December 8, 2016
Hyatt Regency Hotel
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.
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.
Registration/Cocktail Reception: 5:00 pm
Dinner: 6:00 pm
Ceremony: 7:30 pm
New CFA Charterholders (members) - complimentary
Guests - $75