Annual general assembly of members
2021-06-18 11:30 - 12:30 (America/Toronto) | Quebec
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, on June 17, 2021 by clicking on the button below.

Register

DATA SCIENCE & AI SERIES
2021-08-19 13:00 - 15:00 | Quebec
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 selected partners/sponsors globally, will organize webinar style events to sensitize /inform /share views on issues, challenges and opportunities brought by disruptive technologies in Finance/assets management.

The central theme of this webinar is inspired by Refinitiv’s recent survey entitled The Rise of the Data Scientist. This event is offered in partnership with AIMA Canada, in collaboration with the FDP Institute, the CAIA Association and other partners as the EMB.
EVENT DETAILS:
Thursday, August 19, 2021
1:00 PM – 3:00 PM EDT

Free for all our members
Register here
A virtual event to take place on Zoom. Registered attendees will be sent an event link prior to the event date.

If you have any questions, please contact Maryam Idroos of AIMA Canada.

TARGETED AUDIENCE:

A mix of participants from the financial ecosystem in Canada and abroad, including: portfolio managers, services providers, asset allocators, pension fund executives, family offices, educators, researchers, students, regulatory agencies, and fintech.
AGENDA:
Welcoming note

Claude Perron, Emeritus Chairman, Crystalline Management & Founder of FIAM
William J. Kelly, CEO, CAIA Association

Moderator

Aaron Filbeck, Director of Content Development, CAIA Association

Keynote Presenter

Geoffrey Horrell, Global Head of Innovation and Labs, London Stock Exchange Group

Refinitiv’s survey: The Rise of Data Scientist

Panelists

Assif Khan, Managing Director, Head of Data Engineering at CPP Investment (CPPIB), San Francisco
Francis Grégoire, Senior Associate, Fundamental Systematic Management team, CDPQ
Don Hejna, Managing Partner of Stantum, LLC
Ruslan Goyenko, Scientific Director, Financial Innovations & Risk Management Labs (FIRM)

Welcome back EMB Mastermind
2021-09-15 11:30 - 12:30 | Quebec
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:

Mastermind recap from last year

Key Learnings
Areas for Improvement

Mastermind this year

More managers
Group size
Moderator call out

Upcoming EMB events

Oct. 6th Sales training recap – Emerging Managers Board
Oct. 20th Working on pitch and mission statement – Mastermind

REGISTER: info@emergingmanagers.ca

Sales pitch II : The elevator pitch and the mission statement
2021-10-06 12:00 - 13:00 | Quebec
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 to write an Elevator Pitch
Understand the fundamentals of communication and sales
How to say more in less time
The ingredients for a perfect “Elevator Pitch”

Speakers:

Jillian Bannister, CEO and Co-founder, Ext. Marketing Inc.
As CEO and Co-founder of ext., Jillian is responsible for the company’s operations in Canada and the U.S. At the highest level, Jillian leads ext.’s growth strategy and culture. Drilling down, she is responsible for the day-to-day operations, including staffing, budgets, risk-management, systems and corporate citizenship. Jillian was Vice-Chair of the Board of Directors for Ernestine’s Women’s Shelter and has held senior marketing and sales roles at an early fintech company and Franklin Templeton Investments. Jillian has an Honours Bachelors of Arts from the University of Western Ontario as well as a Master’s degree from the London School of Economics.
Sebastian Cardarelli, Vice-president, Corporate development
Before joining Tonus Capital, Sebastian worked in the Private Wealth Management division for UBS Bank both in Montreal, CA and London, UK. He was responsible for developing lifelong client relationships, managing their investment portfolios, and enhancing the customer experience. Currently, Sebastian is responsible for business development and managing client relationships at Tonus Capital. He is a board member for Lower Canada College (L.C.C.) in Montreal, he sits on the Endowment Board of the YMCA’s of Quebec, and he is also a Sponsorship Director for the Just For Kids Foundation of the Montreal Children’s Hospital. Sebastian has an MBA in Global Financial Management from SDA Bocconi in Milan and a Bachelor’s in Psychology from University of Western Ontario. He also holds the CIM designation and has passed the Canadian Securities Course.
When: October 6, 2021, 12:00 p.m.
Where: On-line (a link will be provided a few days before the date of the event)
Cost: Free for our members
Ext. is offering a free pitchbook assessment by our team of experts. The winner of the draw will receive an 1-hour consultation to share our structure, content and design recommendations.
Fill the form to register
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Formulaire de Réservation Atelier de vente II - 2021 Sales Workshop II RSVP Form

Vous serez présent à l'atelier de vente veuillez remplir les champs suivants. You will be attending the next EMB's sales workshop, please fill up the fields below.

