CFA Society Vancouver

A Member of the CFA Institute Global Network of Societies



 Must See Events

Wealth of Wisdom: Top 50 Questions Wealthy Families Ask
June 26, 2019

​​In their recently-released book, Tom McCullough and Keith Whitaker identify 50 of the most important questions wealthy families wrestle with on the topics of planning, preparation of the rising generations, governance, investing, philanthropy, finding good advisors and other relevant issues. And it delivers answers to those questions from 50 of the world’s leading thinkers and practitioners in the field of family wealth. 
In this presentation, Tom McCullough talks about his most important findings and how he coordinated 50 top speakers across wealth management and investment landscape including James Grubman, Howard Marks and Charles Ellis. He also discusses how the concepts can be used effectively as a tool to stimulate constructive discussion within families.

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Current Canadian Housing Market: Slowdown or Bubble Ready to Burst?
July 10, 2019

In 2017, Founding Partner of JKD Capital, Seth Daniels, shared his short selling case on Canadian Housing with CFA Society Vancouver. Two years later, Seth is returning to outline why the state of today's current housing market is not merely a slowdown, but rather still just the beginning to a much larger correction.

Join us on July 10th to hear how the Canadian Housing Bubble fits in the context of global housing, how we arrived at this point, where we are now and possible scenarios for how it will unfold from here.

Topics Covered:
• ​  What Caused this Confluence of Housing Bubbles?
•   How Do We Analyze Housing Bubbles?
•   Why is this a Compelling Investment Opportunity?
•   What is the Timing?
•   How Do We Navigate House Bubbles?
•   A Look Back On Previous Views in 2017

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 Society Excellence Awards



 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


 Corporate Sponsors

​Thank​ you to our corp​​orate 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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