Empowering You to Thrive at Every Stage of Your Career.

<p>CFA Society Toronto is proud to be the Host Society for CFA Institute LIVE 2027 | Global — the two-day flagship forum where better investment judgment is built. 🌟<br><br>Join global experts and your peers for Decision Labs, practitioner-led sessions, and structured peer exchanges built around the LIVE Investment Decision Cycle. This forum is designed to challenge and expand how investment professionals exercise judgment in today’s complex markets.<br><br>Who should attend: institutional investors, asset owners, policymakers, and investment leaders.<br><br>📍 Toronto | 📅 May 17–18, 2027<br><br>Save the date and register: <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/gqvFqcpk">https://lnkd.in/gqvFqcpk</a></p>

<p>☕ Another packed room at Brewing Connections this morning.<br><br>Our members gathered at the CFA Society Toronto office to connect over coffee, catch up, and start November with good conversation. Mornings like this are what our community is about — no agenda, no presentations, just real connections between finance professionals.<br><br>Thank you to everyone who came out today.<br><br>The next Brewing Connections is coming up fast:<br><br>📅 Thursday, December 3, 2026<br> 🕐 8:30 – 9:30 a.m. ET<br> 📍 CFA Society Toronto, 120 Adelaide St W, Suite 2205<br> ☕ Complimentary for members<br><br>Register here: <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/gYbi6anp">https://lnkd.in/gYbi6anp</a><br><br>#CFASocietyToronto #BrewingConnections #TorontoFinance #CFACommunity #Networking #Event #Coffee #Finance #Toronto</p>

<p>Most sessions on global leadership focus on how to adapt your style from one market to the next. This one takes a different position. 🌍<br><br>Natalie Serebrennik, PCC, Certified Executive Leadership Coach, is leading the Leading Beyond Borders Workshop at the 4th Annual Future Leaders Forum.<br><br>Her argument: the leaders who succeed across borders are the ones who make a specific set of internal shifts, the same ones whether you're leading a team in Toronto or influencing stakeholders in New York, London, Singapore, or Hong Kong.<br><br>For investment professionals, this matters. Most portfolio managers, analysts, and asset management leaders don't manage huge teams. They need influence: moving decisions, building trust, and shaping outcomes without formal authority.<br><br>What you'll do in the room:<br><br>Close the gap between technical credibility and organizational influence<br>Learn three practical habits that scale across teams and regions<br>Run a live influence audit on your own work situation<br><br>📅 November 18, 2026 <br>🕐 12:00 to 5:30 PM <br>📍 CFA Society Toronto, 120 Adelaide St W, Suite 2205<br><br>Register: <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/ed6-87Se">https://lnkd.in/ed6-87Se</a><br><br>#CFASocietyToronto #FutureLeadersForum #ExecutiveCoaching #Leadership #CareerGrowth</p>

<p>CFA Society Toronto corporate sponsor Mawer Investment Management invites you to listen to this episode of The Art of Boring podcast. A year ago, global credit spreads were tight, and the risks that mattered most were barely in the headlines. Global credit analysts Sandro Morassutti and Marty Lee revisit these themes and assess how each has evolved: the debt funding the AI build-out, the credibility of the Fed and the U.S. government, and fiscal and geopolitical pressure. They explain why record corporate bond supply has not yet pushed spreads wider, why most of this year’s move has come from government yields rather than credit, and where they are finding value today. Above all, they return to a simple idea: the job is not to predict the next dislocation, but to be positioned with the quality and liquidity to act when one arrives. <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/g7fYbUYJ">https://lnkd.in/g7fYbUYJ</a><br><br>Sponsored message from Mawer Investment Management</p>

<p>Build real private equity skills over two hands-on days with CFA Society Toronto and Mink Learning. 💼<br><br>Led by Steve Balaban, CFA, Chief Investment Officer of Mink Capital and an award-winning lecturer at the University of Waterloo. Steve brings 20+ years of PE experience and is a contributing author for the CFA Level I and III curricula.<br><br>What you’ll cover:<br> Day 1 – PE fundamentals, deal sourcing, due diligence, and exit planning<br> Day 2 – Advanced due diligence, value creation strategies, and case-based application<br><br>Perfect for investors and finance professionals looking to advance their careers or break into private equity.<br><br>Capacity capped at 20 attendees per day. 7 PL credit hours per day. <br><br>Save $100 when you register for both days (applied automatically).<br><br>Registration deadline: December 1, 2026<br>Refund cancellation date: November 9, 2026<br><br>👉 Register: <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/gVhYh-rs">https://lnkd.in/gVhYh-rs</a></p>

