CFA Society Winnipeg

A Member of the CFA Institute Global Network of Societies

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 52nd Annual Forecast Dinner 2017

We would like to thank all our guests who attended our sold out  52nd Forecast Dinner to be held on January 25, 2017.

The Annual Forecast Dinner is the Winnipeg investment community's premier event of the year. The dinner provides the opportunity for our members and their guests to hear relevant market forecasts from respected industry professionals and to welcome the year's new CFA charterholders to the profession. In past years attendance has ranged from 400 to 500 people including CFA Society Winnipeg's members and other influential representatives of Winnipeg's financial and business community.

We enjoyed our keynote speaker Dan Chornous, Chief Investment Officer of RBC Global Asset Management Inc. (RBC GAM), the Royal Bank of Canada's wholly-owned investment management subsidiary. For many years, Dan has been active in the Canadian investment community. He is a former Director of the Toronto Society of Financial Analysts (now known as CFA Society Toronto) and a former director of the Winnipeg Society of Financial Analysts (now known as CFA Society Winnipeg). ​​

The Winnipeg Free Press posted a write up on Saturday February 4th.​

David Hemstad, as Master of Ceremonies, did a wonderful job and entertained us throughout the evening. He is called a "Canadian Master" by Just For Laughs, Dave Hemstad has skyrocketed to the top of the national comedy scene, appearing regularly across the country and on a hit show on CBC.

Congratulations to our New 2016 Charterholders: Winnipeg Free Press_New Charterholders_2017

Lanre Adebayo, CFA
Gary Bhangu, CFA
Sean Brokop, CFA
Adam Cruse, CFA
Paul Deniset, CFA
Enxi Dong, CFA
Paul Girouard, CFA
Adam Hanson, CFA
Shannon Jones, CFA
Brent Muio, CFA
Kevin Reznik, CFA
Myles Routly, CFA
Michelle Smith, CFA​

​Thank you to our event sponsors;

Gold Level -

Silver Level -  silver22.jpg

VIP Reception -

Forecast Sponsor -

​Bronze Level -  , 

 51st Annual Forecast Dinner

​Thank you to our guests for attending our 51st Annual Forecast Dinner Monday January 25, 2016.

The Annual Forecast Dinner is Winnipeg's investment community's premier event of the year. The dinner provides the opportunity for our members and their guests to hear relevant market forecasts from respected industry professionals and to welcome the year's new CFA charterholder to the profession.

Moderator: Steve Patterson, Award-Winning Comedian and host of CBC Radio One's "The Debaters"

Guest SpeakerPaul Smith, CFA, President and CEO of the CFA Institute

Keynote Speaker: Jason Trennert, Managing Partner and Chief Investment Strategist, Strategas Research Partners

CFA Society Winnipeg congratulates the following new Charterholders:

Bin Dai, CFA
Jordan Flynn, CFA
Andrew John Froese, CFA
Chrisant William Koltek, CFA
Lolade Koyi, CFA
Thierry Lesage, CFA
Amar Pandya, CFA
Mathew Sheedy, CFA
Timothy Donald Skelly, CFA
Catherine Joan Slater, CFA
Dustin Robert Springett, CFA
Ying Zhang, CFA

Gold Sponsors 

 Forecast Sponsor​ 

VIP Reception Sponsor
 Bronze Sponsors 

 50th Annual Forecast Dinner

To everyone who attended our 50th Annual Forecast Dinner, thank you very much. Steve Patterson again brought his humor to the event and moderated the evening "fireside chat" with our guest James Bruce Flatt.

 

The Winnipeg Free Press posted a write up on Saturday January 31, 2015  

We were honored to have Ashvin Vibhakar, CFA - Senior Advisor/Executive Sponsor Future of Finance Project from CFA Institute join us in awarding 14 New Charterholders their framed charter.

Forecaster of the Year, as we review the past year each guest is invited to participate in answering our forecast questions. These submissions are tabulated at the end of year and those who answered correctly or closest receives a prize. Thank you to Deloitte LLP for sponsoring this portion of event.

