Button Mushroom & Wild Rice Soup - served with a bouquet of garden herbs
Romaine Hearts with Balsamic Vinaigrette Salad - (with sliced tomato, red onion and bell peper, dressed with crumbled feta cheese, kalamata olives and a crostini)
Roulande of Chicken Bruschetta - (stuffed with Pancetta & Feta cheese, napped with a creamy fire roasted garlic and tomato sauce, served with butter & charred garlic roasted baby red potatoes, buttered green beans and steamed cauliflower)
Chai Cheesecake with a creamy Chocolate Sauce
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The Annual Forecast Dinner is Winnipeg's investment community's premier event of the year. The dinner provides the opportunity for our members and their guests to hear relevant market forecasts from respected industry professionals and to welcome the year's new CFA charterholders to the profession.
Feature Host:
Steve Patterson
Award-Winning Comedian and host of CBC Radio One's "The Debaters"
As host of CBC Radio One’s wildly successful “The Debaters” since 2007 Patterson has become a household name, with more than half a million weekly listeners. In 2010, steady accolades for his work on that show earned him a third invitation to perform on one of Just For Laughs’ prestigious televised galas, hosted by Steve Martin. Considered to be the highlight of the show by the audience and critics alike, Patterson’s performance prompted the legendary Martin himself to quip, “If I’d known he was going to be THAT good, I would have cancelled him.”
Every comic can tell a joke, but Steve Patterson is a triple threat of funny, combining skills as a stand-up comedian with over 15 years of touring experience, a successful radio and TV host and a published humor writer.
Patterson began his full-time comedy career in 1997, shortly after ending his full-time career as a copywriter when he wrote an ad for an amusement park that his boss found a little “too amusing.” Leaving his desk job behind, he opted for the national and international stage. In addition to playing every major city in Canada (and most of the minor ones) he has also headlined in Ireland, Australia, the United States, the United Kingdom and the United Arab Emirates leaving audiences everywhere united in their praise.
Special Guest Speaker:
Paul Smith, CFA
President and CEO
CFA Institute
Paul Smith leads CFA Institute and its more than 130,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession.
Smith joined CFA Institute in 2012 as managing director for Asia Pacific, overseeing its expansion into China and India. He later assumed the leadership of its Institutional Partnerships division, which is responsible for engagement with key firms, groups, and associations in the global investment industry. He was appointed president and CEO in January 2015.
He brings extensive leadership experience in the investment management industry, having held a variety of positions in major financial centers over 30 years. Smith started his career in asset management at Ermitage International, an alternative funds management company, progressively taking up roles of increasing responsibility across Europe (London, Paris and Dublin) over 11 years - the last seven as the firms's CEO.
Smith moved to Asia in 1996, just as the region began to take off, to join Bank of Bermuda in Hong Kong as Asia head of securities services. In 2001, he was promoted to global head of alternative funds administration working in Hong Kong and New York, where he was responsible for the delivery of services to 2,000 investment funds with over US$250 billion assets.
He has also pursued entrepreneurial roles, most recently as founder and CEO of the Hong Kong- based hedge fund investment management firm Asia Alternative Asset Partners for six years prior to joining CFA Institute. Asia Investor magazine named him one of the 25 Most Influential People in Asian Hedge Funds.
With over 18 years of experience in Asia, Smith is active in the region's investment community as an Executive Committee member of the Alternative Investment Management Association in Hong Kong. He has also served on the board of a number of Asia-based funds over the years.
Aside from being a CFA charterholder, he is also a fellow of the Institute of Chartered Accountants of England and Wales, and worked as an auditor at Pricewaterhouse in London for four years early in his career.
Smith hold a master's degree in history from Oxford University.
Keynote Speaker:
Jason Trennert,
Managing Partner and Chief Investment Stategist
Strategas Research Partners.
Mr. Trennert is the Managing Partner of Strategas Research Partners LLC and the Chairman and Chief Executive Officer of the firm's broker-dealer subsidiary, Strategas Securities, LLC. In addition, as Chief Investment Strategist, Mr Trennert is known as one of Wall Street's top thought leaders on the subject of markets and economic policy. His research pieces are read by leading institutional investors and corporate executives across the globe.
In 2006, Mr. Trennert co-founded Strategas, which originally began with just five employees. Today, the firm employs over fifty research analysts, institutional salesmen, and sales traders at its offices in New York, Washington D.C., and Columbus, Ohio. Prior to founding Strategas, Mr. Trennert was the Chief Investment Strategist and a Senior Managing Director at International Strategy & Investment (ISI) Group where he built and oversaw two of the firm's most popular research efforts, its Company Surveys and Investment Strategy groups.
Widely quoted in the domestic and foreign press, Jason is a regular guest host on the CNBC's "Squawk Box" and "Bloomberg Surveillance" with Tom Keene. His second book, My Side of the Street, was published by St. Martin's Press in May.
He was the treasurer of La Scuola d'Italia where he built its investment committee. He is a member of the Board of Governors of the Columbus Citizens Foundation and a member of the investment committee of the Rockefeller Brothers Fund.
He has an MBA from the Wharton School at the University of Pennsylvania and BS in International Economics from Georgetown University.