Where
Marriott Harbourfront Hotel1919 Upper Water Street
Room: Acadia A
Halifax, NS B3J 3J5 Driving Directions
Tammy MacDougall-Walker
CFA Society Atlantic Canada
9028322827
cfaatlantic@cfaatlantic.com
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
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.