To commemorate our 50th Annual Forecast Dinner, we ran a trivia game throughout the evening using Automatic Response Devises, we enjoyed coming up with the questions and seeing the results live. A winner was selected from those who answered the most questions correct.

The success of the event was made possible by our sponsors

 49th Annual Forecast Dinner

Thank you to everyone who attended the 49th Annual Forecast Dinner.

 

On January 22, 2014, CFA Society Winnipeg hosted over 430 guests at the 49th Annual Forecast Dinner, held at the RBC Convention Center in Winnipeg. The dinner was sponsored by Horizons Exchange Traded Funds, Investors Group, State Street, CIBC Mellon, RBC Investor Services and RBC Capital Markets, Deloitte, National Bank, MacKay Shields, S & P Capital IQ, Credential, and Bloomberg. To start off the event New CFA Charterholders were brought in following a bagpiper and presented the framed charters by the President of CFA Society Winnipeg, Graeme Hay, CFA. These individuals recently earned the right to use the Chartered Financial Analyst® (CFA®) designation.

CFA Society Winnipeg congratulates the following new Charterholders:

  • Ayodeji Nathaniel Aremu, CFA
  • Deonne Nitza Chantelle Devonishe, CFA
  • Jeffrey David Erickson, CFA
  • Chad Christopher Fraser, CFA
  • Robert Anthony Mackay, CFA
  • Anthony Maslanka, CFA
  • Nicholas Raymond Thomas Rawluk, CFA
  • Lindsey Nicole Rioux, CFA
  • Fraser Peter Romeo, CFA
  • Robin Turner, CFA
  • Courtney Wall, CFA
  • Jeffrey Kevin Weidman, CFA

Steve Patterson of CBC Radio One’s “The Debaters” was the evenings MC and provided entertainment throughout the evening and acted as Moderator for a panel discussion on a number of topics affecting the investment universe. The Experts included Lee Ferridge, Matthew Philo, and Peter O’Reilly who each discussed important factors affecting every asset class. For more information on the speakers at the event, please see their biographies through this link. Speaker's Biographies

In an article entitled “Curb your enthusiasm”, Joel Schlesinger of the Winnipeg Free Press summarized the evening of laughs and forecasts.  Please click on the following link to read the article: Winnipeg Free Press

CFA Society Winnipeg would like to thank our sponsors who made the evening possible and congratulate the new Charterholders on their significant accomplishment.

Gold Sponsors

 

 

 

Silver Sponsor

        

VIP Reception Sponsors 

 

Forecaster of the Year Sponsor

 

Bronze Sponsors

 

 48th Annual Forecast Dinner

On January 23, 2013, CFA Society Winnipeg hosted over 420 guests at the 48th Annual Forecast Dinner, held at the Winnipeg Convention Center. The dinner was sponsored by Horizons Exchange Traded Funds, Bloomberg LP, State Street, Deloitte, RBC investor Services and Cardinal Capital Management Inc. The recognition of New CFA Charterholders was announced by Mr. Aaron Brown, Canadian Regional Presidents’ Council Representative, presented framed charters to seventeen deserving who recently earned the right to use the Chartered Financial Analyst® (CFA®) designation.

CFA Society Winnipeg congratulates the following new Charterholders:

  • Leonid Berenshteyn, CFA
  • Ryan Michael Douglas Brite, CFA
  • Weimin Dang, CFA
  • Syed Hussain Haider, CFA, CIPM - Not in attendance
  • Thomas Paul Harder, CFA
  • Brendan Hargrave, CFA
  • Robert Lam, CFA
  • Alexandre Fontigny Lazarow, CFA - Not in attendance
  • Cara Mae Low, CFA
  • Kyle Christopher Martens, CFA
  • Ryan William McGregor, CFA
  • Sean Morgan, CFA
  • Muhammad Yousaf Saeed, CFA
  • Kaiming Shi, CFA
  • Joshua Keith Thiem, CFA - Not in attendance
  • Ryan Christopher Unrau, CFA
  • Qianfei Wang, CFA

The evening’s keynote speaker was Barry Ritholtz, CEO of Fusion IQ and author of The Big Picture blog. Mr. Ritholtz is one of the worlds most sought after financial experts.  In 2006, he was pointing out flaws in housing data and the risk of bank leverage when many market commentators were pounding the table that subprime was too small to affect the broader economy.  In his keynote presentation, Mr.Ritholtz reminded the audience of the long cycles that occur in stock markets and the behavioral biases we as investors are all susceptible to.

