C1603 Annual 2015 Annual Report - CFA Institute...served on the board of directors since 2014. Mr. Trueman is a Fixed Income Trader with Odlum Brown Limited, an independent full-service

A DifferenceThat Matters

2015-16

ANNUAL REPORT

President’s Message ................................................................................ Page 3

Vision and Mission .................................................................................... Page 5

Our Leaders ........................................................................................... Pages 7-9

50th Anniversary Celebration ................................................................Page 11

Committee Accomplishments .....................................................Pages 13-22

Awareness ..............................................................................................Page 13

Candidates ............................................................................................Page 14

Employer Outreach ..............................................................................Page 15

Forecast Dinner ....................................................................................Page 16

Membership .......................................................................................... Page 17

Programs ................................................................................................Page 18

Social .......................................................................................................Page 19

Social Media .........................................................................................Page 20

Sponsorship ..........................................................................................Page 21

University Outreach ...........................................................................Page 22

2015 CFA Charterholders .......................................................................Page 24

Financial Statements ...................................................................... Page 26-38

CFA 2015-2016 Annual Report and Financial Statements


TABLE OF CONTENTS

PAGE 2

PRESIDENT’S MESSAGE

Dear Members,

2015 was a remarkable and milestone year for CFA Society Vancouver as we celebrated our

50th Anniversary!

In November, the Society was front and centre in Vancouver’s financial community as we hosted our

largest event, our 50th Anniversary Celebration. The evening showcased keynote speaker Michael

Lewis, author of several Academy Award-nominated movies such as The Big Short, Moneyball and

The Blind Side. We welcomed several CFA Institute leaders, including our emcee Beth Hamilton-Keen,

chair of the Board of Governors. Our event committee did a phenomenal job creating a retrospective

video of the past 50 years of our Society as well as hosting an engaging panel of past presidents,

dating back to our inaugural year, 1965.

A big focus for our Board in 2015 was the value of our membership. Several new initiatives were

developed, including exclusive member only events, complimentary programs and new social

and networking receptions. During the year we welcomed Suzanne Martin as our new full-time

Membership and Programs Co-ordinator. Suzanne brings a wealth of experience delivering

member value to organizations and with her infectious enthusiasm we look forward to continued

enhancement of our membership benefits.

From a governance perspective, CFA Society Vancouver is stronger than ever. Our leadership is

full of committed and talented volunteers and the success of our society is a result of their hard

work and dedication. Our organizational structure is deep and continues to evolve. The promotion

of Virginia Coles to Executive Director is a milestone for our Society as we recognize the exemplary

contribution she has made over the years.

As we look to the upcoming year, we are excited to build upon the strong organizational and

financial position of CFA Society Vancouver. With an emphasis on employer engagement, establishing

a new mentorship program and enhancing our leadership and volunteers, CFA Society Vancouver

will continue to lead the investment profession by promoting high ethical behaviour and

professional excellence.

For all those who help to make our Society the success it is and the success it will continue to be,

thank you.

David Smith, CFA

President

DAVID SMITH, CFAPRESIDENT, CFA SOCIETY VANCOUVER

PAGE 3CFA Society Vancouver 2015-2016 Annual Report and Financial Statements



VISION

& MISSION

CFA Society Vancouver 2015-2016 Annual Report and Financial Statements PAGE 5

MISSION STATEMENTTo lead the investment profession by promoting high ethical behaviour and professional excellence.

VISIONTo be the gold standard investment professional designation.



OUR

LEADERS

DUANE TUP CHONG, CFA VICE PRESIDENT

DAVID SMITH, CFA PRESIDENT

JESSIE BOBINSKI, CFA SECRETARY

DAVID (WALLY) TRUEMAN, CFA TREASURER

MARIA PACELLA, CFA PAST PRESIDENT

Mr. Tup Chong managed the 50th Anniversary Celebration featuring Michael Lewis and previously served as the Society’s Treasurer. He has been on the board of directors since 2011. Mr. Tup Chong is a Partner with KPMG LLP providing audit, accounting, and advisory services to clients primarily in the financial services industry.

Mr. Smith has been on CFA Society Vancouver’s board of directors since 2011 and the Executive Committee since 2012. He lead the Forecast Dinner Committee this year and will serve a two-year term as President of the Society. He is the Managing Director and founding partner of Pinnacle Fund Services, a global provider of full service investment fund administration.

