CFA Society Victoria

A Member of the CFA Institute Global Network of Societies

 6th Annual Forecast Dinner

6th Annual
FORECAST DINNER
January 29, 2014

Join us on January 29, 2014 at the Fairmont Empress for CFA Victoria's
6th Annual Forecast Dinner. Please remember to register early.

Registration
$1000 for table of 8, individual tickets $135.
More Information.

Moderator
Paul Balfour, CFA
Vice President,
RBC Global Asset Management

Forecasters
Myles Zyblock, CFA
Chief Investment Strategist, Dynamic Funds
Myles Zyblock joined Dynamic in 2013 as the Chief Investment Strategist working closely with Dynamic's portfolio management team. His expertise spans across multiple asset classes and geographic regions. Myles is one the most recognized strategists in North America, widely regarded for his unique approach that blends the tools of finance and psychology in order to capture major inflection points in financial markets. He brings with him 17 years of experience in guiding and advising on asset allocation for a diverse set of institutional and retail advisors across North America, Europe and Asia.

Prior to joining Dynamic, Myles has held a number of similar roles including Chief Investment Strategist at a large Canadian financial institution, the head of the U.S. and global equity teams at a privately-held US financial institution, and led the global equity sector strategy team at a major independent investment research company. Myles' outstanding analysis and research has led to his being a frequent guest on North America's major business news networks and being regularly quoted in the financial press. Myles has a M.A. in Economics from Queens University and is a CFA charterholder.

Bob Gorman, CFA
Chief Portfolio Strategist, TD Wealth

Bob Gorman joined TD Asset Management in 1987 and was co-founder of the TD Mutual Funds family. In 1991, he established what is now TD Private Investment Counsel, which has become Canada’s largest manager of Private portfolios. TD Private Investment counsel has over $17.3 billion assets under management as of December 31, 2012 and is an industry leader in applying technology to the investment process.

Today, as Chief Portfolio Strategist of TD Wealth, which encompasses Private Investment Counsel, Private Client Services and Discount Brokerage plus TD Wealth USA, Bob is frequently called upon by national media for market analysis and commentary. Bob is also a member of TD’s Wealth Asset Allocation Committees and authors their quarterly Canadian and U.S. Market Outlook publications.  Bob holds an MBA from the Ivey Business School and is a Chartered Financial Analyst.

Andrew Swan
Managing Director, Head of Asian Equities, Blackrock
Andrew Swan, Managing Director, is the Head of Asian Equities for the Fundamental Equity division within Blackrock's Portfolio Management Group. He is responsible for managing several regional equity portfolios, setting regional equity investment strategy and developing

Before joining BlackRock in August 2011, Mr. Swan achieved a 17-year investment career with JP Morgan. He initially joined as a research analyst in Sydney in 1994, before transferring to Singapore in 2002 to join JP Morgan's Pacific Regional team as head of Asia Pacific media research. In 2004, Andrew took up his role as an portfolio manager with JF Asset Management (wholly owned by JP Morgan) and was subsequently responsible for managing over USD 5bn in Asia Pacific equity portfolios. He relocated to Hong Kong in 2005.Mr. Swan earned a Bachelor of Commerce (Honours in Accounting and Finance) from the University of New South Wales, Australia, in 1993.

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
2012 Best Forecaster Award

7:15 pm - 8:30 pm
Our Forecasters' Predictions for 2013

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 $135
Tables (8 people) $1000

BlackRock's Asian investment platform and capabilities.

 Platinum Sponsor

 Gold Sponsor

 

 

 Silver Sponsor

 

 Ballot Sponsor

 

 Education Sponsor

 Pub Sponsor