CFA Society Toronto's 67th Annual Investment Dinner promises to be one of the best ones yet! Tickets are available for members and non-members! Join us for an unforgettable evening with an exclusive fireside chat with financial titan Henry "Hank" Paulson Jr., Founder and Chairman of the Paulson Institute, Executive Chairman at TPG Rise Climate, former CEO of Goldman Sachs, and former U.S. Treasury Secretary. Moderated by Blair Jacobson, Partner and Co-Head of European Credit at Ares Management Corporation Credit Group. This is your chance to gain invaluable insights on the global financial landscape from industry leaders! Find out more about the session here: https://lnkd.in/gb2xdwMX 🎟️ Tickets and tables are selling quickly. Register today to ensure your spot at https://lnkd.in/gcbTanpx A big thank you to our sponsors: ⭐Platinum Plus Event sponsors: Ares Management Corporation and TPG ⭐Gold Corporate & Gold Event sponsors: Global X Canada & TD Asset Management ⭐Silver Event sponsor: Robeco ⭐Registration Event sponsor: Mackenzie Investments ⭐Supporting Event sponsors: Mawer Investment Management, Polar Asset Management Partners Inc., Strategas Asset Management and Wealhouse Capital Management #CFASocietyToronto #CFAToronto #Finance #Investment
CFA Society Toronto
Financial Services
Toronto, ON 12,995 followers
Setting a higher standard for the Toronto investment community.
About us
CFA Society Toronto supports the professional and business development of over 11,000 CFA® charterholders in Toronto, making it Canada’s largest society of CFA charterholders. We provide members with a local perspective on a global designation, including: educational programs, sponsored events, job postings, quarterly newsletters, a comprehensive affinity program 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.
- Website
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http://www.cfatoronto.ca
External link for CFA Society Toronto
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Toronto, ON
- Type
- Nonprofit
- Founded
- 1936
- Specialties
- High Ethical Standards, Professional Development/ Education, Networking, Volunteering, Career Development, Advocating on behalf of members, Investing, Financial, and Finance
Locations
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Primary
120 Adelaide Street West
Suite 2205
Toronto, ON M5H 1T1, CA
Employees at CFA Society Toronto
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Yelena Stepanyan, CFA, MBA
Head of Investments at Embark Student Corp, Past Chair of Institutional Asset Management Committee at CFA Society Toronto
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Sebastian Becerra
Managing Director, Global Transaction Banking. RBC Capital Markets
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Becky Perry, CFA, MBA
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Justin Taheri, CFA, CIPM
GIPS Compliance, Verification & Performance Measurement Expert
Updates
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Our esteemed Premier of Ontario, Doug Ford, sends his greetings to all attendees of #CFASocietyToronto's 67th Annual Investment Dinner on September 19, 2024, at the Metro Toronto Convention Centre! This marquee event is an opportunity for all to network and to learn from leaders of the financial and investment industry! Read his full message here: https://lnkd.in/gFpddA4q A big thank you to our sponsors: ⭐Platinum Plus Event sponsors: Ares Management Corporation and TPG ⭐Platinum Event sponsor: Franklin Templeton ⭐Gold Corporate & Gold Event sponsors: Global X Canada & TD Asset Management ⭐Silver Event sponsor: Morningstar and Robeco ⭐Registration Event sponsor: Mackenzie Investments ⭐Wine Event sponsor: Capital Direct I Income Trust ⭐Supporting Event sponsors: Acadian Asset Management, Mawer Investment Management, Nuveen, a TIAA company, Polar Asset Management Partners Inc., Strategas Asset Management and Wealhouse Capital Management #CFAToronto #CANPOLI
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CFA Society Toronto Corporate Sponsor, TD Asset Management Inc. (TDAM), published a new TDAM Talks Podcast, Trump vs Biden - Will the 2024 U.S. Elections impact your investments? https://go.td.com/3XL43ox On the podcast, Ingrid Macintosh is joined by Michael Craig and Christian Medeiros who discuss the sway their policies may have on different asset classes. #Investments #USElections Sponsored message by TD Asset Management
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Last week, we were on top of Toronto Downtown! More accurately, we were on top of Canada's 3rd largest skyscraper and a Zero Carbon Certified building. It was all part of a unique and exclusive tour given by KingSett Capital, Alberta Investment Management Corporation (AIMCo) and BGO of Scotiabank Plaza. We gained valuable insights into how this skyscraper achieves energy efficiency and sustainability, along with the impressive ROI associated with it. It truly pays to be green! Don't want to miss events like these, you can always look at our upcoming events or subscribe to receive our newsletter. Visit: www.cfatoronto.ca! #CFASocietyToronto #CFAToronto