Ms. Bobinski joined the board of directors in 2008 and is the Co-Chair of the Candidates Committee. She is a Partner and Portfolio Manager with Dixon Mitchell Investment Counsel, serving private clients, trusts, and foundations.

Mr. Trueman is CFA Society Vancouver’s Treasurer and Chair of the Social Media Committee. He has served on the board of directors since 2014. Mr. Trueman is a Fixed Income Trader with Odlum Brown Limited, an independent full-service investment firm based in Vancouver.

Ms. Pacella has been with CFA Society Vancouver since 2009 and has provided tremendous support and leadership to the organization. She has served as Governance Chair, Secretary, Vice President, and President. Ms. Pacella is the Managing Director of Shoreline Venture Management, a San Francisco-based venture firm.



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MICHEL JOB, CFACHAIR, PUBLIC AWARENESS COMMITTEE

ERIC BUKOVINSKY, CFACHAIR, EMPLOYER OUTREACH COMMITTEE

DMITRI KOTLIAROV, CFACHAIR, PROGRAMS COMMITTEE

PAUL MARTIN, CFACHAIR, SPONSORSHIP COMMITTEE

Mr. Job joined CFA Society Vancouver in 2014 and is the Public Awareness Chair. He is responsible for the creation of the BC Investment Outlook Newsletter and the management of the Wealth Management Conference. Mr. Job is a Portfolio Manager with Leith Wheeler Investment Counsel and is responsible for managing both private client and not-for-profit institutional accounts.

Mr. Bukovinsky has been a director since 2012. Over the last four years, he has led the University Outreach Committee and more recently the new Employer Outreach Committee. Mr. Bukovinsky is a Principal at Yaletown Partners and is responsible for identifying and managing private equity investments across the firm’s two funds.

Mr. Kotliarov has served as the Programs Committee Chair since he joined the board of directors in 2013 and will transition to Chair of the Membership Committee. Prior to acting as the Committee Chair, he was a volunteer with the Programs Committee for over four years. Mr. Kotliarov is a Senior Associate with Travelers Energy Project Funding.

Mr. Martin has chaired the Sponsorship Committee since he joined CFA Society Vancouver in 2012. He assisted in the development of a strong sponsorship campaign, which supports the Society’s robust events calendar, including the 50th Anniversary featuring Michael Lewis. Mr. Martin is an Institutional Portfolio Manager with Phillips, Hager & North Investment Management.

ELVIS PICARDO, CFACHAIR, UNIVERSITY OUTREACH COMMITTEE

Mr. Picardo has been a director since 2015. During his first year with CFA Society Vancouver, he has provided leadership to the University Outreach Reach and Research Challenge Committees. Mr. Picardo will lead the launch of the new Mentorship Program. He is Vice President-Research and a Portfolio Manager at Global Securities Corporation.

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MICHAEL WALLBERG, CFACHAIR, MEDIA OUTREACH COMMITTEE

KELLY WOODALL, CFACHAIR, MENTORSHIP COMMITTEE

Mr. Wallberg has served as the Media Outreach Chair since 2014, when he joined the board of directors. He is responsible for creating event press releases and providing content for a variety of Society publications. Mr. Wallberg currently works as an award-winning freelance journalist and producer for CBC, as well as a content marketer for a banking software provider.

Ms. Woodall joined the board of directors in 2014 and for the last two years she has supported the 50th Anniversary Celebration Committee and spearheaded the creation of the Advisory Board. Ms. Woodall is the founding partner of Seymour Investment Management Ltd., a client-focused investment boutique catering to high net worth individuals.

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50TH

ANNIVERSARY

CELEBRATION


50th AnniversaryCelebration

November 19, 2015

50

CELEBRATING 50 YEARS

CF

A SOCIETY VANCOUVER

1965 2015

Thank you to the 940 guests who joined us in celebrating

our 50th Anniversary. The feedback was tremendous with

everyone enjoying the event from the venue and meal to the

presentations and after party. We filled Mahony & Sons to the

rafters with over 200 guests continuing the

celebration until midnight. The conversation with

Michael Lewis and Paul Balfour was informative

and entertaining, and our past presidents panel

shared stories from the last 50 years.

Dr. Heather Mohan of Camp Kerry extends

her gratitude to the generous members and

guests who helped raise over $11,000 for her

organization’s initiatives. Well done, everyone!

