CFA Society Vancouver

A Member of the CFA Institute Global Network of Societies

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 Leadership


OFFICERS

President
Duane Tup Chong, CFA
Mr. Tup Chong is a Partner with KPMG LLP providing audit, accounting and advisory services to clients primarily in the financial services industry.  His clients include chartered banks, credit unions, investment funds and investment dealers.  In addition to his clients, he holds a number of leadership roles within KPMG including the lead human resource manager for his business unit, University Campus Recruiter, and Chair of the firm’s learning committee.  Mr. Tup Chong graduated from the University of British Columbia with a Bachelor of Commerce Degree.  After completing his Chartered Accountant designation with honors in 2006, Duane obtained his Chartered Financial Analyst (CFA®) designation in 2009.  During his spare time, he enjoys travelling and playing sports; most particularly, playing ice hockey in the winter and golfing in the summer.

Vice President
Jessie Bobinski, CFA
Following graduation from the BCIT Financial Management Program, Ms. Bobinski began her career in financial services in the private client department of a large independent investment counsel firm. After eight years in this role, and immediately prior to joining Dixon Mitchell, she spent five years managing discretionary investment portfolios for physicians and their families within a Canadian member-owned organization.  Ms. Bobinski brings extensive experience to Dixon Mitchell’s private client offering, where she specializes in investment policy management, portfolio allocation, and business development. In addition to being a CFA Charterholder and Certified Financial Planner, she currently serves as director of CFA Society Vancouver.  She is also Treasurer of the Benefits and Caring Committee, a financial industry organization operating in support of Ovarian Cancer Canada, and is an active volunteer with Junior Achievement Canada.

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

 

Secretary
Eric Bukovinsky, CFA
Mr. Bukovinsky is the Principal at Yaletown Partners. He manages Fund II's investment in Columbia Green, serves as Board Observer for Chaordix, and has contributed significantly to Fund II sourcing, due diligence and governance. Mr. Bukovinsky joined the Firm as Analyst in 2008, and led the formulation of Yaletown's portfolio analysis, performance measurement and valuation methodologies. He brings almost 15 years' experience to the Firm, having previously worked as analyst for investment banking firm Jefferies & Company and economic and strategy consultancy Analysis Group, both in Silicon Valley. He is a CFA charterholder.


David Smith Headshot 2.jpg

Past President
David J. 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 com​pany. 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 Limited. 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 President of CFA Society Vancouver and is the Treasurer of Christ Church Cathedral.


DIRECTORS

Graeme Baker 2.jpg

Graeme Baker, CFA, MSc
Mr. Baker is an institutional portfolio manager at PH&N IM.  Prior to joining PH&N IM in 2010, he worked as an analyst in the investment banking division of a Canadian financial services firm specializing in sustainability, mining and technology sectors. Before that, Mr. Baker supported corporate finance activities including originating and executing public and private financings at another Canadian investment firm. He started in the investment industry in 2005 at a global financial services firm in London, UK, providing analysis in a number of research, trading and sales roles. Mr. Baker is a CFA charterholder and is supporting CFA Society Vancouver's Forecast Dinner Committee.


Claire Cobden, CFA
Ms. Cobden is VP, Treasurer at BlueShore Financial, BC's fourth largest credit union. She is responsible for daily treasury operations and trading, including the recommendation and implementation of asset-liability management strategies relating to liquidity, interest rates, capital, credit and foreign exchange. Prior to joining BlueShore Financial, Ms. Cobden was the Assistant Treasurer for MacDonald, Dettwiler and Associates, a global communications and information technology company.  She started her career in Vancouver with KPMG, and spent 8 years in London, England working in investment banking, M&A, corporate finance and securitization. She has a Bachelor of Commerce Degree from UBC, and holds both the Chartered Financial Analyst (CFA) and Chartered Professional Accountant (CA, CPA) designations.​

 

Ethan Dang.pngEthan Dang, CFA
Mr. Dang is a Portfolio Manager with Richardson GMP Limited, an independent, full-service wealth management firm. Prior to joining Richardson GMP Limited, he spent several years at a buy-side, boutique investment management firm in Vancouver where he was responsible for portfolio management, quantitative research and equity trading. Mr. Dang completed his Bachelor's degree in Computer Engineering from the University of British Columbia and started his career in the high-tech industry. Subsequently, he obtained a MBA in Finance from the University of British Columbia and became a CFA Charterholder. Mr. Dang is an active supporter of the community. He leads the Employer Outreach Committee of CFA Society Vancouver and is a Board Member of the Association of Neighbourhood Houses of BC (ANHBC).
 

