2017 ANNUAL REPORT - CFA Institute Annual 2017 Annual... · vishal bane estelle l’heureux monica...

A DifferenceThat Matters

2017

ANNUAL REPORT

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

Society Accomplishments ...................................................................... Page 5

Vision and Mission .....................................................................................Page 7

Our Leaders .......................................................................................... Pages 9-11

Financial Statements ..............................................................................Page 13

Committee Accomplishments .....................................................Pages 15-26

Awareness ..............................................................................................Page 15

Candidates ............................................................................................Page 16

Employer Outreach .............................................................................. Page 17

Forecast Dinner ....................................................................................Page 18

Media Outreach .....................................................................................Page 19

Membership .........................................................................................0

Mentorship ..............................................................................................Page 21

Programs ...............................................................................................Page 22

Social ......................................................................................................Page 23

Social Media .........................................................................................Page 24

Sponsorship .........................................................................................Page 25

University Outreach ...........................................................................Page 26

2016 CFA Charterholders .......................................................................Page 28

CFA 2016-2017 Annual Report and Financial Statements


TAbLE Of cONTENTs

PAgE 2

PRESIDENT’S MESSAgE

Dear Members,

It has been my great honour and privilege to have served as President of CFA Society Vancouver for the past two years. Our Society is in a strong position and continues to grow and evolve.

2016 was another successful year for our Society as we built upon the achievements of 2015. In May, at the Society Leadership Conference in Philadelphia, CFA Institute recognized our Society with three awards:

1. Most outstanding global Society (Societies with 900-2,000 members) 2. Volunteer of the Year 3. Collaboration award for advancing professionalism

(shared with all 12 Canadian Societies)

These awards recognize our Society’s innovative programming, governance structure, delivery of member value, and promotion of the values of the CFA designation.

There were several highlights this past year. We launched our Mentorship Program and successfully paired industry mentors with aspiring protégés. We promoted “Putting Investors First Month” by hosting author and CBC Dragon, David Chilton. Our annual Forecast Dinner was another wonderful success, generating record attendance. Our speakers led us through an in-depth discussion about the social and political issues in the Middle East and its impact on global oil markets.

Our Board continues its transition to a strategic governance model to better serve our Society and members, focusing efforts on the execution of our mission and achieving our vision. Our strategic plan will skillfully guide our Society over the next several years and enable us to lead the investment profession by promoting high ethical behaviour and professional excellence. As our Board emphasizes strategic direction and the Society’s value proposition, our dedicated staff works daily to execute the long-term plan, providing the level of service and member value expected from one of the world’s leading CFA Societies.

It is exciting and encouraging to see the passion and commitment shown by our dedicated volunteers, members and partners. Thank you all for your continued support.

David Smith, CFA, President

DAVID sMITH, cfA PREsIDENT, cfA sOcIETy VANcOUVER

PAgE 3




sOcIETy

AccOMPLIsHMENTs


PAgE 5CFA 2016-2017 Annual Report and Financial Statements

Most Outstanding Society – CFA Society Vancouver

Volunteer of the Year – David Smith, CFA

CONGRATULATIONS CFA SOCIETY VANCOUVERFOR WINNING THE FOLLOWING CFA INSTITUTE SOCIETY EXCELLENCE AWARDS

2017 SOCIETY EXECELLENCEAWARD WINNERS

2017 SOCIETY EXECELLENCEAWARD WINNERS

SOCIETY EXCELLENCE AWARD WINNER

David Smith, CFA President

ADVANCE PROFESSIONALISM & PROFESSIONAL RECOGNITIONIn collaboration with the Canadian CFA Societies

MOST OUTSTANDING SOCIETYCFA Society Vancouver

VOLUNTEER OF THE YEAR


CFAVANCOUVER.COM604.985.9889


VIsION

& MIssION

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

Mr. Tup Chong joined the board of directors in 2011. Over the last year, he has spearheaded an Advisory Committee to assist CFA Society Vancouver with its goals, and has worked on a strategic structure for the board. 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. Mr. Smith served two years as President and was instrumental in the Society winning CFA Institute’s 2017 award for Most Outstanding Society. He was also the recipient of CFA Institute’s Volunteer of the Year award. He is the Managing Director and founding partner of Pinnacle Fund Services, a global provider of full service investment fund administration.

Ms. Bobinski has served on the board of directors since 2008 and is the Society’s Secretary. She has been responsible for updating the Society’s policies and the directors’ manual . 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.

