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!
Launched in 2021, the Sustainable Finance Summit is a large-scale event bringing together renowned leaders, which aims to establish a constructive dialogue on the relationship between economic development, environmental protection and sustainable development, and on how finance can meet these challenges. Activities and conferences are planned on the sidelines of the Summit during Sustainable Finance Week, an initiative of Finance Montréal (29 May – 2 June 2023) This 3rd edition…
Spend a day learning and interacting with peers, colleagues, and industry leaders. The Toronto Regulatory & Compliance Forum will include coverage of CSA Regulations, compliance hot topics, and strategic planning topics. $375
With volatility returning in markets, alternative investments have solidified their important place in institutional and retail portfolio construction. This inaugural flagship AIMA Montreal Alternative Investment Forum aims to discuss current trends impacting hedge funds, liquid alternatives, private credit, private equity and more. Closing Keynote: Eduard van Gelderen is Senior Vice President and Chief Investment Officer at the Public Sector Pension Investment Board (PSP Investments) where he oversees the organization’s total…
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 27, for some networking and delightful discussion with your fellow industry peers. We looking forward to seeing everyone in-person to celebrate the summer season!
Claude Perron, President of FIAM, in collaboration with the EMB, is pleased to invite you to the largest summer gathering of the financial community in Montreal and Toronto. The “Méchoui BBQ” event is an opportunity to stimulate exchanges between professionals in order to foster the growth and competitiveness of the investment ecosystem, contribute to the development of talent and promote emerging managers.
Postpone Exchange ideas with peers and security experts, gain knowledge to strengthen financial asset protection and maintain customer confidence. AgendaIntroduction and background for EMC membersPresentations by CGI on cybersecurity threats and best practicesCase studies on recent cyberattacks and their financial impactRoundtable discussion with various industry stakeholders Panelists: Carl Dussault, EvovestMaxime Kimption, InnocapMatthew Pollock, BNRIPriscilla Kosseim, CGI CybersécuritéGuillaume Bort, CGI Business ConsultingStéphane Gagné, CGI Global Wealth and Capital Markets Date and…
The Montreal Regulatory & Compliance Forum will cover a variety of topics that address new developments, critical issues, and insights on managing compliance priorities. The International Sustainability Standards Board (ISSB) has released its standards for sustainability-related (IFRS S1) and climate-related (IFRS S2) financial disclosures. IOSCO and the Canadian Securities Administrators have voiced support for these standards which are likely to play a large role in disclosure going forward. Join Granville Martin,…