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Title

The Investment Management Industry: Yesterday, Today & Tomorrow

Event Description


CFA SOCIETY SASKATCHEWAN
PROGRAMMING
November 6 & 7
Regina & Saskatoon



 

HARRY MARMER, BBA, MBA, CFA, 
Executive Vice President, Partner
Hillsdale Investment Management Inc



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 49 articles and a booked entitled  "Perspectives in Investment
Management". 

Currently, he continues to volunteer for CFA Institute on the Speaker Retainer Program and is a member of the Investment Committee of the Canadian Friends of Hebrew University.

Mr. Marmer is currently on the Editorial Board of the Journal of Investing, was past president of the Toronto CFA Society, and served on a number of other industry boards. He was awarded the Toronto Society's Research Award and received the Society's Volunteer of Distinction Award.

 

The Investment Management Industry: Yesterday, Today & Tomorrow

HARRY MARMER, BBA, MBA, CFA, 
Executive Vice President, Partner
Hillsdale Investment Management Inc.

Session Abstract

The investment management industry has dramatically changed over time and will continue to evolve in the future. In a crowded industry, understanding yesterday, today and tomorrow is critical to you for many reasons including career advancement, investment decision making, firm positioning, and strategic thinking. In this introduction we will discuss the following.
  • The Creative Destruction of The Investment Industry
  • Technology as a Prime Industry Disruptor
  • Why Consultants are Money Managers
  • The Rise of Canadian Pension Sponsor Powerhouses
  • The Evolution of the Institutional Asset Mix
  • Smart Beta vs Dumb Beta
  • Tomorrow's Consequences for All of US Today!
 

DATE :    Regina: Tuesday, Novmeber 6
Saskatoon: Wednesday, November 7
 
TIME:      Regina & Saskatoon  11:45 - 1:00 p.m.
 
PRESENTATION:  Regina & Saskatoon at Noon
  
COST:     Members - $25/ Non Members - $35

LOCATION:   Saskatoon - Sheraton Cavalier, 612 Spadina Crescent East
Regina - Crave Kitchen & Wine Bar, 1925 Victoria Avenue

REGISTRATION: SASKATOON



Registration closes on Friday, November 2!


Event Type

Society; Career

Education Topic

Portfolio Management; Private Wealth Management

Start Time

11/6/2018 11:45 AM

End Time

11/6/2018 1:00 PM

Event City

Regina

Event State/Province

Saskatchewan

Event Country

Canada

Event Region

Americas

Location Info

Crave Kitchen & Wine Bar, 1925 Victoria Avenue

Speaker

Harry Marmer, CFA, MBA, BBA

CE Credits

1

SER Credit

0

Currency

CAD

Member Price

Members $25/ Non Members $35

Non-Member Price

Members $25/ Non Members $35

Candidate Price

Members $25/ Non Members $35

Registration

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 10/5/2018 12:13 PM by info@sask.cfasociety.org
Last modified at 10/5/2018 12:18 PM by info@sask.cfasociety.org