Annual Dinner

 60th Anniversary Celebration

January 23, 2025
Vancouver Convention Centre West Building
1055 Canada Place
Vancouver, BC

65% SOLD

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Join us on January 23, 2025 as we celebrate CFA Society Vancouver's 60th anniversary. This milestone event will welcome over 1,000 guests and feature distinguished speakers, including CFA Institute President and CEO, Margaret Franklin, CFA and keynote speaker Marc Lipschultz, Co-Founder and Co-Chief Executive Officer, from Blue Owl Capital Inc. Additionally, a panel of esteemed past presidents will reflect on their leadership experiences at CFA Society Vancouver and share insights into the market advancements they've witnessed over the years.

We proudly support the Greater Vancouver Food Bank for a third year.

EMCEE
Salman Ahmed, CFA

Salman is the Chief Investment Officer of Steadyhand Investment Management. He oversees the firm’s investment process, subadvisor relationships and is responsible for the Steadyhand Builders Fund. Salman is President of the CFA Society Vancouver's Board of Directors. He also sits on the Board for FAIR Canada, the leading advocate for the rights of individual investors. Salman was recognized as one of British Columbia's “Top Forty Under 40” business leaders by Business in Vancouver in 2023.

GUEST SPEAKER
Margaret Franklin, CFA

Margaret Franklin, CFA, leads CFA Institute and its more than 200,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. She assumed her role in September 2019 and has more than 25 years of investment and wealth management experience.

Before joining CFA Institute, Ms. Franklin led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada. She also served as a board member of BNY Mellon Trust Company (Cayman). Margaret joined BNY Mellon in 2016

KEYNOTE SPEAKER
Marc Lipschultz

MODERATOR
Andrew Sweeney, CFA

MARC LIPSCHULTZ

Co-Chief Executive Officer, Blue Owl Capital Inc.

Marc is Co-Chief Executive Officer of Blue Owl Capital Inc. and a member of the firm’s board of directors. He also serves as a Co-Chief Investment Officer for each of the Blue Owl Credit Advisers. Previously, Marc co-founded Owl Rock Capital Partners, the predecessor firm to Blue Owl’s Credit platform. 

Prior to co-founding Owl Rock, Marc spent more than two decades at KKR, serving on the firm’s Management Committee and as the Global Head of Energy and Infrastructure. Marc has a wide range of experience in alternative investments, including leadership roles in private credit, private equity, and infrastructure. Prior to joining KKR, he was with Goldman, Sachs & Co., where he focused on mergers and acquisitions and principal investment activities.

Marc serves on the board of the Hess Corporation and is actively involved in a variety of nonprofit organizations, serving as a board member of the American Enterprise Institute for Public Policy Research, Michael J. Fox Foundation, Mount Sinai Health System, Riverdale Country School, Stanford University Board of Trustees, and the 92nd Street Y. 

Marc received an MBA with high distinction, Baker Scholar, from Harvard Business School and an AB with honors and distinction, Phi Beta Kappa, from Stanford University. 

ANDREW SWEENEY, CFA

Vice President & Portfolio Manager – PH&N Institutional | RBC Global Asset Management

Andrew is a portfolio manager specializing in multi-asset portfolios. He also has expertise with respect to the integration of ESG in institutional portfolios. He joined PH&N Institutional in 2007, having previously managed Canadian equity portfolios for a large, well-respected Canadian institutional asset manager.

Since entering the investment industry in 1995, he has had analytical research responsibilities for most sectors within the Canadian equity market and, as a result, has acquired a strategic, long-term outlook on capital markets. Andrew is a member of the PH&N Management Committee and sits on the board of Chartered Professional Accountants of BC and the Investment Committee of WorkSafeBC.

PAST PRESIDENTS PANEL

MODERATOR
David Smith, CFA
2015-2017

PANELIST
Alan Tynan, CFA
2008-2009

PANELIST
Janine Guenther, CFA
2004-2005

PANELIST
William Wheeler, CFA
1981-1982

DAVID SMITH, CFA

David is the Managing Director and founding partner of Pinnacle Fund Services, a firm providing accounting and valuation services to hedge and private equity funds through North America. He is a Chartered Accountant, holds a Bachelor of Arts degree in Economics from Queen's University and holds the Chartered Financial Analyst designation.  David is the past President’s Council Representative for Canada, the past chair of CFA Societies Canada, and is the past president of CFA Society Vancouver.

ALAN TYNAN, CFA

Alan is a Senior Investment Counsellor with RBC Wealth Management - PH&N Investment Counsel. With 26 years of industry experience, Alan appreciates the opportunity his position affords him to understand his clients personally and to build long-term relationships. Alan is a past President of CFA Vancouver, a past PH&N Investment Committee member, and past President of the Estate Planning Council of Vancouver. Alan has acted as a mentor for both the SFU Global Asset and Wealth Management Program and the BCIT Financial Planning Program.

JANINE GUENTHER, CFA

Janine has over 30 years of financial services experience, but her passion for understanding client needs and delivering an exceptional experience started much earlier than that—at her family's local grocery store in Starbuck. Growing up in a small town near Winnipeg taught her the value of community involvement and volunteer work. Her career has exposed her to almost every aspect of the industry, from large international banks to family wealth offices. This "big picture" knowledge helps her do what she loves most— empowering clients, making a real difference in their lives, and hearing their excitement when they've hit their milestones.

WILLIAM WHEELER, CFA

Bill was a founding partner of Leith Wheeler in 1982.  Previously he and Murray Leith ran Pacific Management Ltd.  He entered the investment business with a major Toronto based financial institution in 1973 and returned to Vancouver to join Pemberton Securities Ltd. as a senior investment analyst in 1976.  Bill is a member and past president of the Vancouver Society of Financial Analysts, has his Chartered Financial Analyst (CFA) designation, and is a graduate of UBC (B.Comm 1971).

EVENT DETAILS

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Thank you to our anniversary sponsors for their continued support.

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