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


ETF meltdown


Trump Meltdown


If I knew, would I come to this dinner?



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?:                          










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


Private equity


Credit derivatives


Active management – we’re back!



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

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


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


Unchanged at 15,500



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

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

Chartered Financial Analyst® and CFA® are registered trademarks owned by CFA Institute.

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