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Trust & Ethics

Let’s get ethical

Reflecting on a decade of the CFA Societies Canada Ethics Challenge

Many people within the investment community are familiar with CFA Institute’s mission to promote the highest standards in ethics, education, and professional excellence worldwide...

Charterholder Profile

The Higgins Family’s shared journey to CFA success

How family discussions inspired a shared pursuit of the CFA charter and thriving careers in finance

When people talk about family traits, they usually talk about dimples or hair colour. For the Higgins family, however, a defining familial trait...

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Lessons from the Annual Future Leadership Forum

The Annual Future Leaders Forum, hosted by CFA Society Toronto’s Professional Development Committee, is a popular event among professionals looking to develop their leadership skills.

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Search funds & acquisition entrepreneurship

A unique path to entrepreneurship & business leadership

A typical path to the pinnacle of business is to climb the corporate ladder to an executive position or create a startup company...

Canadian Advocacy Council

Canadian Advocacy Council Quarterly Update

Advancing investor protection, industry professionalism, and market integrity across Canada, the CAC works to focus attention on pressing advocacy files dominating the

SOCIETY UPDATES

CFA Society Toronto is constantly engaged with the greater investment community and taking part in many activities to promote the long-term sustainable growth of our profession. Stay up-to-date and find out what we've been up to through our Society Updates. 

 

Bill Browder, Co-Founder and CEO of Hermitage Capital Management Shared His Experiences at the 65th Annual Investment Dinner

Toronto, 08 November 2022 – CFA Society Toronto’s 65th Annual Investment Dinner was an extraordinary, sold out evening with guest speaker Bill Browder, Co-Founder and CEO of Hermitage Capital Management. On 07 November, Fred Pinto, CFA, CEO and Sue Lemon, CFA, Past CEO welcomed about 800 guests from the Toronto investment community to share an evening with acclaimed author and investor, Bill Browder, who discussed his personal story and geopolitical risk insights. The fireside chat was moderated by Mari Jensen, CFA, Vice Chair, CFA Society Toronto.

Keeping with tradition, members of the audience answered questions about the markets, predictions for the future and the emerging work styles. 

My ideal Work-From-Home / office split is

5 days in the office; the commute can’t stand in my way

16.79%

2-3 days in the office; enough to see my team and sometimes work in pajamas

45.04%

1-2 days in the office; enough to keep management off my back!

25.95%

What office? We all work in the metaverse now

12.21%

 

What is the biggest macro risk in the markets today?

Inflation

32.39%

Recession

25.63%

Climate Change

7.32%

China/Taiwan Escalation

12.68%

Covid Resurgence

2.25%

Russia-Ukraine war / Nuclear Threat

19.72%

 

Which asset class will outperform over the next year?

Bonds

20.45%

Public Equities

25.56%

Private Alternatives (Real Estate, Infrastructure)

20.45%

Commodities (Oil, Metals, Agriculture)

16.61%

Cash

11.82%

Bitcoin...what else?

5.11%

 

Media contact:
Esther Filer,
Marketing & Communications Specialist
CFA Society Toronto
Tel: 416.366.5755 X 235
media@cfatoronto.ca

About CFA Society Toronto
Founded in 1936, CFA Society Toronto is part of the worldwide network of CFA Institute member societies that lead the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society. CFA Society Toronto is the largest Society in over 160 global financial markets representing the interests of more than 11,000 investment professionals in the Greater Toronto Area through education, events, and professional development. For more information visit http://www.cfatoronto.ca or follow us on Twitter @cfatoronto and on LinkedIn CFA Society Toronto.

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

                                                             -30-

 

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MEDIA CONTACTS

The Media Contact Directory is a comprehensive guide of our members that gives you direct access to investment industry experts within the Greater Toronto Area and beyond.

The directory consists of members who have had their CFA charter for more than five years and have areas of expertise that they are willing to share by accepting phone calls or taking part in media interviews. We have also added a new section for members who have had their charters for three to five years. There are over 25 investment-related areas showcased in the directory.