Thank you to all of the sponsors who supported

the event and without whose support, we could

not put on an event of this calibre. Thank you to

Thomson Reuters, PenderFund, Horizons ETFs,

Raymond James, KPMG, UBC Sauder School of Business, Borden

Ladner Gervais, and Business in Vancouver. We also thank CFA

Institute for providing additional funding and for joining us at

the event.

As a Society run by volunteers, we value

the help we receive from our committee

volunteers. This includes Duane Tup

Chong, David Smith, Maria Pacella, Michael

Wallberg, Jessie Bobinski, Paul Martin and

the volunteers who helped out on the

day - Simon Tso, Ethan Dang, Ken Wu, John

O’Donoghue, Sam Ghassen, Michael Sawer,

Suzanne Martin, Samantha Falk, and Leanne

Chan. We would also like to thank Sharon

Chan-Knight of Ask a Woman Events for the

endless hours she committed to making this

event successful.


COMMITTEE

ACCOMPLISHMENTS



AWARENESS COMMITTEECOMMITTEE MEMBERS COMMITTEE SPONSOR

MICHAEL JOB, CFA, CHAIR BUSINESS IN VANCOUVERJORDAN TRIMBLE, CFA

3,150 SUMMER2015ISSUES

3,010WINTER2016ISSUES Summer 2015

BCINVESTMENT

OUTLOOKINVESTMENT OUTLOOK – Q2 2015

by Jarislowsky Fraser

RATE CUTS, WEAKER LOONIE: ADDING TO

ATTRACTIVENESS OF FOREIGN BONDS AND EQUITIES

by Philip Petursson, Manulife Asset Management

SPROTT’S THOUGHTS

by Henry Bonner, Sprott Global Resource Investments

DEFLATION, COMMODITIES AND THE USD

by Marin Katusa, Katusa Research

DO I REALLY NEED A WILL?

by Tamara Wong & Melanie McDonald,

Borden Ladner Gervais

IN

SI

DE

TH

IS

IS

SU

E


BUSINESS IN VANCOUVER ADVERTISEMENTS

One thing iscertain inthe financialwOrld.

To learn more about the CFA® designation and CFA Society Vancouver, please visit www.cfavancouver.com.

The Chartered Financial Analyst® designation is a trusted mark of integrity in today’s ever-changing financial world. With its rigorous focus on investment knowledge, analytical skill, and ethical conduct, no credential is more highly regarded in the financial industry.

When selecting a professional to manage your investments, look for the CFA designation.

©2012 CFA Institute. CFA®, CFA Institute® and Chartered Financial Analyst® are registered trademarks of CFA Institute in many countries around the world.

CFA SocietyTrinidad & Tobago

CFA SocietyVancouver

Guy-Charles Valois, CFA

that always puts investors first.

My investMent perforMance is a

result of years of experience

© 20

16 C

FA Institute. All rights reserved.

#CFAdifference

CFAsociety.org/vancouverLearn more

12EDITIONS

18,000EDITION DISTRIBUTION

BC INVESTMENT OUTLOOK DISTRIBUTION

CFA INSTITUTE NEW BRANDING CAMPAIGN

CANDIDATES COMMITTEECOMMITTEE MEMBERS

JESSIE BOBINSKI, CFA, CO-CHAIR ESTELLE L’HEUREUXTRICIA WU, CFA, CO-CHAIR JAMISON MCAULEY, CFABEN ELLIOTT, CFA MICHAEL SAWER SAM KASSEM ALEXANDRA SYRNYK, CFA


NUMBER OF CANDIDATES

2014 1,7612015 1,8582016 1,965

1CANDIDATE RECEPTION

130 GUESTSincluding...

2 LEVEL I WORKSHOPS

17PAST PRESIDENTS

3DAY IN THE LIFE1LEVEL II

WORKSHOP 3CANDIDATEPUB NIGHTS

80NOVEMBER LEVEL IEXAMS102 MAY

LEVEL IIEXAMS 81MAY

LEVEL IIIEXAMS

MOCK EXAMS

EVENTS

CHARTER AWARDS/PRESIDENTS DINNER

74 MAYLEVEL IEXAMS


COMMITTEE SPONSORS

MORGAN INTERNATIONALUBC SAUDER SCHOOL OF BUSINESSWILEY



EMPLOYER OUTREACH COMMITTEECOMMITTEE MEMBERS

ERIC BUKOVINSKY, CFA, CHAIR DAREN ATKINSON, CFAETHAN DANG, CFA

The Employer Outreach Committee was created to establish, develop, and enhance CFA Society Vancouver’s relationships with local employers. The committee works with the Local Society and the CFA Institute to increase the awareness of both organizations and the CFA designation as a whole.

