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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 Explores Future-Proofing the Investment Management Industry at the 2018 Annual Investment Dinner

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On 1 November 2018, over 800 professionals from Toronto’s investment community attended CFA Society Toronto’s flagship event - The 2018 Annual Investment Dinner. The event returned to the Fairmont Royal York where guests heard from Host and MC, Andrew Willis, Business Columnist at the Globe and Mail, and the keynote and fireside chat experts Mark Wiseman, Senior Managing Director & Global Head of Active Equities at BlackRock, and Shelley O’Connor, Managing Director & Co-Head of Wealth at Stanley Morgan.

Keeping with tradition, members of the audience answered questions about the markets, economic growth, and their predictions for 2019.

The next global financial crisis will be triggered by:

FANG meltdown

7.86%

ETF meltdown

14.85%

Trump Meltdown

28.82%

If I knew, would I come to this dinner?

48.47%

 

The percentage of managed AUM invested in index equities strategies in 2017 was 17.5%. What do you think this figure will be 5 years from now?:                          

<10%

10.33%

17.5%

11.57%

25%

66.12%

>50%

11.98%

 

If ETFs have been the fastest growing sector of the market for the past year, what’s the next big thing in wealth management?

Distressed debt

10.13%

Private equity

44.05%

Credit derivatives

10.57%

Active management – we’re back!

35.24%

 

What do you think next year’s S&P/TSX equity index will be?

Less than 13,000 (last year’s bears were wimps)

25.45%

In excess of 17,000 (the party’s not over yet)

30.80%

Unchanged at 15,500

43.75

 

CFA Society Toronto proudly acknowledges its’ Annual Investment Dinner sponsors

Platinum Event Sponsor:

Platinum Corporate Sponsor:

 

Morgan Stanley

 

Thomson Reuters

 

The Financial and Risk business of

Thomson Reuters is now Refinitiv

 

 

Gold Event Sponsor:

Gold Corporate Sponsor:

 

National Bank Independent Network

 

Horizons ETFs

 

S&P Dow Jones Indices

 

TMX Group

 

 

Media contact:

Jonathan Mai, Marketing & Communications Specialist

CFA Society Toronto
Tel: 416.366.5755 X 235
media@cfatoronto.ca

About CFA Society Toronto
CFA Society Toronto is Canada’s largest Society of CFA® Charterholders, dedicated to supporting the professional and business development of over 10,000 members. We provide our membership with a local perspective on a global designation through our member services, which include: educational programs, sponsored events, employment postings, quarterly newsletters 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.

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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.