Board Chair Message

I’D LIKE TO START by expressing what a great honour it is to be given the opportunity to serve CFA Society Toronto members as the 2016–2017 Chair of the Board. During my tenure, I will continue to fulfill the Society’s mission to lead the investment profession in the Toronto community in setting the highest standards of education, professional excellence, and ethics, as embodied in the CFA program.

On June 24, CFA Society Toronto was pleased to celebrate the hard work and dedication of our volunteers at the Annual Appreciation Event. The evening started with welcoming remarks and the Volunteer Awards Ceremony, which recognizes all the contributions our volunteers have made over the past year and honours the Most Valuable Person (MVP) of each committee. Congratulations to all our committee MVPs, and thank you to all our volunteers for their outstanding work this past fiscal year.

RECIPIENT COMMITTEE
Andrew Morgan, CFA Membership MVP
Ankit Arora, CFA Corporate Finance MVP
Catherine Dimitriadis, CFA Equity MVP
David Brattan, CFA Kitchener-Waterloo MVP
Heather Cooke, CFA Risk Management & Alternative Investments MVP
James Davis, CFA Portfolio Management MVP
Kathrin Harke, CFA Continuing Education MVP
Kevin Dickinson, CFA Fixed Income MVP
Linda Palin, CFA Private Client MVP
Marian Hoffmann, CFA Mentorship MVP
Parham Nasseri, CFA External Relations & Advocacy MVP
Paul Hamilton, CFA Career Management MVP
Robert Thompson, CFA Finance MVP
Steve Balaban, CFA Awards & University Relations MVP
Victoria Barclay, CFA Member Communications MVP

On October 5, we’re looking forward to hosting another Annual Investment Dinner (formerly known as the Annual Forecast Dinner). This year, we’ve changed the name and format of our flagship event to adapt to the changing interest of our membership by combining some robust investment content with, perhaps, some sage advice from very successful investment professionals. This year also marks our Society’s 80th anniversary, which is a good excuse for making the evening even a little more special. I am thrilled to be joined this year by an exceptional lineup of speakers: Howard Marks, CFA; Michael J. Mauboussin; and Barry L. Ritholtz (moderator) for a fireside chat, and our keynote speaker will be Canada’s own Philip E. Tetlock, author of the bestseller Superforecasting.

I’m looking forward to this fiscal year at CFA Society Toronto as both staff and volunteers gear up to offer quality and relevant programming to our membership and to the investment community. We urge you to get involved and let us know how we can further our common goals.