Equity Symposium - CFA Society Toronto

Explore Ideas That Drive Equity Markets

The Equity Symposium is a focused, high-impact event that brings together portfolio managers, analysts, and equity professionals to share insights, strategies, and investment ideas.

Designed for practitioners, the symposium provides direct access to expert perspectives and actionable market intelligence.

Event Overview

A dynamic, half-day Symposium which brings together several influential Portfolio Managers who share unique insights into their investment strategies, market outlooks, and their top investment ideas. During this fast-paced symposium, each Portfolio Manager provides the audience an engaging 15–20 minute presentation outlining their investment ideas, tools, and processes across global equity markets. Immediately after each presentation, the audience interacts with our speakers in a Q&A session.

This dynamic symposium features:

Presentations from leading portfolio managers
Diverse perspectives on equity markets and strategies
Practical insights into investment decision-making

Why Attend

Connect with Equity Professionals: Build relationships with peers and experts across the equity investing community.
Gain Actionable Insights: Hear differentiated views and investment ideas you can apply to your research and strategy.
Refine Your Investment Process: Explore new perspectives that challenge assumptions and enhance decision-making.
Strengthen Your Professional Standing: Engage with a high-quality, practitioner-focused event that reflects your commitment to excellence.

Who Should Attend

Equity analysts and portfolio managers
Buy-side and sell-side professionals
Investment professionals focused on public markets
Anyone seeking deeper insight into equity investing

Chimdinma C. (2025, Attendee)

Insights from the 13th CFA Society Toronto Equity Symposium - An MBA Student’s Perspective. The event featured presentations on markets and the impact of current geopolitics on equities, as well as insights into specific equities. A highlight of the event was learning about the value of incorporating tax considerations in equity investments. The event contained real-world examples of concepts I’ve learned in my Finance classes, which led to several lightbulb moments during the symposium. I took a lot of notes that I’ve brought back to my classroom at DeGroote School of Business - McMaster University to spark conversation about equities and the current market conditions.