Annual Dinner

48th Annual Dinner
January 29, 2026
Vancouver Convention Centre West Building
1055 Canada Place
Vancouver, BC

90% SOLD

Join us for CFA Society Vancouver’s Annual Dinner, an evening of insight and connection with leaders from Canada’s investment community. This year’s program will feature Dan Janis of Agile Investment Management and Brad Dunkley, CFA of Waratah Capital Advisors, who will share their perspectives on the evolving financial landscape and the issues most relevant to finance professionals and their clients.

Following their remarks, Emily Davies of Linde Equity will moderate a fireside chat exploring current market dynamics, client strategies, and emerging opportunities in today’s economic environment. Enjoy thoughtful discussion and the opportunity to connect with peers across Vancouver’s finance community.

We proudly support Coast Mental Health with a small portion of the event proceeds.

EMCEE
Karim Allibhai, CFA
Chair, CFA Society Vancouver

Karim is a Portfolio Manager with the Robertson Investment Group at Odlum Brown Limited, an independent, full-service investment firm. His team offers personalized investment portfolios under a responsible investment mandate. The seamless integration of investment management and financial planning has helped their clients protect and grow their wealth for generations.

Karim is also a member of CFA Institute's Practice Analysis Working Group and was elected to the CFA Society Vancouver’s Board of Directors in 2021, joining its Executive Committee in 2022. He believes in giving back to his community and currently volunteers with SFU Beedie School of Business by conducting mock interviews for SFU students.
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PANELIST
Dan Janis 
Agile Investment Management

Dan is co-founder of Agile Investment Management and is the key decision-maker for the company’s investment strategies.

Dan has held senior investment positions for much of his 35-year career. Prior to Agile Investment Management, he worked at John Hancock/Manulife Asset Management (1999–2023), where he was the Head of Global Multi-Sector Fixed Income, Senior Portfolio Manager and Lead Portfolio Manager for the company’s global multi-sector fixed-income strategies. Prior to Manulife, Dan was Vice-President and Proprietary Risk Manager at BankBoston, and from 1991 to 1997 he managed the currency forwards desk at Morgan Stanley.

Dan holds an BA in Economics (1983) from Harvard University.

PANELIST
Brad Dunkley, CFA
Waratah Capital Advisors

Brad is Co-Founder, Chief Investment Officer & Chief Risk Officer of Waratah Capital Advisors. Waratah is an alternative asset manager with over $4 billion in assets under management across equity market neutral, equity long short, long short equity ESG, income equity, credit and thematic private equity. Brad is the lead Portfolio Manager, and oversees all investing and risk management activities.

Prior to founding Waratah in 2010, Brad distinguished himself as an astute investor, managing several equity long/short strategies at Gluskin Sheff.

Brad holds a CFA designation and a Bachelor’s Degree in Business Administration from Wilfrid Laurier University, where he was a gold medal recipient for academic achievement.

MODERATOR
Emily Davies, CFA
Linde Equity

Emily is President of Linde Equity and co-manager of the Linde Equity Fund.  Prior to joining Linde Equity as a partner, Emily worked in equity research and investment banking at RBC Capital Markets.  

Emily invests in early stage B2B SaaS businesses, and she serves on the board of Cortico Health Technologies as an Independent Director.  She is also a board member of Cause We Care Foundation, the Beaumont Studios and the Young Association for Corporate Growth BC, is an advisory board member of SFU’s Beedie School of Business and the Beedie Endowment Asset Management Fund and a member of the Audit and Finance Committee for the Centre for Digital Media.  

Emily is a BC Business 30 Under 30 Award Winner and received her Bachelor of Business Administration in Finance from Simon Fraser University’s Beedie School of Business.

EVENT DETAILS

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Thank you to our sponsors for their continued support.

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Corporate Sponsors

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