2017 Canadian Ethics Challenge

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Last day to register is Friday May 26, 2017.

Space is limited.

If you have any issues registering, please contact aplume@cfatoronto.ca.
 

About the event

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Overview

The Canadian Ethics Challenge is designed to increase student's awareness of the ethical dilemmas they may face as investment management professionals. Teams consisting of students from Finance or Business programs are given an ethics case to study and evaluate. Each team then presents its analysis and recommendations, to a panel of judges. Following a question and answer period with each team, the judges then select a winner. Their decision is based on the quality of the team's understanding of the ethical issues involved, their recommendations, and the quality of their analysis, presentation, and responses to the judges questions. The winning teams from each local level across the country have advanced to compete in the inaugural Canadian Ethics Challenge.

 

Participating Schools

Smith School of Business - Queen's University
University of British Columbia - Sauder School of Business
University of Saskatchewan - Edwards School of Business

 

Agenda

2:00 - 2:10 PM - Student Registration
2:10 - 2:25 PM - General Registration
2:25 - 2:30 PM - Welcome Remarks - Clayton Gall, CFA (Presidents Council Representative, Canada)
2:30 - 2:45 PM - Future of Finance - Bob Stammers, CFA (CFA Institute)
2:45 - 3:45 PM - Interactive Ethics Presentation – Dr. Michael McMillan, CFA (CFA Institute)
3:45 - 4:00 PM - Break
4:00 - 5:10 PM - Competition
5:10 - 6:30 PM - Networking Reception & Announcement of Winning Team

 

Speakers

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Clayton Gall, CFA

Presidents Council Representative, Canadian Region

Clayton brings over 25 of years of experience in the investment and financial services industry to his role with RBC PH&N Investment Counsel. As an Investment Counsellor, he provides discretionary investment management services for high-net-worth individuals, families, businesses, endowments and foundations and not-for-profit organizations. Prior to joining the firm and opening the new Kelowna office in December 2010, Clayton held numerous positions at Phillips, Hager & North which he joined in 1991 and progressed steadily throughout his tenure with the firm. Clayton holds the Canadian Investment Manager (CIM) designation and is a Chartered Financial Analyst (CFA). He is a member of CFA Institute, CFA Society Toronto, and is also a member and past President of CFA Society Okanagan.

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Robert Stammers, CFA
Director, Investor Engagement, CFA Institute

Prior to joining CFA Institute, Mr. Stammers was the principal for his founded company, where he consulted to aide real estate owners, lenders, and syndicators, develop and analyze structured real estate investments. There he developed strategy for obtaining debt and preferred equity capital as well as created finance related marketing materials and research papers for various clients. He also served as a senior equity analyst where he was responsible for the creation of new investment tools and instructional products to provide the revenues for two new investment education companies. As a senior executive for several institutional fund managers, Mr. Stammers was the portfolio manager for a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts. Mr. Stammers has authored over 100 articles on various financial and investment topics for several investment periodicals such as Forbes, MarketWatch, Huffington Post, and Investopedia.

Mr. Stammers has his Bachelors of Arts in Economics from Connecticut College, his Masters in Business Administration from Emory University, and was awarded the CFA designation in 1997.

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Dr. Michael McMillan, Ph.D., CPA, CFA
Director, Society Ethics Training, CFA Institute

Dr. McMillan joined CFA Institute in October of 2008 after more than a decade as a professor of accounting and finance at Johns Hopkins University’s Carey School of Business and George Washington University’s School of Business.  Prior to pursuing a career in academia, he was a securities analyst and portfolio manager at Bailard, Biehl, and Kaiser and Merus Capital Management in San Francisco, California.

As the Director of Society Ethics Training, Dr. McMillan is responsible for creating and developing educational content for CFA Institute members and investment professionals in the area of ethics and professional standards.  Prior to joining the Institute, Dr. McMillan served in a variety of volunteer capacities at the CFA Institute.  He was a member of the Council of Examiners for 10 years, and a grader for the CFA Level II and Level III exams for 12 years. 

Dr. McMillan has a PhD in accounting and finance from George Washington University, an MBA from Stanford University, and BA from the University Pennsylvania. He is a Chartered Financial Analyst (CFA), a Chartered Investment Counselor, and a Certified Public Accountant (CPA).

 

Who Should Attend

Students, faculty, friends and family are welcome to attend this event to show support. As space is limited, attendees must register in advance.

 

Show Your School Spirit

Use the #CFAETHICSCHALLENGE on LinkedIn and Twitter and show your support to the competing schools!

 

 

When & Where
Jun 1
1st June 2017
02:00 PM - 06:30 PM
Toronto, ON
2017-06-01 02:00 PM 2017-06-01 06:30 PM America/New_York 2017 Canadian Ethics Challenge 145 Richmond Street West Toronto, ON, Canada M5H 2L2


Hilton Toronto


Hilton Toronto - Governor General Room 145 Richmond Street West Toronto, ON