June 17 , 2010

Networking Event

Join us for cocktails at The Fox and Feather on Elgin Street (Change of Location) on Thursday, June 17th, 2010 to celebrate the coming of summer and the writing of the 2010 CFA exams.

This event provides CFA Ottawa Society members and candidates with the opportunity to interact in aninformal setting, to enjoy a buzzing Ottawa location, and to introduce new faces to the CFA Ottawa Society. We look forward to seeing you there!

Best of luck to all CFA exam candidates!

Sincerely,

Gabriel Bouchard-Phillips
CFA Ottawa Society

May 19-20, 2010

Financial Modeling Course

The CFA Ottawa Society will be hosting a 2-day Financial Modeling course on May 19-20. The course will focus on designing and creating an interactive financial model of a company for credit purposes that adheres to the highest industry standards and how to properly incorporate a company’s capital structure into the model. Further details are available in the attached document. Participation is limited to twelve individuals and the course will be held at Export Development Canada (151 O’Connor) starting at 8:30am. Cost is $750 for members and $850 for non-members. Registration is limited. Cost is $750 for members and $850 for non-members. Course outline. Course registration is full. Since the interest and demand for the course was so high, the Society will likely offer another session in the Fall.

May 4-5, 2010

Wealth Management Seminar

Toronto CFA Society is pleased to offer the CFA Ottawa Society access to a live video-broadcast of the Annual Wealth Conference to be held on May 4 & 5, 2010. ave the date. More details to follow.

Agenda and Event Flyer

April 14, 2010

CFA Ottawa - Luncheon

"Inflation hedging portfolios in different regimes"

CFA Ottawa will be hosting a noon luncheon on Wednesday April 14th at the Rideau Club. Dr. Marie Brière who holds a PhD in Economics (Université Paris X Nanterre), Masters in Economics (Université Paris IX Dauphine) and graduated from ENSAE will be our guest speaker. Ms. Brière specializes in Economics (interest rates, sovereign debts) and Finance (asset allocation, financial markets, forecasting, interest rates and options).

Working Papers:

Inflation-hedging Portfolios in Different Regimes

Volatility Exposure for Strategic Asset Allocation

March 31, 2010

Annual Forecast Dinner

Ottawa’s Premier Financial Event, the Annual CFA Ottawa Forecast Dinner, will take place at the Chateau Laurier on Wednesday, March 31st, 2010 at 5 p.m.

September 29, 2009

Networking Event

Fall is officially here! Join us for cocktails at D’Arcy McGees on Tuesday, September 29, 2009 from 5PM to 7PM. This first event of the season provides CFA Ottawa Society members and candidates with the opportunity to interact in an informal setting, to enjoy a buzzing Ottawa location, and to introduce new faces to the CFA Ottawa Society. We look forward to seeing you there.

Sincerely,

Gabriel Bouchard-Phillips
CFA Ottawa Society