Upcoming Events

Unstructured Data and AI in Investments

Join us for the next in our 2024 AI webinar series, as we examine how AI is changing the way we uncover value  within the investment industry .   During the webinar, we will discuss the changing role of the investment professional, how alternative and unstructured data adoption is driving this trend and the importance of learning data science techniques to manage this transition.   We will put these techniques into practice in a case study, showcase how we can fine-tune large language models and construct a custom ESG index to discover new insights and hidden value. AI is set to change the world in an unprecedented way. Put on your creative caps, get curious, and join in this discussion on the future of finance as our panelists take live questions after the session. This webinar is worth 1 PL credit.

Conversations with Frank Fabozzi, CFA

Overview In this video series, Frank Fabozzi, CFA, speaks with industry thought leaders in a relaxed setting. Viewers get an inside view of what inspires these investment luminaries. They reflect on their personal lives and careers and provide guidance for the new generation of investors and professionals. This episode features Robert C. Merton, School of Management Distinguished Professor of Finance at MIT Sloan School of Management and 1997 recipient of the Nobel Prize in Economic Sciences. He is the CFA Institute Research Foundation 2023 Vertin Award winner. Merton discusses the impact of digital transformation on the investment industry, the state of play for measuring and monitoring macro financial risk, and the industry’s role in driving society’s transition to net zero. He shares his vision for how his work will shape future generations of economists and practitioners. Date and Time 16 May 2024 12:00 PM Eastern Time | 4:00 PM GMT Not able to join us live? Register to receive the recording.

Intentional Networking: Soft Skills Workshop

Networking is an important skill that fosters growth at every career stage, yet is often underdeveloped and overlooked. Networking can feel overwhelming at times, especially when you’re the “newbie.” Whether you’re new to the CFA journey, a seasoned professional embarking on a new career track, entering a new industry, adapting to new ways of interacting with colleagues, or new to the city, authentic connections can enrich your life through professional growth and personal satisfaction. Develop skills and intentionality that help to build or activate your network. This interactive 2-hour workshop showcases the value of intentional networking that doesn’t have to feel awkward or forced. Attendees will learn how to: Overcome networking fears Understand the benefits of networking at various career stages Apply key networking strategies tailored to everyday life Differentiate yourself and leave a lasting impression Maintain and nurture your professional network Participants will be invited to assess their current network and identify enhancement opportunities, strategically aligned with career goals. You will walk away prepared to cultivate genuine relationships and understand how to nurture them throughout their career.   Workshop Agenda & Facilitator : 2:30 p.m. - Classroom Content 3:15 p.m. - Group Discussion and Exercises 4:00 p.m. - Networking in the Lounge (test your new skills!) Danielle Wolf is a seasoned workshop facilitator and career development professional with a career spanning 15+ years coaching business students and professionals, recruitment, and client account management both locally in Calgary and internationally. Her purpose and passion revolve around empowering others to unlock their potential and thrive.   Event Pricing: (Afternoon session including light refreshments and networking cocktails. Eligible for 2.0 PL credits.) Regular & Candidate Members - $39 + GST Early Bird Pricing $10 Early Bird Discount will be automatically applied for members registered by May 8 Non-Members - $59 + GST  (Please note: a minimum of 15 participants will be required to move forward with this workshop. A maximum of 35 participants will be accepted).  

2024 AGM & Member Appreciation Night

Join us on May 30 th for an opportunity to connect with fellow members at our complimentary member appreciation night combined with the Annual General Meeting to elect your 2024-2025 Board of Directors. The brief business portion of the meeting will be followed immediately by a fun reception filled with good food and refreshments. Our society membership is growing! This is a great opportunity to welcome our new Charterholders and society members while also engaging with our longstanding, established community members.  Agenda 5:00 p.m. - Doors Open 5:15 p.m. - Annual General Meeting 5:30 p.m. - Networking Reception 7:00 p.m. - Event Concludes Be Sure to Vote! Regular members in good standing are requested to complete, date, and sign the electronic proxy linked below, whether or not you are able to attend personally. REGISTER 

Family Fun Day at Heritage Park

Join us on Sunday, June 2, for our Annual Family Fun Day! This year we have the pleasure of inviting our CFA community to join us at Heritage Park ! The park will be in full swing as they officially open for the summer as of May long weekend. Enjoy brunch with fellow society members and their families before heading out to explore everything that Heritage Park has to offer.   What's Included Full, family-friendly brunch buffet Brunch will be served in the Gasoline Alley Mezzanine from 10:00 a.m. - 11:15 a.m. Please arrive during this timeframe. All day passes to explore Heritage Park attractions (park open until 5:00 p.m.) On-site parking Space is limited! This event is tremendous value and offered exclusive to CFA Society Calgary members. Due to popularity, please only purchase tickets for your immediate family members (i.e., spouse/partner and children).   Cancellation Policy Refunds will be issued for cancellations received by May 24, 2024. No refunds will be issued for no-shows or late cancellations. Brunch will proceed regardless of weather conditions. Registration Deadline: May 28, 2024.

