The Future of

the Investment Management Industry


Marriott Harbourfront Hotel
1919 Upper Water Street
Room: Acadia A
Halifax, NS B3J 3J5

Driving Directions 

Thursday, October 24, 2019 from 11:45 AM to 1:30 PM ADT
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Tammy MacDougall-Walker
CFA Society Atlantic Canada

Marriott Harbourfront Hotel

Room Acadia A

Buffet Lunch & Learn 

Students $20

CFA Society Members $30

Guests $40

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.  With this introduction, Harry 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,
  • Active Management vs Smart Beta: Are There Differences,
  • The Future of the Institutional Investment Industry 

Thursday, October 24, 2019

11:45 am to 1:30 pm
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Harry S. Marmer, CF A, MBA, BBA, Partner

Prior to Hillsdale, Mr. Marmer led the  Canadian institutional business of Franklin Templeton Investments as well as the  institutional business at Russell Investment Group. As Principal, he co-led Mercer's  Canadian Investment Consulting Practice and prior to that 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 book entitled, "Perspectives On Institutional Investment Management.” He has  served on a number ofindustry boards and was past President of CFA Society  Toronto.  Mr. Marmer was awarded the Toronto Society’s Research Award and  received the Society’s Volunteer of Distinction Award. He currently volunteers for the CFA Institute, is on the editorial board of The Journal  of Investing and is a member of the Investment Committee for the Foundation of the  Canadian Friends of Hebrew University. Harry joined Hillsdale in February 2008.