Votre Nom (Your Name)

Entreprise (Firm)

Courriel (Email)

Numéro de Téléphone (Phone Number)

Invité 1 (Guest 1)

Entreprise (Firm)

courriel (Email)

Invité 2 (Guest 2)

Entreprise (Firm)

courriel (Email)

Invité 3 (Guest 3)

Entreprise (Firm)

courriel (Email)

Commentaires, instructions (Comments, instructions)0 /

Soumettre (Submit)

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Sales Pitch 3: How to speed date- Cap intro prep
2021-10-12 16:00 - 17:00 | Quebec
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 Chicago and currently Trez Capital, he has launched over 20 new funds and has raised over $20 Bn of investor capital. He joined Trez 5 years ago as head of capital raising and marketing and the firm has grown from $1.6 Bn to over $4 Bn today. Currently he is marketing the firm’s first open-ended real estate equity fund.
Date: October 12, 2021

Time: 4:00 pm

Location: Online A link will be sent to you before the event.

Cost: Free for our members

To participate, please fill out this form:
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Formulaire de Réservation PRE CAP INTRO - 2021 PRE CAP INTRO RSVP Form

Vous serez présent à l'atelier de vente veuillez remplir les champs suivants. You will be attending the next EMB's PRE CAP INTRO, please fill up the fields below.

Votre Nom (Your Name)

Entreprise (Firm)

Courriel (Email)

Numéro de Téléphone (Phone Number)

Invité 1 (Guest 1)

Entreprise (Firm)

courriel (Email)

Invité 2 (Guest 2)

Entreprise (Firm)

courriel (Email)

Invité 3 (Guest 3)

Entreprise (Firm)

courriel (Email)

Commentaires, instructions (Comments, instructions)0 /

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2021 CAP INTRO
2021-11-10 09:00 - 12:00 | Quebec
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 Emerging Managers Experience 6x15min, 1-on-1 meetings where emerging managers will have the opportunity to pitch to potential allocators. All will be done online!

Register here

Databases - How and Why?
2022-02-01 12:00 - 13:30 | Quebec
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 hold the elections for the E.M.B. Board of Directors right after.

When: 01 February 2022, 12:00PM-12:45PM EST.
Where: Online!
Time (EST):

12:00PM – 12:30PM: eVestment Info Session: Presentation by Jarren Ware on eVestment’s database and best practices for emerging managers

12:30PM – 12:45PM: Questions and Answers

13:00PM- Emerging Manger Board Elections to be submitted online
Fill the form to register

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Formulaire de réservation - Présentation eVESTMENT - 2022 eVESTMENT PRESENTATION - RSVP Form

Vous serez présent à la présentation, veuillez remplir les champs suivants. You will be attending the next EMB's presentation, please fill up the fields below.

Votre Nom (Your Name)

Entreprise (Firm)

Courriel (Email)

Numéro de Téléphone (Phone Number)

Invité 1 (Guest 1)

Entreprise (Firm)

courriel (Email)

Invité 2 (Guest 2)

Entreprise (Firm)

courriel (Email)

Invité 3 (Guest 3)

Entreprise (Firm)

courriel (Email)

Commentaires, instructions (Comments, instructions)0 /

Soumettre (Submit)

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ESG and Sustainable Investing Best Practices
2022-03-23 12:00 - 13:00 | Quebec
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

Elevate your Brand Strategy to Increase & Retain Clients
2022-04-29 11:00 - 12:00 | Quebec
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 think about your brand from the client’s perspectiveHow to build key components of your brand strategyHow to simplify your brand messages and tailor for different audiencesHow to enhance your brand’s positioning statements and inspire clients with stories

REGISTER HERE

Annual general assembly & cocktail
2022-05-26 17:00 - 20:00 | Le Windsor Salles de bal – Ballrooms, 1170, rue Peel, bureau 110, Montreal, Quebec, H3B 4P2, 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. to 5:30 p.m. (General Assembly)From 5:30 p.m. to 8:00 p.m. (cocktail)

CGE-EMB Annual Cocktail
2022-05-26 17:30 - 20:00 | Le Windsor Salles de bal – Ballrooms, 1170, rue Peel, bureau 110, Montreal, H3B 4P2, Canada

EMB-AIMA Canada Summer Social 2022
2022-07-28 17:30 - 20:30 | Chef’s Hall in Toronto, 111 Richmond St W, Toronto, Ontario, M5H 2G4, 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

Mechoui
2022-08-25 17:30 - 20:30 | 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

3-in-1 Event in collaboration with BMO Capital Markets
2022-10-11 16:00 - 19:00 | Fasken Montreal, 800, rue du Square-Victoria, bureau 3500, Montreal, Quebec, H4Z 1E9, Canada
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.

2022 CAP INTRO
2022-11-09 08:00 - 14:00 | Club St-James, 1145 Avenue Union, Montreal, QC, H3B 3C2, Canada
Register here

PMAC 2022 Anti-Money Laundering and Anti-Terrorist Financing Training Session
2022-12-06 13:00 - 14:30 | ZOOM Webinar
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 employees are properly trained in any firm-specific procedures.

Chris Tooley, Senior Legal Counsel, AUM Law, will host a 60-minute session followed by 30-minutes for participant Q&A. Chris will cover core concepts around money laundering and terrorist financing, client identification, what information you must collect from clients, record keeping, and suspicious transactions.

The webinar will be recorded so that employees who cannot attend the live event can view this as a refresher and/or it can be used for new employee training.

