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  • 28 Nov 2016 1:29 PM | Yadong Wang (Administrator)

    为加快推进上海国际金融中心建设,帮助上海金融机构引进海外优秀金融人才,受上海市金融工作党委、上海市金融服务办公室委托,本协会对2016年上海海外金融人才招聘岗位进行集中发布。本次海外金融人才招聘岗位集中发布活动共包括6家金融机构(上海证券交易所、上海清算所、国泰君安、海通证券、太保集团、太平人寿)、33个职位,计划引进50名左右海外优秀金融人才.

    职位涵盖各类金融相关领域:

    1. 财务总监,风控总监,技术总监

    2. 国际业务部 董事总经理,高级客户经理

    3. 资本市场风控岗,金融产品开发岗,驻外机构代表

    4. 审计师,网络金融,国际结算管理,衍生品计量岗,

    5. 投资风险高级经理,全球资产配置,大数据工程师等

    详情请点击下方附件下载具体岗位列表。

    有意者请将个人简历以邮件主题“应聘单位—所在国—信息来源”(例如,“国泰君安—加拿大—CCFA官网”),发送至各金融机构招聘邮箱(见附件),并同时抄送至上海市金融工作党委、上海市金融服务办公室本次活动专用邮箱shjrzp@163.com。此次招聘活动信息有效期至2017131日止。

    欢迎各位海外优秀金融人才踊跃报名!


    附件:2016年上海海外金融人才招聘岗位需求表

        上海海外招聘需求表.pdf


    加中金融协会

    20161129


  • 04 Aug 2016 3:27 PM | Deleted user

    Information Session Icon

    Event Details

    Information Session

    Official Registration Link: 

    http://www.rotman.utoronto.ca/Home/Degrees/MastersPrograms/MasterofFinance/GettingIn/AdmissionsEvents/20160809_MFin_Info

    Date: Tuesday August 09, 2016 | 06:30 PM - 07:30 PM
    Speaker(s): Andrew Parsons
    Vice President, Qubd Capital, MFin ’16, CFA 

    Tom Galimanas
    Senior Manager, Competitive Risk Insights, CIBC, MFin ‘16, MBA ‘14

    Breanna Brooks
    Assistant Director, Recruitment & Admissions
    Master of Finance
    Venue:

    Rotman School of Management
    105 St. George Street, Room 127
    Toronto, ON

    Location: Toronto
    Cost: Free


    Official Registration Link: 

    http://www.rotman.utoronto.ca/Home/Degrees/MastersPrograms/MasterofFinance/GettingIn/AdmissionsEvents/20160809_MFin_Info

  • 28 Apr 2016 9:14 PM | Deleted user

    Information Session Icon

    Event Details

    Information Session

    Official Registration Link: 

    http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160511_MFin_Info.aspx

    Date: Wednesday May 11, 2016 | 06:30 PM - 07:30 PM
    Speaker(s): Sheng Fei, MFin ’15, FRM
    Trading and Risk Audit Manager
    BMO Capital Markets

    Breanna Brooks
    Assistant Director, Recruitment & Admissions
    Master of Finance
    Venue: Rotman School of Management
    105 St. George Street, Room 133
    Toronto, ON
    Location: Toronto
    Cost: Free

    Official Registration Link: 

    http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160511_MFin_Info.aspx

  • 04 Apr 2016 11:02 AM | Deleted user

    Topic: Digital Personalization - The Secret to Client Engagement & Loyalty

    Speaker: Janice Liu, Senior Manager, Digital Strategy & Sales at CIBC



    CCFA was honored to have Janice Liu, Senior Manager of CIBC Digital Strategy & Sales, to give a Lunch & Learn talk on Friday, March 11th, 2016. Janice shared her insights on digital personalization – the art of connecting with customers from behind a screen.

    Janice leads the Digital Personalization & Campaign Optimization team which develops and executes personalization strategies to achieve digital fiscal sales across CIBC’s digital channels, such as CIBC.com, mobile and mobile app. Janice has over 7 years of experience in digital marketing. Her experience spans various industries from consulting, marketing and fashion wholesale. She successfully launched her own e-commerce business in 2011. Janice is passionate about technology and leveraging digital interactions to drive client-centricity.

