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August, 2017 – "CFA Society Philadelphia Conference"

  • In our recent 2017(7) Review entitled "My Toronto CFA Society Board Meeting" I was very pleased to discuss briefly my three year membership with the Toronto CFA Society Board. Having done so, I would now like to add a further Review about a recent US CFA Society Philadelphia Conference, this being a great presentation which I attended on May 21-24, 2017. I have written up this as the current 2017(8) Review entitled: "CFA Society Philadelphia Conference". In this great CFA Conference Review article, I begin with a very brief comment of the CFA Society's Conferences in Canada and also the US, many of which I have attended throughout my career. Following this brief introductory comment, I proceed in this Review with the significant discussion on the US's very good recent CFA Annual Conference – this being held in Philadelphia in May as mentioned.

July, 2017 – "My Toronto CFA Society Final Board Meeting"

  • This is a very brief Review of my recent three years in which I have been a member of the Toronto CFA Society Board. Plus I have sent a nice note to our Board Members at my last meeting on June 14th 2017. This Review covers my background, plus a brief note on two of my close friends (Sue Lemon and Pater Jarvis) on the Board, plus I list many of the senior people I have invited for speaking to our Society, then finally I have finalized with thanks and a farewell to our Society.

June, 2017 – "Berkshire Hathaway 2017 Annual Meeting"

  • This is our latest Review of Warren Buffett's recent Berkshire Hathaway May 6, 2017 Annual Meeting which long-time friend John Watson attended and was kind enough to send along the insights of his group. As we have done in past Reviews on this subject – from 2014, 2015, and 2016 - we will report on three areas: 1) Some of Warren Buffet`s notes on the Berkshire Hathaway Annual Meeting, 2) Observations from Omaha as written by John Watson's guests and consolidated by John. 3) Notes by Ontario Teacher`s regarding Berkshire Hathaway and Warren Buffet Citations and Abstracts.