Our event starts at 11 am on the 2nd floor of the Koffler House (569 Spadina Avenue). Social 10:45am – 11:00am.
Capitalism is both widely debated and largely misunderstood. In this presentation, our featured speaker, Paul Kaplan, will explain what economists mean by capitalism, as well as address a number of related issues including the impact of capitalism on poverty, political discourse, economic growth, democratic capitalism, inequality, the concentration of economic power, the Nordic economic model, and climate change.
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.
Our featured musician will be Jessica Stuart, a Vancouver born, Toronto-based multi-instrumentalist/songwriter. Jessica spent much of the last decade touring the world with her award-winning jazz-pop trio, The Jessica Stuart Few. As an accomplished vocalist, guitarist and koto player (13-stringed traditional Japanese harp), she has been praised for her on-stage charm, musical chops, and signature song writing style. Described by The Globe & Mail as “endlessly charismatic”, Jessica has been likened to a modern-day Joni Mitchell with lyrics that describe the joys and challenges of the human experience, delivered in a catchy, but musically adventurous package.
Some of Stuart’s recent career highlights include a Top 40 single in Japan, a “Best Album” designation in the international Independent Music Awards, festival performances in Australia, Germany, China, Japan and North America, and regular rotation on airwaves around the globe, from the BBC to the CBC.
Coming off of the release of the single “Fukue’s Theme Part I” that accompanied a record-breaking viral CBC documentary about the artist herself (3 million views and counting), Stuart released an indie-pop single last summer (June 2019) called Simple Little Song, under the new project name JESSA. Check out her website: https://jessicastuartmusic.com/
You can RSVP for this on our Meetup page at:
https://www.meetup.com/Toronto-Oasis/events/khgwkrybcdbdb/