Upcoming Events

Private Credit Beyond the Headlines: Due Diligence, Liquidity Risk, and Opportunity

Private credit is entering a new phase of market maturity, driven by the convergence of public and private credit markets, the expansion of private investment-grade strategies, and the continued evolution of direct lending. As market participants adapt to changing capital structures, investor expectations, rigorous due diligence, disciplined portfolio construction, and a deeper understanding of liquidity risk have become increasingly important to generating sustainable performance for LP’s.   This session will examine how structural market shifts are influencing underwriting standards, valuation methodologies, portfolio resilience, and investment opportunities. The discussion will provide practical insights into navigating today's increasingly interconnected credit markets.

The Great Debate for Credit Investors: Public vs. Private vs. Alternative?

Fixed income remains a core component of portfolio construction for most investors, but the choices investors have today for generating stable income span from traditional public bonds to a variety of private market and hedge-fund-type alternatives. Hanif Mamdani, Managing Director and Head of Alternative Investments at RBC Global Asset Management Inc., weighs in on how investors should assess the ever-growing list of fixed income options.

US Economic Conditions and the AI Capex Boom

Artificial intelligence is rapidly moving from a technological innovation to a major driver of economic activity. As businesses commit substantial capital to AI infrastructure, the resulting economic effects are beginning to extend well beyond the technology sector. Join us as José Torres, Senior Economist at Interactive Brokers, former US government economist, and a regular contributor to Bloomberg, CNBC, and CNN, explores how AI investments are reshaping the economy and the implications this has on consumer sentiment, the labour market, and the housing market. He will also touch on how the AI infrastructure buildout affects trade with Korea and Taiwan. William So, CFA, Institutional Sales at Interactive Brokers Canada, will moderate an interactive Q&A conversation. 

The AI Investor

AI is revolutionizing investment management at an unprecedented pace, yet investor engagement with this technology remains nascent and wide ranging.  In this session, Justin Anderson, CFA, Chief Technology Officer at Mawer Investment Management Ltd., gets concrete: within the investment management context, what AI is genuinely great at, where it falls flat, and how to leverage it into a durable advantage across the investment process. He will also share a thesis on which businesses, all things equal, are more likely to win and lose in an AI-driven world. Registration is currently open to CFA Society Vancouver members only.

Canada Rearms: The Future of Defence, Industry and Investment

Canada is embarking on one of the most significant expansions of defence spending in decades, driven by evolving security threats, shifting global alliances and growing pressure to strengthen the country’s military readiness. But where will the capital go, which capabilities are most urgently needed, and can Canada’s industrial base scale quickly enough to meet the demand?  What role will procurement policy, international partnerships and domestic supply chains play in shaping the investment landscape? Hear perspectives from former military, industry and policy experts as they examine the strategic forces reshaping Canadian defence. Pre-registration for CFA Society Vancouver members until September 21.