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 Annual Charter Awards Ceremony

18th Annual
CHARTER AWARDS
CEREMONY
February 18, 2021

CFA Society Vancouver is hosting the 18th Annual Charter Awards Ceremony virtually on February 18, 2021.  

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. 

 

Michael Wallberg, CFA
Michael Wallberg.jpgMr. Wallberg worked as a Canadian equity analyst and institutional portfolio manager during his 11 years with Phillips, Hager & North Investment Management. He joined PH&N from Merrill Lynch, where he worked as an investment banker and global relationship manager in Calgary and London, UK. Mr. Wallberg graduated from the University of British Columbia with a B.Comm (hons) specializing in Finance in 1998 and received his CFA charter in 2003. He returned to UBC in 2012 to earn his Master of Journalism and went on to produce television news for CBC. He currently works as Vice President, Marketing & Communications for Leith Wheeler Investment Counsel and serves as President on the Board of CFA Society Vancouver.

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 Thom, CFA

Michael Thom.jpgMichael Thom, CFA is the Managing Director for CFA Societies Canada. He leads the strategic direction of CFA Societies Canada and advocates the highest standards of integrity and ethics for the ultimate benefit of Canadian investors, while building brand awareness of the CFA designation. Mr. Thom comes to CFA Societies Canada with over 12 years of experience in a variety of capital markets positions. His most recent role was as an executive at a Toronto-based hedge fund manager. Previously his career was focused in equity trading and portfolio management at firms in Toronto and Vancouver. Mr. Thom brings many years of volunteer leadership experience in advocacy in this role. He has served as a director of CFA Society Toronto's board, has volunteered in multiple capacities for CFA Institute, and as a member and former chair of the Canadian Advocacy Council. Mr. Thom is a graduate of the University of British Columbia and is a CFA charterholder.


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
Opening Remarks:   5:30 pm

Ceremony:               6:00 pm
Closing Remarks:    7:00 pm

Registration Fee
New CFA Charterholders (members) - $50
Guests - Complimentary

  

Sponsored by

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 2020 Charter Recipients

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

Alexandre Pierre Protat, CFA
Alicia Nicole Mackay, CFA
Alisha Sukhija, CFA
Amjodh Dhillon, CFA
Aric Yahya Shakur, CFA
Bradley Mitchell Burnett, CFA
Chenyi An, CFA
Christopher James Sander, CFA
Cody Lee Gordon, CFA
Connor Richard Murray Brown, CFA
Damanjit Singh Minhas, CFA
Daniel Vu Nguyen Dang, CFA
David Junyi Xiao, CFA
Dennis Robert Rider, CFA
Dimitar Ivanov, CFA
Enrique Ciurlizza Parro, CFA
Falaq Abdul Sultan Hamirani, CFA
Fergus Yick Chown Wong, CFA
Gurpreet Chahal, CFA
Hinvay Victor Tang, CFA
Holland Michael Matthew Ninow, CFA
Hong Jia Hu, CFA
Hongfei Zhu, CFA
James Boyer de la Giroday, CFA
James Richard Lising, CFA
Jelena Mirkov, CFA
Jessi Johnathon Hilton, CFA
Ji Cheng Dong, CFA
Jianwei He, CFA
Jiaqi Kang, CFA
Jin Rui, CFA
Jinwei Tang, CFA
John Hartery, CFA
John Braden Franklin, CFA
Jonathan Wearing, CFA
Jonathan Scott Martin, CFA
Jordan Timothy Hopper, CFA
Jun Li, CFA
Kelly Grace McManus Hirsch, CFA
Kelsey Thompson, CFA
Kuba Grabowski, CFA
Lauren Boyd Minogue, CFA
Lisa Guo, CFA
Lu Jia, CFA
Maggie Mai Qi Liang, CFA
Marcus Andrew Campeau, CFA
Max Wensel, CFA
Mengxi Lin, CFA
Mitchell James Richardson, CFA
Namuun Khulree, CFA
Narada Luckanachai, CFA
Nermina Mustafic, CFA
Paul McCrossan, CFA
Qianhui Zhao, CFA
Qicheng Ma, CFA
Qifeng Wei, CFA
Ryan Andrew Weafer, CFA
Samantha Hoi-Lok Chan, CFA
Shashank Varma Kalidindi, CFA
Sheng Zhang, CFA
Sijia Ji, CFA
Spencer Prince, CFA
Steven Richard Stewart Ruggles, CFA
Te Zhang, CFA
Tianyu Li, CFA
Tyler Samuel Pedersen, CFA
Tze Yiing Chua, CFA
Wei Zhang, CFA
Wendy Wai Yee Kei, CFA
Xianqun Ding, CFA
Xuan Shi, CFA
Yao Liu, CFA
Yong Dong Li, CFA
Yue Hu, CFA
Yuemeng Zhang, CFA
Zhi Qiao, CFA