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<p>Tonight’s fireside chat at the 69th Annual Investment Dinner 🎙<br> <br>Jim Balsillie, retired Chairman and co-CEO of Research In Motion (BlackBerry), in conversation with The Honourable Hon. Lisa Raitt, Vice-Chair, Office of the CEO at CIBC.<br> <br>Theme: From Innovation to Impact — Scaling Canadian Success on the World Stage.<br> <br>The conversation moved between how Canada builds and protects its intellectual property, why intangible assets — patents, data, code, brand — have become the real ledger of national wealth, and what it will take to keep Canadian capital and talent from continuing to migrate south.<br><br>On the future of Canadian capital markets, Balsillie and Raitt pushed back on the idea that scale alone solves the problem. The harder questions are about ownership — about who captures the value Canadian innovation creates.<br><br>A conversation the industry has needed for a while.<br> <br>Thank you to Jim and The Honourable Lisa Raitt for giving the room plenty to think about.<br> <br>Thank you to all our Sponsors!<br>Platinum Plus Sponsor: CIBC Global Asset Management | Gestion globale d’actifs CIBC <br>Platinum Sponsors: Ares Management, HarbourVest Partners <br>Gold Sponsors: Fiera Capital, Global X Canada, Mackenzie Investments, Mawer Investment Management, TD Asset Management <br>Silver Sponsors: Morningstar DBRS , Robeco , Sun Life Global Investments <br>Bronze Sponsors: Franklin Templeton, Trans-Canada Capital, TPG <br>Reception Sponsor: PGIM <br>Supporting Sponsors: Nuveen, a TIAA company, Polar Asset Management Partners Inc. <br> <br>#AnnualInvestmentDinner #CFASocietyToronto #CanadianFinance #CanadianInnovation #CapitalMarkets</p>

<p>Congratulations to Haakon Pedersen, PhD, CFA , Wealth Manager at IceCap Asset Management Limited, on winning the 2026 Benchmark Ballot 🎯<br> <br>Each year, hundreds of Toronto’s investment professionals put their forecasting skills to the test, submitting year-ahead predictions across four benchmarks:<br> <br>S&P/TSX Composite Index<br>S&P 500 Index<br>CAD/USD exchange rate<br>WTI crude oil<br> <br>Twelve months later, the forecaster whose predictions came closest to the actual market closes is recognized at the Annual Investment Dinner.<br> <br>This year, we also put AI to the test. The result? Humans still outperformed the machine. A reminder that in a world of algorithms and models, experienced judgment still counts for something.<br> <br>Congratulations, Haakon, and thank you to everyone who submitted a ballot last year. Forecasting is a difficult business — and clearly, the human edge is alive and well.<br> <br>Thank you to all our Sponsors!<br>Platinum Plus Sponsor: CIBC Global Asset Management | Gestion globale d’actifs CIBC <br>Platinum Sponsors: Ares Management, HarbourVest Partners <br>Gold Sponsors: Fiera Capital, Global X Canada, Mackenzie Investments, Mawer Investment Management, TD Asset Management <br>Silver Sponsors: Morningstar DBRS, Robeco, Sun Life Global Investments <br>Bronze Sponsors: Franklin Templeton, Trans-Canada Capital, TPG <br>Reception Sponsor: PGIM <br>Supporting Sponsors: Nuveen, a TIAA company, Polar Asset Management Partners Inc. <br> <br>#CFASocietyToronto #AnnualInvestmentDinner #BenchmarkBallot #Forecasting #CanadianFinance #HumansVsAI</p>

