U P T I C K

March 2007 Issue



  • CSTA IETA Annual Winter Vendor Fair - Thursday, February 15, 2007

  • IETA Annual Bowling Tournament - Thursday, February 28, 2007

  • IETA Annual Spring Fling - Thursday, April 26, 2007

  • IETA Annual and General Meeting - Thursday, June 7, 2007

  • 14th Annual Canadian Security Traders Conference - August 16 - 19, 2007

  • Dates To Remember

  • Who's Where? This 'N That

  • A Warm Welcome to our New Members




    CSTA IETA ANNUAL WINTER VENDOR FAIR - THURSDAY, FEBRUARY 15, 2007

    The 2007 Annual Winter Vendor Fair was held at the Design Exchange in Toronto from 12 noon to 8:00 p.m. in conjunction with the Toronto CFA Society Breakfast Educational Session at the National Club. The events proved to be very successful and we look forward to next year!!

    Sonny Lennon
    President, Canadian Security Traders Association, Inc.
    cstapres@lennon.anikast.ca



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    IETA ANNUAL BOWLING TOURNAMENT - THURSDAY, FEBRUARY 28, 2007

    On February 28th, the IETA held its annual Charity Bowling Tournament. We have held this event for many years now and it never fails to sell out quickly when we try to round up teams. We do apologize to those who signed up too late to field a team.

    As a result of this great event we have raised $9000 which will be split this year between 2 very worthy charities. We will be donating half of the funds raised to the Bay Street Childrens Charity Foundation and half to The Hospital for Sick Kids Foundation in honor of Sean Delaney.

    It really was a fun night with very competitive bowlers and a close race but we have managed to emerge from the event with some new winners this year. The results are as follows:
    1st Place – RBC (Darryl Mackenzie, Nicole Swartout, Brian Tsang, Troy Sloat, AJ Gairdiner, Mark Horbal) with a score of 825 points
    2nd Place - Canaccord (Bert Clarke, Robert McGroaty Paul Kilfoy, John Suczs, Tim Hughes, Mike Smith) with a score of 792 points
    3rd Place - BMO (Mike MacCormac, Andrew Mickelson, John Nelson, Dave Montreuil, Dean Laser, John Kerrigan) with a score of 737 points

    Overall best personal score goes to Mark Horbal with 180 points.

    On behalf of the IETA board, I would like to thank all the participants who made this event a huge success.

    Nicole Swartout
    416-842-6000
    nicole.swartout@rbccm.com



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    IETA ANNUAL SPRING FLING - THURSDAY, APRIL 26, 2007

    The date for the IETA Annual Spring Fling has been set for Thursday April 26th, 2007. The IETA will be presenting this very popular kick off to spring at the Brant House as everyone seemed to enjoy the location for the fall bash. So please mark your calendars, blackberries etc.. with this great event.

    Lori Greene
    416-214-0600
    Lori.Greene@jenningscapital.com



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    IETA ANNUAL AND GENERAL MEETING - THURSDAY, JUNE 7, 2007

    Date: Thursday, June 7th, 2007
    Location: Dominion Club
    Time: 5:00 -10:00 pm

    Due to popular demand we have elected to move the date for this event to a week later in order to accomodate all those writing the CFA exams. The AGM will be held at the Dominion Club on Thursday June 7th, 2007 and the Annual golf tournament will again be a morning shot gun start and will be held on June 8th, 2007 at Eagles Nest Golf Club. Registration details will be forthcoming.

    Watch for Membership Renewal information soon!! Avoid the rush in the registration line up at the AGM.

    John Christofilos
    416-214-6937
    John.christofilos@etrade.com



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    14TH ANNUAL CANADIAN SECURITY TRADERS CONFERENCE - AUGUST 16 - 19, 2007

    Join us for this summer’s CSTA conference taking place at The Westin Resort & Spa in beautiful Whistler, BC. from August 16 - 19. Please refer to CSTA website for further details!

    Sonny Lennon
    President, Canadian Security Traders Association, Inc.
    cstapres@lennon.anikast.ca



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    DATES TO REMEMBER

    IETA Annual Spring Fling - Thursday, April 26, 2007
    IETA Annual and General Meeting - Thursday, June 7, 2007
    IETA Annual Golf Tournament - Friday, June 8, 2007
    14th Annual Canadian Security Traders Conference - Whistler, BC - August 16 - 19, 2007

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    WHO'S WHERE? THIS'N THAT

    Congratulations and best wishes to the following individuals who have recently made moves:

    Member From To
    Chapman, Paul Merrill Lynch BMO Capital Markets
    Deif, Adam Barclays Global Investors Canada Ltd. Credit Suisse Securities (Canada) Inc.
    Earl, Luke CSFB TD Newcrest
    Forbrigger, Robert Merrill Lynch CIBC World Markets Inc.
    Gilchrist, Craig Merrill Lynch BMO Capital Markets
    Harrison, Craig Foyston Gordon & Payne Sionna Investment Managers
    Hunter, Darren CIBC World Markets Inc. Genuity Capital Markets
    Johnston, Jordan Merrill Lynch BMO Capital Markets
    McGillivray, Marcus Scotia Capital Commission Direct Inc.
    Meiers, Jason TD Newcrest Epic Capital Management Inc.
    Ritchie, Ray Merrill Lynch BMO Capital Markets
    Story, Dan ITG Canada Corp. Credit Suisse Securities (Canada) Inc
    Thompson, Jonathan Canaccord Capital Corp. Evergreen Capital Partners


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    A WARM WELCOME TO OUR NEW MEMBERS

    New Member CompanyLocation
    DiGironimo, Dan CI Investments Toronto, Ontario
    Giordano, Michael Stone Asset Management Limited Toronto, Ontario
    O'Brien, ValerieCIBC World Markets Toronto, Ontario
    Stoodley, Duane Perimeter Markets Inc. Toronto, Ontario


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