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CFA Society Calgary

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Calgary, AB
CFA Society Calgary

Established in 1976, CFA Society Calgary connects members to a global network of investment professionals.

CFA Society Calgary currently has close to 1800 members. Just over 90% of our membership holds the Chartered Financial Analyst designation.

12/17/2024

🎄 Happy Holidays from CFA Society Calgary!

As we reflect on this past year, we’re grateful for our incredible members, our generous sponsors, and the finance community that continues to grow and inspire.

Wishing you a joyful holiday season and a prosperous New Year. We look forward to connecting in 2025!

12/10/2024

Chart your course through uncertainty. 🌍

Join us at the 48th Annual Forecast Dinner to gain insights into this year's theme: Charting a Course Through Geopolitics and Its Impact on Investment Classes.

Featuring insights from industry leaders:
🎙️ Keynote: Danielle DiMartino Booth, CEO of QI Research
🗣️ Panelists: Brian Carney, CIM, Roukaya Ibrahim, and Trevor Galon, CFA
🎤 Hosted by Dave Kelly and moderated by Derek Wheatley, CFA

📍 BMO Centre Champions Ballroom
📅 January 23, 2025

This is a top-tier networking opportunity to connect with finance professionals and business leaders in Calgary.

Tickets are already over 80% sold! Don’t miss out: https://cvent.me/Q21O7v?RefId=LI

Pictured: Moments from the 2024 Forecast Dinner

Thank you to our 2025 sponsors: RBC Global Asset Management Ph&N Institutional, Harvest FNB, BCA Research, Aviso Correspondent Partners, Mawer, BMO Global Asset Management, Cidel, Avenue Living Asset Management

12/02/2024

Know someone looking to boost their career with foundational financial knowledge?
Encourage them to join our LinkedIn Live event! We’ll be exploring how the Investment Foundations Certificate can enhance skills and open doors for professionals in fields like marketing, HR, and beyond.

Share this opportunity with colleagues or friends who want to start 2025 with a new edge!

Learn more
Link: https://www.linkedin.com/events/7262153917231235072/comments/?s_cid=eml-if-GLOBAL-global-Nov2024-X-X-b2c-SFDCDirect701KZ00000029ctYAA-socops-acquisition-pro_oth-X-DecLNLive-X

11/28/2024

Panelist Announcement 🎤

We’re thrilled to welcome Trevor Galon, CFA, Chief Investment Officer at Matco Financial to the panel for CFA Society Calgary's 48th Annual Forecast Dinner!

With over 15 years of experience in the financial industry, Trevor brings a wealth of knowledge from his work with institutional investors, not-for-profits, family offices, and high-net-worth clients. As Matco’s CIO, he leads the firm’s strategic investment initiatives, chairs the Asset Mix Committee, and contributes to Fixed Income, Canadian Equity, and Global Equity strategies.

Trevor’s diverse expertise in portfolio management and investment strategy will provide invaluable perspectives as our panel delves into this year’s theme: Charting a Course Through Geopolitics and Its Impact on Investment Classes.

📍 Join us at the brand-new BMO Centre Champions Ballroom for this must-attend event.

🎟️ Tickets are already over 75% sold—secure yours today to hear from Trevor and our exceptional lineup of speakers: https://cvent.me/zBr29V?RefId=EX

Thank you to our 2025 sponsors: RBC Global Asset Management Ph&N Institutional, Harvest FNB, BCA Research, Aviso Correspondent Partners, Mawer, BMO Global Asset Management, Cidel, Avenue Living Asset Management

11/27/2024

The 48th Annual Forecast Dinner is over 75% Sold Out!

Don’t miss your chance to join us on January 23, 2025 at the brand new BMO Centre Champions Ballroom for an evening of exclusive insights from keynote speaker Danielle DiMartino Booth, CEO & Chief Strategist of QI Research.

This year’s theme: Charting a Course Through Geopolitics and Its Impact on Investment Classes.

With only limited tickets left, now’s the time to secure your seat. Hosted by Dave Kelly, moderated by Derek Wheatley, CFA and featuring an expert panel including Roukaya Ibrahim, Strategist for Commodity & Energy Strategy at BCA Research, and Brian Carney, CIM, Portfolio Manager, Fixed Income at Mawer Investment Management Ltd. — this is Calgary’s must-attend finance event!

Get your ticket today: https://cvent.me/zBr29V?RefId=EX

Thank you to our incredible 2025 sponsors: RBC Global Asset Management Ph&N Institutional, Harvest FNB, BCA Research, Aviso Correspondent Partners, Mawer, BMO Global Asset Management, Cidel, Avenue Living Asset Management

11/26/2024

Sarah Maynard, Global Senior Head of DEI at CFA Institute and Rick Di Mascio, founder and co-CEO of Inalytics Behavioural Finance are hosting a free, PL-eligible webinar on 10 December at 11 am ET to discuss the results of testing well-known biases against 945 institutional portfolios.

Behavioral Finance: Testing Biases and Finding Positive Behaviors��Behavioral finance highlights how biases impact investors. Join our FREE webinar with Sarah Maynard and Rick Di Mascio, Co-Founder of Inalytics, to explore findings from the "Selling Fast, Buying Slow" paper, which tested biases in nearly 1,000 institutional portfolios.

Learn more and register: https:////global.cfainstituteevents.org/xbnygX?RefId=Society+Promotion

11/21/2024

We’re excited to welcome Brian Carney, CIM, Portfolio Manager, Fixed Income at Mawer Investment Management Ltd., to the panel for CFA Society Calgary's 48th Annual Forecast Dinner!

