TORONTO, Sept. 19, 2018 /CNW/ - Our flagship event is back with a new line-up of influential thought leaders. This year's featured speakers will share their expert insights on the future of wealth management and active management in the current rising interest rates environment and provide practitioners with the tools to "future-proof" the investment management industry.
Click hereto watch the 2017 Annual Investment Dinner recap
Thursday, 01 November 2017 | 5PM – 10PM
Fairmont Royal York, The Canadian Room
100 Front Street West, Toronto, ON M5J 1E3
Host & MC
The Globe and Mail
Business Columnist Andrew Willis is a business columnist for the Report on Business at The Globe and Mail, based in Toronto. He has been in business communications and journalism for three decades. From 2010 to 2016, he was senior vice president of communications for Brookfield Asset Management, a leading global alternative asset management company. He holds a Bachelor of Arts degree from the University of Western Ontario and a Bachelor of Arts degree in Journalism from University of King's College, Halifax.
Senior Managing Director & Global Head of Active Equities
Prior to BlackRock, Mark was President & CEO of the Canada Pension Plan Investment Board (CPPIB). Mark joined CPPIB in 2005 as the organization's Senior Vice-President, Private Investments, and later named Executive Vice-President, Investments, responsible for managing all of the investment activities of CPPIB. He was named President & CEO in 2012.
Prior to CPPIB, Mark was responsible for the private equity fund and co-investment program at the Ontario Teachers' Pension Plan. Previously, Mark was an officer with Harrowston Inc., a publicly traded Canadian merchant bank and a lawyer with Sullivan & Cromwell. He also served as a law clerk to Madam Justice Beverley McLachlin at the Supreme Court of Canada.
Mark is a member of the Advisory Council on Economic Growth, is Chairman of the Focusing Capital on the Long Term initiative, which he co-founded, and serves on the board of several non-profit organizations, including Sinai Health Services, the Capital Markets Institute and the University of Toronto's Dean's Advisory Board.
Morgan Stanley Managing Director & Co-Head of Wealth
Ms. O'Connor has held a succession of senior leadership positions during her more than 30-year career with Morgan Stanley. These include serving as Head of Field Management for Wealth Management, with responsibility for the Firm's network of approximately 600 branches and 16,000 advisors, and as Chief Executive Officer of Morgan Stanley Private Bank.
She also served as Chief Administrative Officer for Wealth Management with responsibility for Risk Management, Technology and Operations, and as Chief Operating Officer of the U.S. Client Coverage Group.
Ms. O'Connor joined the Wealth Management leadership team in New York in 2004 after a long career in Wealth Management branch offices culminating in her leading the Southwest Region for the Private Wealth Management business.
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CFA Society Toronto proudly acknowledges its' Annual Investment Dinner sponsors
Platinum Event Sponsor:
Platinum Corporate Sponsor:
Gold Event Sponsor:
Gold Corporate Sponsor:
National Bank Independent Network
S&P Dow Jones Indices
Advance interviews and media passes Interviews will be granted based on availability and by appointment only before 22 October 2018. Media passes are available on request. Limited space is available for journalists who wish to attend the reception and dinner.
About CFA Society Toronto CFA Society Toronto is Canada's largest Society of CFA® Charterholders, dedicated to supporting the professional and business development of over 9,500 members. We provide our membership with a local perspective on a global designation through our member services, which include: educational programs, sponsored events, employment postings, quarterly newsletters 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. For more information, please refer to www.cfatoronto.ca.
Chartered Financial Analyst® and CFA® are registered trademarks owned by CFA Institute.
SOURCE CFA Society Toronto
For further information: To schedule an interview or secure a place at a media table, please contact: Jonathan Mai, CFA Society Toronto, Phone: (416) 366.5755 X 235, E-mail: [email protected], Twitter: @cfatoronto