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CFA Society Toronto's Ethics Challenge

Ted Stephenson, MBA, CPA, CMA, CFA,CFP

February 19, 2019

1

Ethics Challenge

Event Overview

CFA Society Toronto's Ethics Challenge is designed to increase student's awareness of the ethical dilemmas they may face as investment management professionals.

After a preliminary case round, the top four scoring teams were given a competition case to analyze and present their analysis and recommendations, to a panel of judges. Teams were evaluated by a panel of industry professionals selected by CFA Society Toronto.

The University of Ottawa won the local level in Toronto on February 14, 2019 and will advance to the CFA Societies Canada Ethics Challenge held in Calgary in May 2019.

2

Ethics Challenge

PARTICIPATING SCHOOLS:

1.Ted Rogers School of

Management, Ryerson University

2.School of Accounting &

Finance, George Brown College

3.Smith School of Business,

Queen's University

4.Telfer School of Management,

University of Ottawa

3

Prof. Ted Stephenson, Diego Zabala, Isaac Traore, Geri Haxhiu

Ethics Challenge

4

5

Ethics Challenge

University of

Ottawa (Won)

&

George Brown

College

They only

announce the

winning team…

6

Ethics Challenge

CFA Societies Canada

CFA Society Toronto

7

Ethics Challenge: Web Links

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