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 Annual Charter Awards Dinner

17th Annual
CHARTER AWARDS
CEREMONY
February 6, 2020

Fairmont Waterfront
900 Canada Place Way
Vancouver, BC


CFA Society Vancouver is hosting the 17th Annual Charter Awards Ceremony at the Fairmont Waterfront Hotel on February 6, 2020.  This year's event will include a dinner and awards ceremony with the following guest speakers.

SPEAKERS

Margaret E. Franklin, CFA

Margaret Franklin.jpgMs. Franklin is President and CEO of CFA Institute. Before joining CFA Institute, Margaret led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Canada. Previously, she was president of Marret Private Wealth and served in senior positions at Barclays Global Investors, State Street Global Advisors, and Mercer. Ms. Franklin is the former chair of the Board of Governors of CFA Institute and a past president of the Toronto CFA Society. She received a bachelor's degree in economics from McMaster University. 

 

Aaron Brown, CFA

Aaron Brown CFAMr. Brown joined The City of Calgary in 2016 and took the role of Deputy City Treasurer in March 2018. As the head of Treasury, he has oversight of the $5 billion investment portfolio, all cash management, banking, and cashiering operations, corporate finance and PCI compliance. Prior to joining The City in 2016, Mr. Brown was the Director of Portfolio Management for Alberta Treasury Board & Finance, as well as previously holding roles at the University of Alberta and RBC Royal Bank.

Mr. Brown graduated with a Bachelor of Commerce from the University of Alberta in 1997 and became a CFA charterholder in 2003. He currently serves on the Investment Advisory Committee for AUMA, The Calgary Parks Foundation Finance Committee as well as is a member of both CFA Society Calgary and CFA Society Edmonton.

In May 2018, Mr. Brown was elected by his peers in to serve a two year term as Chair of the CFA Institute's Presidents Council. In this global senior society leadership role he represents the 158 CFA societies around the world and their over 140,000 charterholders.

David Smith, CFA

David Smith Headshot 2

Mr. Smith is the Managing Director and founding partner of Pinnacle Fund Services, a firm providing accounting and valuation services to hedge and private equity funds through North America. He is responsible for the delivery of fund administration services to Pinnacle clients, the development of Pinnacle's technology platform and operating systems and the strategic and business development of the company.

Mr. 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 chair of CFA Societies Canada and is the CFA Institute's Presidents Council Representative for Canada.

Mr. Smith is a past president of CFA Society Vancouver and was awarded the CFA Institute Volunteer of the Year award in 2017. 

Michael Job, CFA

michael job small.jpgMr. Job joined Leith Wheeler Investment Counsel in September 2007 after graduating from Dalhousie University with a Bachelor of Commerce degree. While at Dalhousie, he majored in finance and completed co-op placements in equity research and investment banking at a major Canadian bank. At Leith Wheeler, Mr. Job is responsible for managing both private client and not-for-profit institutional accounts. He sits on the CFA Society Vancouver Board of Directors and holds a Chartered Financial Analyst (CFA) designation



Tim Wilkinson, CFA
Tim Wilkinson Small.pngMr. Wilkinson is a Senior Analyst/Trader and a Principal at Connor Clark and Lunn Investment Management Ltd.  He works on the fixed income team spending the majority of his time on trade execution and risk management. Prior to his current role at the firm, he spent a number of years as a senior analyst on the business analytics team within the Connor Clark and Lunn Financial Group.  He holds a Bachelor of Commerce degree from the University of Victoria and became a CFA Charterholder in 2007.



Schedule
Registration:  5:00 pm
Reception:     5:00 pm

Dinner:           6:00 pm
Ceremony:     7:00 pm

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

  

Sponsored by

 

