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  • 13th Annual Emerging Manager & MWBE Conference

    The Emerging Manager & MWBE Conference offers investment managers an opportunity to meet with staff from the New York State Common Retirement Fund (CRF) and program partners to learn: How the Common Retirement Fund selects investment partners. Areas the Fund targets to generate attractive returns. How we construct a well-balanced portfolio. Who Should Attend? Emerging Managers: Senior Partners, CEOs and Managing Directors of emerging investment management firms typically investing their…

  • 2020 Emerging Manager Conference-Texas

    Austin Convention Center 500 E Cesar Chavez, Austin, Texas 78701 Austin Convention Center 500 E Cesar Chavez, Austin, TX, United States

    The Teacher Retirement System of Texas and Employees Retirement System of Texas welcome you to the 2020 Emerging Manager Conference in Austin, Texas. The conference will take place on Wednesday, Feb. 26. What to Expect The TRS and ERS Emerging Manager Conference is a great way for investors to meet, network and learn from small and diverse Emerging Managers. Research suggests that Emerging Managers are out-performing some of their larger counterparts,…

  • 2020 Emerging Managers Board & BMO Capital Introduction

    BMO Nesbitt Burns BMO Nesbitt Burns Inc. 100 King St. West, 68th Floor, Strathcona Room, Toronto, Ontario, Canada

    The Ontario chapter of the Emerging Managers Board is pleased to partner with BMO Capital Markets to invite you  to the second annual Ontario Capital Introduction event. This event will facilitate connections among Family Offices, Institutions, Investors, and leading Fund Managers.

    200$

  • PMAC Montreal Regulatory and Compliance Forum

    Club St-James 1145 Avenue Union, Montreal, Quebec, Canada

    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. Hear from the regulators, industry leaders, and experts who will discuss priorities for 2020. Speakers and sessions will be announced in the New Year. Please note that speakers may present in either French or English, however, presentation materials will be provided in…

  • 2020 Emerging Managers Board’s Annual Cocktail

    Club St-James 1145 Avenue Union, Montreal, Quebec, Canada

    Come meet the next generation of talented local portfolio and fund management entrepreneurs and be part of our quest to make Canada a hub for emerging managers. Your participation will allow the emerging manager board to foster some relations with the financial community in order to take the first step to revamp our financial entrepreneurial eco-system: click on the link to sign-up for the event. The event will take place at…

  • CGE-AIMA Canada Virtual Summer Social

    Dear EMB member, The EMB is excited to announce the inclusion of virtual points of connection to assist our members in this challenging environment. In the coming weeks, you will receive select invitations along with project proposals that will allow you to stay in touch with your peers, offering new points of connection and fresh ideas to promote your business. We are pleased to provide the details for our first virtual…

  • EMB-FIAM virtual mechoui

    In keeping with the objective and spirit of the annual “Mechoui” event, this year the event will be an online forum to bring together allocators, managers and service providers for thought leadership and networking, keeping the vibrancy of local and global investing community alive and bright through this time of remote work. On behalf of Claude Perron, founder of FiaMTL, we are thrilled to invite you to our virtual  Mechoui…

    Free

  • PMAC Toronto Regulatory & Compliance Forum

    Toronto Region Board of Trade Toronto Region Board of Trade, First Canadian Place, 77 Adelaide Street West, Toronto, Ontario, Canada

    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. Check back soon for the agenda! PMAC Member/EMB Members: Early-Bird Pricing (until March 31): $300 + HST Regular Pricing (after April 1): $375 + HST

  • AIMA Global Investor Forum

    AIMA is marking our 30th anniversary with a virtual event that helps shape the next chapter of our industry while raising money for Help for Children. The AIMA Global Investor Forum, taking place across the week of October 5, 2020, will connect investors and members from around the world in a single digital platform, complete with discussions from the most influential allocators and a matchmaking solution to efficiently schedule 1-on-1…

    200$

  • 5th Annual Emerging Manager Cap Intro Event – Montreal

    Montreal Virtual Cap Intro Please note that the 5th Annual Emerging Manager Cap Intro Event will take place on November 5 , 2020, and be held as a virtual event. Details will follow soon, but please put this date in your calendar so you will not miss it.   register here

    100$

  • Webinaire «Montréal peut-elle devenir un centre d’excellence en IA/ML en finance et gestion d’actifs?»

    Contexte et Vision Montréal est reconnue mondialement pour son écosystème d’intelligence artificielle (IA), mais, la plupart des projets de recherche et applications sont orientés vers des secteurs non financiers. Il y a donc une lacune - «a missing link» que le projet FIAM (Forum d’Investissement Alternatifs de Montréal) vise à combler. Ce premier webinaire d'une série d'événements organisés par FIAM avec ses partenaires, vise à recueillir commentaires et suggestions de gestionnaires de portefeuille, de…

    Free

  • EMB : Workshop Sales and networking in a virtual world.

    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…

  • Annual general assembly of members

    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,…

  • DATA SCIENCE & AI SERIES

    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…

  • Welcome back EMB Mastermind

    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:…

  • Sales pitch II : The elevator pitch and the mission statement

    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

    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

    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…

    100$

  • Databases – How and Why?

    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…

  • ESG and Sustainable Investing Best Practices

    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

    Free

  • Elevate your Brand Strategy to Increase & Retain Clients

    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…

  • Annual general assembly & cocktail

    Le Windsor Salles de bal - Ballrooms 1170, rue Peel, bureau 110, Montreal, Quebec, Canada

    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.…

    Free

  • CGE-EMB Annual Cocktail

    Le Windsor Salles de bal – Ballrooms 1170, rue Peel, bureau 110, Montreal, Canada
    Free

  • EMB-AIMA Canada Summer Social 2022

    Chef’s Hall in Toronto 111 Richmond St W, Toronto, Ontario, Canada

    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

    50$

  • Mechoui

    Pavillon de la Toundra 1 Circuit Gilles Villeneuve, Montreal

    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

    125$