AIMA alternative insights & social in Vancouver
2023-09-26 15:30 - 18:00 (America/Toronto) | 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
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
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

EMB Montreal Holiday Cocktail
2023-12-06 17:00 - 19:00 | Fasken Montreal, 800, rue du Square-Victoria, bureau 3500, Montreal, Quebec, H4Z 1E9, Canada
To thank you for your support and confidence, the CGE, in collaboration with AIMA Canada, invites you to their Holiday Cocktail Party, to be held on December 6 in Montreal (at the Fasken offices).
REGISTER HERE

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🧑‍🎄 2023 Montreal Holiday Cocktail RSVP Form - Formulaire de Réservation

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CGE-EMB 2024 ELECTIONS OF THE BOARD
2024-01-23 16:00 - 16:30
You are invited to the next Assembly of CGE-EMB, which will be held on January 23 from 4 p.m. to 4:30 p.m on our Zoom platform.
As per our regular annual process, the CGE-EMB will seek to fill the available places on its Board of Directors.
The members of the Board of Directors are elected for a renewable two-year term.
Date : January 23, 2024
Time : 4:00 PM
Virtual platform: Zoom
Please confirm your attendance by following the link below.
REGISTER HERE

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Formulaire de Réservation Élections 2024 - 2024 Elections RSVP Form

Vous serez présent aux Élections du CGE, veuillez remplir les champs suivants. You will be attending the next EMB's Elections, please fill up the fields below.

Votre Nom (Your Name)

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2024 ARASQ Forecast Dinner – Montreal
2024-02-01 17:00 - 21:30 | Palais des Congrès, 001 Place Jean-Paul-Riopelle, Montreal, Quebec, H2Z 1H5, Canada
What does 2024 hold in store? Will the effect of rate hikes send us into recession? What impact will geopolitical tensions have on the global economy? Inflation, layoffs, the cost of debt, real estate, monetary policies, the US presidential election, wars: these are just some of the hot topics that will mark the coming year.
(event in French)

REGISTER HERE

Pritchard Network lunch
2024-02-07 12:00 - 19:00 | Club St-James, 1145 Avenue Union, Montreal, Quebec, H3B 3C2, Canada
You’re cordially invited to join us for lunch – or happy hour – focused primarily on investment opportunities in the U.S. and Canadian hedge fund industry. We’ve hand-picked a few unique asset managers from across Canada & the U.S. to present their funds.
WHEN: Wednesday, February 7, 2024
OPTIONS: -Lunch (12 noon-2 p.m.) OR -Cocktail (5 p.m.-7 p.m.)
COST: Free, registration required
WHERE: Club Saint-James, 1145, avenue Union, Montréal
REGISTRATION AND INFORMATION
Scott Pritchard: President, Reseau Pritchard Network Inc.
scottpri@uniserve.com

514-594-6848

17th Annual Emerging Manager & MWBE Conference
2024-02-16 08:00 - 17:00 | Albany Capital Center 55 Eagle Street, Albany, NY 12207
The Emerging Manager Program of the New York State Common Retirement Fund (the Fund) invests with emerging managers directly, or with the assistance of managers of managers or program partners, in separately managed accounts or commingled funds. Program partners assist in the timely deployment of capital, perform due diligence and recommend managers to participate in the program. Each year, the Fund also seeks to graduate emerging managers to be mature direct investments by the Fund. More than 20 emerging managers have graduated from the Emerging Manager Program.
Friday, February 16, 2024, in Albany, New York. Registration opens in December.

TRS/ERS Emerging Manager Conference
2024-02-28 08:00 - 17:00
Mark your calendars for the TRS/ERS Emerging Manager Conference
set for Wednesday, February 28, 2024.
The event will be virtual.
The Teacher Retirement of Texas (TRS) and Employees Retirement System of Texas (ERS) will host the 19th annual Emerging Manager Conference. Traditionally hosted in Austin, TX, the Emerging Manager Conference will be brought to you virtually for 2024. TRS and ERS are globally recognized institutional asset managers with combined assets under management of more than $230 billion.

Callan Connects
2024-03-26 08:00 - 17:00
In 2010, Callan Connects is the first-of-its-kind program developed by an investment consultant to engage emerging managers and diverse-, women-, and disabled-owned (DWDO) firms. It all started with the founder Ed Callan, who laid the groundwork in the early 1990s. Ever since, expanding the universe of diverse and emerging managers has been a part of their unique manager search process.

Each quarter, they meet with diverse and emerging managers to get to know your firm’s organizational structure, staff, investment process, and resulting performance. Hosted by Lauren Mathias, the Callan Connects sessions feature one-on-one meetings with Callan professionals.

