CFA Society Vancouver would like to invite all new 2016 CFA charterholders to attend the 14th Annual Charter Awards Ceremony on December 8th at the Hyatt Regency Hotel.
The event will include a cocktail reception, sit down dinner, guest speakers, and the presentation of the charters.
We are proud to have Mr. John Bowman, CFA from CFA Institute this this year's keynote speaker. Mr. Bowman will be available to answer questions and meet our guests after the ceremony.
CFA Institute - John Bowman, CFA
CFA Society Vancouver President - David Smith, CFA
In addition to these speakers, we have invited several past presidents to present the charters to our new CFA charterholders.
Space is very limited, so we are asking charterholders to register only two guests. Should more seats become available, we will be able to accept additional registrations.
NOTE: This event is only available to new charterholders and their guests
John Bowman, CFA
John Bowman provides leadership and strategy to CFA Institute’s largest region – the Americas – including Canada, the US, the Caribbean, and Latin America. He serves as the face and voice of the region with the media, regulators and employers to advocate for high standards of practice, market integrity and professionalism.
Mr. Bowman joined CFA Institute in 2004 after holding several industry positions. He served as a portfolio manager at Mellon Growth Advisors (MGA), where he was responsible for portfolio construction and stock selection for the MGA International Growth and MGA Global Growth strategies. Mr. Bowman also served as a portfolio manager for the International Growth Opportunities Strategy at State Street Global Advisors (SSgA) in its Global Fundamental Strategies Group. Before moving into portfolio management at SSgA, he was an equity analyst focused on domestic and international strategies.
At CFA Institute, he has held roles of increasing responsibility. He has served as Director, Business Development; Vice President, New Product Development; and Head, Educational Products. In 2010, Mr. Bowman accepted a special assignment as Head, Claritas® Investment Certificate, and led the effort to develop the Certificate, which was launched in May 2013. In these roles, he was responsible for product strategy, innovation, and product solutions.
He then served as Co-Lead, Education providing global program leadership for the CFA Program, the Certificate in Investment Performance Measurement (CIPM), and the Claritas Program. He oversaw regulator and program recognition, university relations, scholarship programs, and regional education initiatives.
John Bowman earned a BS in Business Administration from Mary Washington College and is a CFA charterholder.
David Smith, CFA
Mr. Smith is the Managing Director and founding partner of Pinnacle Fund Services, a global provider of full service investment fund administration. He is responsible for the delivery of fund administration services to clients and investors, the development of Pinnacle’s technology platform and operating systems and the strategic and business development of the company. Prior to founding Pinnacle, Mr. Smith was the founding partner of Pinnacle Fund Administration LLC in the United States, which was subsequently sold to Apex Fund Services. He commenced his career with Grant Thornton in Vancouver and then moved to Bermuda, first at Ernst & Young and then at Prime Management LimitedMr. Smith is a Chartered Accountant, holds a Bachelor of Arts degree in Economics from Queen’s University and holds the Chartered Financial Analyst designation. He is the current President of CFA Society Vancouver and is the Treasurer of Christ Church Cathedral.
December 8, 2016 5:00 PM - 8:30 PM
Hyatt Regency Hotel655 Burrard StreetVancouver, British Columbia
CFA Society Vancouver
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