PAgE 9


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MIcHAEL JOb, cfAcHAIR, PUbLIc AwARENEss cOMMITTEE

Mr. Job joined the board in 2014 and is the Public Awareness Committee Chair. He is responsible for the creation of the BC Investment Outlook Newsletter and supporting CFA Institute’s Putting Investors First initiative. 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.

ERIc bUKOVINsKy, cfAcO-cHAIR, EMPLOyER OUTREAcH cOMMITTEE

Mr. Bukovinsky has been a director since 2012. Over the last year, he has worked with Ethan Dang to create a strong plan for the 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.

DMITRI KOTLIAROV, cfAcHAIR, MEMbERsHIP cOMMITTEE

Mr. Kotliarov joined the board of directors in 2013 and has served as Chair of the Membership Committee for the last two years. He has supported CFA Society Vancouver as a volunteer since 2012. Mr. Kotliarov is a Senior Associate with Travelers Energy Project Funding.

ETHAN DANG, cfAcO-cHAIR, EMPLOyER OUTREAcH cOMMITTEE

Mr. Dang has volunteered with CFA Society Vancouver since 2012 and joined the board in 2016. He is working with the Employer Outreach Committee to develop and enhance CFA Society Vancouver’s relationships with local employers. Mr. Dang is a Portfolio Manager with Richardson gMP Limited.

CFA

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SGRAEME bAKER, cfA, Msc cO-cHAIR, fOREcAsT DINNER cOMMITTEE

Mr. Baker joined the board in 2016 and led the Forecast Dinner Committee with Tim Wilkinson. The 2017 dinner was the largest in CFA Society Vancouver history with over 770 guests. Mr. Baker is an Institutional Portfolio Manager at Phillips, Hager and North Investment Management.


NIcK KARLIycHUK, cfAcHAIR, PROGRAMs cOMMITTEE

Mr. Karliychuk has supported the Programs Committee since 2013 where he started as a committee volunteer and then transitioned to Committee Chair. He joined CFA Society Vancouver’s board of directors in 2016 and continues to support the Programs Committee. Mr. Karliychuk is the Operations Manager with Dixon Mitchell Investment Counsel Inc.

MIcHAEL wALLbERG, cfAcHAIR, MEDIA OUTREAcH 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.

JORDAN TRIMbLE, cfAcHAIR, sOcIAL cOMMITTEE

Mr. Trimble joined the board of directors in 2016 and chairs the Social Committee. The committee organizes a variety of member events throughout the year, including the Monte Carlo Night, the grouse grind Hike, and the first CFA Sun Run team. Mr. Trimble is the President and Chief Executive Officer of Skyharbour Resources.

TIM wILKINsON, cfAcO-cHAIR, fOREcAsT DINNER cOMMITTEE

Mr. Wilkinson joined CFA Society Vancouver’s board of directors in 2016 and co-chaired the Forecast Dinner Committee. Mr. Wilkinson is a Senior Analyst/Trader and a Principal at Connor Clark and Lunn Investment Management Ltd.

TRIcIA wU, MbA, cfA, fRM cHAIR, cANDIDATEs cOMMITTEE

Ms. Wu has volunteered with CFA Society Vancouver since 2012 and has made a strong contribution to the Candidates Committee. She joined the board of directors in 2016. Ms. Wu is Portfolio Manager at Leith Wheeler Investment Counsel.

CFA

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ELVIs PIcARDO, cfAcHAIR, UNIVERsITy OUTREAcH cOMMITTEE & MENTORsHIP cOMMITTEE

Mr. Picardo has been a director since 2015. Since then, Mr. Picardo has led the University Outreach Committee that promotes the CFA Program to universities and colleges throughout the Lower Mainland, and the Mentorship Committee that has been successful in launching a first year program with twelve mentor/protégé pairings. He is a Portfolio Manager with HollisWealth.


fINANcIAL

sTATEMENTs


CFA Society Vancouver 2015-2016 Annual Report and Financial Statements PAgE 13

n Job Posting Fees 7%

n Membership Dues 22%

n CFA Institute Op Funding 15%

n Candidates 10%

n Forecast Dinner 24%

n Programs 18%

n Other committees 4%

n Operations and Wages 37%

n Candidates 8%

n Forecast Dinner 28%

n Programs 19%

n Other committees 7%

REVENUE

ExPENSES


cOMMITTEE

AccOMPLIsHMENTs


PAgE 15

AwARENEss cOMMITTEEcOMMITTEE MEMbERs cOMMITTEE sPONsOR

MIChAel JOb, CFA, cHAIR KIRSTeN bAhReY, CFA buSINeSS IN vANCOuveRJORDAN TRIMble, CFA JOeY hO

6,422 FALL 2016ISSUES

6,274 SPRINg2017 ISSUES Spring 2017


BCINVESTMENT

OUTLOOKTHE POTENTIAL FOR A MAJOR CHANGE IN CORPORATE AMERICA’S CAPITAL STRUCTURE by Jason DeSena Trennert

COMMODITY COMMENT: ANXIETY ABOUNDS by Helima Croft

FIVE ESSENTIAL ELEMENTS TO BEING A BETTER INVESTOR by Thomas A. Bradley

WHY POLITICS AND INVESTING ARE INCOMPATIBLE by Benjamin Sinclair, CFA

MAN VERSUS MACHINE by Peter Muldowney

DON’T THROW THE BABY OUT WITH THE BATHWATER: RECONCILING GROWTH AND REDISTRIBUTION by Richard Beaulieu, CFA and Benoît Durocher

IN

SI

DE

TH

IS

IS

SU

E

ADVERTISINg – Business In Vancouver

ADVERTISINg – Captivate Elevators


Best-Selling Author

DAVID CHILTONMay 11, 2017

11:30 am – 1:30 pm Fairmont Waterfront Hotel

cfavancouver.com

PUTTING INVESTORS FIRST MONTH


For tickets and more information, go to

CFAVANCOUVER.COM A DifferenceThat Matters

Best-Selling Author

DAVID CHILTONMay 11, 2017

11:30 am – 1:30 pm Fairmont Waterfront Hotel

cfavancouver.com

PUTTING INVESTORS FIRST MONTH

ORDER TICKETS NOW!

13EDITIONS

22,000EDITION DISTRIBUTION

BC INVESTMENT OUTLOOK DISTRIBUTION

12BUILDINgS 74SCREENS IMPRESSIONS316,000


cANDIDATEs cOMMITTEEcOMMITTEE MEMbERs

TRICIA Wu, CFA, cHAIR SAM KASSeM, CFAvIShAl bANe eSTelle l’heuReuXMONICA CheN, CFA SOPhIe Que NGObeN ellIOTT, CFA MIChAel SAWeRKellY GAlWAY, CFA AleXANDRA SYRNYK, CFA

PAgE 16

NUMBER OF CANDIDATES

fy15 1,858fy16 1,965fy17 2,037

130 gUESTS

2 LEVEL I WORKSHOPS

9 PAST PRESIDENTS

2 DAY IN THE LIFE 2 SOFT

SKILLS WORKSHOP 1LEVEL I

JEAPARDY NIgHT

1LEVEL II WORKSHOP 2 CANDIDATE

PUB NIgHTS

91NOVEMBER LEVEL IExAMS109MAY

LEVEL IIExAMS 76MAY

LEVEL IIIExAMS

MOCK ExAMS

EVENTS

CHARTER AWARDS/PRESIDENTS DINNER

92MAYLEVEL IExAMS


cOMMITTEE sPONsORs

MORGAN INTeRNATIONAlubC SAuDeR SChOOl OF buSINeSSQueeN’S uNIveRSITY WIleY



PAgE 17

EMPLOyER OUTREAcH cOMMITTEEcOMMITTEE MEMbERs

eRIC buKOvINSKY, CFA, cO-cHAIR eThAN DANG, CFA, cO-cHAIR

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 • Investment Foundations Certificate




PAgE 18

cOMMITTEE sPONsORs

NATIONAl bANK CORReSPONDeNT NeTWORKPeNDeRFuND CAPITAl MANAGeMeNThORIzONS eTFSKPMGFIDelITY CleARING CANADACReDeNTIAlS&P GlObAl MARKeT INTellIGeNCeMD PRIvATe INveSTMeNT COuNSelbORDeN lADNeR GeRvAISbuSINeSS IN vANCOuveRPORSChe CeNTRe vANCOuveROKANAGAN SPIRITS CRAFT DISTIlleRY DIlAWRI

fOREcAsT DINNER cOMMITTEEcOMMITTEE MEMbERs

GRAeMe bAKeR, CFA, cO-cHAIR TIM WIlKINSON, CFA, cO-cHAIR vIRGINIA COleS ShARON ChAN-KNIGhT

