Cyber Security Policy Implementation Guide
Available in French only. This guide details the essential steps for protecting organizations against cyber threats. It covers risk assessment, implementation of preventive measures, employee training, incident detection and management, as well as auditing and...
Responsible Investment (RI) Policy Guide
Available in French only. This guide details the process of establishing a responsible investment (RI) policy by integrating environmental, social and governance (ESG) criteria. It covers the objectives of RI, the definition of ESG factors, the Principles for...
Initial corporate registration checklist – Quebec and Ontario
Detailed checklist listing all the steps required for the initial registration of a company in Quebec and Ontario. The document includes four main sections: incorporation, business registration, individual registrations and post-approval steps. Download this document...
Inspection Process Guide
This document explains the verification process that can be used to ensure that financial entities comply with regulatory standards. Download this document by clicking here. — The resource provided here is for informational and educational purposes only. The EMB...
Conference: Anatomy of a Pitchbook
Presented as part of the Anatomy of a Pitchbook conference held on October 16, 2024, this document is a comprehensive guide to creating effective, visually appealing fund presentations for investment funds. It includes strategies for content planning, message...
Cap Intro 2024
Marketing and asset raising for alternative and emerging managers
Bryan Johnson, founder and managing partner at Johnson & Company, offers a candid, no-nonsense conversation about marketing and raising assets in a must-see video. With more than 25 years of experience in alternative asset classes, having raised $3+ billion over...
EMB Newsletter
Read our January 2024 Newsletter for the latest news. In this issue: 2024 Elections – Meet the new members of the board of directors 2023 Ranking – Find out who are the winning firms in the three categories A look back at 2023 – A year of many achievements! 2024...Montreal EMB Holiday Cocktail in photos
EMB 2023 Annual Cocktail in photos
Why Invest with Emerging Managers?
Although we hear more often in the media about large asset managers, there can be substantial advantages to investing with a smaller and more nimble manager. In fact, evidence suggests that taking advantage of market opportunities becomes more...
Nordis Capital: Using Financial Markets to Address Key Societal Issues
With expertise in asset management, financial research and public policy, Nordis Capital (NC) provides investment solutions that help achieve higher, long-term risk-adjusted returns while committing to sustainable development. As conveyed by its inspirational website,...
Auspice: from $250mm to $1bn and beyond.
When the Auspice Diversified fund delivered +7.6% during the onset of COVID in Q1 of 2020 and +18.4% full year, it reaffirmed a message Auspice has been communicating for 16+ years: “in crisis periods, we have never missed”. Then something else happened...
The EMB 2022 annual Cocktail in photos
B-CAP’s Determination and Agility
Before launching his portfolio management firm, B-CAP’s Founding President, Mathieu Bouthillier, had gained extensive experience in finance with BMO Nesbitt Burns, Exotix, J.P. Morgan and Optimum in Montréal and London, acquiring rich and diverse skills in several...
Galliant Advisors LP: Capturing the Upside with Strong Financial Analytics
Launched in 2007, Galliant Advisors LP (“Galliant”) is led by two Montrealers who have turned their passion for investing into a highly successful investment management firm. From meeting as kids, to attending McGill University together, Ken Koby and Ian Shaffer have...
Nymbus Capital: Among Québec’s Next Generation of Asset Managers
Launched in 2013 by Marc Rivet, co-CEO and CCO, and Gabriel Cefaloni, co-CEO and CIO, Nymbus Capital (Nymbus) has been providing customized multi-asset solutions leveraging a broad range of asset classes to institutional investors, financial intermediaries and private...
Tonus Capital, Québec Expert in U.S. Equities
When we met with Tonus Capital (Tonus) for this interview, the firm had recently entered the QEMP program and had just received an initial investment allocation to support the launch of its institutional product, the U.S. Small Cap Equities Fund. With the...
Macroeconomics and Diversity in Human Capital at Mount Murray Investment
As part of his extensive experience with various prominent companies, Vincent Dostie served as Vice-President of Investments for a multi-family firm. There, he hired portfolio managers, led business development and oversaw asset allocation for some forty wealthy...
Evovest: Investing in Smart Asset Management
As a next generation portfolio manager, Evovest has been breaking new ground in asset management services since 2017 with artificial intelligence, deep knowledge and scalable learning techniques. Combining his interests in math, current events and technology, Carl...
Lester Asset Management: Beyond Indices
Lester Asset Management’s team ensures its strategies rank among the best in Canada by deviating from the indices’ usual parameters and thus, outperforming them in terms of returns. The firm’s two main strategies are specifically designed to...
Global Alpha Asset Management : Mastering the Art of Small-Cap Selection
The Global Alpha Asset Management team alone has a combined experience of over 60 years in the small-cap sector. It is by focusing exclusively on its expertise and deepening it meticulously that the Quebec-based firm has enjoyed great success, particularly in the...
Altervest: Unearthing Alternative Treasures to Offer Optimal Diversification
Both her strong entrepreneurial drive and her desire to offer investors high-quality alternative products led Geneviève Blouin to launch the portfolio management firm Altervest in 2010. Indeed, having first worked for major financial institutions in Montreal,...
Allard, Allard & Associés: Leveraging the Science of Investment for Each Client
Launched in 1995, Allard, Allard & associés is pleased to take part in this series of portfolio managers’ profiles, an initiative from the Emerging Managers Board (EMB). “Promoting local expertise in this manner helps build a strong industry in Montréal and...
Rivemont: when passion pays off
In 2010, Martin Lalonde launched his portfolio management firm, Rivemont, after spending a few years at a Canadian mergers & acquisitions firm, where he perfected his negotiating skills. Considering both real estate investments and stock exchange transactions, Mr....
The EMB 2019 Annual Cocktail in photos
Thank you all for your participation!
EMB 2018 Annual Cocktail in photos
2017 CAP Intro in photos
EMB 2017 Annual Cocktail in photos
EMB’s first Ontario cocktail in photos
Canadian Emerging Managers come together to promote, educate
An interview in Emerging Manager Monthly. The premier independent news source for the asset management community. Powered by Financial Investment News. January 7, 2016 Emerging managers in the U.S. may lament the availability of institutional investment opportunities...
EMB members obtained a mandate as part of the QEMP
The Emerging Managers Board (EMB) is proud to announce the members that have obtained a mandate to manage assets as part of the Quebec Emerging Managers Programme. An integral part of the Entrepreneurs Division of Finance Montréal, this one of a kind programme aims to...National Sponsors
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