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About Us
Committees

Networking at CFA Toronto event

Programming Committees

The Programming Committees provide programming activities on topics that are timely and relevant to our members and the investment community, such as skills, careers, and professional development.


This is done through educational programs and informational networking events that cover various topics that are of interest to our diverse audiences. These include, seminars, workshops, courses, conferences, evening network events, roundtables, events with other reputable professional organizations in the financial sector and more. The following committees fall under the Programming portfolio.

Corporate Finance

Chair: Viktor Russu, CFA
Vice Chair: David Harris, CFA
Senior Advisor: Suneil Ramesh, CFA

The Corporate Finance committee focuses on developing high quality programs that incorporates, but is not limited to, Equity, Fixed Income, Risk Management, Alternative Investments and/or Portfolio Management perspectives that are relevant for the benefit or progression of corporate finance end-users in the industry.

Industry Relations & Corporate Governance

Chair:  Ritesh Patel, CFA
Vice Chair: Daisy Yan Xu, CFA and Sara Loriot, CFA
Senior Advisors: Qoomail Dewji, CFA

The Industry Relations & Corporate Governance Committee focuses on developing high quality outreach initiatives and collaborative relationships that will enhance the existing awareness of the CFA designation and CFA Society Toronto to important external groups. The Committee achieves this through events and programming that may be developed independently or in collaboration with other programming committees.

Institutional Asset Management

Chair: Derek Walker, CFA 
Vice Chairs: Mohammed Yaseen Nalla, CFA and Jun Wang, CFA
Senior Advisor: Yelena Stepanyan, CFA

The Institutional Asset Management committee focuses on developing high quality programs that incorporates, but is not limited to, Equity, Fixed Income, Risk Management, Alternative Investments and/or Portfolio Management perspectives that are relevant for the benefit or progression of institutional asset management end-users in the industry.

Private Wealth Management

Chair: Scott Dickenson, CFA 
Vice Chair: Wanting Zhao, CFA
Senior Advisors: Morgan Pampe, CFA , Linda Palin, CFA, Julie Brough. CFA

The Private Wealth Management committee focuses on developing high quality programs that incorporates, but is not limited to, Equity, Fixed Income, Risk Management, Alternative Investments and/or Portfolio Management perspectives that are relevant for the benefit or progression of private wealth management end-users in the industry.

Professional Development

Chairs: Becky Perry, CFA and Mark Lu, CFA
Vice Chair: Ling Zhang, CFA
Senior Advisor: Alexandra Zvarich, CFA

The Professional Development committee focuses on developing high quality programs that will enhance the soft skills and/or technical skills sets that are relevant for the progression of CFA Society Toronto members at various career stages.