Register for our next Callan Connects session on Marsh 26

PMAC- 2024 Cybersecurity Webinar
2024-04-04 11:30 - 13:00
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:

Moderator/Panelist: Jonathan Weekes, Cyber Practice Leader – Hub International Ontario Limited
Panelist: Daanish Samadmoten, Partner – Fasken Martineau Dumoulin LLP
Panelist: Cassandra Long, Cyber Underwriting Specialist – AIG Canada

Date: Thursday, April 4, 2024
Time: 11:30 AM ET – 1:00 PM ET | 9:30 AM – 11:00 AM PT
Location: virtually, via Zoom
Cost for EMB member: free

Mastermind: The art of choosing the right vehicle to market your products
2024-04-09 16:30 - 19:00 | FASKEN MONTRÉAL, 800, rue du Square-Victoria, bureau 3500, Montreal, QC, Canada
Selecting the right vehicle to help potential clients invest easily in your funds can have a significant impact on the growth of your assets. Remove the obstacles and demystify the pros and cons of each vehicle with four experts: Jean-Philippe Cadieux, Vice-President, Governance at National Bank Investments, Eric Blondeau, Partner at Fasken, Élise Renaud, Partner at Fasken, and Pierre McMaster, CEO of Azzilon.
Schedule
Start time: 4:30 pm
Conference: 4:45pm to 5:30pm
Cocktail and networking event: 5:30 pm to 7pm
REGISTER HERE

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Formulaire de réservation - Présentation choisir son véhicule de commercialisation Montreal PRESENTATION - RSVP Form

I will participate: / Je vais participer:pick one!Virtually/ Virtuelle In-person / Je serai là

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2024 Canadian Alternative Investment Forum
2024-04-18 08:30 - 17:00 | Vantage Venues, 150 King St W, Toronto, Ontario, M5H 1J9, Canada
The 13th Canadian Alternative Investment Forum will be held in Toronto on Thursday, April 18, 2024. CAIF sells out each year; don’t miss out on the alternative investment industry’s must-attend event at Vantage Venues’ newly renovated space. Join UHNW individuals, family offices and other active allocators as well as fellow industry professionals for this full day of education and networking. Agenda topics and the speaker list are being finalized and early bird registration will open in December.

PMAC-Compliance Networking Luncheon
2024-04-18 11:30 - 13:45 | Calgary Petroleum Club, 5 Ave SW, Calgary, Alberta, T2P 0L5, Canada
Are you confused by recent CSA guidance or comments received during compliance reviews? Is your firm trying to balance growing your client assets while implementing new compliance requirements?

Join us for an interactive lunch with industry peers where Don Campbell, Managing Partner with Canadian Compliance & Regulatory Law will answer your questions. PMAC’s General Counsel, Victoria Paris will join Don in the discussion and moderate the Q&A.
The discussion will include common compliance deficiencies and questions arising from joint CSA/CIRO Staff Notice 31-363 Client Focused Reforms: Review of Registrants’ Conflicts of Interest Practices and Additional Guidance as well as the current KYP, KYC, Suitability sweeps, and other hot topics! Register today and submit your questions in advance. All questions will be asked on a no-names basis.
EMB Member : $75+GST

Conference & Cocktail Event: The tips and secrets of due diligence processes
2024-05-08 16:30 - 19:00
For many emerging managers, due diligence processes from pension plans and consultants are a challenge. Understanding the ins and outs of this essential practice can be complex. Experts for whom these processes hold no secrets will share their expertise and highlight the best practices to ensure success. They will also offer valuable advice on common pitfalls to avoid.

Date: May 8, 2024
Time: 4:30 pm to 7 pm
Location: Fasken Toronto (Bay Adelaide Centre, 333 Bay St., Suite 2400).
REGISTER HERE

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Ontario The secrets of due diligence panel & cocktail // RSVP Form - Formulaire de Réservation

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Alpha CCO Compliance Conference
2024-05-14 17:00 - 19:00 | Fairmont The Queen Elizabeth, 900 René-Lévesque Blvd W,, Montreal, Quebec, H3B 4A5, Canada
Join professionals from the portfolio management and investment fund industries as they address the challenges of digital transformation and compliance change management. Key lectures will be given by seasoned experts.
EVENT DETAILS
Tuesday, May 14, 2024
5 pm to 7 pm
Fairmont The Queen Elizabeth
Free for members

REGISTER HERE

PMAC- Regulatory & Compliance Forum
2024-05-16 08:00 - 18:00 | Rosewood Hotel Georgia, 801 W Georgia St, Vancouver, BC, V6C 2E5, Canada
The Vancouver 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. You and your colleagues will receive insights, highlights, and tactical guidance on current issues and industry developments impacting compliance and legal professionals. Participate in practical discussions and have your compliance-related questions answered to meet the challenges of the post-pandemic transition. Speakers and sessions will be announced shortly.

