Sheryl King
Head of Canada Economics & Chief Strategist, Bank of America Merrill Lynch
Sheryl assumed the role as Head of Canada Economics and Chief Strategist for BofA Merrill Lynch Global Research in July 2009. Under this new purview, she makes macro calls on the equity and fixed income markets derived from her considerable knowledge of the Canadian economy and policy. She started at BofAML as a senior economist in September 2004 overseeing the US macro-economic forecast process. This perspective beyond Canadian borders gives Sheryl keen insight into how the Canadian market fits into the global framework.
Prior to joining BofAML, Sheryl worked for four years at TD Bank, first as the US Economist and then became a bond and currency strategist in the Securities division. From 1992 to 2000, Sheryl was an economist at the Bank of Canada, where she initially monitored the Canadian economy and then moved to the Bank’s open market operations desk as a trader and financial market analyst, providing the Governing Council with tactical advice on the implementation of monetary policy.
Recently, she joined the advisory board for the Center for Monetary and Financial Economics at Carleton University. Sheryl has a Bachelor of Arts in economics from Concordia University in Montreal and a Master of Arts in economics from Carleton University in Ottawa, Canada.
Lauriann C. Kloppenburg, CFA
Executive Vice President and Chief Investment Officer, Loomis, Sayles & Company
Lauriann Kloppenburg is an executive vice president and chief investment officer of the equity group at Loomis, Sayles & Company. She is also a member of the Board of Directors and serves on several committees: the management committee, diversity committee, ethics committee, new product review committee, peer review committee, risk management committee and the trading oversight committee. As chief investment officer of equities, Lauriann is responsible for the firm’s overall equity investment policy and supervises equity portfolio management, research, trading, investment strategy (peer review) and investment risk teams. Before assuming her current role in 2004, she worked as an equity analyst, director of equity research and director of large cap equities. Lauriann has 27 years of investment management experience. She began her investment career at Loomis Sayles in 1982 after earning a BA from Wellesley College. She is a member of the Boston Security Analysts Society and has been a CFA charterholder since 1986.
Jan Stuart
Global Oil Economist, Macquarie Group
Jan Stuart, is Macquarie Global Oil Economist having come over from UBS in late March. Serving mostly Macquarie’s equity franchise as well as teaming up with parts of the T&C business, Mr. Stuart adds significantly to the global reach of Macquarie’s already formidable research and equity platform for energies, resources and infrastructure. Mr. Stuart has been analyzing oil markets since the mid-1980’s. After starting at the International Energy Agency in Paris, he wrote for and edited several publications in London and New York for the Energy Intelligence Group, before heading up energy commodities research at ABN-Amro and later Societe Generale’s Fimat.
The 33rd Annual Forecast Dinner will hosted by Arlene Dickinson
Arlene Dickinson is CEO of Venture Communications Ltd. and a 20-year veteran in marketing
communications.
After joining Venture as a partner in 1988, Arlene took over sole ownership in 1998. Her vision has driven Venture’s growth, successfully building it from a local firm into one of Canada’s largest independent marketing firms, with offices in Calgary, Toronto and Ottawa.
Arlene believes strongly that marketing’s purpose is to deliver business results. She is well known for pioneering how marketing can be accountable to delivering on clients’ business goals.
Her accomplishments, vision and leadership have been recognized with several honours and awards. They include: Global Television Woman of Vision; PROFIT and Chatelaine magazine’s TOP 100 Women Business Owners; the Pinnacle Award for Entrepreneurial Excellence; Canada’s Most Powerful Women Top 100 Hall of Fame; Ad Rodeo’s Lifetime Achievement Award; and McGill University’s 2008 Management Achievement Award. Perhaps the greatest honour was recognition of Venture as one of Canada’s 50 Best Managed Companies for three consecutive years.
In addition to her busy roles as CEO of Venture, mother of four children and grandmother of three, Arlene finds time to lend her skills and leadership to benefit the industry and the community. She served for many years and in various board roles—including chair—with Ad Rodeo and is past co-chair of the National Board for Kids Help Phone. She is a director of the Calgary Municipal Lands Corporation, 2016 Homeless Foundation and a member of the International Women’s Federation (IWF).
Since October 2007, she has appeared as one of the “Dragons” on CBC’s Dragon’s Den—a national television series which invites people to pitch business ideas to the Dragons, in an effort to persuade them to invest.
Calgary CFA Society would like to thank the following sponsors of the 2010 Forecast Dinner: