Hosted By: Private Wealth Committee
Level: General
Format: In-Person
Event Overview
Valuations are stretched, the market is noisy, and clients keep asking the same question: how do you protect what I’ve built?
The Equity Symposium cuts through the noise with five sessions from practitioners managing this challenge right now. Hear how they use derivatives for income and downside protection, reduce tax drag with tax-managed SMAs, add steady income through triple net leases, and build conviction behind a single stock idea. Neil Nisker closes the day with lessons learned from five decades in the markets.
Built for advisors, focused on education rather than product, and full of ideas you can bring back to your client portfolios.
What You Will Learn:
- Discover New Investment Solutions:
Liston to in-depth overviews on strategies that are rapidly emerging and growing. - Gain Actionable Insights:
Hear differentiated views and investment ideas you can apply to your research and strategy. - Refine Your Investment Process:
Explore new perspectives that challenge assumptions and enhance decision-making. - Strengthen Your Professional Standing:
Engage with a high-quality, practitioner-focused event that reflects your commitment to excellence.
Target Audience:
Family office principals and analysts, independent advisors, portfolio managers, and investment committee members seeking practical, implementable insight for investing when valuations leave little margin for error.
Speakers
CFA Institute Professional Learning (PL) Credit Information:
Eligible for 3 CFA Institute PL credit hours.
Registration Information:
- Early Bird Deadline: November 16, 2026
- Registration Deadline: November 23, 2026
Supporting Sponsor
CFA Society Toronto Corporate Sponsors
CFA Society Toronto thanks our Corporate Sponsors whose support empowers our activities and mission throughout the year.
GOLD
BRONZE
Member Lounge Sponsor
Supporting Partner