<p>Congratulations to the winners of the 2026 Hillsdale Investment Management Inc. – CFA Society Toronto Research Award 🏆<br> <br>Gregory W. Eaton, Professor of Personal Financial Management, The University of Georgia <br><br>Andriy Shkilko, Professor of Finance and Laurier Research Chair in Financial Markets, Wilfrid Laurier University and The University of Georgia <br><br>Ingrid M. Werner, Martin and Andrew Murrer Professor in Finance, The Ohio State University, and CEPR - Centre for Economic Policy Research <br> <br>For their research paper, “Nocturnal Trading.”<br> <br>What happens in the stock market between 8:00 p.m. and 4:00 a.m.? More than you might think. This paper offers the first comprehensive look at the overnight equity trading market — a space largely driven by retail investors and increasingly accessible to Canadians through platforms offering 24/5 trading in U.S.-listed securities. It examines trading costs, liquidity, price discovery and the interplay between retail and professional participants, offering timely insights as round-the-clock trading continues to grow.<br> <br>The winners were announced tonight at the 69th Annual Investment Dinner and awarded a $15,000 cash prize.<br> <br>Thank you to Hillsdale Investment Management Inc. for their continued partnership on this award, and to every researcher who submitted this year.<br> <br>Learn more: <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/gmq2AG79">https://lnkd.in/gmq2AG79</a><br> <br>Thank you to all our Sponsors!<br>Platinum Plus Sponsors: CIBC Global Asset Management | Gestion globale d’actifs CIBC <br>Platinum Sponsors: Ares Management, HarbourVest Partners <br>Gold Sponsors: Fiera Capital, Global X Canada, Mackenzie Investments, Mawer Investment Management, TD Asset Management <br>Silver Sponsors: Morningstar DBRS, Robeco, Sun Life Global Investments <br>Bronze Sponsors: Franklin Templeton, Trans-Canada Capital, TPG <br>Reception Sponsor: PGIM <br>Supporting Sponsors: Nuveen, a TIAA company, Polar Asset Management Partners Inc. <br> <br>#CFASocietyToronto #AnnualInvestmentDinner #HillsdaleResearchAward #Finance #Investment</p>

<p>The 69th Annual Investment Dinner has officially begun.<br><br>Tonight's program: the Hillsdale Investment Management – CFA Society Toronto Research Award, the Benchmark Ballot reveal, a fireside chat with Jim Balsillie, From Innovation to Impact: Scaling Canadian Success on the World Stage, moderated by The Honourable Lisa Raitt, and a celebration of CFA Society Toronto's 90th anniversary.<br><br>An evening of timely insights, meaningful connections, and forward-looking conversation on where Canadian capital markets are headed.<br><br>More to come.<br><br>Thank you to all our Sponsors!<br>Platinum Plus Sponsors: CIBC Global Asset Management | Gestion globale d’actifs CIBC <br>Platinum Sponsors: Ares Management, HarbourVest Partners <br>Gold Sponsors: Fiera Capital, Global X Canada, Mackenzie Investments, Mawer Investment Management, TD Asset Management <br>Silver Sponsors: Morningstar DBRS, Robeco, Sun Life Global Investments <br>Bronze Sponsors: Franklin Templeton, Trans-Canada Capital, TPG <br>Reception Sponsor: PGIM <br>Supporting Sponsors: Nuveen, a TIAA company, Polar Asset Management Partners Inc. <br><br>#AnnualInvestmentDinner #CFASocietyToronto #CanadianFinance #InvestmentIndustry #InvestmentLeaders</p>

<p>CFA Society Toronto vendor, Sage, supports finance leaders facing increased complexity. With finance-first AI capabilities, Sage Intacct customers can eliminate nearly 90% of manual data entry tasks and cut month-end close by 80%. <br>Learn more: <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/gNTqmJir">https://lnkd.in/gNTqmJir</a><br><br>Paid message from Sage</p>

<p>Candidate Connect Live is next Wednesday ⭐<br><br>Join us September 23 from 5:00–7:30 PM at the CFA Society Toronto Office for a panel on membership and career growth, Membership Bingo, and an evening of real conversation with fellow candidates and charterholders.<br><br>🤝 Not a member yet? Sign up for Associate Membership → <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/epZ8JCZK">https://lnkd.in/epZ8JCZK</a><br><br>Open to Associate Members. Free to register → <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/gNfDXXE4">https://lnkd.in/gNfDXXE4</a><br><br>#CFA #CFAToronto #Finance #Networking #Toronto #CandidateConnect #Career #Events</p>

