CFA Society Vancouver

A Member of the CFA Institute Global Network of Societies


 Society News

39th Annual Forecast Dinner
January 18, 2017
Vancouver Convention Centre​

Steve Patterson

Steve Patterson.jpgThough most familiar to over 700,000 weekly listeners as host of the hit comedy "The Debaters" on CBC Radio One, it is as an award-winning stand-up comedian and Master of Ceremonies where Steve Patterson proves most masterful. Since leaving a full-time career as a copywriter behind in 1997, Patterson has performed all over the English-speaking world in comedy clubs, theatres and live events.

This fall will see the release of his first book, The Book of Letters I Didn't Know Where to Send: a collection of unsent missives (long a staple of his stand-up comedy routine) in which no subject or target is off-limits. Comedian Debra Giovanni raves that it's "just like Steve Patterson: funny, smart, and just a tiny bit weird."

Patterson's career highlights include being named Canada's Best Male Stand-up Comic at the Canadian Comedy Awards in both 2011 and 2013 as well as being nominated as the Canadian Comedy Person of the Year in 2012 and 2013. He has also headlined throughout Ireland and Australia, performed for several top tier North American companies throughout the continent and has starred in several nationally televised specials in Canada including the prestigious Just For Laughs Galas where, in 2010, his performance on a Steve Martin hosted gala prompted the comedy icon to proclaim:  "If I'd known he was going to be THAT good I would have cancelled him."

Ryan Males, CFA

Ryan Males Headshot.pngMr. Males is CIBC's Head of Equity Sales & Trading for Western Canada. He has been in equity markets for 15 years, working in investor relations, as a sell-side healthcare analyst, with a New York-based hedge fund, and in equity sales. Mr. Males is a CFA charterholder, has a PhD in Chemistry from the University of British Columbia and was an American Cancer Soc​iety research fellow at the University of California in San Francisco.  

Helima Croft​

HelimaCroft Headshot.jpg

Ms. Croft is a Managing Director and the Global Head of Commodity Strategy at RBC Capital Markets. She specializes in geopolitics and energy, leading a team of commodity strategists that cover energy, metals and cross‐commodity investor activity. Ms. Croft is a member of the National Petroleum Council, a select group of individuals who advise, inform and make recommendations to the Secretary of Energy with respect to any matter relating to oil and natural gas. She also is a CNBC contributor, a member of the channel’s exclusive family of experts, and is a Life Member of the Council on Foreign Relations.

Ms. Croft joined RBC Capital Markets from Barclays, where she was a Managing Director and Head of North American Commodities Research. Prior to that, she worked in Lehman’s Business Intelligence group, the Council on Foreign Relations and the CIA, where she focused on geopolitics and commodities. Ms. Croft has received many industry accolades throughout her career, including Breaking Energy’s Top Ten New York Women in Energy and received her PhD in economic history from Princeton in 2001.

Jason DeSena Trennert

Jason Trennert Headshot.jpgMr. Trennert is the Managing Partner of Strategas Research Partners LLC and the Chairman and Chief Executive Officer of the firm's broker-dealer subsidiary, Strategas Securities, LLC. In addition, as Chief Investment Strategist, Mr. Trennert is known as one of Wall Street's top thought leaders on the subject of markets and economic policy. His research pieces are read by leading institutional investors and corporate executives across the globe. 

In 2006, Mr. Trennert co-founded Strategas, which originally began with just five employees. Today, the firm employs over fifty research analysts, institutional salesmen, and sales traders at its offices in New York, Washington D.C., and Columbus, Ohio.  Prior to founding Strategas, Mr. Trennert was the Chief Investment Strategist and a Senior Managing Director at International Strategy & Investment (ISI) Group where he built and oversaw two of that Firm's most popular research efforts, its Company Surveys and Investment Strategy groups. 

Widely quoted in the domestic and foreign press, Mr. Trennert is a regular guest host on CNBC's "Squawk Box" and "Bloomberg Surveillance" with Tom Keene. His second book, My Side of the Street, was published by St. Martin's Press in May. 

He was the Treasurer of La Scuola d'Italia where he built its investment committee. He is a member of the Board of Governors of The Columbus Citizens Foundation and a member of the investment committee of the Rockefeller Brothers Fund. He has an MBA from The Wharton School at the University of Pennsylvania and BS in International Economics from Georgetown University.

Joe Sirdevan, CFA

Joe Sirdevan Headshot 2.jpgMr. Sirdevan is the founder of Galibier Capital Management.  Galibier manages concentrated equity portfolios employing its "Growth at a Reasoned Price" investment philosophy.  The firm is focused on generating absolute return utilizing a rigorous and consistent valuation methodology for its institutional clients.

Prior to Galibier, Mr. Sirdevan was a partner at Jarislowsky Fraser Limited. While at Jarislowsky he was lead Portfolio Manager and previously Director of Research for $20B+ Canadian and $5B+ U.S. equity portfolios. Prior to his 17 years at Jarislowsky Fraser, he was an investment analyst at the Ontario Teachers' Pension Plan Board for 3 years.

Mr. Sirdevan holds a Bachelor of Arts degree from the University of Toronto, an MBA degree from the Richard Ivey School of Business at the University of Western Ontario, and is a Chartered Financial Analyst (CFA).

4:30 PM  Cocktail Reception
6:00 PM  Dinner Service
7:00 PM  Forecast Award
7:15 PM  Panel Discussion
9:00 PM  After Party (Mahony & Sons)

Individual Tickets  $150
Table Purchase  $1,500 (table of 10)

Vancouver Convention Centre
Ballroom D
1055 Canada Place
Vancouver, BC

Enter to win a Porsche for a weekend.  Value $1,500.
Compliments of


Thank you to our sponsors for their generous support.

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Virginia Coles
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