When

Tuesday, January 18, 2022 from 5:00 PM to 10:00 PM CST
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Where

RBC Convention Centre 
375 York Avenue
Winnipeg, MB R3C 3J3
 

 

Contact

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

 

Event Protocols

  • All Manitoba Public Health orders will be in effect for this event.

  • COVID-19 VACCINATION: All guests will require proof that they are fully vaccinated with an approved Covid-19 vaccine. Immunization cards/QR codes and proof of ID will be checked by event staff prior to entry.

  • MASK USE: Masks will be required while not seated, except when eating or drinking.

  • Table size has been reduced to 8 guests per table and will be separated by larger than normal spacing.

  • Reduced venue capacity.

  • All guests will be notified of this protocol prior to the event.

 

 

Sponsorship Opportunities Available
 

57th Annual Forecast Dinner 

We are excited to return to an in-person event for CFA Society Winnipeg's 57th Annual Forecast Dinner at the RBC Convention Centre York Ballroom on Tuesday, January 18, 2022. The Annual Forecast Dinner is the premier event of the year for Winnipeg's investment community. 

Join us from 5:00pm-6:00pm at the cocktail reception with complimentary wine and hors d'oeuvres as well as a cash bar. The formal events will begin at 6:00pm and will include hearing from our presenting speakers, introducing Winnipeg's newest CFA Charterholders and announcing the Forecaster of the Year awards, sponsored by Bloomberg.

This year we have an outstanding speaker line-up with one of the world's leading economists David Rosenberg, President and Chief Economist & Strategist at Rosenberg Research & Associates Inc., and Catherine Murray, former BNN Senior Anchor. David Rosenberg, our Keynote Speaker, will provide a market and economic outlook as part of his keynote address followed by a fireside chat with Catherine Murray, who will also guide the evening as Master of Ceremonies. Michael Thom, CFA will bring greetings from CFA Societies Canada and welcome our newest CFA Charterholders.

Keynote Speaker


David Rosenberg
President and Chief Economist & Strategist
Rosenberg Research & Associates Inc.

David Rosenberg is the President and Chief Economist & Strategist of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions.

Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Wood survey of Canadian economists for ten years in a row. 

Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto.

Master of Ceremonies/Moderator


Catherine Murray
Former Anchor of BNN Bloomberg's The Close

Markets often move with the consensus, until they don’t. Looking for the out-of-consensus thought, is key in determining what happens next. It illustrates the importance of thinking against the norm, and the importance of extensive relationships, which Catherine Murray is well-versed in.

Before joining BNN Bloomberg, Catherine worked on Wall Street for more than 15 years. Her previous roles included Vice-President of Institutional Sales and Trading at Deutsche Bank, Associate at Goldman Sachs in Institutional Equity Sales and Trading, and Associate Research Analyst at William Blair; covering retail and e-commerce companies. While working on Wall Street, Catherine travelled weekly with CEOs of both large and small cap public companies, and across every industry. During the tech boom, she was involved in twelve IPOs a week, an absolute frenzy of deals and travel.

As of the few VP females on a trading desk, Catherine has a passion for seeing women succeed.  In 2009 she co-founded North South Capital, a women-owned institutional investment firm. Today she continues her analysis, interviews and reporting at Murray Media & Markets online which quickly garnered an engaged following. Her optimism, stamina and resilience is what she brings to her discussions, relationships and her life. Her desire is for people to achieve their best, and enjoy the adventure along the way.

CFA Societies Canada Representative


Michael Thom, CFA
Managing Director, CFA Societies Canada

Michael Thom, CFA is the Managing Director for CFA Societies Canada. He provides strategic leadership and operational oversight for the organization and acts as a vocal representative for the 12 Canadian CFA Societies and over 19,000 Canadian CFA charterholders in policy and regulatory dialogues in Canada. Through active engagement and communication with regulators, policymakers, media, and prominent key stakeholder groups Michael uses nearly 15 years of experience in the financial industry to elevate professionalism, investor interests, and the voice of Canadian charterholders. He supports and offers guidance towards policy formation and advocates to Canadian policy makers regarding financial industry regulation, development of relevant research and thought leadership, promotion of professional standards, and outreach to government and industry to build financial market integrity in Canada. Michael previously had a career in capital markets and investing, most recently as an executive at a Toronto-based hedge fund manager. Michael is a graduate of the University of British Columbia and is a CFA charterholder.