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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: Kevin Dickinson, CFA
Leads: Mark Laing, CFA; Kris Somers, 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: Heather Cooke, CFA
Leads: Grace Cleary-Yu, CFA; Russel Goldenberg, CFA; Aaron Vale, CFA
Senior Advisors: Robert Cultraro, CFA; James Davis, 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.

Kitchener-Waterloo

Chair: David Brattan, CFA
Lead: Terence Sawchuck, CFA

The Kitchener-Waterloo committee focuses on developing high quality programs and events that will appeal to CFA Society Toronto members in the Kitchener-Waterloo and surrounding areas.

Private Wealth Management

Professional Development

Industry Relations & Corporate Governance

Chair: Kathrin Forrest, CFA
Leads: Julie Brough, CFA; Joyce Chen, CFA; Brian Galley, 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.
Chair: Paul Hamilton, CFA
Leads: Lee McNab, CFA
Senior Advisor: 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.

Chair:  Parham Nasseri, CFA
Lead:  Michael Marchetti, CFA

The Industry Relations & Corporate Governance (IRCG) Committee focuses on developing high quality outreach initatives 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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