Upcoming Events

Avoiding the AI-Driven Investment Apocalypse

Investors don’t understand the drivers of AI capex when they ask multi-trillion dollar technology companies to scale back spending.  These entities were founded on innovative algorithms and AI is the greatest algorithm humanity has ever seen, and it is moving faster than imaginable. These forces collided recently as more capable AI algorithms threatened the competitive moats of several industries. Even for those without direct exposure to the sector, portfolio managers need to understand potential threats to avoid a SAAS apocalypse disruption to their positions.    Join Malcolm White, CFA, an award-winning AI application developer and Global Technology Portfolio Manager at BMO GAM, as he explores the impact of AI in the decade ahead.

Financial Planning for Families

Starting or growing a family is an exciting milestone — and a big financial one too. This free workshop covers the essentials of family budgeting, Canadian tax credits and benefits (including the Canada Child Benefit, parental leave EI, and childcare expense deductions), education savings through RESPs, and key insurance and estate planning considerations. Whether you’re expecting your first child or navigating the financial realities of a growing household, you’ll leave with practical tools and resources to feel more confident in your family’s financial future. Presented by CFA Society Vancouver's Financial Literacy Committee

Mutual Fund vs Exchange-traded Funds (ETFs)

Mutual funds and ETFs are two of the most popular investment options available to Canadians — but how do you know which is right for you? This free workshop breaks down both in plain language, comparing how they work, their fees, trading flexibility, tax considerations in registered accounts (RRSP, TFSA, RESP), and the pros and cons of each. You’ll walk away with a clearer understanding of your options and the confidence to make more informed investing decisions that fit your goals and lifestyle. Presented by CFA Society Vancouver's Financial Literacy Committee

Private Equity Bootcamp

Presented in partnership with Mink Learning This is an exciting opportunity to take the next step in your Private Equity journey . Whether you're looking to break in or deepen your expertise, this comprehensive two-day program is designed to strengthen your foundational knowledge and equip you with advanced insights into private equity investing. You’ll be prepared to make strategic investment decisions and understand key industry trends. Register for either day based on your needs or sign up for both to gain a full-spectrum view. What you will gain by attending: Master Key Concepts in Private Equity ·        Deepen Your Fundamentals: Refine your knowledge of private equity fundamentals and key investment methodologies. ·        Explore Investment Methods: Gain a concrete understanding of diverse investment approaches, including direct investing, co-investing, fund investing, and fund-of-funds strategies. ·        Navigate the Investment Process: Learn the entire private equity investment process, from deal sourcing to value creation, and ultimately, exit. Real-World Insights & Current Trends ·        Stay Up to Date: Discuss real-world case studies and current private equity events to better understand today’s market landscape. ·        Understand Pandemic-Driven Shifts: Learn how private equity has evolved post-pandemic and what trends are shaping the industry.

Financial Planning for Families

Starting or growing a family is an exciting milestone — and a big financial one too. This free workshop covers the essentials of family budgeting, Canadian tax credits and benefits (including the Canada Child Benefit, parental leave EI, and childcare expense deductions), education savings through RESPs, and key insurance and estate planning considerations. Whether you’re expecting your first child or navigating the financial realities of a growing household, you’ll leave with practical tools and resources to feel more confident in your family’s financial future. Presented by CFA Society Vancouver's Financial Literacy Committee