PMAC- Vancouver, BC, Regulatory & Compliance Forum
2024-05-16 08:00 - 18:00 | Rosewood Hotel Georgia, 801 W Georgia St, Vancouver, BC, V6C 2E5, Canada
The Vancouver 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. You and your colleagues will receive insights, highlights, and tactical guidance on current issues and industry developments impacting compliance and legal professionals. Participate in practical discussions and have your compliance-related questions answered to meet the challenges of the post-pandemic transition. Speakers and sessions will be announced shortly.
Event Details

Date: May 16, 2024
Time: 8:00 AM to 6:00 PM PT

Registration Opens 8:00 AM
Sessions: 9:00 AM – 4:30 PM
Networking Reception: 4:30 PM

Location: Rosewood Hotel Georgia, 801 W Georgia St, Vancouver, BC
Cost:

EMB Members 1st Attendee: $425+ tax; Additional Attendees: $345+ tax

REGISTER HERE

General Assembly & Cocktail Event
2024-05-23 16:00 - 19:00 | Musee McCord, Musée McCord, 690 Sherbrooke Ouest, Montreal, Quebec, H3A 1E9, Canada
Don’t miss our next annual General Assembly and our traditional spring cocktail event. A not-to-be-missed opportunity to get the latest information on EMB and network with your peers. As usual, a photographer will be on hand!
Photos: 4pm to 5pm
Assembly: 16:45pm to 5pm
Cocktail event: 5pm to 7pm
REGISTER HERE

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Formulaire de réservation - AGA et Cocktail Annuel Montreal PRESENTATION - RSVP Form

I'm a ... Je suis...pick one!Member/ MembreSponsor/CommanditaireGuest/ InvitéMedia/ Media

SVP, veuillez remplir les champs suivants. Please fill up the fields below.

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AIMA Creative disruption in marketing alternative investments
2024-05-29 11:00 - 12:00
Hear the latest creative disruption in marketing and how you can both elevate your brand while closing the educational gap with investors through your firm’s messaging through various marketing channels.
Angry Butterfly’s Graham Candy, Partner & Chief Strategy Officer, has over a decade of marketing and research experience, having led insights and strategy at two 100+ person agencies. Graham found his way into advertising after doing his PhD studies at the University of Toronto in Cultural Anthropology. His research focus was on understanding how culture and technology come together to change human experiences, looking specifically at social media and the emergence of online vigilantes. His PhD studies built on his Masters work where he developed new models for how people build networks of trust through online games.
After leaving the world of academia, Graham spent several years at a research consultancy firm working in the CPG and Pharmaceutical categories. There he lead research projects ranging from local focus groups to international (USA, Brazil, Russia, China), multi-staged discovery and positioning work. From research Graham transitioned to agency side, where he developed teams of brand planners, social and influencer specialists, as well as communications planning teams to develop strategy for clients such as Porsche, TD Bank, Dairy Farmers of Canada, Co-operators, IKEA, etc.
REGISTER HERE

PMAC Toronto Regulatory & Compliance Forum
2024-06-05 08:00 - 18:00 | Toronto Region Board of Trade, Toronto Region Board of Trade, First Canadian Place, 77 Adelaide Street West, Toronto, Ontario, M5E 1W7, 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. You and your colleagues will receive insights, highlights, and tactical guidance on current issues and industry developments impacting compliance and legal professionals. Participate in practical discussions and have your compliance-related questions answered to meet the challenges of the post-pandemic transition. Speakers and sessions will be announced shortly.
Event Details

Date: June 5, 2024
Time: 8:00 AM to 6:00 PM ET

Registration Opens 8:00 AM
Sessions: 9:00 AM – 4:30 PM
Networking Reception: 4:30 PM

Location: Toronto Region Board of Trade, Lennox Hall, 77 Adelaide Street West, Toronto, ON
Cost:

EMB Members : 1st Attendee: $425+ tax; Additional Attendees: $345+ tax

REGISTER HERE

AIMA Montreal Alternative Investment Forum
2024-06-13 08:15 - 14:00 | Club St-James, 1145 Avenue Union, Montreal, Quebec, H3B 3C2, Canada
This annual flagship AIMA Montreal Alternative Investment Forum discusses current trends impacting hedge funds, liquid alternatives, private credit, private equity and more.

Event information

Date: 13 June 2024
Time: 8:15AM – 2:00PM
Event timezone: Montreal
Where: Club Saint-James, 1145 Union Ave, Montreal, Quebec

REGISTER HERE

2024 EMB & AIMA Canada Industry Summer Social
2024-07-18 17:00 - 19:00 | 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 18, for some networking and delightful discussion with your fellow industry peers.
We looking forward to seeing everyone in-person to celebrate the summer season!
REGISTER HERE

2024 Mechoui BBQ
2024-08-22 16:30 - 22:30
REGISTER HERE

The Montreal Regulatory & Compliance Forum
2024-09-19 08:00 - 18:00 | Club St-James, 1145 Avenue Union, Montreal, QC, H3B 3C2, 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. You and your colleagues will receive insights, highlights, and tactical guidance on current issues and industry developments impacting compliance and legal professionals. Participate in practical discussions and have your compliance-related questions answered to meet the challenges of the post-pandemic transition.

Learn from leading experts and hear from your peers on how to approach critical privacy issues, including the collection, use and storage of personal information for both clients and employees. Panelists will discuss considerations and best practices for complying with your obligations under Québec’s privacy legislation, other relevant provincial statutes and PIPEDA.
The Forum will take place in French and in English
Saint James Club of Montreal
Thursday, September 19
REGISTER HERE
