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Chartered For Finance

Can't decide if you want to rule the world of accounting or the world of finance? This is your conference.

You are working really hard in school, and now you need to decide what career path is right for you. Accounting is the natural route for a budding Chartered Accountant, but there are tons of exciting options in finance. This conference is your big chance to network with prominent CAs and learn about the many different areas of finance.

This exclusive conference will showcase a variety of areas from the world of finance.

CAs are employed in the full spectrum of finance-related careers. Throughout the day you'll hear many different CAs from the finance world speak, through roundtable discussions and a series of workshops.

Investment Banking
Private Equity
Asset & Wealth Management
Consulting

Visit us in the Fall of 2011 for more application details on Chartered for Finance 2012

Crave the date. Save the Date.

DATE:	Friday, January 13, 2012
TIME:	9:00AM - 5:00PM
PLACE:	The Fairmont Royal York - Toronto, Ontario

Learn from the masters because someday, you'll be one too.

Meet a wide range of CAs; some with their CFA, CBV, CF, CPA and CFP designations, or even a combined CA & MBA. You’ll hear about their experiences, their career paths and you’ll learn how their CA training prepared them for the world of finance.

Latest Chartered for Finance 2012 updates

Keynote Speaker

We are excited to announce that our keynote speaker will be Anish Chopra, CA, CFA, CBV, Managing Director and Portfolio Manager, TD Asset Management Inc.

The following CAs have confirmed their attendance so far!

Benji Sucher, CA, Associate, EdgeStone Capital Partners

Craig Pinnock, CA, Chief Financial Officer, Northbridge Financial Corporation

Dan LaForest, CA, CFA, Associate, Mergers & Acquisitions, RBC Capital Markets

Daniel Forest, CA, Associate, BMO Capital Partners

Didar Parhar, CA, CFA, Director, Mergers & Acquisitions, RBC Capital Markets

Gene Chkolnik, CA, Senior Analyst, Imperial Capital Group Ltd.

Ian Gutwinski, CA Student, Candidate for CFA Level II, Analyst, KPMG Corporate Finance Inc.

Jamie Windle, CA, CPA (Illinois), Senior Manager, Transaction Advisory Services, Ernst & Young LLP

Jennifer Wong, CA, Senior Financial Analyst, CIBC

Joanne Chow, CA, CPA (Illinois), Senior Analyst, Risk Management, Brookfield Asset Management

John Asher, CA, MBA, Vice-President Finance, Co-operators Life Insurance Company

Justin MacDonald, CA, Controller, Harmonic Fund Services

Kaitlin Hogan, CA, Assistant Vice President, PwC Corporate Finance

Kent Lee, CA, Assistant Vice President, Risk Management, Capital Markets, CIBC Mellon

Kevin Huynh, CA, CFA, Analyst, Investment Banking, TD Securities

Kurt Rosentreter, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIM, Practice Owner & Stock Broker, Manulife Securities Wealth Management

Loren Francis, FCA, MBA, CIM, Vice President & Portfolio Manager, Barometer Capital Management

Matt Unruh, CA, Analyst – Corporate Development, Royal Bank of Canada

Narbe Alexandrian, CA, Senior Associate, M&A Transaction Advisory, Deloitte & Touche LLP

Neal Mizrahi, CA, CBV, Director, FTI Consulting

Pauline Alimchandani, CA, Equity Research Associate, BMO Capital Markets

Penny Bartlett Groves, CA, MBA, Vice President, Investment Strategies, Vincero Capital Management Inc.

Remi Tseng, CA, Manager, Finance, Brookfield Asset Management

Rhonda Downey, CA, CPA, MBA, CF, President, Regelle Partners

Richard Piticco, CA, CFA, Director, CA Training Offices, ICAO

Rob Shih, CA, Analyst, Beringer Capital

Robin Taub, CA, Founder, Robin Taub Financial Consulting

Sahezad Pardhan, MAcc, CA, CF, Director, Capital Management, Oxford Properties Group

Shrikesh Majithia, CA, Associate, Imperial Capital Group

Stephen Stewart, CA, MBA, Associate-Investment Banking, TD Securities

Sunny Puri, CA, Analyst – Mergers & Acquisitions, RBC Capital Markets

A review of Chartered for Finance 2011

January 14, 2011 held at The Fairmont Royal York in Toronto

The 2011 keynote speaker was:

Loren Francis, FCA, MBA, Vice President, Private Client Group, Barometer Capital Management Inc.

The following CAs were also in attendance:

Alex Lourie, CA, CBV, Senior Manager Valuation Services - Financial Advisory, Deloitte

Anish Chopra, CA, CFA, CBV, Portfolio Manager, TD Asset Management

Atif Zia, CA, Vice President and Director, Mergers and Acquisitions - Investment Banking, TD Securities Inc.

Colleen Falls, MBA, CA, CBV, CF, Senior Vice President, KPMG Corporate Finance Inc.

Craig Pinnock, CA, Chief Financial Officer, Northbridge Financial Corporation

Elaine Sequeira, CA, FCA, CFP, Private Banker, RBC Wealth Management

Filip Stoj, CA, Financial Analyst, DRI Capital Inc.

Jamie Windle, CA, CPA, Senior Manager, Transaction Advisory Services, Ernst & Young LLP

John Asher, CA, MBA, Vice President, Finance, Co-operators Life Insurance Company at the CUMIS Group Limited

Kate Hogan, CA, Assistance Vice President, PricewaterhouseCoopers Corporate Finance

Kent Lee, CA, Senior Manager, Treasury, CIBC Mellon

Pauline Alimchandani, CA, Equity Research Associate, BMO Capital Markets

Penny Bartlett Groves, CA, MBA, Vice President, Investment Strategies, Vincero Capital Management Inc.

Remi Tseng, CA, Manager, Private Funds Group, Brookfield Asset Management Inc.

Rhonda Downey, CA, CPA, MBA, CF, President, Regelle Partners

Richard Piticco, CA, CFA, Director, CA Training Offices, ICAO (formerly Director, Equity Research, CIBC World Markets Inc.)

Sahezad Pardhan, MAcc,CA, CF, Director, Capital Management, Oxford Properties Group

Shrikesh Majithia, CA, Associate, Imperial Capital Group Ltd.

Stephen Stewart, CA, MBA, Associate - Investment Banking, TD Securities

Vijay Kukreja, CA Student, CFA Level 3 Candidate, Senior Analyst, RBC Financial Group

View the 2011 agenda