This will be an online Zoom meeting. Please RSVP on our Meetup for this event to get access to the Zoom link. See our online meeting instructions at: https://torontooasis.org/online-meeting-instructions
Our program will run from 11 am to 12:30 pm but you can join in to the meeting starting at 10:45 am. Volunteers please join by 10:30 am.
This Sunday Paul Kaplan returns for a follow up conversation on his Capitalism 101 talk. Earlier this year, in February, Paul gave a talk on Capitalism at Toronto Oasis, addressing a wide range of issues related to Capitalism and how it is misunderstood. Here is a link to that Toronto Oasis event:
https://www.meetup.com/Toronto-Oasis/events/khgwkrybcdbdb/, a link to Paul’s slides that he used for his presentation: https://drive.google.com/file/d/1YbX3XzJMwtavMf-X9WogWlSG3EUQPEf1/view?usp=sharing; and a link to a video clip featured in his February talk (about 10 minutes long by Deirdre McCloskey, Distinguished Professor of Economics, History, English, and Communication University of Illinois at Chicago): https://www.youtube.com/watch?v=4x1uZESt5n0
Our featured presentation this Sunday (20 – 30 minutes) will be a conversation between Paul Kaplan and one of the Toronto Oasis organizers, Tania Akon, following up on Paul’s Capitalism 101 talk. This will be followed by a discussion/Q&A (15 – 20 minutes) when other participants will have an opportunity to join in the conversation.
Paul D. Kaplan, PhD, CFA, is director of research for Morningstar Canada and is a senior member of Morningstar’s global research team. Morningstar is a Chicago-based global investment research firm. Paul led the development of many of the quantitative methodologies behind Morningstar’s fund analysis, indexes, advisor tools, and other services. He conducts research on asset allocation, retirement income planning, portfolio construction, index methodologies, and other investment topics.
Many of Paul’s research papers have been published in professional books and publications. He received two awards for articles published in the prestigious Financial Analysts Journal. Many of his works appear in his book Frontiers of Modern Asset Allocation published in 2012 by John Wiley & Sons. He is a coauthor of the book Popularity: A Bridge between Classical and Behavioral Finance published in 2018 by the CFA Institute Research Foundation.
Before coming to Canada in 2012, Paul served as quantitative research director for Morningstar Europe in London, UK, and director of quantitative research in the United States before that. Before working at private companies, he served on the economics faculty of Northwestern University where he taught international finance and statistics.
Paul holds a bachelor’s degree in mathematics, economics, and computer science from New York University and a master’s degree and doctorate in economics from Northwestern University. He has served as a member of the editorial board of the Financial Analysts Journal and holds the Chartered Financial Analyst® designation.
Clive Hannah will do the Community Moment. The Community Moment is a chance for one of our own to share their journey, thoughts about life, or something personal about themselves. It could be light and silly or it could be emotionally heavy. Either way, you’ll learn more about a valued person in our community. Interested in presenting your own Community Moment? Contact Tania at 416oasis@gmail.com.
Please RSVP on meetup:
https://www.meetup.com/Toronto-Oasis/events/ffpjvrybclbnc/
Looking forward to seeing familiar faces and perhaps some new ones!
Facebook Event: https://www.facebook.com/events/420119822295923/
This meeting was recorded and is available at this link:
https://drive.google.com/file/d/1Nce2Y1dqn5EC0EeFAtRJJJ7kcNo29R82/view?usp=sharing