The committee met with selective employers across all sectors and sizes to understand their needs and perspectives. The results of the meetings supported the need for the committee and helped form the basis of the committee’s strategy going forward. The committee recognized the desire to improve communications and activities as they relate to improving the valuation proposition of the local employers not only locally, but on a global scale through the relationship with the CFA Institute.

CFA Society Vancouver supports local employers with:

• Professional Development • In-House Presentations

• Job Postings • Ethics Training

• Internship Recommendations • Claritas Program (for back office employees)

WHY YOU SHOULD HIRE A CFA CHARTERHOLDER

Well regarded Canadian employers seek out fi nance professionals who have earned the CFA designation.

Improve your competitive advantage by tapping into this rich talent pool.

The mission of CFA Institute is to lead the investment profession globally by setting the highest standards of

ethics, education, and professional excellence.

The CFA Societies of Canada support this mission and offer various services to their members such as continuing education

and career development.

In 1990 I was given the challenge of growing an independent asset management organization for the Ontario Teachers’ Fund. As a CFA charterholder myself I was familiar with the skill sets developed by the CFA education program. A CFA charterholder receives a well rounded education in all the essential elements needed for portfolio management and security analysis. Of equal or even greater importance was the CFA emphasis on integrity and standards of conduct. From my perspective all the bases were covered and I decided to rely heavily on the CFA program.

From that time Teachers’ has continually encouraged its’ employees to enroll in the CFA program and achieve their charter status. The contribution made by charterholders has been a signifi cant part of Teachers’ success.

Bob Bertram, CFA, Corporate Director and former Executive Vice President – Investments, ONTARIO TEACHERS’ FUND

Position



COMMITTEE SPONSORS

THOMSON REUTERSPENDERFUNDHORIZONS ETFSUBC SAUDER SCHOOL OF BUSINESSMD PRIVATE INVESTMENT COUNSELRAYMOND JAMESS&P CAPITAL IQCREDENTIALFIDELITY CLEARING CANADANATIONAL BANK CORRESPONDENT NETWORK

BUSINESS IN VANCOUVERKPMGBORDEN LADNER GERVAISFERRARI MASERATI OF VANCOUVER

FORECAST DINNER COMMITTEECOMMITTEE MEMBERS

DAVID SMITH, CFA, CHAIR VIRGINIA COLES SHARON CHAN-KNIGHT ALVIN CHEUNG CINDY HU SAM KASSEM KELLY OSWALD JON POTTER KIMBERLEY ROTHWELL ABBY ROTHWELL

650REGISTRANTS

14SPONSORS

68TH ANNUAL FORECAST DINNERCFA Society Vancouver hosted its 38th Annual Forecast Dinner on February 2, 2016 at the Vancouver Convention Centre. Guests enjoyed presentations by Douglas Porter, BMO Financial Group; Richard Pilosof, RP Investment Advisors; and Scott Lysakowski, RBC Global Asset Management. Andrew McCreath of Forge First Asset Management moderated a panel discussion where guest speakers shared their views on the S&P 500, outlook on gold and oil, and the CAD/USD forecast.



MEMBERSHIP COMMITTEECOMMITTEE MEMBERS

DMITRI KOTLIAROV, CFASUZANNE MARTIN

2014

2015

2016

1,269REGULAR

1,348REGULAR

1,435REGULAR

20AFFILIATE

15AFFILIATE

13AFFILIATE

New Member Reception April 6, 2016



COMMITTEE SPONSORS

HORIZONS ETFS

PROGRAMS COMMITTEECOMMITTEE MEMBERS

DMITRI KOTLIAROV, CFA, CO-CHAIR GEOFF GATES, CFA NICK KARLIYCHUK, CFA, CO-CHAIR JORDAN TRIMBLE, CFA SALMAN AHMED KEN WU, CFA SIMON DYAKOWSKI, CFA

24 EVENTS

17PRESENTATIONS

1,656REGISTRANTS

3WORKSHOPS

• Mining Financial Modelling Workshop

• Introduction to Performance Measurement & Attribution

• Generate Differentiated Insights

3COMPLIMENTARY PRESENTATIONS

• ESG Integration

• Are You a Great Equity Analyst?