    Janice started her talk introducing the Consumer Funnel marketing model, which illustrates a consumer journey from the moment a product attracted consumer attention to the action of purchase. The shape and time span of the “funnel” vary depending on both the consumers and the nature of products. The model is useful as it provides a method to track the behaviour of customers and events that trigger the following stages. With better understanding of customers, digital marketers will build better personalization strategies on each stage.

    From CCFA Communication, by Amy

  • 04 Apr 2016 10:36 AM | Deleted user

    Information Session Icon

    Event Details

    Information Session

    Official Registration Link:  http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160413_MFin_Info.aspx

    Date: Wednesday April 13, 2016 | 06:30 PM - 07:30 PM
    Speaker(s): Aaron Toporowski, MFin ’10
    Director, Middle Market Financial Sponsors, HSBC

    Sheng Fei, MFin '15, FRM
    Trading and Risk Audit Manager, BMO Capital Markets

    Breanna Brooks
    Assistant Director, Recruitment & Admissions
    Master of Finance
    Venue:

    Rotman School of Management
    105 St. George Street, Room 127
    Toronto, ON

    Location: Toronto
    Cost: Free

    Official Registration Link:  http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160413_MFin_Info.aspx



  • 07 Mar 2016 11:04 PM | Deleted user

    Rotman Finance Lab

    Registration Link: 

    http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160316-Finance-Lab.aspx

    Date: Wednesday March 16, 2016 | 06:30 PM - 07:30 PM
    Venue:

    Rotman BMO Financial Group Finance Research and Trading Lab
    Rotman School of Management
    University of Toronto
    105 St. George Street, 2/F
    Toronto, ON
    M5S 3E6

    Location: Toronto
    Cost: Free


  • 25 Feb 2016 7:40 PM | Deleted user
    GARP Chapter Meeting

    Toronto Chapter Meeting

    Women in Risk Management

    Date

    Thursday, March 03, 2016

    Time

    5:00-7:00 PM  

    Venue

    Art Gallery
    100 King Street West
    Concourse Level,
    Toronto, ON M5X 1A9

       

    Speakers

    Laura Dottori-Attanasio
    Senior Executive Vice-President and Chief Risk Officer, CIBC
    Nicole Frew
    Senior Vice President, Enterprise Risk Management, Scotiabank 
    Moderator: Xiaobo Wang, FRM
    Director, Group Liquidity Management, Scotiabank
     

    Synopsis

    Join us to hear a panel of industry leaders share their experiences and views of risk management as a career, with a special focus on women in the industry. The panel will address the following topics: 

    • Opportunities in the risk management profession.
    • Why risk management experience can be useful for long-term career.
    • Advice on how women can start a career in risk management.
    • How to advance your career in risk management.
       

    Registration

    Chapter meetings are a benefit for all GARP Members and Affiliates. If you are not already a GARP Member/Affiliate, you will need to create an account before you can register for this meeting. 

    Click here to sign in and register for this meeting.

       

    GARP CPD Credit(s)

    Attendance will qualify for 1 GARP CPD credit for Certified FRMs and ERPs. Please record this activity in your GARP Account.

       

    Contact

    Desmond Alvares, CMA
    GARP Toronto Chapter Director
    des_alvares@bcs.org.uk

     

    Tweeting from the meeting?
    Tweet @GARP_Risk and include #GARPchapters.



  • 21 Feb 2016 12:25 AM | Deleted user

    Topic: China: What happened & what’s next?

    Speaker: Yanan Wu, CFA, Ph.D.


    CCFA has successfully held another lunch-and-learn event on Friday, February 12th, 2016. We were honored to have Dr. Yanan Wu as the speaker, who is the Chairman and founder of Zhen Rong Bao (ZRB), an Internet+ financial products designed for retail investors. Yanan shared his insider’s observations on Chinese capital market and economy and the impact on global investment opportunities. Around 40 financial professionals attended the event. The talk was well received and ended with an animated Q&A session showing very good feedback from the audience.

    Dr. Laurent Wu, the moderator of the lunch-and-learn event, gave a warm opening remark about Yanan’s background. Yanan then began sharing his exceptional career path. Understanding the similarity between the physical world and the financial market, Yanan decided to leave Physics academia to pursue practical work in the financial industry and worked as a Senior Portfolio Manager at TD Asset Management from 1999 to 2009. Second impactful transition took place in 2009 when Yanan shifted from Traditional Finance to Internet+ Finance. He joined CITIC-Prudential Fund Management in Shanghai as Head of Quantitative Investment, and launched the first batch of Chinese structured leveraged funds (AUM 20 billion RMB). Yanan delivered a mobile app of robot asset allocation and then launched ZRB in 2014.



