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The Analyst

Get the latest thought leadership and news from CFA Society Toronto.
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Charterholder Profile

Michael Sprung, CFA

Alignment, independence andunderstanding progress on your own terms

Careers in investment management are often described as journeys shaped by a series of decisions made under the constraints of the time.

Book Review

You Have More Influence Than You Think

Have you ever left a meeting feeling like you spoke into a void? Or sat in silence and walked away assuming you were the most forgettable person in the room?

Diverse Dividends

Maximizing her Leadership Potential

How Katy Boshart embraced challenges all the way to the top, as Manulife Bank of Canada CEO

For Katy Boshart, the path to CEO of Manulife Bank of Canada wasn’t a straightforward one.

Leadership Messages

Board chair Message

In today’s finance and investment industry, leadership is less about your title and more about influence and how you show up.

From the Desk of the CEO

From the desk of the CEO

One of the most meaningful ways CFA charterholders can demonstrate leadership is by mentoring the next generation.

Editor's Message

From the editor in chief

Spring is traditionally a time of renewal and beginning, making it fortuitous that I am writing my first letter to you as chief executive editor of The Analyst.

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. 

 

INVITING SUBMISSIONS: CFA Society Toronto and Hillsdale Investment Inc. 7th Annual Investment Research Award

Toronto, September 14, 2016 - CFA Society Toronto and Hillsdale Investment Management Inc. invite submissions for the 7thannual CFA Society Toronto & Hillsdale Canadian Investment Research Award. The application deadline is November 30, 2016

The award is open to global researchers conducting research related to Canadian capital markets. This includes both academics and practitioners. CFA Society Toronto and Hillsdale Investment Management Inc. will award $10,000 CAD to the winner at an award reception hosted by CFA Society Toronto in February 2017. 

“At its roots, Hillsdale believes in and supports applied investment research. Teaming up with CFA Society Toronto to further such research efforts is a natural for us.” said Harry Marmer, CFA, Executive Vice President, Hillsdale Investment Management.

Submissions will be judged on the potential contribution of their applied research. The topics of interest are related to Canadian capital markets and the areas include any aspect of investment management including portfolio management, asset valuation, risk management, compliance and performance evaluation. Investment fields include traditional and alternative investments, as well as all asset classes and investment vehicles (e.g., fixed income, equities, derivatives, etc.). Research papers are judged on relevance, importance and the degree to which their research has an impact on practitioner’s behaviour. Papers that have been published or accepted for publication, simultaneously submitted for awards with other organizations, or received extensive media coverage will not be considered. 

“It is difficult to complete and publish high quality investment research. We appreciate the efforts of all participants in this important award.” said Chris Guthrie, CFA, President and CEO, Hillsdale Investment Management.  

About Hillsdale Investment Management Inc.

Founded in 1996, Hillsdale Investment Management Inc. is one of Canada’s premier investment boutiques, managing over $1.2 billion in equities and absolute return strategies for institutional and private wealth investors.  Hillsdale’s proprietary investment process utilizes the best of fundamental, quantitative and capital market research. With over 20 years of experience in disciplined active investment management, Hillsdale is committed to producing the highest quality investment strategies for its clients.

www.hillsdaleinv.com

About CFA Society Toronto 

CFA Society Toronto supports the professional and business development of over 9,000 CFA® charterholders in Toronto, making it Canada’s largest society of CFA charterholders. 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.

www.cfatoronto.ca

For further information please contact:

Awards and Scholarship
CFA Society Toronto
Phone: 416.366.5755 x 233
awards@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.