CFA Societies Canada

The August edition of the Canadian Advocacy Newsletter is now available! Check it out for our latest insights and updates, such as: ✅ CFA Societies Canada acting as intervenor in Supreme Court of Canada Case ✅ Upcoming Comment Letters ✅ CDPQ's GIPS standards Testimonial ✅ Volunteer Spotlight: Parham Nasseri, CFA ✅ CFA Institute research, events and more! Read it here: https://lnkd.in/gs9M68RW Get on our mailing list! Send requests to: [email protected]. #CAC #Advocacy #CIPCCanada

As the summer holidays come to an end, it's a great time to check out upcoming #CanadianSocietyEvents near you! 📅 Click here to see the listing of most events nationwide and to register: https://ow.ly/3xnX50T15Ij - CFA Montréal events: https://ow.ly/49KW50T15Ii - CFA Society Victoria events: https://ow.ly/MHPj50T15Ik - CFA Québec events: https://ow.ly/iOwF50T15Il CFA Society Toronto CFA Society Calgary

This #volunteer spotlight features member of the Canadian Advocacy Council, Parham Nasseri, CFA! Parham is the President of InvestorCOM Inc., a leading provider of regulatory compliance software and communications solutions for wealth and asset managers in the financial services industry. Parham has decades of wealth management and regulatory experience. He previously held roles at the OBSI - Ombudsman for Banking Services and Investments and The Brattle Group. He holds the CFA charter and an MBA from the Schulich School of Business - York University. We asked Parham what advocacy issues is he most passionate about? He responded: "I believe we are very fortunate to have a strong and well-functioning capital market system in Canada. I'm most passionate about issues that work towards building a more efficient, effective, and inclusive capital market ecosystem." Thank you for your dedication and commitment to our work, Parham! We are so lucky to have you on the team! Read Parham's full spotlight in this month's Canadian Advocacy Newsletter: https://lnkd.in/gvx6f6iY #CAC #Volunteer

Sending our appreciation and respect to the workers in every field - Happy Labour Day! #labourday #restandrelaxation

🎙️Enterprising Investor Podcast: Cam Harvey: Forecasting Recessions Campbell Harvey, a Professor of Finance at Duke University, Director of Research at Research Affiliates, and author of "DeFi and the Future of Finance," is best known for identifying the link between an inverted yield curve and impending recessions—a theory that has guided financial practitioners for nearly four decades. This episode delves into his famous recession indicator and its historical performance, as well as perspectives on the current volatile market and the Federal Reserve's potential actions. 🔗Listen here! https://ow.ly/EUYk50Ta8Uc CFA Institute #YieldCurve

University students! Are you considering enrolling in the CFA Program? Register today for one of CFA Institute’s upcoming student information sessions in September and October These 60-minute webinars will cover the following: - CFA Program: its value, and contents - Recent updates on the CFA Program for students - Career guidance and other free resources Each session covers the same content, so choose the date and time that best works for you, or opt to receive the recordings to watch on-demand. Register here: https://lnkd.in/gbbTnHZw #cfainstituteevents

In case you missed it! Registration closes September 4 for the CFA Society Toronto Annual Investment Dinner! 📅 Join 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. 🎟️ Secure your tickets today!: https://lnkd.in/gcbTanpx #CFASocietyToronto #CFAToronto #Investment #Finance

☀️ Do you have a little extra time on your hands over the last days of the summer? This is your reminder to dive into the wide array of professional learning content that CFA Institute offers! 📚 Check out their wide collection of self-study and training, events, books, articles, webinars, podcasts, and more. 📍 Don’t forget to earn and manage your credits using the PL Tracker! Check out the collection here: https://lnkd.in/eigJDkKu #professionaldevelopment

Although conventional wisdom predicts that passive investing will dominate the future, analysis of key trends indicates that active management will become more prevalent. The latest report from CFA Institute Research Foundation, written by Marc R. Reinganum and Kenneth A. Blay, digs into this topic by analysing AUM data across time and regions and offers a starkly different perspective on the future of investment management. Read it here: https://lnkd.in/eKpsGWwt CFA Institute Research and Policy Center #InvestmentManagement

In performance measurement, managing the complexities associated with the potentially detrimental impact of substantial contributions or withdrawals can prove challenging. This often requires striking a balance between the advantages and disadvantages of various solutions. Performance measurement professionals, have you encountered similar challenges? Here are some possible solutions to consider. What’s your take on this? For additional resources, visit the GIPS Best Practices for setting up Swing Pricing from the GIPS standards Q&A database: https://ow.ly/tmfk50PKJTf Thanks to CIPC Chair, Benjamin Banyai, CFA, CIPM, for contributing to this topic! #PerformanceMeasurement #CIPCCanada