Events

Virtual | 2023 AML Training Session This webcast is for any employee of a portfolio management firm who is subject to annual AML training requirements. This session will provide a plain-language overview of the core anti-money laundering and anti-terrorist financing obligations required by the Proceeds of Crime (Money Laundering) and Terrorist Financing Act. The session is tailored to employees involved in client-facing or transactional roles. While the training session will cover…

To thank you for your support and confidence, the CGE, in collaboration with AIMA Canada, invites you to their Holiday Cocktail Party, to be held on December 6 in Montreal (at the Fasken offices). REGISTER HERE

You are invited to the next Assembly of CGE-EMB, which will be held on January 23  from 4 p.m. to 4:30 p.m on our Zoom platform. As per our regular annual process, the CGE-EMB will seek to fill the available places on its Board of Directors. The members of the Board of Directors are elected for a renewable two-year term. Date : January 23, 2024 Time : 4:00 PM Virtual…

What does 2024 hold in store? Will the  effect of rate hikes send us into recession? What impact will geopolitical tensions have on the global economy? Inflation, layoffs, the cost of debt, real estate, monetary policies, the US presidential election, wars: these are just some of the hot topics that will mark the coming year. (event in French) REGISTER HERE

You're cordially invited to join us for lunch - or happy hour - focused primarily on investment opportunities in the U.S. and Canadian hedge fund industry. We've hand-picked a few unique asset managers from across Canada & the U.S. to present their funds. WHEN: Wednesday, February 7, 2024 OPTIONS: -Lunch (12 noon-2 p.m.)   OR -Cocktail (5 p.m.-7 p.m.) COST: Free, registration required WHERE:  Club Saint-James, 1145, avenue Union, Montréal REGISTRATION…

The Emerging Manager Program of the New York State Common Retirement Fund (the Fund) invests with emerging managers directly, or with the assistance of managers of managers or program partners, in separately managed accounts or commingled funds. Program partners assist in the timely deployment of capital, perform due diligence and recommend managers to participate in the program. Each year, the Fund also seeks to graduate emerging managers to be mature…

Mark your calendars for the TRS/ERS Emerging Manager Conference set for Wednesday, February 28, 2024. The event will be virtual. The Teacher Retirement of Texas (TRS) and Employees Retirement System of Texas (ERS) will host the 19th annual Emerging Manager Conference. Traditionally hosted in Austin, TX, the Emerging Manager Conference will be brought to you virtually for 2024. TRS and ERS are globally recognized institutional asset managers with combined assets under management of more than…

In 2010, Callan Connects is the first-of-its-kind program developed by an investment consultant to engage emerging managers and diverse-, women-, and disabled-owned (DWDO) firms. It all started with the founder Ed Callan, who laid the groundwork in the early 1990s. Ever since, expanding the universe of diverse and emerging managers has been a part of their unique manager search process. Each quarter, they meet with diverse and emerging managers to…

Cybersecurity threats are a growing and evolving risk for asset management firms. Business email compromise, funds transfer fraud, and ransomware are more regular occurrences impacting businesses small and large. Hear from a panel of experts what cyber defense tactics are currently recommended, insurance implications, regulatory factors, and case studies in breach management. Common cyber threats Defense tactics Case studies of cyber breach management Insurance & regulatory considerations Q&A Our speakers…

Selecting the right vehicle to help potential clients invest easily in your funds can have a significant impact on the growth of your assets. Remove the obstacles and demystify the pros and cons of each vehicle with four experts: Jean-Philippe Cadieux, Vice-President, Governance at National Bank Investments, Eric Blondeau, Partner at Fasken, Élise Renaud, Partner at Fasken, and Pierre McMaster, CEO of Azzilon. Schedule Start time: 4:30 pm Conference: 4:45pm…

The 13th Canadian Alternative Investment Forum will be held in Toronto on Thursday, April 18, 2024. CAIF sells out each year; don’t miss out on the alternative investment industry’s must-attend event at Vantage Venues’ newly renovated space. Join UHNW individuals, family offices and other active allocators as well as fellow industry professionals for this full day of education and networking. Agenda topics and the speaker list are being finalized and early bird registration…