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Hosting a Women in Asset Management Network Event with Ivey Women in Asset Management! Getting a chance to hear from one of the brightest and successful women in the financial and investment industries from our community to inspire the next generation! Speakers: Frederick M. Pinto, CFA, ICD.D Jenifer Rush, CFA, CAIA, Sun Life Audrey Gan, CFA, MBA, BNY Angha Gupta, MBA, CFA, S&P Global Bhawana Chhabra, CFA, Rosenberg Research & Associates Inc. Moderated by Lynn Wang, CFA, CFP®, CLU, FRM, iA Private Wealth #CFASocietyToronto #CFAToronto
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Our esteemed Mayor of Toronto, Olivia Chow, extends a warm welcome to all attending #CFASocietyToronto's 67th Annual Investment Dinner on September 19, 2024, at the Metro Toronto Convention Centre! The Annual Investment Dinner is CFA Society Toronto's flagship event for the financial and investment sector, drawing over 1,200 attendees! Read full message here: https://lnkd.in/gFpddA4q A big thank you to our sponsors: ⭐Platinum Plus Event sponsors: Ares Management Corporation and TPG ⭐Platinum Event sponsor: Franklin Templeton ⭐Gold Corporate & Gold Event sponsors: Global X Canada & TD Asset Management ⭐Silver Event sponsor: Morningstar and Robeco ⭐Registration Event sponsor: Mackenzie Investments ⭐Wine Event sponsor: Capital Direct I Income Trust ⭐Supporting Event sponsors: Acadian Asset Management, Mawer Investment Management, Nuveen, a TIAA company, Polar Asset Management Partners Inc., Strategas Asset Management and Wealhouse Capital Management #CFAToronto #CANPOLI
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CFA Society Toronto Corporate Sponsor, RBC Global Asset Management provides an overview of the market response to the assassination attempt on former President Donald Trump and compares the experience to other past market events. http://spr.ly/6043iueXc Sponsored message by RBC Global Asset Management
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When it comes to financial due diligence in mergers and acquisitions (M&A), the traditional approach often involves some level of financial statement and historical trending analysis. However, with the rise of new technologies and better data sources, leveraging large scale operational (not just financial) data can help buyers gain informed insights into the target’s performance, customers, and operations. This helps ensure that buyers and sellers confidently agree at the signing table. Discover how leveraging data can transform the due diligence process: https://ow.ly/yyk450SqTWm (subscribe for free to read the full article). #CFASocietyToronto #CFAToronto #Finance
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This year's #CFASocietyToronto's Annual Investment Dinner keynote fireside chat topic is on "Geopolitics and Macro Risks: Implications for Investors in a Multi-Polar World"! And we're pleased to have Blair Jacobson, Partner and Co-Head of European Credit in the Ares Credit Group and serves on the Ares Executive Management Committee and the Ares Diversity, Equity and Inclusion Council, as our moderator for the session! Mr. Jacobson also serves on the boards of Ares Management Limited and Ares Management UK Limited. Additionally, Mr. Jacobson serves on the Ares Credit Group's European Direct Lending and European Liquid Credit Investment Committees, the Ares Secondaries Group's Credit Investment Committee and the Ares Sports, Media and Entertainment Investment Committee. Prior to joining Ares in 2012, Mr. Jacobson was a Partner at The StepStone Group, where he focused on building and running European operations, including oversight of private debt and equity investments. Learn more about Mr. Jacobson here: https://lnkd.in/g929aq_K 🎟️ Register today: https://lnkd.in/gcbTanpx A big thank you to our sponsors: ⭐Platinum Plus Event sponsors: Ares Management Corporation and TPG ⭐Platinum Event sponsor: Franklin Templeton ⭐Gold Corporate & Gold Event sponsors: Global X Canada & TD Asset Management ⭐Silver Event sponsor: Morningstar and Robeco ⭐Registration Event sponsor: Mackenzie Investments ⭐Supporting Event sponsors: Mawer Investment Management, Nuveen, a TIAA company, Polar Asset Management Partners Inc., Strategas Asset Management and Wealhouse Capital Management hashtag #CFASocietyToronto hashtag #CFAToronto hashtag #Finance hashtag #Investment
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Last week, we hosted another incredible sold-out event: "Private Equity Bootcamp" with Steve Balaban, CFA, CIO of Mink Capital. It was a fantastic full-day workshop where attendees learned the fundamentals and the best practices of #PrivateEquity! #CFASocietyToronto #CFAToronto #Finance #AlternativeInvestment