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Lunch with Legends Series - Charley Ellis

Event Description

This luncheon series invites top executives to share career and industry insights over a fireside chat. 

This year we are excited to host Charley Ellis - one of 14 individuals to be honoured for their lifetime contribution to the investment profession by CFA Institute.

Charley's professional career has centered on Greenwich Associates, the international strategy consulting firm he founded in 1972.  It grew in the 30 years he was managing partner to serve the leading firms in over 130 professional financial markets around the world.  He now serves as a consultant on investing to several of the world's largest institutional investors, government organizations, and wealthy families.

Charley chairs the Whitehead Institute for Biomedical Research. He also chaired the governing board and the investment committee and sat on the investment board for King Abdullah University in Saudi Arabia as a trustee and chair of the finance committee.  He served as a successor trustee of Yale University, where he chaired the investment committee.

A graduate of Exeter and Yale College, Charley earned an MBA (with distinction) at Harvard Business School and a Ph.D. at New York University.  He is the author of 16 books, including Falling Short, What it Takes, The Partnership: The Making of Goldman Sachs, CAPITAL, Winning the Loser's Game and, with Burt Malkiel, Elements of Investing. He has taught the advanced courses in investment management at both Yale School of Management and Harvard Business School.

Portfolio Manager, Investment Advisor - CIBC Wood Gundy

​Janine Guenther has over 25 years of experience in the financial services industry. She started her career as a commercial lender and after five years moved into the investment field working at major Canadian financial institutions as an equity analyst and portfolio manager.  From there, she went on to run a family office for a well-known Canadian family. Subsequently, Janine has held significant leadership roles in wealth management for two major Canadian banks. In her current role at CIBC Wood Gundy, she prepares and executes wealth strategies for individuals, families and businesses.

​Janine is a member of CFA Institute, CFA Society Vancouver and the Market Technician's Association. Her volunteer roles with CFA Institute include: past President of CFA Society Vancouver, past President's Council Representative for Canada on the global Board of CFA Institute, Exam Grading, Standard Setting, Ethics Training, and the Nominating Committee. For the CMT Association, Janine is in the second 3-year term on the curriculum committee. 

Janine holds a Bachelor of Commerce from the University of Manitoba along with the Chartered Financial Analyst (CFA), and Chartered Market Technician (CMT) designations.

Event Type


Education Topic


Start Time

2018-03-08 12:00 PM

End Time

2018-03-08 1:30 PM

Event City


Event State/Province

British Columbia

Event Country


Event Region


Location Info

​Fairmont Waterfront Hotel
900 Canada Place Way
Vancouver, BC


Charles D. Ellis

CE Credits


SER Credit


Member Price


Non-Member Price


Candidate Price



Members (and Candidate Members) - Click here to register
Candidates - Click here to register
Non-Members - Click here to register​

Table Purchases available.

All Day Event







Content Type: Custom Calendar
Created at 2018-01-31 7:43 PM by
Last modified at 2018-02-01 11:28 AM by