Workshop Sales pitch and networking in a virtual word. Are virtual networking activities useful? Do you know how to showcase yourself and make the most out of virtual events? COVID-19 has disrupted how we’ve grown accustomed to doing business and is forcing us to communicate and sell using virtual tools This interactive seminar will provide practical advice on capturing customers’ attention and how to stand out from the crowd. In…
All our members are invited to attend the Annual General Assembly of the Emerging Managers Board which will be held on June 18, 2021 at 11:30 a.m. Conforming to Health Safety Measures currently in place due to COVID-19, the meeting will be held virtually. During the web presentation, Members will be able to receive information, ask questions and vote on the various motions set forward. To attend, you must register before noon,…
Artificial Intelligence is transforming industries and reshaping how information is used and how decisions are made by integrating accelerated analytics, text, speech, and images on a nearly unfathomable scale. This event is part of a Data Science and AI Series first organized by the CFA of San Francisco in partnership with the FDP Institute ( Financial Data Professional). FIAM has adopted this generic theme, and, partnership with professional associations and…
The Emerging Managers Board is once again going to be hosting the Mastermind series. The first meeting is planned September 15th. We hope everyone who participated last year will make the effort again. With everyone’s involvement and collaboration we hope to make this year even more impactful. Please note that at this time both cohorts have been merged together. This will be addressed in the upcoming meeting. Agenda for meeting:…
The Emerging Manager Board is pleased to provide a virtual workshop featuring who will provide tips to help attendees grab the attention of potential customers faster than an elevator ride! During this event, we will review the last sales presentation from 20 Aug 2021, in case you have any questions from that meeting. Featured Content: How to draft the Mission and Value Statements for your firm Why it’s so important How…
Sales Pitch 3: How to speed date- Cap intro prep Asset allocator do’s and don’ts (videos) What material to use for a 15-minute speed dating? How to structure a 15-minute pitch? Guest speaker: Daniel Marchand, Senior Vice President, Head of Investor Global Sales at Trez Capital Daniel has been in the asset management business for over 25 years. Across various firms, including Lazard Freres of New York, Nuveen Investments of…
2021 CAP INTRO EVENT DETAILS: Date: November 10th, 2021 Location: Online! Fees: $100 per Emerging Manager Firm and FREE for Potential Allocators AGENDA: Time (EST) Session 9:30AM - 10:30AM Panel Discussion : Adventures and Experiences of Emerging Managers- Aaron Stern, CIO at Converium Capital -Amira Strasser, CEO at Applied Research - Mathieu Boisvert, CEO at Bastion Asset Mgmt. 10:45AM - 12:15PM 1-on-1 Meetings: Sessions Between Allocators and…
Databases- Peer entrepreneur reviews inside story, which is worth it and why? You are invite to a lunch-time presentation from eVestment on Tuesday 01 Feb 2022 at 12PM EST. Mr. Jarren Ware is one of their training and support directors for emerging managers, and will give us a demo of their platform, the services and show us some useful tips and insights for about 30-40 minutes, followed by Q&A for 10-15mins. We would also…
Schedule 12:00PM-12:05PM – Welcome Session to allow folks to join online 12:05PM-12:30PM -Presentation by our Guest Speaker : Amr Addas, MBA Sustainable Investing Consultant and Adjunct Professor, Concordia University 12:30PM-12:50PM - Breakout Rooms in groups of 6-10ppl depending 12:50PM-1:00PM - Recap and Debrief
A joint event with AIMA Canada Done well, company brands evoke powerful trust, loyalty and referrals from their customers, increasing profits and lowering costs of new client acquisition. Join us to learn about the power of your firm’s brand strategy, positioning statements and value propositions and how you can enhance your brand’s market perception through stories.In this seminar facilitated by Peter Drummond, Co-Founder of PSD+G Strategy Group, topics will include:How to…
Please note that the general assembly of the EMB will be taking place at 4:45 pm at Windsor (same location as the cocktail). It is critical that as many members as possible show up. The financial community judges the popularity of emerging managers program by the number and quality of attendees. The event will take place at the date, time and location below: When:Thursday, May, 26, 2022 From 4:45 p.m.…
AIMA Canada, CGE-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 28, for some networking and delightful discussion with your fellow industry peers. We looking forward to seeing everyone in-person to celebrate the summer season! To register
The ninth edition of the popular Méchoui, a gathering of the Montreal and Toronto investment communities, will feature a friendly atmosphere and an enchanting setting. This event stimulates discussion between professionals with a view to fostering industry growth, supporting talent development and promoting emerging managers. REGISTER HERE
In collaboration with BMO, the EMB is presenting a three-part conference: 4:00 a workshop to help you prepare for the November 9 Cap Intro, 4:30 a training session on liquid alternatives, and 5:00 a networking cocktail.
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 fundamental AML subjects, firms should still ensure…
The 16th Annual Emerging Manager & MWBE Conference is an opportunity for attendees to connect with New York State Common Retirement Fund investment staff and partners. This year’s Conference offers investment managers the opportunity to gain a better understanding of the Fund's investment process and manager selection. Small breakout sessions help staff and partners to establish new relationships with highly qualified MWBEs in the investment arena, and continue to build…
Mark your calendars for the TRS / ERS Emerging Manager Conferenceset for Wednesday, February 22, 2023. The event will be virtual.More details coming soon.
How “Knowing Thyself” Leads to Alpha Generation Artificial intelligence is transforming the way that asset managers do research, but what happens when it's used to look at portfolio managers' own behavior? Join former portfolio manager and founder of Essentia Analytics, Clare Flynn Levy, for a glimpse into how advanced data analytics are making it possible for fund managers to mitigate their own behavioral biases and continuously improve their performance, just…
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. Our speakers includes: PMAC Member or Affiliate: Complimentary Virtual event
In the fast-paced world of asset management, developing effective business development skills is essential to succeed and stay ahead of the curve. The ability to identify and pursue new business opportunities, build strong relationships, and communicate the value of your investment strategies is critical to growing your assets under management and achieving long-term success. Join two business-development experts, Charles Lemay and Gui Costin, for a1-hour interactive training session, followed by a…
Don't miss the next Annual General Assembly of members and our traditional spring cocktail event. Your presence at the assembly is important! General Assembly: 4:30 PM to 5 PM Cocktail event: Starting at 5 PM A not-to-be missed event to find out the winners of our 2022 Ranking, the firms that graduated and our upcoming projects. The cocktail following the assembly will be the ideal opportunity to network with your…
Don't miss our traditional spring cocktail event. A not-to-be missed event to find out the winners of our 2022 Ranking, the firms that graduated and our upcoming projects. And an ideal opportunity to meet our local emerging managers!