CFA Society Toronto Canada’s leading society for Chartered Financial Analyst (CFA) Charterholders is proud to announce the 13th Annual Equity Symposium themed Shape Your 2026 Investment Outlook taking place on Thursday November 20 2025.
As 2025 draws to a close the conference offers attendees an ideal opportunity to refine their market outlook and prepare for a successful 2026. The half-day event features a keynote address by renowned economist David Rosenberg Founder and President of Rosenberg Research alongside presentations from five influential Portfolio Managers. Each speaker will deliver a 15 - 20 minute session highlighting their investment strategy tools and offer insights across global equity markets. These sessions will be followed by interactive Q&A discussions.
The conference will provide an opportunity to engage with and learn from other financial industry professionals. Attendees can look forward to a half day of expert discussions market intelligence and practical strategies to help navigate the complexities of modern wealth management and drive long-term success.
Why Attend?
- Gain fresh perspectives and actionable investment strategies for 2026.
- Hear stock pitches and insights from top portfolio managers at Canada’s most prominent asset managers.
- Connect with peers and industry leaders in an engaging high-value setting.
About Keynote Speaker
David Rosenberg is the Founder and President of Rosenberg Research an economic and financial market consulting firm he established in January 2020. Before founding his own company David served as Chief Economist and Strategist at Gluskin Sheff + Associates from 2009 to 2019. Earlier in his career he spent nearly a decade at Merrill Lynch (2000 to 2009). He first served as Chief Canadian Economist and Strategist in Toronto before moving to New York as Chief North American Economist.
About CFA Society Toronto:
CFA Society Toronto is the world's largest Society of CFA® Charterholders dedicated to supporting the professional and business development of more than 11500 members. With a focus on education networking and thought leadership CFA Society Toronto empowers finance professionals to excel in a dynamic and competitive global market. Founded in 1936 CFA Society Toronto is a not-for-profit organization affiliated with CFA Institute the global body that administers the Chartered Financial Analyst (CFA) curriculum and sets voluntary ethics-based performance-reporting standards for the investment industry. For more information visit http://www.cfatoronto.ca.
*Chartered Financial Analyst® and CFA® are registered trademarks owned by CFA Institute.
Event Venue & Nearby Stays
Vantage Venues, 150 King St W, Toronto, ON M5H 1J9, Canada
