CFA Society Toronto - Members Only

The Analyst - September 2019

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2 © 2019 CFA Society Toronto THE ANALYST | September 2019 EDITORIAL BROOKE SMITH September 2019 Table of Contents EDITORIAL .......................................................... 2 BOARD CHAIR MESSAGE .................................. 3 FROM THE DESK OF THE CEO ............................ 4 UPFRONT BOOKS FOR BUSINESS ............................ 6 EVENTS 2019 ANNUAL WEALTH CONFERENCE ............................ 8 INTELLIGENT APPROACHES TO ARTIFICIAL INTELLIGENCE ............... 10 PHILANTHROPY TRAINED TO HELP ................................... 12 INVESTMENT NEWS HOME SWEET HOME .............................. 14 A POSITIVE CONNECTION ...................... 16 TAX EASY AS PIE ............................................ 20 CHARTERHOLDER PROFILE THE TEAM PLAYER: KELVIN TRAN, CFA .................................. 22 NEW MEMBERS ........................................... 24 GIVING BACK September. Thirty days. Autumn equinox. And, for many, back to school. September is also, like every month in the year, aligned with several worthy causes. Our ninth month is Prostate Cancer Awareness Month, World Alzheimer's Month, and Arthritis Awareness Month, to name a few—and those causes have any number of charities attached. According to the Canada Revenue Agency, there are 86,000 registered charities across the country. With that many out there competing for attention, any one of those charities is likely in sore need of Canadians' monetary donations and/or volunteer hours. But, of the 86,000, which one do you choose to support? For Quentin Broad, this month's guest writer, it was Capitalize for Kids. After 30 years in the financial services industry, Quentin joined the not-for-profit in March 2018 as its managing director. Capitalize for Kids invests in children's mental health by working with mental health service providers. "I decided to join Capitalize for Kids because their business model resonated so deeply," he says. "Kids' mental health in particular is a foundational piece of the challenge facing our communities. We need to get this right by delivering community-based mental health services how, when, and where families and children need it." (Read Quentin's story on page 12 to find out more about this very worthwhile not-for-profit, and how charitable giving ties in to the CFA designation.) Of course, you don't need to take on a full-time position at a not-for-profit to have an impact; Kelvin Tran, who is featured in this issue's charterholder profile, makes his societal contribution another way. Despite his busy schedule as the chief financial officer at TD Bank, Kelvin volunteers his time with several committees that tie in to three areas he's passionate about: health, education, and inclusion (see page 22). As for me, I'm passionate about running—and, in particular, running for worthy causes. On Sept. 28, I will start off my fall running season with the Toronto 5K, to help raise funds for SickKids Foundation. So this month isn't simply about back to school. It's also about giving back—and the impact (however small) we can have on the world around us. After all, it really is better to give than to receive. FOLLOW US ON TWITTER AND LINKEDIN Opinions expressed in The Analyst do not necessarily represent those of the authors' firms of employment or of CFA Society Toronto and do not constitute a solicitation for the purchase or sale of any financial instruments. Information herein is obtained from various sources and is not guaranteed for accuracy or completeness. The authors' firms and CFA Society Toronto therefore disclaim any liability arising from the use of information in this publication.

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