    The phenomenal but abnormal growth of Chinese stock market has brought huge investment opportunities. However, Yanan used the analogy of “Mad Bull” to describe the illusional Chinese bull market backed by the excessively high leverage. Bubbles eventually burst in 2015. Yanan discussed the three phases of A-share crashes and its aftermath, highlighting events such as liquidity squeezing, RMB daily floating band widening and circuit breaker.

    Understanding the unbalance between the massive liquidities with shortage of assets, Yanan introduced some interesting and unique facts about China including the lost dividends and the Xiconomics. Yanan also generously shared his own opinion on Chinese asset allocation in 2016, delivering the Chinese key financial reform themes and key financial to our audience.



    In the last section of the speech and during Q&A, Yanan focused on the importance of combination of alternative asset management and internet opportunities. With diversification of investment portfolio and usage of rapid growth of mobile internet technology, the coming year in China is sure to be full of challenges and opportunities.

     

    From CCFA Communication


  • 21 Feb 2016 12:02 AM | Deleted user

    Topic: Valuation – an Art or a Science

    Speaker: Rebecca Pang, CFA, CIBC

    CCFA has successfully held another lunch-and-learn event on Thursday, November 27th, 2015. We were honored to have Rebecca Pang, Senior Director of CIBC Channel Strategy and Analytics. Rebecca shared her insights on business valuation and valuation process in Mergers and Acquisitions, Investment Banking and Strategy & Corporate Development areas. Around 40 financial practitioners and professionals participated in this event. The talk was well received and ended with an animated Q&A session showing very good feedback from the audience.

    After a warm opening remark about Rebecca’s background by Dr. Laurent Wu, the moderator of the lunch and learn event, Rebecca began sharing her thoughts on the importance and applications of business valuation, the arts and science sides of the valuation, and the career option at the end.

    Recent days, valuation matters more than ever – valuing a company before make a stock investment, valuing a franchise business for purchase, watching the recent booming of M&A with valuations getting back into the dangerous zone, etc. At first, Rebecca highlighted the importance of valuation in areas of Risk management, PE/ Investing, Tax, Mergers & Acquisition, Business Case, Strategic Planning, Litigation, Investment Decision and Fairness Option.

    Then she introduced the Science aspect of valuation such as the Definition of Fair Market Value, Key Valuation Methodologies - Market approach, Income Approach, Cost Approach and Leveraged Buyout including various approaches of Comparable, Precedent, DCF, Discount rate/WACC, Terminal Value. On the other hand, valuation is also considered as an Art. Rebecca explained various valuation approaches – the tools depending on industry differences, Discounts and premiums, Historical F/S adjustments, Inclusion of synergies and Intangibles.

    In the last section of the speech, Rebecca provided an introduction of business valuation certification information. Rebecca finished her speech with an overview of different career paths of valuation professionals which actually helps the audiences to have an even clearer idea about future development as a business valuation professional.

    From CCFA Communication


  • 20 Feb 2016 11:51 PM | Deleted user


    20151121日,著名经济学家徐滇庆教授应加中金融协会(CCFA)和多伦多大学中国学生学者联谊会(UTCSSA)的邀请来到多伦多大学带给我们一场关于中国产能过剩问题的讲座。全程由UTCSSA研究生副主席赵阳主持,随后由CCFA主席张文琦以及中国驻多伦多总领馆教育组徐卫亚参赞致辞。

    从讲座中我们了解到了产能过剩的含义是供给大于需求,产能过剩是经济市场的不平衡问题,也会给一个国家的经济带来不利影响。讲座中,徐教授带领我们详细分析了当前中国产能过剩的五大行业,探讨了中国人均住房问题,贫富差距增大的问题,以及政府部门对经济政策的影响。徐教授在讲座中多次强调简政放权的意义,并高度评价政府对于恢复宏观经济正常运行秩序的不懈努力。

    讲座的最后,徐教授根据不同产能过剩性质对五大行业产能过剩问题提出了相应的应对策略,表达了对中国经济增长持乐观态度。同时徐教授也鼓励学生们好好学习专业知识,学会用数据做理性分析。此次活动座无虚席,感谢大家的到来,也感谢合办单位UTCSSA以及中国驻多伦多总领馆教育组的大力支持。



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