CFA Society Vancouver

A Member of the CFA Institute Global Network of Societies

 Society News

40th Annual Forecast Dinner
January 17, 2018
Vancouver Convention Centre
 
 

 

Join us for an evening with keynote speaker Geoff Colvin, Fortune Magazine's Senior Editor-at-Large, and panelists Anthony Scilipoti, Sara Shores, and Andrew Left.

Entertainment and emcee duties will be provided by a group from TheatreSports, and we will have a number of contests where you could win gift certificates to Mahony & Sons; a thirst quenching centerpiece; or a Tesla for a weekend valued at $1,500.

In addition, we are excited to introduce an event app, which will include the agenda, menu, speakers' bios, sponsors' information, the forecast ballots, and feedback survey.

All guests need to download the app prior to the event.

 

Emcee
Bill Pozzobon
 

Pozzobon, Bill (2015) headshot.jpgAs a veteran cast member at Vancouver Theatresports, Bill has performed thousands of improv shows (including sharing the stage on many occasions with improv legends Colin Mochrie and Ryan Stiles). Bill has also been fortunate to perform at venues throughout North America and internationally. His scripted work includes the Arts Club Theatre, Axis Mime and several film and television roles. 

An experienced host, Bill’s stage presence, combined with a sharp wit and humour, have made him a sought after emcee for corporate special events. 

 

 

Keynote Speaker
Geoff Colvin
Senior Editor-at-Large, Fortune Magazine

Geoff Colvin

Millions of eyes and ears count on―and respect―Geoff Colvin’s insights on the key issues driving change in business, politics, and the economy. The senior editor of Fortune magazine, and named by Directorship magazine as one of the “100 Most Influential Figures in Corporate Governance,” Mr. Colvin draws on his years of insider access to top government figures and high-profile executives to share effective leadership strategies, and provides his unparalleled perspective on the business climate of today…and tomorrow.

In addition to his regular column in Fortune, Mr. Colvin also authors frequent feature stories for the magazine and is daily on the CBS Radio Network, where he reaches seven million listeners each week.

Mr. Colvin’s ground breaking and bestselling book, Talent Is Overrated: What Really Separates World-Class Performers from Everybody Else, received the Harold A. Longman Award for “Best Business Book of the Year,” and was called both "spectacular" and "fascinating” by Charlie Rose. His earlier book, The Upside of the Downturn: Ten Management Strategies to Prevail in the Recession and Thrive in the Aftermath, was named the “Best Management Book of the Year” by Strategy and Business magazines. His latest book, Humans Are Underrated: What High Achievers Know That Brilliant Machines Never Will, looks at the trend of technology displacing more jobs than it creates, and the ways people will create value for their organizations and their careers in the changing economy.

As a speaker, Mr. Colvin has engaged hundreds of audiences on six continents. He is also a skilled on-stage interviewer whose subjects have included Jack Welch, Henry Kissinger, Richard Branson, the Prince of Wales, Bill Gates, Alan Greenspan, Steve Case, Ted Turner, George H.W. Bush, George W. Bush, and many others. He is the regular lead moderator of the Fortune Global Forum, and he serves as moderator for the International Business Leaders Forum in London.

In the media, Mr. Colvin has appeared on The Today Show, The O'Reilly Factor, Good Morning America, Squawk Box, CBS This Morning, ABC's World News, CNN, PBS's Nightly Business Report, and dozens of other programs.


Moderator 
Ryan Males, CFA
Head of Equity Sales & Trading, CIBC

Ryan Males Headshot 

Mr. 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.

 

 

 

 

 

Panelists
Anthony Scilipoti
Founding Partner, Veritas Investment Research

 

Mr. Scilipoti is a founding partner of Veritas Investment Research. He is a fellow Chartered Accountant, a Certified Public Accountant (Illinois) and a member of the Association of Certified Fraud Examiners. Mr. Scilipoti is the Chair of COA Canada's Users Advisory Committee, a former member of the Canadian Accounting Standards Board and the CPA Canada Emerging Issues Committee.

Mr. Scilipoti also serves as a member of the Ontario Securities Commission's Continuous Disclosure Advisory Council. In 2006, he was awarded the Award of Distinction by the Institute of Chartered Accountants of Ontario for his impact and leadership in the accounting profession among those under 40.

Mr. Scilipoti has been a part-time accounting instructor in the MBA and BBA Programs at York University's Schulich School of Business, where he was nominated for the Teaching Excellence Award in 1997 and 2003. A number of his cases have been published in Cases in Financial Accounting: A Principles Based Approach, First Edition, 2006. Mr. Scilipoti also taught courses on financial statement analysis and business valuation for many CFA societies in Canada and the U.S., CPA Canada, as well as Canadian and U.S. analysts and portfolio managers.

Mr. Scilipoti is a frequent media commentator and public speaker on issues related to financial accounting and disclosure. He is considered an industry expert in special situations related to accounting.

Sara Shores, CFA
Managing Director, Blackrock

 Sara Shores

 

Sara Shores, CFA, Managing Director, is the Head of Investment Strategy for the Factor-Based Strategy Group, driving the strategy innovation and thought leadership for Smart Beta across all asset classes for institutional, retail and iShares clients.

Prior to assuming her current responsibilities in 2014, Ms. Shores was the head of North American Index Strategy within the Beta Strategies group. Ms. Shores' service with the firm dates back to 2005, including her years in the institutional client business with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Previously, she worked for MSCI Barra as a manager of product marketing, and as a senior consultant in equity sales and client relations. Ms. Shores also spent several years as the investment specialist for AssetMark Investment Services, overseeing all aspects of the firm's investment program.

Ms. Shores earned a BA degree in economics from the University of California at Santa Barbara in 1994 and an MBA degree from the University of California at Berkeley in 2001. Ms. Shores has been aCFA charterholder since 1998.


Andrew Left
Citron Research
Andrew Left SM.jpgAndrew Left has been publishing Citron Research for 16 years, the longest running short selling newsletter online.   During that time Citron Research has exposed more corporate fraud than any non government agency in the world.  Mr. Left's commentary has expanded to valuations and unsustainable business models as he is most famously known as one of the short sellers to expose the wrong doings at Valeant Pharmaceuticals.  Known for his colorful language and commentary, he is a frequent commentator on CNBC and Bloomberg television.  Mr. Left lives in Beverly Hills California with his wife Stephane and 4 children.

 

 

Schedule
4:30 PM Cocktail Reception
6:00 PM Dinner Service
7:00 PM Forecast Award
7:15 PM Panel Discussion
8:00 PM Keynote Speaker
9:00 PM After Party (Mahony & Sons)

Fees
$150 - Individual Tickets
$1500 - Tables (10 Guests)

 

 

 

 

Thank you for 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 Sponsor

​Thank​ you to Horizons ETFs for their continued support of CFA Society Vancouver.
 

 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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