THE 50TH ANNUAL CFA SOCIETY WINNIPEG … · qualifying tests in the world. ... CFA Society Winnipeg...

THE 50TH ANNUAL

CFA SOCIETY WINNIPEG

FORECAST DINNER

CFA Society Winnipeg

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CFA FACTS

• First awarded in 1963, the CFA charter has

become the designation of professional

excellence within the global investment

community

• In its first year, 284 candidates from the

U.S. and Canada wrote a CFA exam


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CFA FACTS

• In fiscal 2014, more than 164,000

candidates took the CFA exams in one of

over 250 test centres worldwide

• 8850 charters were awarded in 2014

including 831 in Canada


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WHAT GUIDES A CHARTERHOLDER?

A strict code of ethics and professional

standards.

Once an investment professional obtains the

charter, this individual also makes an annual

commitment to uphold and abide by a strict

professional code of conduct and ethical

standards.


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Global best practices and real-world

experience.

CFA Institute member volunteers and professional

staff update the CFA Program curriculum and

construct the exam annually, which results in one

of the most comprehensive and difficult series of

qualifying tests in the world.


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Breadth of knowledge and expertise.

Whether they manage investments in New Delhi,

Hong Kong, London, New York, or Winnipeg

charterholders have mastered the Global Body of

Investment Knowledge (GBIK).


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CFA FACTS

To become a CFA charterholder, candidates

must:

• Master more than 7,000 pages of material

• Answer 18 hours of exam questions in three

successive exams

• Fulfill 4 years of relevant work experience

• Sign the Professional Conduct Statement

each year


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CFA FACTS

June 2014 CFA Exam Pass Rates:

Level I – 42%

Level II – 46%

Level III – 54%

THE 50TH ANNUAL


FORECAST DINNER


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PLATINUM SPONSOR


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GOLD SPONSOR


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THE FUTURE OF FINANCE

The Future of Finance initiative is a long-

term global effort to shape a trustworthy,

forward-thinking financial industry that better

serves society.


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1. Putting Investors First

• The fiduciary duty to protect investor interests

2. Financial Knowledge

• Empowering investors to make better

decisions


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3. Transparency & Fairness

• Standards to promote an open and honest

financial system

4. Retirement Security

• Sensible solutions for sound pension systems

worldwide


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5. Regulation & Enforcement

• Protecting investors and preserving capital

market integrity

6. Safeguarding The System

• Promoting stability and minimizing systemic

risk


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CFA FACTS

The Economist and the Financial Times have

recognized the CFA Program as the “gold

standard” among investment analysis

designations.


NEW CHARTERHOLDERS IN 2014

Emily Anne Burt, CFA

Brent Lucien Buydens, CFA

Lucas Eliot Campbell, CFA

Erik Dalman, CFA

Grant Fulford, CFA

Jasbir Jaswal, CFA

Shuheng Liu, CFA

Tyler William MacHutchon, CFA

Ricardo Daniel Melo Alfaro, CFA

Eric William Baglow Morgan, CFA

Nick Neufeld, CFA

Russell Olivson, CFA

Jeffrey William Rance, CFA

Claude Gilles Joseph St. Hilaire, CFA

Brett David Tessler, CFA


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FIRMS IN ATTENDANCE

• AON Hewitt

• Amenity Health Care LP

• BCV Asset Management Inc.

• Bloomberg LP

• BMO Nesbitt Burns

• Brookfield Asset Management

• Canadian Wheat Board

• Cardinal Capital Management

• CI Institutional Asset Management

• CIBC Mellon

• Civil Service Superannuation Board

• Credential

• Credit Suisse LLC

• Credit Union Central of Manitoba

• Deloitte LLP

• Ernst & Young LLP

• Fidelity Investments

• Franklin Templeton Institutional

• GLC Asset Management

• Greystone

• Guardian Capital

• HEB Manitoba


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FIRMS IN ATTENDANCE

• Price Waterhouse Cooper

• Royal Bank of Canada

• Richardson GMP Limited

• S & P Capital IQ

• Scotia Private Client Group

• Shelter Canadian Properties Limited

• State Street Trust Company Canada

• SunLife Financial

• Tetrem Capital Management

• University of Manitoba

• Horizions Exchange Traded Funds

• Integra

• Investors Group

• James A. Richardson

• Manulife Asset Management

• MacKay Shields LLC

• Mercer

• Mawer

• MSCL

• Pavilion Financial Corporation


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FORECAST SPONSOR


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placeholder. CFA SOCIETY WINNIPEG PAST PRESIDENTS

• C. Norman Halford 1964-65

• Hubert A. Gray 1965-66

• Robert J. McConkey 1966-67

• Ray A. Crosby, CFA 1967-68

• Gary N. Coopland, CFA 1968-69

• Hugh J. Benham, CFA 1969-70

• Quinn C. W. Bamford 1970-71

• John P. Embry 1971-72

• Edward J. Ransby, CFA 1972-73

• H. Jocelyn Samson, CFA 1973-74

• Arni C. Thorsteinson, CFA 1974-75

• William R. McCance, CFA 1975-76

• David A. McCaslin, CFA 1976-77

• Robert G. Puchniak, CFA 1977-78

• Kenneth F. Bancroft, CFA 1978-79

• John B. Cheyne 1979-80

• Paul R. Brockington, CFA 1980-81

• William P. Vieira, CFA 1981-82

• M. Cynthia Rose-Martel, CFA 1982-83

• Robert J. Hastings, CFA 1983-84

• Timothy E. Burt, CFA 1984-85

• A. Scott Penman, CFA 1985-86


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placeholder. CFA SOCIETY WINNIPEG PAST PRESIDENTS

• Elizabeth A. Marr, CFA 1986-87

• Douglas P. Penner, CFA 1987-88

• Douglas M. Fyfe, CFA 1988-89

• Peter G. Josephson, CFA 1989-90

• Robert G. Darling 1990-92

• Patricia S. Nesbitt, CFA 1992-94

• Rick Abbott, CFA 1994-96

• Virginia Mak, CFA 1996-98

• Valerie G. Wowryk, CFA 1998-2000

• Elizabeth A. Marr, CFA 2000-02

• Alan A.E. Fustey, CFA 2002-04

• Ian Kalinowsky, CFA 2004-05

• Maury K. Donen, CFA 2005-07

• Richard A. Iwuc, CFA 2007-09

• Dalbir Bains, CFA 2009-11

• Glenn Bunston 2011-2013

• Graeme Hay, CFA 2013-Present


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CFA FACTS

• There are over 118,000 CFA

charterholders in more than140 countries

• Over 13,000 reside in Canada

• 238 reside in Manitoba


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CFA FACTS

CFA members around the world:

North America – 65%

Europe – 16%

Asia Pacific – 15%

Middle East & Africa – 3%

Latin America & Caribbean – 1%

THE 50TH ANNUAL


FORECAST DINNER


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CFA FACTS

Over 300 universities around the world

incorporate the CFA Program Candidate

Body of Knowledge into their own academic

programs.


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CFA FACTS

More than 3,500 students from 800

universities around the world compete in the

annual CFA Institute Research Challenge,

which promotes best practices in equity

research.


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CFA Institute Research Challenge

2015 Prairies Research Challenge

March 6 & 7

Calgary, Alberta


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CFA Society Winnipeg has served the

Winnipeg investment community since 1952

by promoting ethical and professional

standards within the investment industry. Our

society is an active participant and innovator

within our international organization – CFA

Institute.


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Date post:	05-May-2018
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THE 50TH ANNUAL CFA SOCIETY WINNIPEG … · qualifying tests in the world. ... CFA Society Winnipeg...

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