With over 30 years of experience in the investment industry, Brian specializes in global credit strategies. His career spans roles at Canso Investment Counsel, Big Rock Capital, Merrill Lynch, and Goldman Sachs, where he worked in New York, London, and Toronto.

Brian’s deep expertise in corporate research, counterparty risk, and global fixed income markets will bring invaluable insights to our panel’s discussion on navigating today’s evolving economic landscape.

Tickets are selling fast—secure yours now to hear from Brian and our exceptional lineup of speakers: https://cvent.me/zBr29V?RefId=EX

Thank you to our incredible 2025 sponsors: RBC Global Asset Management Ph&N Institutional, Harvest FNB, BCA Research, Aviso Correspondent Partners, Mawer, BMO Global Asset Management, Cidel, Avenue Living Asset Management

11/19/2024

The 48th Annual Forecast Dinner is over 50% sold out!

Don’t miss your chance to join us on January 23, 2025 at the brand new BMO Centre Champions Ballroom for an evening of exclusive insights from keynote speaker Danielle DiMartino Booth, CEO & Chief Strategist of QI Research.

This year’s theme: Charting a Course Through Geopolitics and Its Impact on Investment Classes.

With only limited tickets left, now’s the time to secure your seat. Hosted by Dave Kelly, moderated by Derek Wheatley, CFA and featuring an expert panel including Roukaya Ibrahim, Strategist for Commodity & Energy Strategy at BCA Research — this is Calgary’s must-attend finance event!

Get your ticket today: https://cvent.me/zBr29V?RefId=EX

Thank you to our incredible 2025 sponsors: RBC Global Asset Management Ph&N Institutional, Harvest FNB, BCA Research, Aviso Correspondent Partners, Mawer, BMO Global Asset Management, Cidel, Avenue Living Asset Management

11/14/2024

We’re thrilled to announce Roukaya Ibrahim, Strategist for Commodity & Energy Strategy at BCA Research, is joining the lineup for CFA Society Calgary's 48th Annual Forecast Dinner!

Roukaya brings a unique blend of top-down macro insights and fundamental analysis in commodities, delivering actionable investment recommendations to navigate today’s complex global landscape. With experience at the Central Bank of Egypt as well as teaching and research roles at academic institutions in Canada and the UK, her expertise will enrich our panel's discussion on geopolitics and its impact on investment classes.

Don’t miss this chance to gain insights from Roukaya and our esteemed speakers — secure your tickets today: https://cvent.me/zBr29V?RefId=EX

11/13/2024

🔑 Unlock growth with mentorship!

Junior CFA Charterholders & Candidates: Elevate your skills. Senior Charterholders: Share your expertise. The 2025 CFA Society Calgary Mentorship Program is now open for applications!

🗓️ Apply by Dec. 3, 2024, 11:59 p.m.

Start your journey today:
I want to be a Mentor: https://www.surveymonkey.com/r/KMZPFBN
I want to be a Mentee: https://www.surveymonkey.com/r/L8F5HV3

Please note the Mentorship Program is exclusive to CFA Society Calgary members. Matched mentors and mentees must attend the program's kickoff event in January 2025.

11/07/2024

🎟️ Tickets are now officially on sale for CFA Society Calgary’s 48th Annual Forecast Dinner!

Don’t miss out, get your tickets today: https://cvent.me/zBr29V?RefId=EX

📅 Date: January 23, 2025
📍 Location: BMO Centre, Champions Ballroom

We’re thrilled to welcome Danielle DiMartino Booth, CEO & Chief Strategist of QI Research, as our keynote speaker! Danielle will offer her sharp insights on this year’s compelling theme: Charting a Course Through Geopolitics and Its Impact on Investment Classes.

🎙️ Hosted by Dave Kelly and moderated by Derek Wheatley, CFA, the event will also feature a dynamic panel discussion with leading experts who will dive deeper into global economic forces – from trade tensions to shifts in emerging markets. Gain insights that go beyond forecasts, equipping you with a roadmap to make informed decisions in the face of uncertainty.

Whether you’re looking to broaden your global perspective or connect with peers, this is the event for Calgary’s investment and finance community. Secure your spot today: https://cvent.me/zBr29V?RefId=EX

11/01/2024

Join us on November 20 for The Road Ahead: Navigating the Infrastructure Investment Landscape, an in-depth webinar from Hamilton Lane on private infrastructure investing.

Discover how infrastructure has evolved to offer new opportunities for advisors and high-net-worth clients, with access now open through innovative fund structures.

Speakers:

🔹Justin Janas, CFA, CAIA – Vice President, Private Wealth Solutions at Hamilton Lane. Justin brings extensive experience in business development and client relations in private wealth.

🔹Taylor McManus – Principal, Real Assets Investments at Hamilton Lane responsible for originating, evaluating and executing direct, secondary and primary fund investment opportunities.

Don’t miss this chance to learn from industry leaders about the fundamentals, benefits, and trends in private infrastructure investing.

Register now! https://web.cvent.com/event/25541e7e-44c4-4dd6-969c-49a7d97a2e60/summary?RefId=overview

Address

700 6 Avenue SW, Unit 1780
Calgary, AB
T2P0T8

Opening Hours

Monday	8:30am - 4pm
Tuesday	8:30am - 4pm
Wednesday	8:30am - 4pm
Thursday	8:30am - 4pm
Friday	8:30am - 4pm

Telephone

+14032492009

Website

https://www.cfasociety.org/calgary/

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