 Bank Street, 15th floor

Start Time: 10/12/2016 11:45 AM
End Time: 10/12/2016 2:00 PM
All Day Event:

 

Description: From the initial security selection process to hedging techniques, managing risk is critical for all active managers.  Current market events have led to substantial volatility in the world’s most predominant public markets; putting an even greater emphasis on implementing effective risk management strategies to gain consistent, risk-adjusted, long-term return.  Please join us on October 12, 2016 to discuss Risk Management Strategies for Today’s Investor with Yorkville Asset Management’s Co-Founder, Hussein K. Amad.   Mr. Amad will discuss the importance of timing and selecting quality companies as well as appropriate hedging strategies reflective of current market conditions. 

Speaker: Hussein K. Amad CGA, CFA, President & CEO, Yorkville Asset Management

Hussein Amad is a co-founder of Yorkville Asset Management Inc. and serves as President and CEO.  Mr. Amad brings over 20 years of investment and banking experience in senior positions at major Canadian and international banks.  Prior to joining Yorkville, Mr. Amad was the Chief Investment Strategist and member of the Board of Directors at UBS Investment Management Inc.  Mr. Amad has served as National Director of the Institutional Portfolio Group at Scotia Cassels Investment Counsel, a subsidiary of Scotiabank.  Mr. Amad is also an award winning instructor at the University of Toronto where he lectures in the area of Enterprise Risk Management.

Date:   October 12, 2016

Place:  Rideau Club, 99 Bank Street, 15th floor
Time:   11:45 Registration
             12:00 Lunch starts
             12:15 Presentation​​

Registration deadline is Friday October 7, 2016.
Dress: Business dress (jacket and tie required).

Click here ​to register.​

Roxana Lund 
Program Chair, CFA Society Ottawa Program Chair​

Wesley Blight, CFA 
CFA President, CFA Society Ottawa Program Chair​


 

  

​Rideau Club, 99 Bank Street, 15th floor

Start Time: 11/3/2016 11:45 AM
End Time: 11/3/2016 2:00 PM
All Day Event:

Event description
Earning the CFA charter can change the course of your career, but in today’s competitive global investment profession, career success requires the same careful long-term planning that you give to your investments. Learn what potential career paths the CFA Program can open for you and the principles and framework for intentionally and actively managing your career.

 

Speaker: Heather Packard is Director, Career Management at CFA Institute and is accountable for leading and developing the organization’s provision of career services and resources for members, candidates, and member societies. She has a topical focus and expertise in leadership, management, and communication skills. At CFA Institute, she has held roles of increasing responsibility including administration of the Continuing Education and Approved Provider Programs and member product development. Prior to joining CFA Institute, she was the Managing Partner at Trilogy Corporation of Virginia, where she was responsible for developing and cultivating a regional territory for telecommunications and network integration sales. She also served as the Coordinator of Collections for the Science and Engineering Libraries at the University of Virginia. She holds a BA in English and Spanish Literature from the University of Tennessee, Knoxville and an MA in Spanish Literature from the University of Virginia.

Date:    November 3, 2016​

Place:  Rideau Club, 99 Bank Street, 15th floor
Time:   11:45 Registration
            12:00 Lunch starts
            12:15 Presentation​​

Registration deadline is Friday October 30, 2016.
Dress: Business dress (jacket and tie required).

Click here to register.

Roxana Lund 
Program Chair, CFA Society Ottawa Program Chair​

Wesley Blight, CFA 
CFA President, CFA Society Ottawa Program Chair​Event description 

 Who is CFA Institute?

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

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 2015 Canadian Compensation Survey

The Next Stage of Policy

11:45 AM - 2:00 PM

 

 Newsletter

Spring 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.

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