CFA Society Vancouver

A Member of the CFA Institute Global Network of Societies


 Society News

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Putting Investors First Month
Carla Harris
Fairmont Waterfront Hotel
May 8, 2018
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We are excited to be hosting Carla Harris, Vice Chair, Global Wealth Management and Senior Client Advisor at Morgan Stanley, as the keynote speaker for this year's Putting Investors First event, which is in support of CFA Institute's global initiative to encourage finance professionals to place client interests above their own.

Maximizing Career Success: Currency, Change, and Creating a Powerful Leader
Carla Harris, Vice Chairman of Morgan Stanley, gospel recording artist, and author of Expect to Win and Strategize to Win will use her signature "Carla's Pearl's" to discuss with participants the components of positioning yourself to maximize your success as a leader in the career environment that you want.  She will explore the concepts of performance currency vs. relationship currency, managing through and creating change and how to be an impactful, and influential leader.

Guests will receive a complimentary copy of her book "Expect to Win".

 Keynote Speaker

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Since joining Morgan Stanley in 1987, Ms. Harris has held a number of positions ranging from investment banking, equity capital markets, private placements, and initial public offerings in a number of industries.

Ms. Harris is a highly respected thought leader and author of two books "Expect to Win" and "Strategize to Win", as well as a gifted Carnegie Hall gospel singer. She was named to Fortune Magazine's list of "The 50 Most Powerful Black Executives in Corporate America", U.S. Bankers' "Top 25 Most Powerful Women in Finance" (2009, 2010, 2011), and to Essence Magazine's list of "The 50 Women Who are Shaping the World". In August 2013, Ms. Harris was appointed by President Barack Obama to Chair the National Women's Business Council. She currently sits on the board of Walmart and the Board of Overseers of Harvard University. Prior to joining Morgan Stanley, Ms. Harris received an MBA, Harvard Business School and an AB in economics from Harvard University, Magna Cum Laude.

Ms. Harris' engaging and powerful teaching provides practical and insightful advice on communication strategies, bouncing back after a misstep, and building up "relationship currency". Regardless of where you are in your career; looking to move up or move on, or somewhere in between, you will find something of value in her talk.  

Ms. Harris' honourarium will be donated to The College of New Rochelle, an educational facility that is of particular interest to Ms. Harris.



​Registration​11:30 am - 12:00 pm
​Lunch​11:45 am - 12:30 pm
​Presentation​12:30 pm - 1:30 pm
​Book Signing​1:30 pm - 2:00 pm



Early Bird Pricing*
​Tables (10 guests)​$750/$900
Regular Pricing
​Tables (10 guests)​$900/$1,110

*Member early Bird Prices extended until April 20th. 


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Thank you to our event sponsors for their continued support.


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 Contact Us

Virginia Coles
Executive Director
T:  604-985-9889

Suzanne Martin
Membership and Programs Coordinator
T:  604-986-9856

PO Box 54080
1562 Lonsdale Avenue
North  Vancouver, BC
V7M 3L5
F:  1-888-635-0265


 Corporate Sponsors

​Thank​ you to our corporate sponsors for their continued support of CFA Society Vancouver.
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 Upcoming Events

 Refund Policy

​​At least one week's notice must be provided for refunds. If the event logistics hav​​e been confirmed with the venue, no refunds will be issued.






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