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CFA Institute


Diversity and Inclusion 2018: Strategies for Success

Date: Thursday September 20 - Friday September 21, 2018
Fee: CFA Institute Members/CFA Program Candidates: US $795
Location: The Westin St. Francis on Union Square, San Francisco, California, USA

Hosted with CFA Society San Francisco
Sponsored by the CFA Institute Women in Investment Management Initiative

Why do diversity and inclusion matter in the investment profession? Research has shown that diversity improves business results for clients, teams, firms, and employees. Firm cultures with a more inclusive environment prove to be more innovative. An industry that hears and embraces many voices and perspectives will shape better investment outcomes and a stronger future for the investment profession.

Diversity and Inclusion 2018 will build on the success of our first three Women in Investment Management events and advance the conversation. It will offer a range of practical strategies to enhance investment careers for individuals and improve decision making at investment firms. The conference will feature leading researchers and investment practitioners who will:

  • provide insight on new approaches for creating inclusive workplaces;
  • share research on best practices for investment firms to move toward a more diverse and inclusive workplace and show how fostering inclusion spurs innovation;
  • offer career strategies for individuals who are early career, mid-career, and in senior roles who may want to move up to managing director, the C-suite, or the boardroom;
  • highlight how to bring men into the dialogue on diversity and inclusion;
  • give advice to those who want to become entrepreneurs or make an innovative career change;
    share research-based insights on adopting a strategic mindset for working with the burgeoning female client base; and
  • outline strategies from women and diverse groups who have broken the mold and moved ahead in their careers.

Be a part of the change. Reserve your place at the conference today. Together, let’s make the world of finance as diverse as the one we live in.

Toronto Financial Analyst Toastmasters


Open House

Date: Monday, October 1, 2018
Time: 5:30 PM - 7:00 PM
Fee: Complimentary
Location: CFA Society Toronto, NBIN Alpha Room, 120 Adelaide St W, Suite 2205, Toronto, ON

Are you a CFA Society Toronto member and looking to improve your speaking and leadership skills?  Ace a job interview?  Land a new client?  Pitch a new idea to your colleagues? Look no further! Plan to attend the TFA Toastmasters Open House on Monday, October 1 5:30-7 pm and start your journey towards becoming a better speaker and leader today! Get the chance to see some of the Toastmasters professionals first hand and see what’s possible.

TFA Toastmasters Club offers a safe and no-pressure environment to help members develop proficient speaking skills. Through a learn-by-doing format, you’ll progress through the Pathways curriculum - designed to help you build the competencies you need to communicate and lead. As well, at each meeting, members are encouraged to take on specific roles, creating a positive, learn-by-doing atmosphere that is beneficial to developing proficient speaking and leadership skills. 

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