2018 Annual Investment Dinner: Future-proofing the Investment Management Industry

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Our flagship event is back with a new line-up of influential thought leaders. This year’s featured speakers will share their expert insights on the future of wealth management and active management in the current rising interest rates environment and provide practitioners with the tools to “future-proof” the investment management industry. 



Click here to watch the 2017 Annual Investment Dinner recap 


When:     Thursday, 01 November 2017 | 5PM – 10PM

Where:    Fairmont Royal York, The Canadian Room

                 100 Front Street West, Toronto, ON M5J 1E3



Host & MC 

Andrew Willis
The Globe and Mail
Business Columnist

Andrew Willis is a business columnist for the Report on Business at The Globe and Mail, based in Toronto. He has been in business communications and journalism for three decades. From 2010 to 2016, he was senior vice president of communications for Brookfield Asset Management, a leading global alternative asset management company. He holds a Bachelor of Arts degree from the University of Western Ontario and a Bachelor of Arts degree in Journalism from University of King's College, Halifax.

Keynote Speakers

Mark Wiseman
Senior Managing Director & Global Head of Active Equities

Prior to BlackRock, Mark was President & CEO of the Canada Pension Plan Investment Board (CPPIB). Mark joined CPPIB in 2005 as the organization’s Senior Vice-President, Private Investments, and later named Executive Vice-President, Investments, responsible for managing all of the investment activities of CPPIB. He was named President & CEO in 2012.

Prior to CPPIB, Mark was responsible for the private equity fund and co-investment program at the Ontario Teachers’ Pension Plan. Previously, Mark was an officer with Harrowston Inc., a publicly traded Canadian merchant bank and a lawyer with Sullivan & Cromwell. He also served as a law clerk to Madam Justice Beverley McLachlin at the Supreme Court of Canada.

Mark is a member of the Advisory Council on Economic Growth, is Chairman of the Focusing Capital on the Long Term initiative, which he co-founded, and serves on the board of several non-profit organizations, including Sinai Health Services, the Capital Markets Institute and the University of Toronto’s Dean’s Advisory Board. 

Shelley O'Connor
Morgan Stanley
Managing Director & Co-Head of Wealth

Ms. O’Connor has held a succession of senior leadership positions during her more than 30-year career with Morgan Stanley.  These include serving as Head of Field Management for Wealth Management, with responsibility for the Firm’s network of approximately 600 branches and 16,000 advisors, and as Chief Executive Officer of Morgan Stanley Private Bank.

She also served as Chief Administrative Officer for Wealth Management with responsibility for Risk Management, Technology and Operations, and as Chief Operating Officer of the U.S. Client Coverage Group. 

Ms. O’Connor joined the Wealth Management leadership team in New York in 2004 after a long career in Wealth Management branch offices culminating in her leading the Southwest Region for the Private Wealth Management business.

Click here, for more event and speaker information.

CFA Society Toronto proudly acknowledges its’ Annual Investment Dinner sponsors

Platinum Event Sponsor:

Platinum Corporate Sponsor:


Morgan Stanley


Thomson Reuters

Gold Event Sponsor:

Gold Corporate Sponsor:


National Bank Independent Network


Horizons ETFs


S&P Dow Jones Indices


TMX Group


Advance interviews and media passes

Interviews will be granted based on availability and by appointment only before 22 October 2018.  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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