Are you confused by recent CSA guidance or comments received during compliance reviews? Is your firm trying to balance growing your client assets while implementing new compliance requirements? Join us for an interactive lunch with industry peers where Don Campbell, Managing Partner with Canadian Compliance & Regulatory Law will answer your questions. PMAC’s General Counsel, Victoria Paris will join Don in the discussion and moderate the Q&A. The discussion will include common compliance deficiencies…

For many emerging managers, due diligence processes from pension plans and consultants are a challenge. Understanding the ins and outs of this essential practice can be complex. Experts for whom these processes hold no secrets will share their expertise and highlight the best practices to ensure success. They will also offer valuable advice on common pitfalls to avoid. Date: May 8, 2024 Time: 4:30 pm to 7 pm Location: Fasken Toronto…

Join professionals from the portfolio management and investment fund industries as they address the challenges of digital transformation and compliance change management. Key lectures will be given by seasoned experts. EVENT DETAILS Tuesday, May 14, 2024 5 pm to 7 pm Fairmont The Queen Elizabeth Free for members REGISTER HERE

The Vancouver Regulatory & Compliance Forum will cover a variety of topics that address new developments, critical issues, and insights on how to sustain a successful compliance program. You and your colleagues will receive insights, highlights, and tactical guidance on current issues and industry developments impacting compliance and legal professionals. Participate in practical discussions and have your compliance-related questions answered to meet the challenges of the post-pandemic transition. Speakers and…

The Vancouver Regulatory & Compliance Forum will cover a variety of topics that address new developments, critical issues, and insights on how to sustain a successful compliance program. You and your colleagues will receive insights, highlights, and tactical guidance on current issues and industry developments impacting compliance and legal professionals. Participate in practical discussions and have your compliance-related questions answered to meet the challenges of the post-pandemic transition. Speakers and…

Hear the latest creative disruption in marketing and how you can both elevate your brand while closing the educational gap with investors through your firm’s messaging through various marketing channels. Angry Butterfly’s Graham Candy, Partner & Chief Strategy Officer, has over a decade of marketing and research experience, having led insights and strategy at two 100+ person agencies. Graham found his way into advertising after doing his PhD studies at…

The Toronto Regulatory & Compliance Forum will cover a variety of topics that address new developments, critical issues, and insights on how to sustain a successful compliance program. You and your colleagues will receive insights, highlights, and tactical guidance on current issues and industry developments impacting compliance and legal professionals. Participate in practical discussions and have your compliance-related questions answered to meet the challenges of the post-pandemic transition. Speakers and…

This annual flagship AIMA Montreal Alternative Investment Forum discusses current trends impacting hedge funds, liquid alternatives, private credit, private equity and more. Event information Date: 13 June 2024 Time:  8:15AM - 2:00PM Event timezone: Montreal Where: Club Saint-James, 1145 Union Ave, Montreal, Quebec   REGISTER HERE  

AIMA Canada, EMB and 100 Women in Finance are pleased to invite you to our Summer Social this year at Chef's Hall in Toronto. Please join us on July 18, for some networking and delightful discussion with your fellow industry peers. We looking forward to seeing everyone in-person to celebrate the summer season! REGISTER HERE  

  REGISTER HERE  

The Montreal Regulatory & Compliance Forum will cover a variety of topics that address new developments, critical issues, and insights on how to sustain a successful compliance program. You and your colleagues will receive insights, highlights, and tactical guidance on current issues and industry developments impacting compliance and legal professionals. Participate in practical discussions and have your compliance-related questions answered to meet the challenges of the post-pandemic transition.    …

Come join AAAIM Canada's upcoming chapter event in Toronto on September 25th at 4pm, hosted by RBC Capital Markets ! The event will feature a panel that covers market trends in asset allocation with an emphasis on managing public and private market allocations given current liquidity and market considerations. The speaker panel will be as follows:  Speakers:  Angela Lin-Reeve, Senior Portfolio Manager, External Manager Program (Healthcare of Ontario Pension Plan) Raj…

AIMA is pleased to announce the return of the AIMA Global Investor Forum 2024 to the Ritz-Carlton in Toronto from Tuesday, October 8 to Wednesday, October 9th, 2024.  2024 will mark the 10th anniversary of this flagship event that gathers global Asset managers, institutional allocators, and other leading professionals in the alternative investment industry from all over the globe for a full two days of thought leadership and networking. We look forward to welcoming you…