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Insights & Updates

The Analyst

Get the latest thought leadership and news from CFA Society Toronto.
Our quarterly publication is now available on our new interactive platform.
Sustainability

Best Practices in Sustainable Investing

Sustainable investing has gained momentum in the investment industry as ESG (environmental, social and governance) companies mostly outperformed their broader index counterparts during ...

Education

Top 10 Takeaways from The ESG Bootcamp

In June, CFA Society Toronto held a three-session ESG (Environmental, Social, and Governance) bootcamp for portfolio managers, analysts, and other industry ...

Investment Industry

Information Overload

Privacy protection in the investment industry

Privacy protection is an important area of regulatory compliance. It is not new knowledge that government agencies are responsible for privacy protection in ...

Investment Industry

The Canadian Investment Scene

Living up to our international reputation

Periods of residence in Europe and Asia have made me aware of the often-wide gap between how we Canadians perceive our own country and investment scene, and how we are ...

Events

Beyond Bay Street Into FinTech

This spring, CFA Society Toronto moved its events to an online format as part of its response to the COVID-19 pandemic. On May 13, 2020 ...

Charterholder Profile

Dana Boyko, CFA, CAIA

A lifelong learner

As an esteemed educator and leader in capital markets, Dana Boyko, CFA, provides insight on her pursuit of success, and discusses how the educational landscape has evolved over the years.

SOCIETY UPDATES

CFA Society Toronto is constantly engaged with the greater investment community and taking part in many activities to promote the long-term sustainable growth of our profession. Stay up-to-date and find out what we've been up to through our Society Updates. 

 

CFA Society Toronto Celebrates 80 Years Serving Toronto's Investment Community

TORONTO, 18 July 2016 – To meet the demands of today's evolving investment ecosystem, we have changed the format of our annual flagship event. Join us at the Annual Investment Dinner on October 5, as we combine traditional forecasting with robust Investment content while celebrating CFA Society Toronto’s 80th Anniversary. 

When:         Wednesday, October 5, 2016
                   5PM – 9PM

Where:
        Metro Toronto Convention Centre,
                   Hall G (South Building)
                   222 Bremner Blvd.
                   Toronto, ON

Speakers:
Host
Catherine Murray
Host & Anchor
Business News Network

Catherine Murray is a prominent speaker and television personality with the Business News Network (BNN), where she is currently the Host of Market Call and Anchor of Business Day PM.

For the extended biography please click here.

Keynote Speaker
Philip E. Tetlock
Annenberg University Professor, University of Pennsylvania
Co-Leader, Good Judgement Project
Co-Author, SuperForecasting

Philip Tetlock is the Annenberg University Professor at the University of Pennsylvania, with appointments in Wharton, psychology and political science. He is co-leader of the Good Judgment Project, a multi-year forecasting study, as well as the author of Expert Political Judgment and co-author of ‘SuperForecasting’.

For the extended biography please click here.

Fireside Chat: Moderator
Barry L. Ritholtz
Founder & Chief Investment Officer
Ritholtz Wealth Management

Barry L. Ritholtz is the Founder and Chief Investment Officer at Ritholtz Wealth Management and is a well-known industry pundit, respected author, and media personality. 


Fireside Chat Expert
Howard Marks, CFA
Co-Chairman
Oaktree Capital Management

Howard Marks is a renowned financial expert, best known for his highly regarded investment memos; On The Couch and What Does the Market Know? He is the co-founder of Oaktree Capital, where he has served as Co-Charman since 1995, and is also a proud CFA charterholder.

For the extended biography please click here.

Fireside Chat Expert
Michael J. Mauboussin
Managing Director & Head of Global Financial Strategies
Credit Suisse


Michael J. Mauboussin is a financial expert, accomplished author, and celebrated professor. Currently, he is the Managing Director and Head of Global Financial Strategies at Credit Suisse. His areas of expertise include capital markets, valuation, competitive strategy, and decision making.

For the extended biography please click here.

CFA Society Toronto proudly acknowledges its’ Annual Investment Dinner sponsors and would like to extend a special thank you to our platinum sponsor, National Bank Correspondent Network, and our platinum corporate sponsor Thomson Reuters

Advance interviews and media passes

Interviews will be granted based on availability and by appointment only before September 30, 2016.  Media passes are available on request. Limited space is available for journalists who wish to attend the reception and dinner.

To schedule an interview or secure a place at a media table, please contact:

Jonathan Mai 
CFA Society Toronto
Phone: (416) 366.5755 X 235
E-mail: media@cfatoronto.ca
Twitter: @cfatoronto 

About CFA Society Toronto

CFA Society Toronto supports the professional and business development of over 9,000 CFA® charterholders in Toronto, making it the largest society of CFA charterholders, globally. We provide members with a local perspective on a global designation, including: educational programs, sponsored events, job postings, quarterly newsletters, a comprehensive affinity program and networking opportunities. A not-for-profit organization, CFA Society Toronto is affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst® curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. CFA Society Toronto’s members are leaders in ethics in the financial community. For more information, please refer to www.cfatoronto.ca
Chartered Financial Analyst® and CFA® are registered trademarks owned by CFA Institute.

On Demand
Resources

Discover our webcasts and podcasts on the important topics in the world of financial analysis.

MEDIA CONTACTS

The Media Contact Directory is a comprehensive guide of our members that gives you direct access to investment industry experts within the Greater Toronto Area and beyond.

The directory consists of members who have had their CFA charter for more than five years and have areas of expertise that they are willing to share by accepting phone calls or taking part in media interviews. We have also added a new section for members who have had their charters for three to five years. There are over 25 investment-related areas showcased in the directory.