Navigating New Frontiers: The Impact of AI, Cloud, and Web3 in Investment Management

CFA Society Calgary and YYC Data Society are pleased to partner with Tech Thursdays to bring together professionals from the tech, data, and finance worlds at this collaborative, insightful event. The Calgary Tech Thursday collection is proudly presented by Neo Financial. Join us for a lively panel discussion titled "Navigating New Frontiers: The Impact of AI, Cloud, and Web3 in Investment Management", featuring PwC’s Danielle Gifford, AlphaLayer’s Chad Langager, Quant AS' Wish Bakshi, and Viewpoint’s Ben Reeves, moderated by Accelerate’s Julian Klymochko. This event will explore the transformative effects of cutting-edge technologies on the investment management industry. Industry leaders and tech experts will delve into how artificial intelligence, cloud computing, and Web3 are reshaping strategies, enhancing decision-making processes, and driving innovation in investment practices. Don't miss this opportunity to gain insights into the future of investment management in the digital age.   Event Agenda : 4:30 p.m. - Doors Open 5:00 p.m. - Panel Discussion + Q&A 6:00 p.m. - Networking  

Building a Resilient Portfolio: Insights from the CIO of CPP Investments

Curious how Canada’s largest pension fund approaches portfolio construction? Join Ed Cass, Chief Investment Officer, CPP Investments , for a discussion on the Fund’s investment approach to maximize returns without undue risk of loss.  CFA Society Calgary and CFA Society Edmonton invite you to join us virtually on June 10, 2024, to hear how CPP Investments has built a portfolio that is resilient to shifts in the market while continuing to generate solid returns. Ed will discuss the macroeconomic environment, where he is seeing opportunities in global markets, and how their Total Portfolio Approach enables resilience under a range of conditions. Attendees will have an opportunity to gain insights from the seventh-largest pension fund in the world. Register today! Registration Pricing: Complimentary Thank you to our presenter! Thank you to our marketing partners!

Python 3: Web Scraping and Dashboarding

Associated with   CFA Society Vancouver Online Course DESCRIPTION During this hands-on course, participants will work with Python and several popular packages to create programs that acquire, consolidate, analyze and present large data sets. Whether originated from websites or internal databases, this course will demonstrate core techniques to efficiently manage and explore business data through interactive dashboards. (Course length 7 hrs) For a full course outline, please view:  Python for Finance Professsionals - 2024 Course Information Prerequisites A general understanding of programming principles and Python is recommended for this course. The course material will build on the content of “Python 1: Core Data Analysis”. Although not required, participants will benefit from having taken “Python 2: Visualization and Analysis”. Participants should be familiar with Python packages and their installation. You will be required to download and install Anaconda or an equivalent Python distribution – links provided in advance of the course. Course Presenter BOGDAN TUDOSE Director, Co-Head of Data Science & Senior Instructor The Marquee Group, Training the Street Course Provider The Marquee Group  is Canada’s leading provider of financial modelling training programs. Since 2002, Marquee has trained thousands of professionals globally at financial institutions, corporations, professional organizations and universities. Their core modelling, valuation, Excel, and data sciences courses are standard training at numerous major banks and business schools. Marquee’s principals are experienced financial practitioners with investment banking, equity research and management backgrounds who are passionate about teaching.   Learn more ... Registration COURSE FEES: Members | Candidate Members $429  ( Early Bird  – until May 21) $489   (May 22 - June 6) Candidates | Non-Members $599   ( Early Bird  – until May 21) $699  (May 22 - June 6)    Due to the interactive nature of this class, there is a max capacity of 18 participants. Registration Deadline: June 6, 2024 – 11:59 pm (PT) - Subject to space availability WHEN June 11, 2024   8:30 a.m. - 4:30 p.m.   (PT) WHERE Virtual - Zoom Details sent 2 business days prior to the session