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Best Practices in Sustainable Investing

Sustainable investing has gained momentum in the investment industry as ESG (environmental, social and governance) companies mostly outperformed their broader index counterparts during ...

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Top 10 Takeaways from The ESG Bootcamp

In June, CFA Society Toronto held a three-session ESG (Environmental, Social, and Governance) bootcamp for portfolio managers, analysts, and other industry ...

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Privacy protection in the investment industry

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Living up to our international reputation

Periods of residence in Europe and Asia have made me aware of the often-wide gap between how we Canadians perceive our own country and investment scene, and how we are ...

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Beyond Bay Street Into FinTech

This spring, CFA Society Toronto moved its events to an online format as part of its response to the COVID-19 pandemic. On May 13, 2020 ...

Charterholder Profile

Dana Boyko, CFA, CAIA

A lifelong learner

As an esteemed educator and leader in capital markets, Dana Boyko, CFA, provides insight on her pursuit of success, and discusses how the educational landscape has evolved over the years.

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. 

 

CFA Society Toronto's Sara Loriot, CFA, Honoured with Emerging CFA Society Leader Award from CFA Institute

(Toronto, ON) September 23, 2024 – CFA Society Toronto is proud to announce that Sara Loriot, CFA, a CFA Society Toronto member volunteer, has been awarded the Emerging CFA Society Leader Award by CFA Institute. This award recognizes outstanding CFA Charterholders who have demonstrated exceptional leadership and made significant contributions to their local society and the investment community at large. The award celebrates and encourages the development of future leaders within the CFA Society community. Recipients are recognized not just for their current achievements but for their potential to grow into a more prominent leadership role, demonstrated through their actions, mindset, and impact. 

"CFA Society Toronto congratulates Sara on achieving this award and for her unwavering dedication and commitment to our Society," says Fred Pinto, CFA, ICD.D, CEO of CFA Society Toronto. "Her leadership, innovation, and dedication to promoting diversity and inclusion within the investment industry have consistently helped drive the Society forward. Her efforts continue to inspire and create lasting impact within our community, highlighting her role as a visionary volunteer leader dedicated to CFA Society Toronto’s growth and success.”

Sara Loriot, CFA, Honoured with Emerging CFA Society Leader Award from CFA Institute

About Sara Loriot, CFA:

Since earning her CFA charter in 2018, Sara has been a highly engaged member and volunteer leader within CFA Society Toronto. Her contributions include:

  • Leadership Roles: Starting as a project volunteer in 2019, Sara joined the Industry Relations & Corporate Governance (IRCG) Committee in 2022. Recognized for her leadership potential, she was nominated as Vice Chair in her second year on the committee.
  • Annual Women in Finance (AWIF) Conference: As Chair of the task force for the 3rd AWIF Conference, Sara transformed the event from a two-hour session into a half-day conference titled "Bridges to Boldness." Under her leadership, the event achieved:

     

    • 110% Increase in Attendance: Attracting 124 attendees, up from 59 the previous year.
    • Significant Sponsorship Support: Generating $25,900 from three sponsors.
    • Enhanced Diversity and Inclusion: Introducing themes of allyship and inclusivity, the conference featured diverse speakers and included a successful speed mentoring session.
    • Expanded Reach: Increasing the society's social media impressions by over 25,000 organically.
    • Mentorship and Advocacy: Actively involved in CFA Society Toronto’s mentorship program, Sara has served as both a protégé and a mentor, fostering growth and development within the society.

"Sara is an exemplary leader and an excellent choice for this award,” says Ritesh Patel, Chair of the Industry Relations and Corporate Governance Committee. “Her commitment to our committee, passion for CFA's mission, and ability to inspire others are truly remarkable. She handles adversity with grace and continuously proposes innovative ideas that push the limits of what's possible."

 

For more information about CFA Society Toronto and its member services, please visit https://www.cfatoronto.ca/

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About CFA Society Toronto:

CFA Society Toronto is the world's largest Society of CFA® Charterholders, dedicated to supporting the professional and business development of more than 11,500 members. With a focus on education, networking, and thought leadership, CFA Society Toronto empowers finance professionals to excel in a dynamic and competitive global market. Founded in 1936, CFA Society Toronto is a not-for-profit organization affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst (CFA) curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. For more information, visit http://www.cfatoronto.ca.

 

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

 

Media Contact:

 

PUNCH Canada Inc. 

Georgia Sourtzis 

Vice President

p: 647-725-9733

e: georgia@punchcanada.com    

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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.