• Cracking the Nest Egg: Managing Asset Decumulation

• Refining the Bank of Canada’s Tool Kit

• Vancouver Real Estate: The China Effect

• Equity Crowdfunding in Canada

• Global Economic & Financial Outlook 2016

• Behavioural Finance – Conversations with Money

• What Should We Make of China’s Slowdown?

• Risks & Roadmaps Associated with an Aging Population

• Investing in the Canadian Airline Sector

• CTAs in an Institutional Investor’s Portfolio

• Investing in Global Equities

• Aequitas NEO Exchange

• Lessons from Capital Markets History

• RMB Internationalization

• Emerging & Frontier Markets

• Private Debt Solutions in a Low Interest Rate Environment

• Economic & Market Outlook

• ETF Fundamentals

HIGH PROFILE SPEAKER

• Tomáš Sedláček, author The Economics of Good and Evil

1



COMMITTEE MEMBERS

ANDREW BLAZENKO, CFA

SOCIAL COMMITTEE

MONTE CARLO NIGHT

HASTINGS RACE COURSE

50REGISTRANTS(JULY 16)

19REGISTRANTS(OCTOBER 3)

114REGISTRANTS(DECEMBER 9)

HOLIDAY AFFAIR

The July 16th and December 9th events were hosted in partnership with the Chartered Professional Accountants of BC and the Canadian Bar Association of BC.



COMMITTEE MEMBERS

DAVID (WALLY) TRUEMAN, CFA, CHAIRJON POTTER

SOCIAL MEDIA COMMITTEE

TWITTER

LINKEDIN

927FOLLOWERS

394CONNECTIONS

398

300

ANNUALTWEETS

ANNUALPOSTS



SPONSORSHIP COMMITTEECOMMITTEE MEMBERS

PAUL MARTIN, CFA, CHAIRVIRGINIA COLES

SPONSORS

Thank you to all our generous sponsors, who continue to make it possible for us to support our members and candidates, and to provide the investment community with quality speakers and events. We extend our gratitude and appreciation to the following companies:

FIDELITY CLEARING CANADA ULC



UNIVERSITY OUTREACH COMMITTEECOMMITTEE MEMBERS

ELVIS PICARDO, CFA, CHAIR

RESEARCH CHALLENGE

WILLIAM WONG CINDY HU LISA MEGER, CFA

UNIVERSITY OUTREACH

ALVIN CHEUNG, CFA JEFF MAYHEW, CFA JOSEPH TANG, CFA SIMON TSO, CFA

COMMITTEE SPONSORS

MORGAN INTERNATIONAL KAPLAN SCHWESER

CFA INSTITUTE RESEARCH CHALLENGE

UNIVERSITY OUTREACH

TEAMS

Simon Fraser University (2 Teams) University of Victoria University of the Fraser Valley

Kwantlen Polytechnic University (2 Teams) University of British Columbia Okanagan Thompson Rivers University

WINNINGTEAM

University of the Fraser Valley British Columbia Institute of Technology Kwantlen Polytechnic University CFA Program Information Session with Michael McMillan, CFA

CFA PROGRAM PRESENTATIONS

SFU Finance Night UBC Designation Night Annual BASS Dinner Me Inc.

