Sponsors

The BMO Financial Group Finance Research and Trading Lab at the Joseph L. Rotman School of Management at the University of Toronto integrates theory and practice by providing a focal point for research and training in a range of financial disciplines, including investment strategy and portfolio management, financial engineering and risk management, analyses of the microstructure of markets and trading, as well as other financial decision-making disciplines. Our mandate is: 1) To enhance the Rotman School’s teaching and training by providing students with access to the global financial community and its resources in a real-time setting; 2) To contribute to the integration of theory and practice by delivering a hands-on experience to users to enhance the global competitiveness of our students and our School; 3) To become an innovator in new curriculum development, business initiatives, software development and other activities of value to the Rotman School and business communities; 4) To provide a focal point for research and training in a range of financial disciplines, including investment strategy and portfolio management; financial engineering and risk management; trading and analysis of the microstructure of markets.

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The CAIA Association is a global professional credentialing body dedicated to creating greater alignment, transparency and knowledge for all investors with a specific emphasis on alternative investments. A member-driven organization representing professionals in more than 100 countries, CAIA Association advocates for the highest ethical standards. The organization provides unbiased insight on a broad range of investment strategies and industry issues, key among them being efforts to bring greater diversification to portfolio construction decisions to achieve better long-term investor outcomes. To learn more about the CAIA Association and how to become part of the organization’s mission, please visit their website below.

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The CMT Association is a global credentialing body with nearly 50 years of service to the financial industry advancing the practice of Technical Analysis. Providing a disciplined, systematic approach to investor behavior and the study of market price, the Chartered Market Technician® (CMT) designation marks the highest education. CMT is the preeminent designation for practitioners of technical analysis worldwide.

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Delphian Trading is a customizable market research platform offering a complete suite of analytical tools that includes State Modeling analytics, our proprietary buy/sell algorithm, fundamental market and company data, a library of predefined trading strategies, trade strategy back testing with optimization dating back to January 2007, technical analysis with advanced charting tools and a “time machine” that captures all news back to 2007. Supported by trade analysts with over 90 years of experience, our goal at Delphian Trading is to help you generate alpha while reducing risk.

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For more than 30 years, The Dunn-Dunne-Wall Group has dedicated itself to helping some of the most sophisticated institutions in the nation oversee their assets prudently and manage their businesses. Our team channels the resources and deep expertise resident at Bank of America to diverse groups of institutional clients. Our mission is to harness the power of one of the world's largest global financial firms on behalf of clients through an intimate client-consultant relationship

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M&T Bank provides banking products and services in 12 states across the eastern U.S. from Maine to Virginia and Washington, D.C. Trust-related services are provided in select markets in the U.S. and abroad by M&T's Wilmington Trust-affiliated companies and by M&T Bank. M&T is committed to working collaboratively with our business community to drive inclusive growth that creates opportunities for all. From our work to help small businesses secure the funding they need to grow and create local jobs, to our financing of major economic development projects, to our charitable investments and volunteer activities, our team’s focus is on making a difference in people’s lives

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OIC is an industry resource provided by OCC®, the world’s largest equity derivatives clearing organization. Its mission is to provide independent, balanced and practical educational resources designed to enhance the awareness, knowledge and responsible use of exchange-listed options among a global audience of market participants. OIC delivers its free educational content through its comprehensive website, www.OptionsEducation.org, that features courses, podcasts, webinars, trading tools and videos.

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For more than 40 years, test takers have trusted The Princeton Review to help achieve their academic and career goals. The Princeton Review’s CFA® Level I, II and III exam prep are designed for your own path to success. As a CFA Institute® Prep Provider, The Princeton Review has compiled a comprehensive online practice with a concise approach saving you time and money. Maximize your CFA® Exam preparation with 3,000+ practice questions, 900+ slides of comprehensive study notes, 50+ hours of expert video lectures, mock exams and expert instructors ranging from tenured professors at top-tier institutions to investment bank portfolio managers.

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The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with more than 365 offices and 12.1 million active brokerage accounts, 1.7 million corporate retirement plan participants, 1.4 million banking accounts, and $3.77 trillion in client assets as of September 30, 2019. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent, fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products.

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Founded 100+ years ago to help teachers retire with dignity, the reach of TIAA now extends well beyond education. We stand hand-in-hand with more than five million clients to help fortify their money and ignite their dreams.

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T. Rowe Price is an independent investment management firm focused on helping clients meet their objectives and achieve their long-term financial goals. Clients rely on our active management approach, which we call strategic investing, and our broad range of equity, fixed income, and multi-asset investment capabilities.

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Vayu Financials is a SaaS (software-as-a-service) that brings high-frequency trading analysis to retail investors. Using the tools that were previously available only to institutional investors, retail traders can now confidently navigate fast-moving stock markets. They can devise smart strategies using pre-trade analytics provided by Vayu. These trading strategies might involve choice of order type, timing, routing and sizing. Investors can assess the success of their trading strategy using post-trade analytics offered by Vayu. In addition to answering whether the trader received the best price available in the market, these post-trade analytics can evaluate the quality of execution offered by their stockbroker.

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Ever since The Wall Street Journal was founded in July 1889, it has reported on breaking news, business and finance. Coverage has spanned the rise and fall of tens of thousands of companies, the creation of new industries, profound advances in science and technology, revolutionary social movements, the rise of consumer economies in the U.S. and abroad, along with many more historic events. WSJ Readers can take advantage of award-winning coverage and access to exclusive events—including the Future of Everything Festival and Live Q&As with Journal reporters—to learn about the impacts of business and finance in a variety of industries and policies.

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