<p>CFA Society Toronto event sponsor, Sun Life Global Investments, invites you to think beyond low volatility with the SLGI MFS Blended Research ETF Series. The Blended Research® approach combines fundamental expertise with quantitative insight to help investors navigate changing markets. Built for what's ahead. Learn more: <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/g3yxeBPK">https://lnkd.in/g3yxeBPK</a><br><br>Disclosure: <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/gKhYBcEi">https://lnkd.in/gKhYBcEi</a><br><br>Sponsored message from Sun Life Global Investments</p>

<p>When does an oil-price shock become truly consequential?<br><br>In the Fall issue of The Analyst, Ed Ho, CFA, argues the next oil shock will be measured in months, not dollars. He explores energy demand, producer discipline, capital allocation, and the investment implications of persistent price shifts.<br><br>Read the full piece: <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/ehJFs4ue">https://lnkd.in/ehJFs4ue</a><br><br>Open access through December 17.<br><br>#TheAnalyst #CFASocietyToronto #CFAToronto #Energy #OilAndGas #CapitalAllocation #Commodities</p>

<p>As CFA Institute highlights, private markets are playing an increasingly important role in capital formation, creating new opportunities while introducing greater complexity for investment professionals.<br><br>As the investment landscape evolves, staying informed is essential to making confident, forward-looking decisions.<br><br>At CFA Society Toronto, we're committed to helping finance and investment professionals stay ahead of industry developments through timely insights, expert perspectives, and meaningful discussions.<br><br>📅 Explore upcoming event to gain practical insights from industry experts, and better understand the opportunities and challenges shaping the future of investing. Be sure to sign up for:<br>📍Nov 17 - Private Markets Spotlight, sponsored by RBC GAM (for members only)<br>🔗<a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/eCGMdhFh">https://lnkd.in/eCGMdhFh</a><br><br>📍Nov 26 - 14th Annual Equity Symposium <br>🔗<a target="_blank" rel="noopener noreferrer" class="auto" href="https://cvent.me/3X5nVK">https://cvent.me/3X5nVK</a><br><br>📍Dec 9-10 Private Equity Bootcamps<br>🔗<a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/g6d4p394">https://lnkd.in/g6d4p394</a><br><br>Whether you're navigating these changes today or preparing for what's ahead, this is an opportunity to build your knowledge and stay connected to the industry's evolving landscape.<br><br>#CFASocietyToronto #CFAToronto #PrivateEquity #Finance #Investment</p>

<p>Early bird extended to November 6. 📣<br><br>Our 4th Annual Future Leaders Forum is less than three weeks away, and we’ve extended the early bird rate so more emerging leaders in finance can join.<br><br>This half-day event on November 18 brings together professionals and industry leaders for sessions on global leadership, cross-cultural collaboration, managing up and down, and a keynote fireside chat you won’t want to miss.<br><br>Theme: From Canada to Global — Building World-Class Leadership<br><br>📅 November 18, 2026<br>⏰ 12:00 to 6:00 PM<br>📍 CFA Society Toronto, 120 Adelaide St W<br><br>#CFASocietyToronto #FutureLeadersForum #EarlyBird #Leadership #FinanceCareers #ProfessionalDevelopment #TorontoEvents</p>

<p>On October 27, CFA Society Toronto joined students from across the region at CIBC Square for CIBC Mellon's third annual Student Investment Fund Conference!<br><br>Throughout the day, we spoke with student attendees and listened to presentations on early career development, recruitment and executive leadership. The students we met were engaged, well prepared, and thinking seriously about what comes next in their investment careers.<br><br>Early engagement like this is at the core of our Next Gen programs. CFA Society Toronto supports aspiring investment professionals at every stage, from high school through university and into the CFA Program, helping them build the knowledge, networks and confidence to enter the profession.<br><br>Thank you to CIBC Mellon for hosting, our volunteers for their support, and to every student who took the time to connect with us!<br><br>Stay up to date on upcoming Next Gen events and opportunities: <a target="_blank" rel="noopener noreferrer" class="auto" href="https://lnkd.in/gaEvNATh">https://lnkd.in/gaEvNATh</a><br><br>#CFASocietyToronto #NextGen #CIBCMellon</p>