Queens Logo.jpg


 2019 Charter Recipients

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

Adam Ronald Herman, CFA
Alex Tsz Shing Liu, CFA
Alicia Madeleine Campbell, CFA
Amanda Christine O'Reilly, CFA
Andrew Colin Mackinnon, CFA
Andrew Yue Hong Ng, CFA
Anirudh Hegde, CFA
Anthony Charles Packer, CFA
Anton Almazov, CFA
Audrey Hui, CFA
Baiyang Zhang, CFA
Bardia Baghaei, CFA
Bin Guo, CFA
Brent James Philip Greaves, CFA
Bryce Emmet Anderson, CFA
Cameron Peter Walker, CFA
Chen Shi, CFA
Chin-I Wu, CFA
Christopher Jung-Ming Woo, CFA
Christopher Patrick Hall, CFA
Christopher Tyler Weale, CFA
Ciara Glasgow, CFA
Colin Boese, CFA
Congying Zhang, CFA
Damara Christine Kiceniuk, CFA
Danny Yuen Cheung To, CFA
Darren John Huntley, CFA
Darrin Walter De Stephanis, CFA
David Ower, CFA
David Tran, CFA
Deborah Ju Hyung Han, CFA
Deepak H Parwani, CFA
Derek Adam Poole, CFA
Di Chen, CFA
Di Pan, CFA
Dmytro Yamshchykov, CFA
Emil King Hang Luk, CFA
Eoin Patrick McInerney, CFA
Eric Joseph Gould, CFA
Eugene Wong, CFA
Gabriel Srour, CFA
Graham John Hindson, CFA
Hae Seul Lee, CFA
Haowen Fang, CFA
Hatim Abdelkhalek, CFA
Herby Desriveaux, CFA
Hillary Cheung, CFA
Jack Herbert White, CFA
James Hobbs, CFA
Jenny Yu, CFA
Jonathan Peter Hallett, CFA
Joseph Emil Brunner, CFA
Jung Won Kwon, CFA
Kamil Aliyev, CFA
Kathryn Jane Alexander, CFA
Kent Meng Hin Sio, CFA
Kevin Chong Hin Leung, CFA
Kevin Truong, CFA
Kevin Yeung, CFA
Kimberly Ann Forgaard, CFA
Kirstin Ritson, CFA
Kyle David Jones, CFA
Lianzheng Li, CFA
Luyao Yu, CFA
Mackenzie Stuart Osborne, CFA
Mahmoud Reza Malek, CFA
Mark Paul Meloche, CFA
Mason Worth, CFA
Matthew Curtis Streit, CFA
Matthew Douglas Filipenko, CFA
Matthew Evans Cameron, CFA
Matthew MacGrotty, CFA
Matthew Robert Morrow, CFA
Max David Webber, CFA
Maxwell Kan Feng Ma, CFA
Meenal Narang, CFA
Meng Zhao, CFA
Mengchen Jiang, CFA
Michael Alexander Coletta, CFA
Nicholas Daniel Hearne, CFA
Ning Qu, CFA
Paige Dulle, CFA
Patrick Blake Foulkes, CFA
Phalisha Subaghra, CFA
Phelan Thomas Regan, CFA
Phillip Ryan Wallace, CFA
Pierson Anthony Chan, CFA
Pranay Kumar Bedidhe, CFA
Qayyum Hanif Rajan, CFA
Qiaochu Li, CFA
Qi-Ran Wang, CFA
Rajab Sultan Tariq Sial, CFA
Randy Liu, CFA
Runnan Zhu, CFA
Ryan Anthony Brinkhurst, CFA
Ryan Archambault, CFA
Ryan William Mason, CFA
Samantha Alison Tennant, CFA
Samuel Teik Kiong Chua, CFA
Sang Bin Lee, CFA
Sarah Dominique Ford, CFA
Sean David Christopher, CFA
Shuang Wu, CFA
Soukaina Mahfoud Filali, CFA
Tamsin Jane Gilbert, CFA
Taraneh Khoie, CFA
Theodore Argyropoulos, CFA
Tianze Li, CFA
Travis Morgan King, CFA
Trevor Chang, CFA
Trevor Wai Ghid Lee, CFA
Tsun Kit Lo, CFA
Vanessa Catherine Wittel, CFA
Wajid Waseem, CFA
Xiangli Qi, CFA
Xiao Guang Zhang, CFA
Xiong Wei Zhang, CFA
Yanjia Pan, CFA
Yashar Bozorgzad, CFA
Yi Chen, CFA
Ying Jie Zhang, CFA
Yullim Park, CFA
Yun-Chen Shih, CFA
Zelong He, CFA
Zhe Liu, CFA
Zhu Xin Li, CFA
Zi Yang Raymond Lei, CFA