Upcoming Events

Personal Finance for Retirees

Have you thought about when and how you should be making changes to your savings or investment plans upon retirement? Whether you are planning for retirement or are already retired, this workshop aims to provide you with guidance on how to stretch your savings and identify some of the common issues faced by retirees. Find out how you can plan your personal finances to match your desired lifestyle and where you can find the resources to support your retirement goals. This presentation will be led by our Financial Literacy team.

Raising Financially Confident Children

Have you wondered how you can raise your children to be responsible and savvy in managing their personal finances? What do you think are the key concepts that parents should focus on given our rapidly changing world? In this upcoming CFA Society Vancouver webinar, our panel of CFA charterholders will share some tips from the Financial Consumer Agency of Canada, while also providing their thoughts on overcoming the challenges of incorporating these ideas into your children’s lives.

Shifting Tides: Economic Update and Asset Class Perspectives

Co-hosted by CPBI Pacific Region and CFA Society Vancouver Join us for an in-depth exploration of the current economic landscape and its implications for institutional investors. The session opens with an economic update from  Jim Gilliland, CFA , President & CEO and Head of Fixed Income at Leith Wheeler Investment Counsel Ltd., offering his expert perspective on market trends, interest rates, and global economic drivers. Following the keynote, a dynamic panel discussion will bring together leading voices from the institutional investment community: Panelists: Chhad Aul, CFA , VP, Portfolio Management & Portfolio Manager, Sun Life Global Investments Jim Cole, CFA, FCIA , Managing Director & Institutional Portfolio Manager, PH&N Institutional, RBC Global Asset Management Inc. Brendon Ogmundson, CFA , Chief Economist, BC Real Estate Association Moderator: Andrea Schmelcher, CFA , Senior Consultant, DC Consulting, TELUS Health Together, they will examine key themes shaping institutional portfolios, with a particular focus on how Defined Contribution and Defined Benefit investors are managing their allocations to alternative investments in response to the return challenges associated with traditional fixed income and equity market concentration risk. The session will conclude with a networking reception.

Smart Investing: Preventing Fraud in Uncertain Times

Have you ever wondered how to protect yourself from investment fraud? Join us to learn how to spot the signs of fraud and make smarter investment choices to secure your financial future. Whether you're new to investing or looking to sharpen your skills, this workshop has you covered! Presented by CFA Society Vancouver's Financial Literacy Committee and hosted in partnership with the BC Securities Commission.

17th Annual Alternative Investment Outlook Forum

Jointly hosted by CAIA Canada West , AIMA Canada and CFA Society Vancouver , the Annual Alternative Investment Outlook Forum brings together leaders from across the industry to discuss the changing landscape and outlook of alternative investments.    This year’s forum will include two moderated panels, with a focus on hedge funds during the first session, followed by an engaging conversation on current and future trends within the alternative investment industry at large.   The event will conclude with our celebrated networking reception.

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.