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 Annual Candidate Reception

Annual Candidate Reception
March 6, 2018
Terminal City Club
Metropolitan Ballroom
5:30 pm - 9:30 pm

Join us on March 6th for our Annual Candidate Reception where candidates have the opportunity to mingle with CFA charterholders to learn about their exam tips and career path experiences.

A CFA Institute representative will speak about the next steps for LIII candidates and what they need to do after completing all three exams.  This information is important for everyone to learn.

Ian Robertson will lead an interactive presentation on ethics where candidates will work in teams to determine the best answer for the different cases presented.

Dinner will be served and there will be a lot of time to network with the charterholders and your fellow candidates!  Draws for LI, LII, LIII Wiley Platinum Courses valued at $1500 each!!


Presentations by

​Sophie Que Ngo, CFA
Candidates Committee Chair

Lisa Chen, CFA
Director, Curriculum
CFA Institute, New York

Ian Robertson, CFA
Odlum Brown

Roundtable Speakers
Nick Karliychuk, CFA
Leith Wheeler Investment Counsel

Elvis Picardo, CFA

Tim Wilkinson, CFA
Connor, Clark & Lunn

Darren Degraaf, CFA

5:00 pm Registration
5:30 pm Ice Breaker Game
6:00 pm Presentations
6:30 pm Dinner/Networking
7:15 pm Round Table Discussions
9:05 pm Networking
9:30 pm Closing Remarks

$20 (includes one cocktail and dinner)
Complimentary for Candidate Members 

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