Cap Intro Toronto 2025

Cap Intro Toronto 2025

With over 130 participants and productive exchanges between emerging managers and asset allocators, the Emerging Managers Board’s Cap Intro Toronto 2025 was a great success! The event delivered on its promise to foster valuable connections across the Canadian...
Securities Firm Registration Process Guide

Securities Firm Registration Process Guide

Available in French only. This guide details the steps required to register a company with the Autorité des marchés financiers (AMF). It covers preparation of the application, filing of documents, analysis by the AMF, ongoing post-registration obligations, and...
Cyber Security Policy Implementation Guide

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

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

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

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

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...
Marketing and asset raising for alternative and emerging managers

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

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...
Why Invest with Emerging Managers?

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...
Auspice: from $250mm to $1bn and beyond. 

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...
B-CAP’s Determination and Agility

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...
Nymbus Capital: Among Québec’s Next Generation of Asset Managers

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

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...
Evovest: Investing in Smart Asset Management

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: 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...
Rivemont: when passion pays off

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....
Canadian Emerging Managers come together to promote, educate

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

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...