CPBI Pacific : Investment Outlook

CPBI Pacific : Investment Outlook

January 24, 2017 7:00 AM to 9:00 AMVancouver Terminal City Club, Vancouver, British Columbia
Area of Interest: Investments Format: In Person

*Registration deadline: January 20th, 2016 12PM PST. Online registration will close on this date.

CPBI Pacific Breakfast Session : Investment Outlook

Session description

This session will continue CPBI Pacific's tradition of presenting an annual economic outlook / investment update to give participants an indication of what to expect in the year ahead. Our guest speaker, Jim Gilliland, will provide an outlook on the global economy, its impact on BC and investment implications for markets in 2017.



Jim joined Leith Wheeler Investment Counsel Ltd. in 2009. He has extensive investment experience in Canadian and U.S. fixed income markets through his time at HSBC Asset Management/M.K. Wong & Associates in Vancouver (1993-2001) and Barclays Global Investors (BGI) in San Francisco (2002-2009). Among his achievements were building out and managing a team of professionals covering interest rate strategies, corporate credit, securitized credit, and emerging markets; launching and managing a successful fixed income hedge fund; developing platforms to manage risk; and developing customized client solutions and liability driven solutions. He leads Leith Wheeler's bond team and chairs Leith Wheeler's Portfolio Review Committee.

Jim is a graduate of University of British Columbia (B.Comm with honours). After his work at HSBC, Jim earned his Master’s degree in Financial Engineering at the University of California, Berkeley. Jim holds a Chartered Financial Analyst (CFA) designation.

Jim serves on the Faculty Advisory Board for the Sauder School of Business at the University of British Columbia as well as on the Steering Committee for the Masters of Financial Engineering Program at the University of California Berkeley.

Jim Gilliland, CFA
President & CEO, Head of Fixed Income
Leith Wheeler

Register a group of 5 or more and get 20% discount.


  • Breakfast       7:30 am - 8:00 am
  • Presentation   8:00 am - 9:00 am 

*NEW LOCATION* Location: Terminal City Club 837 W Hastings St, Vancouver, BC

CE Credit: Certificates confirming education hours will be offered, with which attendees may seek corresponding accreditation via their preferred regulatory body. You need to sign the attendance sheet at the registration table.

*Student pricing is available to CPBI members who have student status.

Legal Update:  BC’s new PBSA and Regulation
Fees and Registration
Membership TypesRegular Price
Regular membership$50.00 CDN
Plan Sponsor Individual Membership$50.00 CDN
Associate$50.00 CDN
Student$50.00 CDN
Non Member$75.00 CDN
Member PriceNon Member Price
Table of 6$240.00 CDN$240.00 CDN
Table of 8$320.00 CDN$320.00 CDN
Cancellation Policy
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