​​Nick Karliychuk Small.jpgNick Karliychuk, CFA
Mr. Karliychuk is Director of Operations and IT with Dixon Mitchell Investment Counsel Inc., where he heads several functions, including operations, trading, reporting, technology, cybersecurity and business continuity. He is  leading the portfolio administration and investment accounting team along with coordinating work of technology providers and cooperating with president and partners to support technology needs and overall business strategy. He has volunteered with CFA Society Vancouver since 2013 and has been responsible for organizing educational events. Mr. Karliychuk is Chairman of the Programs Committee. Outside of work, he enjoys travelling and exploring different cultures, as well as taking advantage of the many outdoor activities available in British Columbia's diverse terrain. Mr. Karliychuk is a CFA Charterholder.​

Dmitri Kotliarov, CFA
Mr. Kotliarov brings to Travelers Capital over 7 years of renewable energy and project finance experience. Prior to joining Travelers Capital in 2013, he was involved in development and financing of commercial scale wind and hydro generation facilities, as well as electrical transmission systems in the US and Canada with Sea Breeze Power Corp. as Finance Manager. Mr. Kotliarov is a CFA charterholder and is the Membership Chair for CFA  Society Vancouver. As well, he holds a B. Comm from the Sauder School of Business, University of British Columbia.



Elvis Picardo, CFA
Elvis Picardo is a Portfolio Manager at HollisWealth®, a division of Scotia Capital Inc. (HollisWealth). Prior to joining HollisWealth, he was Vice President-Research and a Portfolio Manager at Global Securities Corporation. He brings a global perspective to investment research and portfolio management, obtained through more than two decades of international capital markets experience in diverse disciplines. His experience spans a wide range of asset classes – equities, options, currencies and fixed income. Mr. Picardo received the CFA® charter in 1998. He also holds the Canadian Investment Manager designation, and degrees in engineering and management studies. He is a frequent contributor to a number of leading financial publications, and is an active volunteer and mentor. ​

Jordan Trimble Small.jpg Jordan Trimble, CFA
Jordan Trimble is the President and Chief Executive Officer of Skyharbour Resources, a TSX Venture listed uranium exploration and development company. Mr. Trimble holds a Bachelor of Science Degree with a Minor in Commerce from UBC and he is a CFA® charterholder. He has worked in the resource industry in various roles with numerous TSX Venture listed companies specializing in corporate finance and strategy, shareholder communications, marketing, deal structuring and capital raising. He has appeared on BNN several times and has given presentations at numerous resource conferences across North America. Mr. Trimble is also a director of the Face of Today charity which is a charitable organization comprised of young leaders with a mission to empower underprivileged individuals to achieve their life goals and provide a stepping stone for future development in the local community.


David (Wally) Trueman, CFA
Mr. Trueman is a Fixed Income Trader with Odlum Brown Limited, an independent full-service investment firm based in Vancouver, BC. His responsibilities include trading corporate and government bonds, currencies and new issues on behalf of Odlum Brown’s clients. He graduated from the University of British Columbia in 1997 with a Bachelor of Commerce Degree (Finance) and became a CFA charterholder in 2003. Mr. Trueman lives with his wife and three children in Richmond BC. An active member of the community, he can frequently be found coaching minor hockey and baseball.


Michael Wallberg, CFA
Mr. Wallberg worked as a Canadian equity analyst and institutional portfolio manager during his 11 years with Phillips, Hager & North. 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. He currently works as an award-winning freelance journalist and producer for CBC, as well as a content marketer for a banking software provider.

 

Tim Wilkinson Small.pngTim Wilkinson, CFA
Mr. 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.
 


Tricia Wu, MBA, CFA, FRMTricia Wu Small.jpg
Ms. Wu joined the Institutional Portfolio Management team at Leith Wheeler Investment Counsel in October 2016, with over six years' experience in treasury, pensions, corporate finance, and risk management from Finning International and Taiga Building Products. She earned her Master of Business Administration degree from the University of British Columbia and a Bachelor of Business Administration degree from Simon Fraser University. Ms. Wu holds the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations. She is a member of the CFA Society Vancouver and chairs the Candidates Development Committee.​


COMMITTEE CHAIRS 

Candidates Development
Chair:  Tim Wilkinson, CFA
The Candidates Development Committee organizes programs and activities, which help CFA Program candidates and potential candidates address topics on the CFA Program, career development, career management, and career transition during and after the completion of the Program.  The Committee also coordinates and administers the CFA Exam Scholarships twice per year, organizes information sessions at local post-secondary institutions, and offers the Boston Mock Exam to candidates. 

Employer Outreach
Chair:  Ethan Dang, CFA

Forecast Dinner
Chair:  Graeme Baker, CFA
The Major Events Committee organizes two high profile events each year, which include the Forecast Dinner in January and the CFA Day Networking Luncheon in June. The annual Forecast Dinner is considered one of CFA Society Vancouver's most prominent events.  The dinner provides members and their clients with the opportunity to hear relevant unbiased forecasts of future market expectations. The CFA Day Networking Luncheon is a cross-designation event, which brings together members from a variety of organizations including CGA Association of BC, TMAC BC, Chartered Accountants of BC and CICBV.

