Annual general assembly & cocktail
2022-05-26 17:00 - 20:00 (America/Toronto) | 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

The Montreal Regulatory & Compliance Forum
2023-09-20 08:00 - 18:00 | Club St-James, 1145 Avenue Union, Montreal, Quebec, H3B 3C2, Canada
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, Director, Regulatory Outreach at IFRS Foundation/ISSB and Sonia Struthers, Partner, McCarthy Tetrault for a discussion about what these standards will mean for your firm.
The Forum will take place in French and in English
Cost: PMAC Member/Affiliate & EMB Members: $375+GST

AIMA alternative insights & social in Vancouver
2023-09-26 15:30 - 18:00 | Borden Ladner Gervais LLP, 1200 Waterfront Centre,, Vancouver, BC, Canada
Join us for hot topics impacting the alternative investment industry in Canada and portfolio construction at large, including

Alignment of Interests research highlights: how investors and managers are best working together
Investor perspectives on asset allocation given current market
Emerging Manager benefits in portfolio construction
Funding impact through ESG
What wealth channel can learn from institutional investors
Key Canadian regulatory and compliance highlights for KYC/KYP, managing conflicts, reporting and more

Social and networking to follow!
REGISTER HERE

AIMA Alternative insights & social in Calgary
2023-09-27 15:30 - 18:00 | Centennial Place, East Tower, 1900, 520 – 3rd Ave. SW, Calgary, Alberta, T2P 0R3, Canada
As we swiftly approach the end of September, don’t forget to register for this event as we discuss hot topics impacting the alternative investment industry in Canada and portfolio construction at large, featuring an impressive line-up of speakers.

Alignment of Interests research highlights
Emerging Manager benefits in portfolio construction
Investor perspectives on asset allocation given current market
Funding impact through ESG
How wealth channel can learn from institutional investors
Key Canadian regulatory highlights

Join us for networking and a social afterwards!

REGISTER HERE

EMex Americas: The Emerging Manager Exchange
2023-10-11 08:30 - 17:30 | Grant Thornton Office, 757 3rd Ave New York, New York, NY, 10017, United States
Network with allocators, emerging managers and service providers at the definitive forum for the next generation of top performing fund managers in the Americas.
Go directly to the link below for a 20% VIP discount.

AIMA Toronto Global Investor Forum 2023
2023-10-12 08:00 - 2023-10-13 13:00 | Quebec
Mark your calendars! The AIMA Global Investor Forum 2023 will once again be held at the Ritz-Carlton, Toronto on October 12-13. Delegates can lock in their registration at 2022 early bird rates now.
REGISTER HERE

The challenges of cybersecurity lunch
2023-11-08 12:00 - 14:00 | Club St-James, 1145 Avenue Union, Montreal, Quebec, H3B 3C2, Canada
Increase your knowledge of financial asset protection and talk to your peers and cybersecurity experts gain knowledge to strengthen financial asset protection and maintain customer confidence. Agenda Introduction and background for EMC members Presentations by CGI on cybersecurity threats and best practices Case studies on recent cyberattacks and their financial impact Roundtable discussion with various industry stakeholders

You’ll have the opportunity to:

Hear experts explain threats and best practices in cybersecurity.
Discover case studies of recent cyberattacks and their financial impact.
Listen to a round-table discussion bringing together various industry stakeholders.

Please note that the content of this dinner-conference will be included in the next Cap Intro program.
It is open to non-members at a cost of $50.

COST: 50$

NO MEMBER REGISTER HERE

PMAC 2023 National Conference
2023-11-14 08:00 - 18:00 | Fairmont Royal York Hotel, 100 Front St W, Toronto, Ontario, Canada
The National Conference is PMAC’s most highly anticipated event of the year. The agenda will includes an exceptional line-up of world-class thought leaders who will address key global issues and timely topics impacting professionals in the industry.

EMB -AIMA Holiday Cocktail
2023-11-28 17:00 - 22:00 | BMO Nesbitt Burns, BMO Nesbitt Burns Inc. 100 King St. West, 68th Floor, Strathcona Room, Toronto, Ontario, M5X 1A9, Canada
EMB and AIMA Canada is pleased to invite you to our annual holiday social as we celebrate the season and our collective milestones with industry peers.

REGISTER HERE

PMAC 4th Annual Annual Anti-Money Laundering and Anti-Terrorist Financing Training
2023-11-29 12:30 - 14:00 | Quebec
Virtual | 2023 AML Training Session

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.
Note that CCOs will be responsible for documenting employees have received training. PMAC will provide an attestation document for your use.

Date: Wednesday, November 29, 2023
Time:

English Session: 12:30 PM – 2:00 PM ET | 9:30 AM – 11:000 AM PT
Presented by AUM Law

Location: Zoom Webinar
Price:

EMB Members: $55+tax per person

REGISTER HERE
