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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.


Private Debt Panel Discussion

Rideau Club, 99 Bank Street, 15th floor

Start Time: 2/22/2018 11:45 AM
End Time: 2/22/2018 1:30 PM
All Day Event:

Private Debt Panel Discussion

Private debt investments have been one of the fastest growing asset allocation themes in the post-financial crisis period. Institutional investors have been drawn by the prospects of higher yields and improved risk and return characteristics. This in an era when monetary easing has put downward pressure on traditional fixed income returns and stretched valuations on public markets. Investing in private debt also comes with its own challenges, in terms of higher implementation risk, illiquidity, lack of transparency, monitoring and performance measurement. Please join us as we discuss the potential benefits and challenges of investing in private debt, as well as practical considerations for investors.

This luncheon will commence with a 15 minute presentation by Niels Bodenheim, Senior Director Private Markets, BFinance

The presentation will be followed by a panel Q&A, moderated by Niels Bodenheim.

He will be joined by the following panelists:

Serra Erdogmus, Senior Portfolio Manager, The Canadian Medical Protective Association

Ryan Pellegrini, Manager, Investment Strategies, NAVCanada

Tom Valks, Chief Investment Officer, University of Ottawa Pension Fund and Investment Management

Michael Zugay, Head of Private Capital, Blackrock

Date: February 22, 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 February 16, 2018  Advance registration is required.


Business dress (suit and tie) is mandatory.


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