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2019 Annual Investment Dinner: A Conversation with the Legendary Gerry Schwartz

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TORONTO, 13 August 2019 – Our marquee event is back with a new line-up of influential global thought leaders.  This year we welcome the legendary Gerry Schwartz, Founder and CEO of Onex, for a fireside chat moderated by Margaret Franklin, CFA, President & CEO of CFA Institute.  Join us for a candid conversation with one of Canada’s pioneers of private equity investing.

Click here to watch the 2018 Annual Investment Dinner recap 

When:     Thursday, 07 November 2019 | 5PM – 10PM
Where:    Metro Toronto Convention Centre – Hall G, 222 Bremner Boulevard, Toronto, ON M5V 3L9

Speakers:

Special Guest

Gerald W. Schwartz
Onex Corporation
Chairman, Founder and Chief Executive Officer

Mr. Schwartz, a native of Winnipeg, Canada, is Chairman, Founder and CEO of Onex Corporation. Before establishing Onex in 1984, Gerry was the co-founder and President of CanWest Capital. Prior to that he worked at a major Wall Street investment banking firm where he specialized in mergers and acquisitions. His previous experience also includes the practice of corporate law in Canada.

Mr. Schwartz is a Chairman, Director or Governor of a number of civic, philanthropic and business organizations. In 2004, he was inducted into the Canadian Business Hall of Fame and in 2006 he was appointed an Officer of the Order of Canada.

He has been awarded Honorary Doctoral degrees from five Universities – an LL.D. (Hon.) from St. Francis Xavier University, a Ph.D. (Hon.) from Tel Aviv University, an LL.D. (Hon.) from the University of Manitoba, an LL.D. (Hon.) from the University of Toronto and a Ph. D. (Hon.) from the Weizmann Institute of Science. He holds an M.B.A. from the Harvard Graduate School of Business Administration and an LL.B. and B.Comm. from the University of Manitoba.

He is married to Heather Reisman, Chief Executive of Indigo Books, has four children and nine grandchildren.

Onex invests and manages US$39 billion of capital in its private equity, credit and wealth management platforms on behalf of shareholders, institutional investors and high net worth families around the world. With offices in Toronto, New York, New Jersey and London, Onex and its experienced management teams are collectively the largest investors across Onex’ platforms. Onex shares trade on the Toronto Stock Exchange under the stock symbol ONEX.

Moderator

Margaret Franklin, CFA
CFA Institute
President & Chief Executive Officer

Margaret Franklin is the President & Chief Executive Officer of CFA Institute. Previously she led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada. Margaret joined the firm in 2016 and has more than 20 years of investment and wealth management experience.

Prior to joining BNY Mellon, Margaret held multiple senior management positions, most recently as president of Marret Private Wealth and COO of Marret Asset Management, a credit and hedge fund asset manager in Toronto. During her six-year tenure Margaret had direct oversight of all aspects of the private wealth business. Prior to joining Marret, Margaret was a partner with KJ Harrison & Partners.

Margaret began her career in the institutional business and has worked with pension plans, endowments, foundations and government agencies at State Street Global Advisors, Mercer and Barclays Global Investors. She has served in the past as board chairman with the CFA Institute Board of Governors and is a former president of the Toronto CFA Society Board. Currently she is a member of the Michael Garron Hospital Foundation Board.

Margaret earned a Bachelor of Administration in Economics from McMaster University in Ontario. She is a CFA charterholder and a member of CFA Society Toronto.


Advance media passes

Media passes are available on request. Limited space is available for journalists who wish to attend the reception and dinner.

To secure a place at a media table, please contact:

Jonathan Mai
Marketing & Communications Specialist
CFA Society Toronto
Phone: (416) 366.5755 X 235
E-mail: media@cfatoronto.ca
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 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 www.cfatoronto.ca.

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

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