CFA Society Toronto

CFA Society Toronto's 67th Annual Investment Dinner promises to be one of the best ones yet! 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

Last week, we hosted another incredible sold-out event: "Private Equity Bootcamp" with Steve Balaban, CFA, CIO of Mink Capital. It was a fantastic full-day workshop where attendees learned the fundamentals and the best practices of #PrivateEquity! #CFASocietyToronto #CFAToronto #Finance #AlternativeInvestment

📢 New Guidelines Alert! In 2017, the Office of the Superintendent of Financial Institutions (OSFI) issued Guideline E-23, outlining model risk management (MRM) requirements for federally regulated deposit-taking institutions. Fast forward to November 2023, OSFI has released a revised Draft Guideline E-23, effective July 1, 2025. Read more here: https://ow.ly/7StL50SqTIN (subscribe for free to read the full article) #CFASocietyToronto #CFAToronto #OSFIGuideline #Compliance #FinancialRegulations

Guess where we are… Ok, we will tell you! #CFASocietyToronto are on an exclusive Footprint building tour of Scotiabank Plaza with KingSett Capital, Alberta Investment Management Corporation (AIMCo) and BGO. #CFAToronto #NetZeroCarbonBuilding

☕✨ Join us for a beloved tradition! ✨☕ Don't miss the #CFASocietyToronto Get Together for Coffee! Start your day right with a cup of coffee, great company, and energizing conversations with friends and peers. See you there! #CFAToronto #Finance #Investment

Renew your membership today to stay connected with a vibrant global and local community committed to propelling your professional success! Here is a message from President & CEO, CFA Institute, Margaret Franklin, CFA. Renew your membership here: https://lnkd.in/ghKZu6SD #CFASocietyToronto #CFA #CFAToronto #CFAInstitute

We are honoured to have Hank Paulson as our keynote speaker for our 67th Annual Investment Dinner! Hank Paulson is the founder and chairman of the Paulson Institute, which aims to foster a US-China relationship that maintains global order in a rapidly evolving world. He is executive chairman of TPG Rise Climate, the climate investing platform of the global private equity firm TPG. Paulson is also the co-chair of the Aspen Economic Strategy Group. Paulson served as the 74th Secretary of the Treasury under President George W. Bush, from July 2006 to January 2009. Prior to that, he had a thirty-two-year career at Goldman Sachs, serving as chairman and chief executive officer beginning in 1999. A lifelong conservationist, Paulson was Chairman of The Nature Conservancy Board of Directors and, prior to that, founded and co-chaired the organization’s Asia-Pacific Council. Learn more about Hank right here: https://lnkd.in/g4QUmfNH 🎫For #CFASocietyToronto 67th Annual Investment Dinner is now on sale right here: 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, Nuveen, a TIAA company, Polar Asset Management Partners Inc., Strategas Asset Management and Wealhouse Capital Management #CFAToronto #Finance #Investment

CFA Society Toronto is currently accepting applications for the 2024-2025 Board of Directors! There are two open Board positions and preference will be given to individuals with strategic expertise in one of the following areas to complement existing Board competencies and the governance framework: • Human Resources • Information/Cyber Security For more details and to apply: https://lnkd.in/gamVPZdv #CFASocietyToronto #CFAToronto

Like Heather Cooke, CFA, Vice Chair, Board of Directors, #CFASocietyToronto and CIO, The Audra Group Inc. a family office and affiliate of The Woodbridge Company Limited, we're absolutely thrilled to announce this year's theme on GEOPOLITICS AND MACRO RISKS! 🌟 This year, we're diving into crucial investment, helping you navigate today's complex macroeconomic and geopolitical landscape with keynote speaker Hank Paulson, 74th Secretary of the Treasury under George W. Bush and Former CEO & Chairman of Goldman Sachs, Chairman of the THE HENRY M. PAULSON, JR. INSTITUTE and Executive Chairman of TPG Rise Climate and moderator, Blair Jacobson, Partner and Co-Head of European Credit in the Ares Management Corporation Credit Group and serves on the Ares Executive Management Committee and the Ares Diversity, Equity and Inclusion Council. 🎫Register to save your seat now - here: 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, Nuveen, a TIAA company, Polar Asset Management Partners Inc., Strategas Asset Management and Wealhouse Capital Management #CFASocietyToronto #CFAToronto #Finance #Investment

Have you renewed your CFA & #CFASocietyToronto membership yet? For Sebastian Becerra, Director, Board of Directors, CFA Society Toronto and Managing Director, RBC Capital Markets, it's all about meeting the wonderful people from the community and the access to amazing events! Don't miss out and renew by July 31, 2024, to secure your benefits. Renew here: https://lnkd.in/ghKZu6SD #CFAToronto #CFA