Investing In Your Career
Schedule
7:45 a.m. Registration, Networking
8:30 a.m. Opening Comments from Trevor Bateman, CFA, Toronto CFA Society President
8:35 a.m.
Using Soft Skills to Gain the Business
Advantage
(presented by Mark Jeffries, Corporate Coach)
10:00 a.m. Networking Break
10:30 a.m. Personal Branding: How to Build Your
Brand & Stand Out from Other CFA Charterholders
(presented by Paul Copcutt, SquarePeg Solutions)
11:15 a.m.
Getting the Job You Want on Bay
Street
(presented by Duncan Stewart, CFA, Research Analyst, Orion
Securities)
12:00 p.m. Lunch (Sponsored by Barclays Global Investors)
12:45 p.m.
Success Through Responsibility: The
Challenge of Change
(presented by Kit Grant, Director, Comfort Zone Infiltration)
2:00 p.m.
Executive Search Firm Panel: Forecasting
Top Recruiting Trends
(Moderator: Marg Franklin, CFA, KJ Harrison & Partners,
Inc.)
Panelists: Tanya van Biesen, Coleader of the Canadian Financial Services Practice, SpencerStuart; Shawn Cooper, Managing Director and Country Manager, Canada, Russell Reynolds Associates; Rosemarie Baker, Senior Client Partner, Korn/Ferry International
3:00 p.m. Networking Break
3:30 p.m.
Going Independent: Starting Your Own
Firm
(presented by Jay Taparia, CFA, Managing Director, Sanskar
Investments)
4:15 p.m.
An Introduction to the Institutional
Investment Business
(presented by Harry Marmer, CFA, Senior Vice President,
Institutional Investment Services, Franklin Templeton Investments)
5:15 p.m. Closing Remarks from Chip Deale, Head, Society Services, CFA Institute