EMB HOLIDAY COCKTAIL
2022-12-15 17:00 - 20:00 | Fasken Montreal, 800, rue du Square-Victoria, bureau 3500, Montreal, Quebec, H4Z 1E9, Canada

16th Annual Emerging Manager & MWBE Conference
2023-02-17 10:00 - 16:00 | Albany Capital Center 55 Eagle Street, Albany, NY 12207
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 a pipeline of investments and service providers that enable the Fund to reap the benefits of diversity for members, retirees and beneficiaries of the New York State & Local Retirement System.

Conference attendees will learn about:

The Fund’s selection and onboarding process of investment managers;

Current areas of the Fund’s investment focus; and

Common attributes of successfully on-boarded asset management operations.

2023 TRS / ERS Emerging Manager Conference
2023-02-22 08:00 - 17:00 | Quebec
Mark your calendars for the TRS / ERS Emerging Manager Conferenceset for Wednesday, February 22, 2023. The event will be virtual.More details coming soon.

MASTERMIND WEBINAR ABOUT AI IN ASSET MANAGEMENT
2023-02-23 11:00 - 12:00 | ONLINE EVENT
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 like professional athletes.

In this session, you’ll learn:

Why a data-driven feedback loop on investment decision-making is a competitive advantage, for those who use it

Which alpha generating and alpha destroying behaviors are most common amongst equity fund managers

Simple tips for building bias-mitigation into your investment process, without spending a dime

Speaker:

Clare Flynn Levy is the founder and CEO of Essentia Analytics, a fintech firm that uses behavioral analytics to help professional fund managers better understand and track their investment decision-making patterns, and measurably improve performance. Prior to founding Essentia, Clare spent ten years as a fund manager, both active equity (at Deutsche Asset Management) and hedge (at Avocet Capital Management).

PMAC Webinar: 2023 Cybersecurity Update
2023-03-30 13:00 - 14:30 | Quebec
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.

Common cyber threats

Defense tactics

Case studies of cyber breach management

Insurance & regulatory considerations

Q&A

Our speakers includes:

Erin Flett, Vice President Cyber & Professional liability | Chubb Canada

Ira Nishisato, Partner | Borden Ladner Gervais LLP

Jonathan Weekes, Senior Vice-President, Complex Risks | Hub International

PMAC Member or Affiliate: Complimentary

Virtual event

Business Development Live Training
2023-04-06 16:30 - 19:30 | Stratus Restaurant, TD South Tower, 79 Wellington St W tower 36th floor, Toronto, Ontario, M5K 1J5, Canada
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 2-hour networking event. Learn from industry practitioners, hear about the latest trends and strategies and network with your peers.

In this session you’ll learn:

How to focus on what matters most

Who to call on emails, cold calls and roadshows

What to say and get to know your audience

How to create a killer follow-up system

General Assembly
2023-05-18 16:30 - 17:00 | Musée Mc Cord, 690 Sherbrooke Ouest, Montreal, Canada
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 peers!

Montreal Annual Cocktail
2023-05-18 17:00 - 20:00 | Musée Mc Cord, 690 Sherbrooke Ouest, Montreal, Canada
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!

2023 Sustainable Finance Summit
2023-05-30 08:00 - 2023-05-31 17:00 | Studio-Théâtre des Grands Ballets, Édifice Wilder 1435 , Rue de Bleury, Montreal, H3A 2H7, Canada
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 of the Sustainable Finance Summit is presented by Fondaction.

PMAC 2023 Toronto Regulatory & Compliance Forum
2023-06-06 08:00 - 18:00 | Quebec
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

Montreal Alternative Investment Forum
2023-06-21 08:45 - 14:00 | Club St-James, 1145 Avenue Union, Montreal, Quebec, H3B 3C2, Canada
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, Chief Investment Officer, PSP Investments

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 portfolio and establishes the long-term investment portfolio strategy. He also heads the responsible investment, public policy, and government relations functions.

8:45am Registration9:00am Opening Remarks9:05am Macroeconomic Case for Alternative Investments9:30am Hedge funds: Portfolio Fit for All Seasons10:10am Designing External Portfolio Management Excellence10:35am Coffee/Networking11:00am Private Markets and the Big Valuation Question11:40am Key Due Diligence Considerations in Alternatives12:05pm Lunch prep/Networking12:30pm CIO Perspective: Alternative Approach to Fiduciary Leadership1:30pm Closing Remarks & Networking2:00pm Close

AIMA Canada Industry Summer Social
2023-07-27 17:00 - 20:00 | Chef’s Hall, 111 Richmond St W, Toronto, Chef's Hall, 111 Richmond St W, Toronto, Toronto, M5E 1W7, Canada
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!

Méchoui BBQ 2023
2023-08-24 16:30 - 22:30 | Quebec
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.

Cost: 175$

The challenges of cybersecurity
2023-09-06 17:00 - 19:30 | CGI, 1350 René-Lévesque, Montreal, QC, H3G2W22, Canada
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 Time: September 6 at 5:00 pm
Location: 1350 René-Lévesque Blvd W, suite 200, Montreal, Quebec H3G 2W2
