CFA Society Victoria

A Member of the CFA Institute Global Network of Societies

 8th Annual Forecast Dinner

​Thank you to our sponsors and all the volunteers that have made the 8th Annual Forecast Dinner a huge success!

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​8th Annual
CFA FORECAST DINNER
February 4, 2016

Join us on Thursday, February 4, 2016 at the Fairmont Empress for CFA Society Victoria's
8th Annual CFA Forecast Dinner. Please remember to register early.

Registration
$1,200 for table of 8, individual tickets $150.

 

Forecasters 


Anastasia Amoroso, CFA
Executive Director & Global Market Strategist,
J.P. Morgan Asset Management

Anastasia Amoroso, executive director, is a Global Market Strategist on the J.P. Morgan Funds Global Market Insights Strategy Team. In this role, Anastasia is responsible for delivering timely market and economic insight to both institutional and retail clients across the country. Anastasia has appeared on CNBC, Bloomberg TV and is often quoted in the financial press. Prior to joining J.P. Morgan, Anastasia managed global tactical multi-asset portfolios and performed investment due diligence at Merrill Lynch, as well as provided consultative financial advisory services to high-net-worth families and businesses. Previously, Anastasia held several financial analysis, research and strategic business planning positions with both private and public sector organizations. Anastasia is a CFA charterholder. She graduated summa cum laude with a Bachelor’s degree in Finance and a minor in Political Science from the University of New Mexico. She is fluent in English and Russian and proficient in French. Anastasia holds Series 7, 66 and 9/10 licenses.



Robert Boyda​,
Head of Capital Markets and Strategy
Manulife Asset Management. ​

 

Robert Boyda is head of Capital Markets and Strategy, co-head of the Portfolio Solutions Group’s (PSG) asset allocation team for North America and a senior portfolio manager at Manulife Asset Management. The Capital Markets and Strategy Group is responsible for Manulife's secular and cyclical economic and capital market forward-looking views. PSG is responsible for the development and growth of Manulife’s asset allocation solutions for individual and institutional investors in the US, Canada, and Asia. Solutions include individual target date and target risk strategies, alternative and international asset allocation portfolios, and highly customized corporate pension plans. Bob is responsible for both economic and capital markets strategy as well as portfolio management of John Hancock's Lifestyle and Lifecycle portfolios. Previously, Bob was senior vice president, investment management services, for John Hancock Financial, the US division of Manulife Financial Corp. In 1994 he originated what are now John Hancock's Lifestyle funds and developed the framework for the IMS function responsible for sourcing, performing due diligence and replacing third party managers for John Hancock. Education: University of Western Ontario, Honours Bachelor of Arts Joined Company: 2010 Joined Manulife Financial: 1994 Began Investment Career: 1979

Presentation



Martin Gerber, CFA,
President, CIO & Chair, Risk Management Committee
Connor Clark & Lunn Investment Management 

 

Martin began working at Connor, Clark & Lunn Investment Management Ltd. (“CC&L”) in 1991 as an analyst. Over the ensuing 10 years Martin had a broad range of responsibilities including equity trading, fundamental and quantitative research, strategy and portfolio management. Martin was appointed Vice-President in 1994 and became a Director of CC&L in 1999. Since 2000, Martin has been Head of the Quantitative equity team. In 2013, Martin was appointed President and Chief Investment Officer and Chair of the Risk Management Committee of CC&L. Martin is on several non-for profit Boards and Committees. 

Moderator


Jeremy Bell, CFA
Partner,
George and Bell Consulting
Jeremy has worked in the pension, benefits and investment fields for 15 years. He advises clients on actuarial and investment matters related to pension and benefit plans. He also advises lawyers and provides expert witness testimony. Jeremy has enjoyed varied experiences in the actuarial and investment fields. Most recently, as Chief Actuary and Chief Investment Officer of Healthcare Benefit Trust he was responsible for setting contribution rates and reserves and overseeing the investments of the $1 billion health and welfare trust. Prior to his role at Healthcare Benefit Trust, he gained pension and investment experience working at major consulting firms. He was the Western Region leader of Investment Consulting for an international consulting firm. In this role, he advised institutional investors (i.e., pension, disability, automobile insurance, and foundations) with assets totaling $30 billion on asset mix, investment managers and investment policies and procedures. In a previous role at another international consulting firm, he consulted on liability and regulatory issues for pension plans. Jeremy is a frequent speaker at industry events. Recent speaking engagements include: Canadian Pension & Benefits Institute, Federated Press, Canadian Institute of Actuaries and the Canada Cup of Investment Management. QUALIFICATIONS & EDUCATION Jeremy is a Fellow of the Canadian Institute of Actuaries and is a Fellow of the Society of Actuaries. He is also a Chartered Financial Analyst charterholder. Jeremy is active with the Canadian Institute of Actuaries. His volunteer commitments include:

  • Chair, Post-Employment Benefits Committee
  • Member, Group Insurance Committee 
  • Member, Continuing Education Committee 
  • Member, Continuing Education Group Sub-Committee 
  • Chair, Task Force charged with drafting CIA Public Policy on Self-Funded Long-Term Disability Plans.

​J​eremy is also a current or former member of the following boards/committees:

  • Member, British Columbia Municipal Pension Board of Trustees (former)
  • External Investment Committee Member, Alberta Public Service Pension Board (current) He graduated from the University of Victoria in 2000 with a Bachelor of Science in Honours Mathematics.

He earned the Jubilee Medal from the University of Victoria, awarded to the student with the highest graduating grade point average in the Faculty of Science. 

 

Event Details
5:00 pm - 6:00 pm
Cocktail Reception in the Palm Court

6:00 pm - 7:15 pm
Dinner Service
President's Address
2014 Best Forecaster Award

7:15 pm - 8:30 pm
Our Forecasters' Predictions for 2015

8:30 pm - 9:00 pm
Audience Questions, followed by Closing Remarks

9:00 pm - onwards
Cactus Club Café, 1125 Douglas Street

Event Cost

Single Tickets $150
Tables (8 people) $1,200

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