CFA Society Toronto Examines The Future State of Finance

TORONTO, 11 October 2017 – CFA Society Toronto’s flagship event is back! This year’s line-up will include two keynote presentations followed by a fireside chat from global thought leaders who will be diving into the industry’s hottest topics and defining the trends which are reshaping the future state of the industry. The evening will also provide a great opportunity to entertain clients and network with other members of the profession.

When: Wednesday, 15 November 2017, 5PM – 10PM

Where: Fairmont Royal York, The Canadian Room, 100 Front Street West, Toronto, ON M5J 1E3


Host & MC

Dianne Buckner
Television Journalist

Dianne Buckner brings a natural curiosity along with years of experience to her position with CBC News. For 10 years, she hosted the popular current affairs program Venture, eventually becoming the show's executive producer, as well. From there, Buckner went on to co-create Fortune Hunters, a magazine show on CBC Newsworld that focused on entrepreneurship. And since 2006, she has hosted CBC's popular reality show Dragons' Den.

Keynote Speaker

Jason Furman

Professor of Practice
Harvard Kennedy School

Jason Furman is currently a Professor of Practice at the Harvard Kennedy School. As President Barack Obama’s chief economist, Jason Furman helped guide the United States through a tumultuous period of recession, unemployment, and instability. He offers an incisive insider’s exploration of the geo-economic outlook, business trends, and the future of globalism. Before joining the Obama administration, Mr. Furman worked in public policy at the Council of Economic Advisers, National Economic Council, and at the World Bank.  He was also a senior fellow at the Brookings Institution and the Center on Budget and Policy Priorities.

Bob Prince
Co-Chief Investment Officer

At Bridgewater, Mr. Prince manages the execution of the company’s investment process along with Ray Dalio and Greg Jensen. He joined Bridgewater as a Partner in 1986, and has served on Bridgewater’s Management Committee since its inception. Additionally, Mr. Prince manages research and development of the firm’s proprietary investment management models and helps devise client strategies.

Donald A. Guloien
Past President & Former Chief Executive Officer

Donald Guloien is the immediate past President and Chief Executive Officer of Manulife. A 36-year company veteran, Mr. Guloien held a variety of leadership roles in insurance and investments operations, global acquisitions and business development.

Mr. Guloien is Vice Chairman of the Mayor of Shanghai's International Business Leaders' Advisory Council, Trustee at the The Hospital for Sick Children and Chair of the Governance and Nominating Committee, a Governor of Branksome Hall, former Director of the Geneva Association, former member of the Board of the Business Council of Canada, Immediate Past Chair of the Canadian Life and Health Insurance Association, and former member of the Campaign Cabinet for the United Way and the University of Toronto. He is also a member of the Ticker Club, and the World Presidents' Organization.

Mr. Guloien has been named International Business Executive of the Year by the Canadian Chamber of Commerce, awarded The Queen Elizabeth II Diamond Jubilee medal, and received the Arbor Award for his many contributions to the University of Toronto. He was ranked among the Highest Rated CEOs in Canada in’s 2015, 2016 and 2017 Employees’ Choice Awards, based on assessments by current and past employees.

Mr. Guloien holds a B. Comm. from the University of Toronto.

Click here, for more event and speaker information.

CFA Society Toronto proudly acknowledges its’ Annual Investment Dinner sponsors and would like to extend a special thank you to our Platinum event sponsor, National Bank Independent Network, and our Platinum corporate sponsor Thomson Reuters

Advance interviews and media passes

Interviews will be granted based on availability and by appointment only before November 10, 2017.  Media passes are available on request. Limited space is available for journalists who wish to attend the reception and dinner.

To schedule an interview or secure a place at a media table, please contact:

Jonathan Mai
CFA Society Toronto
Phone: (416) 366.5755 X 235
Twitter: @cfatoronto

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 9,500 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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