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Programming Committees

The purpose of programming committees is to provide concentrated programming on issues that are timely and of interest regarding targeted investment themes such as skills, career and personal development. This is done through various educational programs and informational networking events that are appropriate to the subject matter and targeted audience.  These include, but are not limited to:  seminars, workshops, courses, conferences, evening network events, roundtables, and events with other reputable professional organizations in the financial markets.

Corporate Finance

Chair: Kris Somers, CFA
Vice Chair: Fanny Doucet, CFA
Senior Advisor: Kevin Dickinson, 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 and progression of corporate finance end-users in the industry.

Institutional Asset Management

Chair: Aaron Vale, CFA
Vice Chairs: Cathy Dimitriadis, CFA; Yelena Stepanyan, CFA
Senior Advisor: Heather Cooke, 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 and progression of institutional asset management end-users in the industry.

Private Wealth Management

Chair: Julie Brough, CFA
Vice Chairs: Zubair Ladak, CFA; Morgan Pampe, CFA
Senior Advisors: Randy Gunn, CFA; Tom Trainor, 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 and progression of private wealth management end-users in the industry.

Professional Development

Chair: Jenifer Rush, CFA
Vice Chair: Ryan Modesto, CFA
Senior Advisors: Rupel Ruparelia, CFA; Sean Cleary, CFA 

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

Industry Relations & Corporate Governance

Chair:  Sadiq Alladina, CFA
Vice Chairs:  Michael Marchetti, CFA; Colette Tom, CFA
Senior Advisor: Parham Nasseri, CFA

The Industry Relations & Corporate Governance (IRCG) 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.

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