UNIVERSITY EVENTS

Simon Fraser University

SUBJECTCOMPANY Whistler Blackcomb Holdings

8

4

4


CFA

CHARTERHOLDERS

2015



CHARTERHOLDERSADRIAN M. LEECH, CFA

ALEXANDER R. RUGGIERI, CFA

ALEXANDER S. MCLEAN, CFA

AMARPREET PASRICHA, CFA

ANDREW C. MARSHALL, CFA

ANDREW D. ZIMCIK, CFA

ANDREW G. CLAUSON, CFA

ANDREW J. BOWDEN, CFA

ANTHONY W. YEN, CFA

BENSON WAI-KIN LO, CFA

DEAN A. BRADLEY, CFA

BRENT T. LEWIS, CFA

BRIAN C. MERWIN, CFA

BRIAN J. KAM, CFA

CALEB E. NG, CFA

CAMERON A. MACKENZIE, CFA

CHAD M. SIEVEWRIGHT, CFA

CHAN Y. JUNG, CFA

CHARLES MARTIN, CFA

CHONG SUN, CFA

CHRIS GRESAT, CFA

CHRISTA M. SANDERS, CFA

CHRISTINA S. LE, CFA

CHRISTOPHER J. LOWE, CFA

CHRISTOPHER W. LANG, CFA

DANIEL IWATA, CFA

DARREN K. LINDENBERGER, CFA

DARRYL A. BOSA, CFA

DAVID KARM DHALIWAL, CFA

DENVER L. A. HARRIS, CFA

DYLAN ROSS HUNTER RAE, CFA

EDWARD GUDEWILL, CFA

EDWARD WING KIT CHANG, CFA

EVAN MACKINNON, CFA

GEOFFREY W. HIGGINS, CFA

GRAHAM M. MORRISON, CFA

GU DIWEN, CFA

HAE YEON JO, CFA

HANK HENG KUAN WU, CFA

HO KIN LEON CHEUNG, CFA

HUI GEMMA WINGKI, CFA

IAN B. G. WANKE, CFA

IAN C. BOORMAN JURICK, CFA

IVAN JUSTIN WONG, CFA

JAMES RAMSAY WOELLER, CFA

JAMISON MCAULEY, CFA

JASON BAINS, CFA

JASON C. DAWES, CFA

JASPAUL SINGH BAGRY, CFA

JESSE R. CHAMBERS, CFA

JINNAN ZHANG, CFA

JO L. C. CONTI, CFA

JOEY KING CHEUNG TAI, CFA

JOHN O’DONOGHUE, CFA

JONATHAN C. S. LEE, CFA

JONATHAN NEILL, CFA

JOVANA KASIC, CFA

JOYCE LAP WAI LEE, CFA

JUSTIN C. K. POLLARD, CFA

JUSTIN THOMAS KHOUW, CFA

KA WAI YIP, CFA

KENDRA DAWN KAAKE, CFA

KELSEY L. LOBSINGER, CFA

KEWEI LIU, CFA

KIM SHANNON DEWAR, CFA

KIRSTEN VICTORIA BAHREY, CFA

KYUNGHO KIM, CFA

LAUREN ANNE BROWN, CFA

MATTHEW BOVENCAMP, CFA

MATTHEW DANIEL LEVY, CFA

MATTHEW N. VAN DYK, CFA

MATIAS P. MARQUEZ, CFA

MATTHEW A. STEVENSON, CFA

MATTHEW GORDON FARGEY, CFA

MICHAEL VIDA, CFA

MINHAS RAJEENA KAUR, CFA

NIKOLINA MILJEVIC, CFA

NOLAN KEITH PETERSON, CFA

PATRICK GHANEM, CFA

PATRICK RUSSELL, CFA

PIOTR PORTKA, CFA

PRABHAT K. KULSHRESHTHA, CFA

PUI YU RONALD KO, CFA

ROBERT ARTHUR HARRISON, CFA

ROBERT JOHN COSTIGAN, CFA

ROBERT KEITH HAMILTON, CFA

ROBERT W. G. BALLARD, CFA

ROBIN ELIZABETH LORE, CFA

SANGHYEP HAN, CFA

SCOTT L. B. SUTHERLAND, CFA

SEAN C. COAKLEY, CFA

SEAN L. G. GREENHALGH, CFA

SÉBASTIEN THIBODEAU, CFA

STEFAN LOZINSKY, CFA

STEFFEN LEHMANN, CFA

STEPHANIE J. W. MIN KEE, CFA

STEPHEN K. CHATELAIN, CFA

STEPHEN MICHAEL REID, CFA

STEVEN J. MARSHALL, CFA

SUI GU, CFA

SUK FUN CECILIA TO, CFA

SYED FAISAL RAZI KIRMANI, CFA

TAK TSAN TSO, CFA

THOMAS PROKOP, CFA

TUONG CHANH DANG, CFA

TZU-HAO MO, CFA

VINCENT CHI YAN GEE, CFA

WAYNE LLOYD, CFA

XIN LIU, CFA

YING YANG, CFA

YIU TING STEVEN LUI, CFA

YU XIANG, CFA

YUAN-CHING LIAO, CFA

YU-CHIEH HUANG, CFA

YUNFENG CAI, CFA

Documents

C1603 Annual 2015 Annual Report - CFA Institute...served on the board of directors since 2014. Mr. Trueman is a Fixed Income Trader with Odlum Brown Limited, an independent full-service