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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.


Risk Management Strategies for Today’s Investor

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​


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 Who is CFA Institute?

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

 2015 Canadian Compensation Survey


The 2016 Year in Review Special Edition  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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