<p>CFA Society Toronto sponsor, Scotia Global Asset Management is pleased to contribute to the continued growth of Canada's ETF industry, which has now surpassed $1 trillion in assets. We've grown our ETF business to $16 billion in AUM, as at June 30, 2026, reflecting the growing role ETFs play as a core building block in investor portfolios. Through innovative solutions and strong advisor partnerships, we're helping investors access the benefits of ETF investing. Explore our ETF suite: <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/gNDqCVDK">https://lnkd.in/gNDqCVDK</a><br><br>Sponsored message from Scotia Global Asset Management</p>

<p>The new CFA Society Toronto website is here. 🎉<br><br>Built on your feedback, designed to make your experience simpler, faster, and more relevant to your career.<br><br>Here is what is new:<br>• Cleaner navigation that gets you where you are going in fewer clicks<br>• A personalized profile that tailors events, content, and opportunities to your interests<br>• A new Single Sign-On experience for members, giving you one login across all of our digital platforms 🔐<br><br>What stays the same:<br>• Full access to The Analyst, our podcasts, blogs, and white papers<br>• The Career Centre, still your source for opportunities and hiring resources<br><br>Your first step is to sign in and update your profile.<br><br>Explore it now 👉 <a target="_blank" rel="noopener noreferrer" class="auto" href="https://cfatoronto.ca/">https://cfatoronto.ca/</a> <br><br>#CFASocietyToronto #CFA #CFACharterholder #Charterholder #InvestmentManagement #Investment #WealthManagement #TorontoFinance #BayStreet #Toronto #Finance #Web #Launch</p>

<p>Candidate Connect Live! 🔥<br><br>An exclusive in-person event for Associate Members of CFA Society Toronto.<br><br>Join us on Wednesday, September 23 from 5:00–7:30 PM ET at our office (120 Adelaide St W, Suite 2205) for an evening built around real connection and career growth.<br><br>What to expect: <br><br>🎤 Panel: Membership & Career Growth 3–4 charterholder volunteers share how staying engaged with CFA Society Toronto helped grow their careers. 20 min moderated + 20 min open Q&A.<br><br>🎲 Membership Bingo A low-pressure networking game that runs throughout the evening. Meet new people, complete your card, win a prize.<br><br>🤝 Networking + Drinks & Food Over an hour of open networking with fellow candidates, committee members, and Society volunteers. Light catering provided.<br><br>⭐ Early Access: Mentorship Program Be first to hear about the Candidate Mentorship Program and sign up before spots open publicly.<br><br>Light catering and drinks provided.<br><br>Not a member yet? <br><br>Sign up for Associate Membership to attend → <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/epZ8JCZK">https://lnkd.in/epZ8JCZK</a><br><br>Free to register for Candidate Connect Live → <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/gNfDXXE4">https://lnkd.in/gNfDXXE4</a><br><br>#CFA #CFAToronto #Finance #Networking #Career #Toronto #CandidateConnect #Panel #Mentorship #Events #Event</p>

<p>Candidate Connect Live! 🔥<br>An exclusive in-person event for Associate Members of CFA Society Toronto.<br><br>Join us on Wednesday, September 23 from 5:00–7:30 PM ET at our office (120 Adelaide St W, Suite 2205) for an evening built around real connection and career growth.<br><br>What to expect: <br><br>🎤 Panel: Membership & Career Growth 3–4 charterholder volunteers share how staying engaged with CFA Society Toronto helped grow their careers. 20 min moderated + 20 min open Q&A.<br><br>🎲 Membership Bingo A low-pressure networking game that runs throughout the evening. Meet new people, complete your card, win a prize.<br><br>🤝 Networking + Drinks & Food Over an hour of open networking with fellow candidates, committee members, and Society volunteers. Light catering provided.<br><br>⭐ Early Access: Mentorship Program Be first to hear about the Candidate Mentorship Program and sign up before spots open publicly.<br><br>Light catering and drinks provided.<br><br>Not a member yet? Sign up for Associate Membership to attend → <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/epZ8JCZK">https://lnkd.in/epZ8JCZK</a><br><br>Free to register through the member portal. <br><br>Build your network before you earn the charter → cfatoronto.ca<br><br>#CFA #CFAToronto #Finance #Networking #Career #Toronto #CandidateConnect #Panel #Mentorship #Events</p>