CFA Society Toronto's 67th Annual Investment Dinner promises to be one of the best ones yet! Tickets are available for members and non-members! Join us for an unforgettable evening with an exclusive fireside chat with financial titan Henry "Hank" Paulson Jr., Founder and Chairman of the Paulson Institute, Executive Chairman at TPG Rise Climate, former CEO of Goldman Sachs, and former U.S. Treasury Secretary. Moderated by Blair Jacobson, Partner and Co-Head of European Credit at Ares Management Corporation Credit Group. This is your chance to gain invaluable insights on the global financial landscape from industry leaders! Find out more about the session here: https://lnkd.in/gb2xdwMX 🎟️ Tickets and tables are selling quickly. Register today to ensure your spot at https://lnkd.in/gcbTanpx A big thank you to our sponsors: ⭐Platinum Plus Event sponsors: Ares Management Corporation and TPG ⭐Gold Corporate & Gold Event sponsors: Global X Canada & TD Asset Management ⭐Silver Event sponsor: Robeco ⭐Registration Event sponsor: Mackenzie Investments ⭐Supporting Event sponsors: Mawer Investment Management, Polar Asset Management Partners Inc., Strategas Asset Management and Wealhouse Capital Management #CFASocietyToronto #CFAToronto #Finance #Investment #Canadiansocietyevents
CFA Society Toronto
Financial Services
Toronto, ON 13,407 followers
Setting a higher standard for the Toronto investment community.
About us
CFA Society Toronto supports the professional and business development of over 11,000 CFA® charterholders in Toronto, making it Canada’s largest society of CFA charterholders. We provide members with a local perspective on a global designation, including: educational programs, sponsored events, job postings, quarterly newsletters, a comprehensive affinity program and networking opportunities. A not-for-profit organization, CFA Society Toronto is affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst® curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. CFA Society Toronto’s members are leaders in ethics in the financial community.
- Website
-
http://www.cfatoronto.ca
External link for CFA Society Toronto
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Toronto, ON
- Type
- Nonprofit
- Founded
- 1936
- Specialties
- High Ethical Standards, Professional Development/ Education, Networking, Volunteering, Career Development, Advocating on behalf of members, Investing, Financial, and Finance
Locations
-
Primary
120 Adelaide Street West
Suite 2205
Toronto, ON M5H 1T1, CA
Employees at CFA Society Toronto
-
Yelena Stepanyan, CFA, MBA
Head of Investments at Embark Student Corp, Past Chair of Institutional Asset Management Committee at CFA Society Toronto
-
Sebastian Becerra
Managing Director, Global Transaction Banking. RBC Capital Markets
-
Becky Perry, CFA, MBA
-
Justin Taheri, CFA, CIPM
GIPS Compliance, Verification & Performance Measurement Expert
Updates
-
AI is rapidly transforming our industry, but it comes with challenges. 🚀 A recent CFA Institute survey reveals that 85% of employers see an urgent need for AI standards and ethics. Curious about the future of AI in finance? Dive into the survey insights now! 🔗 https://lnkd.in/gGXsKSRM #CFAInstitute #CFASocieyToronto #CFAToronto #AI
AI’s rise to prominence in our industry has been rapid, to say the least. Many firms have already invested significantly in AI tools and training, but the relatively rushed adoption of this nascent technology brings about a distinct set of challenges. CFA Institute just released the results of a recent survey that explored the views of investment professionals and employers regarding AI and its adoption by our industry. Though there were a range of opinions expressed, both positive and negative, it was clear that a serious need exists for standards and ethical guidelines for the use of artificial intelligences in our industry; 85% of employers surveyed reinforced this. Whether you are bullish on AI’s potential or wary of its potential impact, I encourage you to take a look at the survey results to learn more: https://bit.ly/4dDf9ko #ArtificialIntelligence #AI #AIFinance
-
-
Becoming a member of CFA Institute and #CFASocietyToronto offers so much more than just the three letters after your name. It’s about being part of a vibrant community, the invaluable perks, and the countless opportunities it unlocks in your career! Listen to Margaret Franklin, CFA, CEO of CFA Institute, as she shares her insights on the transformative impact of membership. #CFACharter #CFAToronto #CFA #Finance #Investment
The best part about becoming a CFA Institute charterholder? It's not only the three letters you get to add to your name and the community you become part of, but the invaluable perks you get with your membership. As a longstanding member and pillar of the community, our CEO Margaret Franklin, CFA, knows a thing or two about what these benefits can do for you and your professional journey, so who better to ask what being a CFA Institute member means?
