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The Analyst

December 2024

FLIP THROUGH The Analyst



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Board Chair Message

Board Chair Message

Brian Madden, CFA, CFP

Reflecting on the past year, I am immensely proud of the significant strides CFA Society Toronto has made in advancing our mission and serving our members and the investment industry. Our community has grown to over 11,500 members, with 807 new professionals joining us—a testament to the trust and value that finance and investment professionals place in our Society. 

We enhanced our events and programming, delivering over 50 high-impact events attended by nearly 3,500 professionals. These events provided deep insights into critical industry topics and facilitated valuable peer connections. By offering timely and relevant content, we are empowering investment professionals to stay ahead in a rapidly evolving industry. 

Our Mentorship Program expanded by 15 percent, reaching nearly 60 mentor–protégé pairings. This growth underscores our commitment to nurturing future industry leaders and fostering a knowledge-sharing culture within our community. 

Promoting diversity and inclusion has been a significant focus. Through events like our Annual Women in Finance Conference and our first-ever strategic partnership with VersaFi (formerly Women in Capital Markets), we have amplified our impact on critical issues within the industry. This collaboration marks a milestone in championing diversity, equity, and inclusion, reinforcing our leadership position in the finance and investment sector. 

These accomplishments result from the collective efforts of our dedicated members, passionate volunteers, and supportive sponsors. Your engagement and contributions have been instrumental in driving our success. Together, we celebrated numerous awards and recognitions that honour excellence among our members and future professionals, elevating the standards of our profession. 

As we build on this momentum, I am confident that CFA Society Toronto will continue to thrive and make a positive impact in the investment and financial services industry. Thank you for your unwavering commitment and for being an integral part of our journey. 

On behalf of the board, I wish you all a wonderful holiday season and happy New Year. 

Brian Madden, CFA, CFP, is Chair, Board of Directors CFA Society Toronto 

From the Society

Board Chair Message

Board Chair Message

Brian Madden, CFA, CFP

Reflecting on the past year, I am immensely proud of the significant strides CFA Society Toronto has made in advancing our mission and serving our members and the investment industry. Our community has grown to over 11,500 members, with 807 new professionals joining us—a testament to the trust and value that finance and investment professionals place in our Society. 

We enhanced our events and programming, delivering over 50 high-impact events attended by nearly 3,500 professionals. These events provided deep insights into critical industry topics and facilitated valuable peer connections. By offering timely and relevant content, we are empowering investment professionals to stay ahead in a rapidly evolving industry. 

Our Mentorship Program expanded by 15 percent, reaching nearly 60 mentor–protégé pairings. This growth underscores our commitment to nurturing future industry leaders and fostering a knowledge-sharing culture within our community. 

Promoting diversity and inclusion has been a significant focus. Through events like our Annual Women in Finance Conference and our first-ever strategic partnership with VersaFi (formerly Women in Capital Markets), we have amplified our impact on critical issues within the industry. This collaboration marks a milestone in championing diversity, equity, and inclusion, reinforcing our leadership position in the finance and investment sector. 

These accomplishments result from the collective efforts of our dedicated members, passionate volunteers, and supportive sponsors. Your engagement and contributions have been instrumental in driving our success. Together, we celebrated numerous awards and recognitions that honour excellence among our members and future professionals, elevating the standards of our profession. 

As we build on this momentum, I am confident that CFA Society Toronto will continue to thrive and make a positive impact in the investment and financial services industry. Thank you for your unwavering commitment and for being an integral part of our journey. 

On behalf of the board, I wish you all a wonderful holiday season and happy New Year. 

Brian Madden, CFA, CFP, is Chair, Board of Directors CFA Society Toronto 

Credits and Attribution

The Analyst is published quarterly by
 CFA Society Toronto

120 Adelaide Street West, Suite 2205
Toronto Ontario M5H 1T1

Telephone: 416.366.5755
Website: www.cfatoronto.ca

General questions: info@cfatoronto.ca

 

Opinions expressed in The Analyst do not necessarily represent those of the authors’ firms of employment or of CFA Society Toronto and do not constitute a solicitation for the purchase or sale of any financial instruments. Information herein is obtained from various sources and is not guaranteed for accuracy or completeness. The authors’ firms and CFA Society Toronto therefore disclaim any liability arising from the use of information in this publication.

Volunteers

Co-Chairs, Member Communications

Kamran Khan, CFA
Jennifer Vieno, CFA

 

Vice Chair, Member Communications

Walter de Wet, CFA

 

SENIOR ADVISOR, MEMBER COMMUNICATIONS

Rossa O'Reilly, CFA

 

Editorial Committee Members

Jack Bruton, CFA
Moiz Divan, CFA
Joshua Giancola, CFA
Winfred Lam, CFA
Krystyne Manzer, CFA
Jenny Shen, CFA
Mark Timm, CFA
Sean Wang, CFA
Joanna Wolff, CFA
Hisham Yakub, CFA
Jindou Zhang, CFA
Kevin Zhao, CFA 

Editor

Sara Maginn Pacella

 

 

Art Director

Donna Metcalf

 

DIRECTOR, MARKETING AND COMMUNICATIONS

Kenny Chan