When

Tuesday, October 6, 2020 from 12:00 PM to 1:00 PM CDT
Add to Calendar 

Where

This is a online event. 
Webinar link and passcode to be sent to registered
participants before the event.
 

Contact

Eva Swan, Administrator, 
CFA Society Winnipeg 
204-471-3640 
info@cfawinnipeg.ca 

 

2020 Partner Sponsors

 

Career in Finance and Interview Tips 

Please join us on Tuesday, October 6th as we host a virtual discussion on Careers in Finance and Interview Tips with Kyle Martens, CFA (Assistant Vice-President, Corporate Finance at IGM Financial), Sunny Oh, FSA, FCIA, CFA (Senior Vice President, Enterprise Risk Management at Canada Life), and Gang Wang, CFA, CIPM (Portfolio Manager, TD Wealth Private Investment Counsel). This discussion will be moderated by Wilson Low, a member of the Public Awareness Committee at CFA Society Winnipeg. 

From the discussion, you will learn more about the different career paths in Finance, how to overcome common challenges people face at the start of their career, and advice from potential employers on what they like to see in a candidate. You will also learn more about different areas of Finance such as Corporate Finance, Enterprise Risk Management, and Wealth Management. 

This virtual discussion will be followed by a live Question & Answer period. The audience will have the opportunity to submit questions before and during the discussion.

Speakers Biographies

Kyle Martens, CFA
Assistant Vice-President, Corporate Finance
IGM Financial Inc.

Based in Winnipeg, Manitoba, Kyle Martens, CFA, is the Assistant Vice-President, Corporate Finance at IGM Financial. Alongside the team of experts, he oversees, his responsibilities span the areas of investor relations, capital & liquidity management, and corporate development. During the past twelve years with IGM, Kyle has held progressively senior roles and contributed to a number of instrumental projects, including major investor relations initiatives and M&A activities
Raised on an enterprising family farm in Southeastern Manitoba, Kyle acquired a passion for growing successful businesses at a young age. Fueled by his rural roots, he brings a curiosity, passion, and work ethic to all his professional activities.
Kyle earned a Bachelor of Commerce (Honours) degree from the I. H. Asper School of Business at the University of Manitoba and holds the Chartered Financial Analyst designation.

Sunny Oh, FSA, FCIA, CFA
Senior Vice President, Enterprise Risk Management
Canada Life

Sunny has a Bachelor of Commerce degree from the University of Manitoba graduate, majoring in actuarial mathematics. She has obtained her FSA (Fellow of the Society of Actuaries), FCIA (Fellow of the Canadian Institute of Actuaries), and CFA (Chartered Financial Analyst) designations.

She has been with Canada Life now for over 30 years and, throughout that time, has worked in various areas across the Company in both business and risk management areas including Individual Customer, Group Customer, Financial Management, and Asset/Liability Management.

Sunny joining the Risk Function in 2013. As the Head of Enterprise Risk Management, she provides independent risk oversight of risk-taking activities across Great-West Lifeco (Lifeco), to ensure that the group keeps its financial promises while growing shareholder value; and has responsibility for Lifeco’s global Risk Appetite Framework and supporting processes while facilitating risk-return optimization.

Within Canada Life, she is a member of a number of committees including the following: Diversity Leadership Council, Sustainability Risk Working Group, Operational Risk Committee, and Model Risk Management Committee (chair).

Within the industry, she is also a member of the following: CLHIA (Canadian Life and Health Insurance Association) CRO Policy Committee ORSA (Own Risk Solvency Assessment) working group, Warren Chair Committee (Asper School of Business, University of Manitoba), and the Master of Financial Risk Management Advisory Board (Rotman School of Business, University of Toronto.)

Gang Wang, CFA, CIPM
Portfolio Manager
TD Wealth Private Investment Counsel

Gang is a Portfolio Manager at TD Wealth Private Investment Counsel. He has over a decade of experience in the financial service industry with proven expertise in financial risk management, investment accounting, mutual fund operations, quantitative equity strategy, investment performance analysis, along with institutional investors and high-net-worth clients portfolio management.

Gang attended the University of Manitoba, where he graduated in 2009 from Asper School of Business with a Bachelor of Commerce (Honours) degree with Distinction, double majoring in Finance and Accounting.

After spending almost three years practicing treasury risk management at the Canadian Wheat Board, Gang joined a global investment firm headquartered in Winnipeg. After spending close to two years as Senior Investment Accountant, he had an opportunity to join the firm's investment management division and spent over four years managing high-net-worth and institutional client portfolios and also a number of equity mandates within the firm's mutual fund portfolios.

During 2015 to 2017, his commitment to continuous education earned him the Chartered Financial Analyst® (CFA®) designation. In 2018, his passion towards investment again motivated him to obtain another designation – Certificate in Investment Performance Measurement® (CIPM®). Earning both globally recognized designations conferred by the CFA Institute not only is an indication of his commitment, passion, and aspiration towards his career objectives, but also a recognition of experiences and expertise in both investment and wealth management practices. From 2017 to 2018, his particular interest in Financial Technology (FinTech) inspired him to obtain a FinTech Certificate from Saïd Business School, University of Oxford. Passionate about all aspects of wealth management, Gang is currently enrolled in the CFP® Professional Education Program, which is a pre-requisite program for investment professionals to ultimately obtain the Certified Financial Planner® (CFP®) designation. He is also a Life Insurance Advisor through TD Wealth Insurance Services.

Away from his office, Gang has been actively volunteering at CFA Society Winnipeg promoting the CFA designation and the CFA Institute Code of Ethics and Standards of Professional Conduct to university students, the public, and the global investment community.