Membership
Chair:  Dmitri Kotliarov, CFA

Mentorship Program
Co-Chairs​:  Jovana Kasci​, CFA and Andrew Marshall, CFA

Programs
Chair:  Salman Ahmed, CFA
The purpose of the Programs Committee is to provide educational programs that fit the mandate and strategy of CFA Society Vancouver, (e.g. professional development, networking, client relations, etc.), as well as the requirements of CFA Institute.  The objective is to ensure quality programming is available for the CFA Society Vancouver membership, clients, investors and other professionals.

Public Awareness
Chair:  Jordan Trimble, CFA
The purpose of the Awareness Committee is to enhance awareness of the CFA brand within the Vancouver investment community, including CFA Society Vancouver members, employers, academia, members of other professional organizations, financial and business media contacts, and the general investing public.

Social
Chair:  Andrew Blazenko, CFA
The Social Committee organizes a variety of social events each quarter to foster fellowship amongst CFA members and candidates.  Events include pub nights, martini tasting and a Monte Carlo Night hosted in partnership with the CA Institute of BC and the Canadian Bar Association.

Social Media
Chair:  Wally Trueman, CFA

Sponsorship
Chair:  Virginia Coles
The goal of the Sponsorship Committee is to introduce CFA Society Vancouver to a variety of sponsors that may be interested in partnering with the Society for major events and programs, and supporting our mission to promote best practices and the highest professional and ethical standards in the investment industry.  Sponsorship opportunities include the Forecast Dinner, CFA Day, seminars and workshops, and networking events. 

University Outreach
Co-Chairs: Simon Tso, CFA and William Wong
The University Outreach Committee's goals are to increase awareness of the designation amongst students and to enhance the Society's relationships with local universities and colleges.  This is accomplished through educational seminars and presentations, in addition to participation at various career and education fairs.  The Committee is also mandated to provide opportunities for students to become involved with CFA Society Vancouver, as well as the local Financial community. 

Volunteer Co-ordinator
Virginia Coles


PAST PRESIDENTS​​
2016 - 2017       David Smith, CFA
2015 - 2016       David Smith, CFA
2014 - 2015       Maria Pacella, CFA
2013 - 2014       Daren Atkinson, CFA
2012 - 2013       Dave Barr, CFA
2011 - 2012       Jan Campfens, CFA
2010 - 2011       Julian Carson, CFA
2009 - 2010       Jeffrey L. Porter, CFA
2008 - 2009       Alan P. Tynan, CFA
2007 - 2008       Catherine E. Heath, CFA
2006 - 2007       Alexander Prodanovic, CFA
2005 - 2006       Donna J. Jones, CFA
2004 - 2005       Janine C.K. Guenther, CFA
2003 - 2004       Ian M. Robertson, CFA
2002 - 2003       Robert E. Mitchell, CFA
2001 - 2002       Donald A. Gordon, CFA
2000 - 2001       Kathleen A. Leavens, CFA
1999 - 2000       Gordon Gibbons, CFA
1998 - 1999       Bert J. Quattrociocchi, CFA
1997 - 1998       Glen C. Rattray, CFA
1996 - 1997       David E.M. Williams, CFA
1995 - 1996       Janet K. Pau, CFA
1994 - 1995       Jonathan Stewart, CFA
1993 - 1994       Stewart M. Marshall, CFA
1992 - 1993       Wayne Wachell, CFA
1991 - 1992       Harry K.H. Lee, CFA
1990 - 1991       Stephen M. Daub, CFA
1989 - 1990       Edith M. Smithies, CFA
1988 - 1989       Anthony R. Gage, CFA
1987 - 1988       Peter N. Van Loon, CFA
1986 - 1987       Stephen W. Semeniuk, CFA
1985 - 1986       Jaak Puusepp, CFA
1984 - 1985       Rudy Kerklaan, CFA
1983 - 1984       Douglas H. Knight, CFA
1982 - 1983       Graham E. Henderson, CFA
1981 - 1982       William B. Wheeler, CFA
1980 - 1981       Robert P. Farley, CFA
1979 - 1980       Gordon H. MacDougall, Jr., CFA
1978 - 1979       Kenneth A. Shields, CFA
1977 - 1978       Eric C. Moore
1976 - 1977       Charles D. Caiger, CFA
1975 - 1976       Frederick J. Brooks-Hill
1974 - 1975       Anthony Hepburn
1973 - 1974       Peter A. Davidson
1972 - 1973       John P. Verseveldt, CFA
1971 - 1972       Peter R. Candy, CFA
1970 - 1971       Murray V. Leith
1969 - 1970       Michael B. McManus
1968 - 1969       John R. Jefferson
1967 - 1968       Michael M. Ryan
1966 - 1967       Michael M. Ryan
1965 - 1966       Arthur Phillips ​​​​​​​​​​​​​​​​​​

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.