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CFA Society Saskatchewan: The Investment Management Industry: Yesterday, Today & Tomorrow

CFA SOCIETY SASKATCHEWAN
PROGRAMMING
November 6 & 7
Regina & Saskatoon

The investment management industry has dramatically changed over time and will continue to evolve in the future. In a crowded industry, understanding yesterday, today and tomorrow is critical to you for many reasons including career advancement, investment decision making, firm positioning, and strategic thinking. In this introduction we will discuss the following.

  • The Creative Destruction of The Investment Industry
  • Technology as a Prime Industry Disruptor
  • Why Consultants are Money Managers
  • The Rise of Canadian Pension Sponsor Powerhouses
  • The Evolution of the Institutional Asset Mix
  • Smart Beta vs Dumb Beta
  • Tomorrow’s Consequences for All of US Today!

Speaker
HARRY MARMER, BBA, MBA, CFA,
Executive Vice President, Partner
Hillsdale Investment Management Inc

Prior to joining Hillsdale in 2008, Mr. Marmer led the Canadian institutional business of Franklin Templeton Investments and before that, the institutional business at Russell Investment Group. He was also a principal and co-leader of Mercer’s Canadian Investment Consulting Practice. Before this he was a senior investment analyst at Sun Life Canada. Mr. Marmer is a frequent conference speaker and has authored more than 49 articles and a booked entitled “Perspectives in Investment Management”.

Currently, he continues to volunteer for CFA Institute on the Speaker Retainer Program and is a member of the Investment Committee of the Canadian Friends of Hebrew University.

Mr. Marmer is currently on the Editorial Board of the Journal of Investing, was past president of the Toronto CFA Society, and served on a number of other industry boards. He was awarded the Toronto Society’s Research Award and received the Society’s Volunteer of Distinction Award.

For registration please visit cfasociety.org.

If you would like a full copy of the presentation, please contact Harry Marmer at hmarmer@hillsdaleinv.com or 416-913-3907.

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