-
We’re making it easier for you to find us! Just in time for our upcoming #CFASocietyToronto’s Brewing Connections: Member Coffee Meet Up. Members and their guests can join us for a great networking event next week on September 5. For more details: https://cvent.me/2QV2O2 #CFAToronto #finance #Investment
-
Time is ticking! The CFA Society Toronto Annual Investment Dinner is just around the corner, and spots are filling up fast. There is only a week left to secure your place - registration closes September 4. Don’t miss out on this flagship event. Register now to guarantee your spot among industry leaders and peers! 🔗https://lnkd.in/gcbTanpx Special thanks to our sponsors: ⭐ Platinum Plus Event Sponsors: TPG and Ares Management Corporation ⭐ Platinum Event Sponsor: Franklin Templeton Investment ⭐ Gold Corporate & Gold Event Sponsors: Global X Canada & TD Asset Management ⭐ Silver Event Sponsors: Morningstar DBRS and Robeco ⭐ Registration Event Sponsor: Mackenzie Investments ⭐ Wine Event Sponsor: Capital Direct I Income Trust ⭐ Supporting Event Sponsors: Acadian Asset Management, Mawer Investment Management, Nuveen, a TIAA company, Polar Asset Management Partners Inc., Strategas Asset Management, and Wealhouse Capital Management #CFASocietyToronto #CFAToronto #Investment #Finance
-
In today’s digital age, no business is immune to cyber threats. As criminals become more sophisticated, the risk to our data grows. If your system was attacked tomorrow, would you know what to do? Join Jeremy Christianson, President & Founder of Sixth Origin, and Jason Wiele, President & Founder of Carbyne Cyber Solutions, for an insightful luncheon discussion on October 2 at #CFASocietyToronto office where we'll dive deep into the critical steps to take after a cyber attack. 🔗https://lnkd.in/ggG-CKcz #CFAToronto #Finance #Investment #Cybersecurity
-
-
☕ Kickstart your month by "Brewing Connections"! ☕ Join us for #CFASocietyToronto's Brewing Connections: Member Coffee Meet Up on September 5. The theme is "Welcome Back". Members bring a guest, sip some coffee, and let's make this month count! #CFAToronto #Finance #Investment
This content isn’t available here
Access this content and more in the LinkedIn app
-
Here are #CFASocietyToronto Professional Development Committee Members! 🌟 They help develop programs that elevate members' soft and technical skills like our sold-out event, Future Leaders Forum! Are you passionate about professional growth and eager to contribute to your community? The committee is looking for dedicated members to join! As a volunteer, you’ll have the opportunity to shape high-quality programs that meet the needs of our membership. Learn more and apply here: https://lnkd.in/gHXAph5Y #CFAToronto #finance #Investment
-
-
Join us for the #CFASocietyToronto's 67th Annual Investment Dinner as Premier of Ontario Doug Ford extends a warm welcome to all! This premier event is open to members and non-members of the Society, offering a unique opportunity to learn, connect, and network within the finance and investment industry. Don't miss your chance to be part of this extraordinary evening! Read Premier's full welcome message here: https://lnkd.in/gFpddA4q Special thanks to our sponsors: ⭐ Platinum Plus Event Sponsors: TPG and Ares Management Corporation ⭐ Platinum Event Sponsor: Franklin Templeton Investment ⭐ Gold Corporate & Gold Event Sponsors: Global X Canada & TD Asset Management ⭐ Silver Event Sponsors: Morningstar DBRS and Robeco ⭐ Registration Event Sponsor: Mackenzie Investments ⭐ Wine Event Sponsor: Capital Direct I Income Trust ⭐ Supporting Event Sponsors: Acadian Asset Management, Mawer Investment Management, Nuveen, a TIAA company, Polar Asset Management Partners Inc., Strategas Asset Management, and Wealhouse Capital Management #CFAToronto #CANPOLI #Finance #Investment
-
-
🎓 Calling all finance students! 🎓 Do you have an upcoming event but need financial support? #CFASocietyToronto is here to help! We offer sponsorship twice a year for university and college finance departments and student-led events. Whether it's a competition, conference, workshop, or networking event, the CFA Society Toronto's University Sponsorship Program can help! Don’t miss this opportunity to elevate your event with our support. Apply now and let’s make your event unforgettable! 🔗https://lnkd.in/gyy-BJWV #CFAToronto #UniversitySponsorship
-