EVENT VOLUNTEERs

JOeY hOCINDY huKellY OSWAlDGeORGIA bRADNeRKIMbeRlY ROTTWelllAuRel MAhANNAh

770gUESTS 13SPONSORS

39TH ANNUAL FORECAST DINNERCFA Society vancouver hosted its 39th Annual Forecast Dinner on January 18, 2017 at the vancouver Convention Centre. Guests enjoyed presentations by Joe Sirdevan, CFA, Galibier Capital Management; Jason DeSena Trennert, Strategas Research Partners; and helima Croft, RbC Capital Markets. Ryan Males of CIbC 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. New to the event was emcee and comedian Steve Patterson, who entertained the audience with a rousing and topical routine. CFA Society vancouver presented its first volunteer of the Year Award to Jon Potter for his contribution to the Social Media Committee.

Volunteer of the Year – Jon Potter

Comedian – Steve Patterson


MEDIA OUTREAcH cOMMITTEEcOMMITTEE MEMbERs

MIChAel WAllbeRG, CFA, cHAIR MIChelle IDeRTOGTOKh

7PRESS RELEASES 3

2

PUBLISHED ARTICLES AND MEDIA MENTIONS

ADDITIONAL STORY PITCHES

TITLE


September 2016: local investing icon larry lunn appearing today in latest “Lunch with Legends”

October 2016: “Adding Alpha through Gender Diversity: When Women Thrive, Businesses Thrive”

December 2016: “Global currencies made easy”. CIbC’s global FX expert to speak at vancouver event

January 2017: 39th Annual Forecast Dinner

February 2017: “The Disruptive World of Energy” – energy economist and best-selling Author Peter Tertzakian to present in vancouver

February 2017: harry Marmer to present on the premature death of alpha. “I’m not dead yet,” say active managers

May 2017: best-Selling Author of “The Wealthy Barber” and “Dragon”. David Chilton in vancouver May 11

November 2016: business in vancouver Article (written by Mike Wallberg) – “In the fintech revolution, everyone needs to be a RoboCop”

January 2017: business in vancouver Article - “Analysts downplay Trump’s threat to financial markets”

March 2017: business in vancouver Article with Peter Tertzakian – “Alberta’s oilsands are ‘yesterday’s news’: economist”

Adam Alexander Keller pyramid scheme (May 2016, with follow-up Sep 2016) – pitched to CbC (Gloria Macarenco, other radio producer contact, Tv contact, central pitch box), Global, CTv

virginia Tan pyramid scheme (April 2017) – pitched to North Shore News, CbC News, CTv, Globe & Mail, National Post, bIv, business in vancouver


https://www.biv.com/article/2017/1/analysts-downplay-trumps-threat-financial-markets/



https://www.biv.com/article/2017/3/albertas-oilsands-are-yesterdays-news-economist/




PAgE 20

MEMbERsHIP cOMMITTEEcOMMITTEE MEMbERs

DMITRI KOTlIAROv, CFASuzANNe MARTIN

MIChAel CAO, CFAPeYvAND bAYzAe, CFA

FY17

FY15

FY16

1,494REgULAR

1,348REgULAR

1,435REgULAR

11AFFILIATE

15AFFILIATE

13AFFILIATE

New Member Welcome Reception – October 5, 2016

2016-2017MEMBER HANDBOOK


Member Handbook – New publication


MENTORsHIP cOMMITTEEcOMMITTEE MEMbERs

elvIS PICARDO, CFA, cHAIR JOvANA KASIC, CFA SuzANNe MARTIN ANDReW MARShAll, CFA


COMMITTEE EVENTS

12 MENTORSHIP PAIRINgS

• Mentorship Program launch and Information Reception – September 2016

• “break the Ice” Training Session for program participants – December 2016

Launch and Information Reception – September 14, 2016


The Mentorship Committee facilitates one-to-one mentoring relationships for CFA Charterholders in order to assist them with attaining their professional goals and maximizing their potential.

2017 is the program’s inaugural year and the Committee exceeded its goal of seven pairings to accommodate a total of 12. The Mentorship year runs from January to December. Quarterly check ins, professional development and networking events are scheduled throughout the year to support the participants.


