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Title

The Investment Management Industry: Yesterday, Today & Tomorrow

Event Description

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!

SPEAKER BIO:
HARRY S. MARMER, CFA, MBA, BBA
Partner, Hillsdale Investment Management
Harry Marmer - Headshot.jpg

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.

Event Type

Career

Education Topic

Portfolio Management; Private Wealth Management

Start Time

2018-10-24 3:30 PM

End Time

2018-10-24 4:30 PM

Event City

Vancouver

Event State/Province

British Columbia

Event Country

Canada

Event Region

Americas

Location Info

​Terminal City Club
837 West Hastings St
Vancouver, BC

Speaker

Harry Marmer, CFA, MBA, BBA

CE Credits

1

SER Credit

0.00

Member Price

$25.00

Non-Member Price

$35.00

Candidate Price

35.00

Registration

EARLY BIRD FEE - until October 10, 2018
REGULAR FEE - applies after October 10, 2018​


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

All Day Event

 

Recurrence

 

Currency

CAD

Attachments

Content Type: Custom Calendar
Created at 2018-09-25 2:39 PM by info@cfavancouver.com
Last modified at 2018-09-25 2:42 PM by info@cfavancouver.com