 

In an article entitled “Money Matters: A bull-and-bear naturalist”, Joel Schlesinger of the Winnipeg Free Press profiled Mr.Ritholtz’s presentation.  Please click on the following link to read the article:

 

 

http://www.winnipegfreepress.com/business/finance/a-bull-and-bear-naturalist-189487641.html

 

And for a Barry’s take on a chilly afternoon in Winnipeg, please check his blog entry at: http://www.ritholtz.com/blog/2013/01/27-below-0f-45-below-0f-wind-chill/

 

CFA Society Winnipeg would like to thank our sponsors who made the evening possible and congratulate the new Charterholders on their significant accomplishment.

             

   

 

                   

 

 

 

 CFA Winnipeg's 47th Annual Forecast Dinner

On January 26th, 2012, CFA Winnipeg hosted over 450 guests at the 47th Annual Forecast Dinner at the Winnipeg Convention Center. The evening was graciously sponsored by Cardinal Capital Management, State Street, Deloitte and RBC Dexia. The Annual Forecast Dinner is Winnipeg’s premier gathering of leaders within the local investment industry and business community. In a special video message, Mr. John Rogers, CFA, President and CEO of CFA Institute, delivered a message about the duty that each CFA charterholder has to act ethically and responsibly in all decisions we make as investment professionals. CFA Winnipeg President, Glenn Bunston, CFA had the honour of presenting CFA charters to 13 deserving members of CFA Winnipeg who recently earned the right to use the designation.

 

 

CFA Winnipeg congratulates the following new Charterholders:

Tyler Fehr, CFA
Timur Ganiev, CFA
Jonathon Giller, CFA
Graeme T. Hay, CFA
Timothy A. Kendall, CFA
Leigh Ashby Lange, CFA
Viktor Mosiy, CFA
Christopher David Palmer, CFA
David Redfern, CFA
Chris Paul Edward Richard, CFA
Alexa Paige Richardson, CFA
Chelsey L. Rieger, CFA
Wesley P. Sprenger, CFA

The Annual Forecast Dinner keynote speaker was Dr. Marc Faber, Founder of Marc Faber Limited, and editor of the widely-read Gloom, Boom & Doom Report, which highlights unusual investment opportunities across asset classes.  He is a regular contributor to leading publications around the world, including Forbes and is a frequent guest on CNBC and Bloomberg TV.  He is also a member of the prestigious Barron's Roundtable, which gathers insights from 10 of the most influential investors in the world.

In an article entitled “Anti-Pep Talk” Joel Schlesinger of the Winnipeg Free Press profiled Dr. Faber’s current views.  Please click on the following link to read the article: http://www.winnipegfreepress.com/business/anti-pep-talk-138701349.html

While Dr. Faber is best known for his bearish and timely calls that avoided market crashes, his outlook was not entirely gloom and doom.  He expressed concern for Keynesian monetary policies that have resulted in short-term fixes that merely “postpone the problem, but it doesn’t solve it”.  He was most optimistic about equities, which by his assessment, offer attractive yields relative to bonds, and deliver more protection from the inflation caused by monetary intervention.

Perhaps the most important point made by Dr. Faber was the need for investors to be diversified: "It's not advisable to be overly dramatic and say, 'I'm going to be very bearish about equities and very bullish about bonds.' There will be times when you need to be in equities, times you need to be in gold and times you need to be in bonds," he says. "I don't know when, so I'm diversified, as I pointed out, because I like to sleep at night.”

CFA Winnipeg would like to thank our sponsors who made the evening possible and congratulate the new Charterholders on their significant accomplishment.