PAgE 22

cOMMITTEE sPONsORs

hORIzONS eTFs AlDeR bAY eQuITY PARTNeRS blACKROCK SKYhARbOuR ReSOuRCeS AlITIS INveSTMeNT COuNSel DMCl KPMG eSeNTIRe SeQuOIA MeRGeRS & ACQuISITIONS

PROGRAMs cOMMITTEEcOMMITTEE MEMbERs

NICK KARlIYChuK, CFA, cHAIR GRAhAM KeAN, CFA SAlMAN AhMeD, CFA JORDAN TRIMble, CFA MARC WIllIAMS, CFA SIMON DYAKOWSKI, CFA GeOFF GATeS, CFA MOllY zhAO, CFA 18PRESENTATIONS

21EVENTS

1,366REgISTRANTS

3WORKSHOPS

• Risk Adjusted Performance

• voice, body language, and Power

• Financial Modelling Workshop

• 2016 uS elections – Market Impact and More

• 8th Annual Alternative Investment Outlook Forum

• A Short Sellers Approach: Navigating Canadian housing / Debt bubble

• An Alternative Interpretation of Today’s Reality

• Contrarian and value Investing

• Currency Risk - A New Way to understand and Manage It

• Following the Smart Money: When Does It Add value?

• Global & Domestic energy Markets: Changing of the Guard

• Investing in Renewable Power

• Investing in Women: When Women Thrive, businesses Thrive

• lunch with legends Series - larry lunn

• Managing Global Currencies

• Pieces to the Puzzling Puzzle

• Premature Death of Alpha

• Risk-adjusted Performance Measurement

• The Age of Turbulence: european Opportunities in a Negative Rate World

• The Disruptive World of energy: Implications to Investors

• Tips on GIPS: A Primer on CFA Institute’s Performance Reporting Standards

Alternative Investment Outlook Forum –February 28, 2017



PAgE 23

cOMMITTEE MEMbERs

JORDAN TRIMble, CFA, cO-cHAIR SIMON DYAKOWSKI, CFAANDReW blAzeNKO, CFA, cO-cHAIR MATT levY, CFATINA CheN DuC NGuYeN, CFADARRIN De STePhANIS TROY PeART, CFA

sOcIAL cOMMITTEE

SOCIAL EVENTS

Grouse Grind Ugly Sweater Party Sun Run

Swing into Spring Pub Night 66 registrants May 31

Grouse Grind 24 registrants June 18

CFA Softball Game 36 registrants August 4

hastings Racetrack 42 registrants August 14

Monte Carlo Night 91 registrants September 21

Fall Pub Night 48 registrants October 5

ugly Sweater Pub Night 76 registrants December 7

bowling Night 18 registrants January 25

Twist of Gin 13 registrants March 8

CFA Poker Tournament 31 registrants April 11

vancouver Sun Run 37 registrants April 28

482REgISTRANTS



PAgE 24

cOMMITTEE MEMbERs

DAvID (WAllY) TRueMAN, CFA, cHAIR JON POTTeR

sOcIAL MEDIA cOMMITTEE

TWITTER

LIVE TWITTER CHAT

LINKEDIN

1,147FOLLOWERS

472CONNECTIONS 240

1,058,490 IMPRESSIONS

482POSTS

ANNUALPOSTS

May 30, 2016 Fred vettese, author The Essential Retirement Guide

May 31, 2016 Simon lack, author Wall Street Potholes: Insights from Top Money Managers on Avoiding

PERISCOPE – LIVE TWITTER STREAMDec 8 luc de la Durantaye, CFA Managing Global Currencies

Jan 24 benj Gallander Contrarian and value Investing



PAgE 25

sPONsORsHIP cOMMITTEEcOMMITTEE MEMbERs

vIRGINIA 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



PAgE 26

UNIVERsITy OUTREAcH cOMMITTEEcOMMITTEE MEMbERs

elvIS PICARDO, CFA, cHAIR

UNIVERsITy OUTREAcH

AlvIN CheuNG, CFA FARhAN beG, CFA JeFF MAYheW, CFA JOSePh TANG, CFA SIMON TSO, CFA

REsEARcH cHALLENGE

WIllIAM WONG CINDY hu lISA MeGeR, CFA

cOMMITTEE sPONsORs

MORGAN INTeRNATIONAl KAPlAN SChWeSeR QueeN’S uNIveRSITY

CFA INSTITUTE RESEARCH CHALLENgE

UNIVERSITY OUTREACH

TEAMS

Simon Fraser university university of victoria Thompson Rivers university (2 Teams)

WINNINgTEAM

bCIT Trinity Western

CFA PROgRAM PRESENTATIONS

SFu – Futures in Finance SFu – Finance Night ubC – Wine & Cheese ubC – Me Inc.

