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The Analyst

September 2023

Featured Stories

Events

WILL CHATGPT BE THE NEXT CFA CHARTERHOLDER?

Artificial intelligence and investment

Panellists at a CFA Society Toronto "Innovation Series" event assert that the power of recent generative artificial intelligence (AI) tools like ChatGPT promise to revolutionize fundamental investing.

Events

WINTER IS HERE

The crypto markets in 2023 and beyond

To delve into the future of the crypto market, CFA Society Toronto hosted a webinar on April 18, 2023, titled Winter Is Here – Crypto Markets in 2023 and Beyond,

Events

NAVIGATING THE PATH TO NET ZERO

A complex journey

The compelling investment narrative around the intersection of economic growth and environmental sustainability was the focus of an April CFA Society Toronto evening seminar...

Technology News

REGULAR EXPRESSION IN PYTHON

In the previous edition of The Analyst, we provided a broad overview of common data types in Python.

Investment Strategies

MIND THE VOL

How volatility management can improve portfolio outcomes.

In portfolio management, there is a widespread belief that maximizing long-term returns and minimizing volatility are conflicting goals.

Charterholder Profile

STRATEGY, FOCUS, AND DETERMINATION

A conversation with one of the youngest CFA Charterholders and research associates, Maximillian Robson

As one of the youngest people in the world to earn the CFA charter at age 22, Maximillian Robson defies the image of a typical finance professional...

Charterholder Profile

RESEARCH, MENTORSHIP, AND MAKING A GREAT PITCH

A conversation with senior analyst Howard Leung, CFA, CPA, CA

Howard Leung, CFA, CPA, CA, is a senior equity analyst and an expert in understanding details in financial statements to discover high-quality companies.

Advertorial

WHAT'S IN A NAME?

Value versus growth

The notion of uncovering an ancient Chinese encyclopedia named The Celestial Emporium of Benevolent Knowledge might conjure images of daring escapades...

From the Society

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

Chair, Member Communications

Kamran Khan, CFA

 

Vice Chair, Member Communications

Jennifer Vieno, CFA

 

SENIOR ADVISOR, MEMBER COMMUNICATIONS

Rossa O'Reilly, CFA

 

Editorial Committee Members

Jack Bruton, CFA
Walter de Wet, CFA
Moiz Divan, CFA
Joshua Giancola, CFA
Hellen Hou, CFA
Winfred Lam, 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