CFA Society Vancouver

A Member of the CFA Institute Global Network of Societies

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 Annual Charter Awards Dinner

14th Annual
CHARTER AWARDS
CEREMONY
December 8, 2016

Hyatt Regency Hotel
Plaza Ballroom
655 Burrard Street
 


 


CFA Society Vancouver is hosting the 14th Annual Charter Awards Ceremony at the Hyatt Regency Hotel on December 8, 2016.  This year's event will include a three course sit down dinner and speeches by John Bowman, CFA from CFA Institute and CFA Society Vancouver President David Smith, CFA.

SPEAKERS
John Bowman, CFA
John Bowman provides leadership and strategy to CFA Institute’s largest region – the Americas – including Canada, the US, the Caribbean, and Latin America. He serves as the face and voice of the region with the media, regulators and employers to advocate for high standards of practice, market integrity and professionalism.

Mr. Bowman joined CFA Institute in 2004 after holding several industry positions. He served as a portfolio manager at Mellon Growth Advisors (MGA), where he was responsible for portfolio construction and stock selection for the MGA International Growth and MGA Global Growth strategies. Mr. Bowman also served as a portfolio manager for the International Growth Opportunities Strategy at State Street Global Advisors (SSgA) in its Global Fundamental Strategies Group. Before moving into portfolio management at SSgA, he was an equity analyst focused on domestic and international strategies.

At CFA Institute, he has held roles of increasing responsibility. He has served as Director, Business Development; Vice President, New Product Development; and Head, Educational Products. In 2010, Mr. Bowman accepted a special assignment as Head, Claritas® Investment Certificate, and led the effort to develop the Certificate, which was launched in May 2013. In these roles, he was responsible for product strategy, innovation, and product solutions.

He then served as Co-Lead, Education providing global program leadership for the CFA Program, the Certificate in Investment Performance Measurement (CIPM), and the Claritas Program. He oversaw regulator and program recognition, university relations, scholarship programs, and regional education initiatives.

John Bowman earned a BS in Business Administration from Mary Washington College and is a CFA charterholder.​

David Smith, CFA
Mr. Smith is the Managing Director and founding partner of Pinnacle Fund Services, a global provider of full service investment fund administration. He is responsible for the delivery of fund administration services to clients and investors, the development of Pinnacle's technology platform and operating systems and the strategic and business development of the company. Prior to founding Pinnacle, Mr. Smith was the founding partner of Pinnacle Fund Administration LLC in the United States, which was subsequently sold to Apex Fund Services. He commenced his career with Grant Thornton in Vancouver and then moved to Bermuda, first at Ernst & Young and then at Prime Management LimitedMr. Smith is a Chartered Accountant, holds a Bachelor of Arts degree in Economics from Queen's University and holds the Chartered Financial Analyst designation. He is the current President of CFA Society Vancouver and is the Treasurer of Christ Church Cathedral.

Schedule
Registration/Cocktail Reception:  5:00 pm
Dinner:  6:00 pm
Ceremony:  7:30 pm

Registration Fee
New CFA Charterholders (members) - complimentary
Guests - $75

  

Sponsored by

 

 

 2015 Charter Awards Slideshow

 2016 Charter Recipients

CFA Society Vancouver would llike to congratulate the following charter recipients: 

Alex Lau, CFA
Amanda Alexandra Singh, CFA
Andres Alberto Avila, CFA
Barry Siu-Hong Li, CFA
Behrang Omidvar, CFA
Benjamin Daniel Sinclair, CFA
Benjamin Fouad Homsy, CFA
Celene Chan, CFA
Charanjit Singh Sanghera, CFA
Christopher Liew, CFA
Cindy Chia Chi Huang, CFA
Cody Gilbert McMullin, CFA
Colin Chiu Hong Lee, CFA
Cong Li, CFA
Craig Nicholas Withers, CFA
Daniel Chew, CFA
Daniel CS Lau, CFA
Daniel Joseph Szilagyi, CFA
Danny Cheung Tak Hung, CFA
David Michael Robins, CFA
Divyanshu Dikshit, CFA
Duc Tien Nguyen, CFA
Elise Pascale Osier, CFA
Feng Liang, CFA
Frederick Sean Edmunds, CFA
Gagandip Grewal, CFA
Gary Wong, CFA
Ghassan Kassem, CFA
Graeme Thomas McCrodan, CFA
Gregory Michael Tomkins, CFA
Guido Mastropietro, CFA
Gurpiar Singh Gill, CFA
Han Zhuang, CFA
Helen J. Rhee, CFA
Hung Kwan Tony Lee, CFA
Ian Douglas Johnson, CFA
Ivy Chia Ping Wang, CFA
Jason Fong Shing Low, CFA
Jeffery Poul Bay, CFA
Jeffrey Robert Mayhew, CFA
Jiakuan Wu, CFA
Jianhua Wang, CFA
Jie Chen, CFA
Jordan Andrew Kula, CFA
Jordan Graeme Scott, CFA
Karanvir Singh Dhaliwal, CFA
Kelsey Kathleen McDermott, CFA
Kun Xu, CFA
Louise Lu Shum, CFA
M. Emrul Hasan, CFA
Marcus Andrew Vander Leek, CFA
Marcus Anthony Williams, CFA
Marcus Lloyd Antonation, CFA
Maria Lucia Rodriguez Hernandez, CFA
Mark Andrew Stephenson, CFA
Mark Heenan, CFA
Martin Raeder Haakonsen, CFA
Matthew Craig Arneill, CFA
Mehrdad Rastan, CFA
Michael Kwok, CFA
Michael Patrick Thomas McPhillips, CFA
Mikhail Kuzmin, CFA
Modi Liu, CFA
Monica Martha Demidow, CFA
Nadia Javed, CFA
Nathan Sahrmann, CFA
Pei Yi Zhao, CFA
Quinn Hayden Kuiken, CFA
Ram Zilka, CFA
Ryan Edward Chen, CFA
Ryan Hugh Ormerod, CFA
Ryan Lang, CFA
Samantha Jane Thompson, CFA
Sara Sooraj Pal Singh, CFA
Scott James Redwood, CFA
Sean Richard McIlmoyle, CFA
Sergei Mochtchenkov, CFA
Shafaz Jivani, CFA
Shantelle Su-Yen Soon, CFA
Shawn Lionel Labelle, CFA
Shweta Manoj Kamdar, CFA
Stephen Michael Shaw, CFA
Svetoslava Viktorova Pavlova, CFA
Szu Ting Peng, CFA
Tak Wing Hung, CFA
Tamara Kirsten Bonn, CFA
Thomas Alfred Zingg, CFA
Thomas William Cowans, CFA
Tomer Zazkis, CFA
Vijay Grover, CFA
Vincent So, CFA
Wai Kit Allan Chim, CFA
Wai Mun Timothy Wong, CFA
Wang Bing, CFA
Yijeong Park, CFA
Ying Ying Liu, CFA
Young Liam Bartholomew, CFA
Yu-Min Huang, CFA
Zhemei An, CFA
Zhi Xi He, CFA​