UNIVERSITY EVENTS

Simon Fraser university

SUBJECTCOMPANY Telus

4

2

4



cfA

cHARTERHOLDERs

2016


PAgE 28

cHARTERHOLDERsAleX lAu, CFA

AMANDA AleXANDRA SINGh, CFA

ANDReS AlbeRTO AvIlA, CFA

bARRY SIu-hONG lI, CFA

behRANG OMIDvAR, CFA

beNJAMIN DANIel SINClAIR, CFA

beNJAMIN FOuAD hOMSY, CFA

bING WANG, CFA

CeleNe ChAN, CFA

ChARANJIT SANGheRA, CFA

ChRISTOPheR lIeW, CFA

CINDY ChIA ChI huANG, CFA

CODY GIlbeRT MCMullIN, CFA

COlIN ChIu hONG lee, CFA

CONG lI, CFA

CRAIG NIChOlAS WITheRS, CFA

DANIel CheW, CFA

DANIel CS lAu, CFA

DANIel JOSePh SzIlAGYI, CFA

DANNY CheuNG TAK huNG, CFA

DAvID MIChAel RObINS, CFA

DIvYANShu DIKShIT, CFA

DuC TIeN NGuYeN, CFA

elISe PASCAle OSIeR, CFA

FeNG lIANG, CFA

FReDeRICK SeAN eDMuNDS, CFA

GAGANDIP GReWAl, CFA

GARY WONG, CFA

GhASSAN KASSeM, CFA

GRAeMe MCCRODAN, CFA

GReGORY MIChAel TOMKINS, CFA

GuIDO MASTROPIeTRO, CFA

GuRPIAR SINGh GIll, CFA

hAN zhuANG, CFA

heleN J. Rhee, CFA

huNG KWAN TONY lee, CFA

IAN DOuGlAS JOhNSON, CFA

IvY ChIA PING WANG, CFA

JASON FONG ShING lOW, CFA

JeFFeRY POul bAY, CFA

JeFFReY RObeRT MAYheW, CFA

JIAKuAN Wu, CFA

JIANhuA WANG, CFA

JIe CheN, CFA

JORDAN ANDReW KulA, CFA

JORDAN GRAeMe SCOTT, CFA

KARANvIR SINGh DhAlIWAl, CFA

KelSeY MCDeRMOTT, CFA

KuN Xu, CFA

lOuISe lu ShuM, CFA

lIAM bARThOlOMeW YOuNG, CFA

M. eMRul hASAN, CFA

MARCuS vANDeR leeK, CFA

MARCuS WIllIAMS, CFA

MARCuS llOYD ANTONATION, CFA

MARIA RODRIGuez heRNANDez, CFA

MARK STePheNSON, CFA

MARK heeNAN, CFA

MARTIN hAAKONSeN, CFA

MATTheW CRAIG ARNeIll, CFA

MehRDAD RASTAN, CFA

MIChAel KWOK, CFA

MIChAel MCPhIllIPS, CFA

MIKhAIl KuzMIN, CFA

MODI lIu, CFA

MONICA MARThA DeMIDOW, CFA

NADIA JAveD, CFA

NAThAN SAhRMANN, CFA

PeI YI zhAO, CFA

QuINN hAYDeN KuIKeN, CFA

RAM zIlKA, CFA

RYAN eDWARD CheN, CFA

RYAN huGh ORMeROD, CFA

RYAN lANG, CFA

SAMANThA JANe ThOMPSON, CFA

SARA SOORAJ PAl SINGh, CFA

SCOTT JAMeS ReDWOOD, CFA

SeAN RIChARD MCIlMOYle, CFA

SeRGeI MOChTCheNKOv, CFA

ShAFAz JIvANI, CFA

ShANTelle Su-YeN SOON, CFA

ShAWN lIONel lAbelle, CFA

ShWeTA MANOJ KAMDAR, CFA

STePheN MIChAel ShAW, CFA

SveTOSlAvA PAvlOvA, CFA

Szu TING PeNG, CFA

TAK WING huNG, CFA

TAMARA KIRSTeN bONN, CFA

ThOMAS AlFReD zINGG, CFA

ThOMAS WIllIAM COWANS, CFA

TOMeR zAzKIS, CFA

vIJAY GROveR, CFA

vINCeNT SO, CFA

WAI KIT AllAN ChIM, CFA

WAI MuN TIMOThY WONG, CFA

YIJeONG PARK, CFA

YING YING lIu, CFA

Yu-MIN huANG, CFA

zheMeI AN, CFA

zhI XI he, CFA


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