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DTSTART;TZID=America/Toronto:20230530T080000
DTEND;TZID=America/Toronto:20230531T170000
DTSTAMP:20260404T074256
CREATED:20230525T144148Z
LAST-MODIFIED:20230525T160240Z
UID:25287-1685433600-1685552400@emergingmanagers.ca
SUMMARY:2023 Sustainable Finance Summit
DESCRIPTION: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. \n\n\n\nActivities and conferences are planned on the sidelines of the Summit during Sustainable Finance Week\, an initiative of Finance Montréal (29 May – 2 June 2023) \n\n\n\nThis 3rd edition of the Sustainable Finance Summit is presented by Fondaction.
URL:https://emergingmanagers.ca/calendar-event/25287/
LOCATION:Studio-Théâtre des Grands Ballets\, Édifice Wilder 1435 \, Rue de Bleury\, Montreal\, H3A 2H7\, Canada
ATTACH;FMTTYPE=image/png:https://emergingmanagers.ca/wp-content/uploads/2023/05/Visuel-general-crop-EN.png
ORGANIZER;CN="Finance%20Montr%C3%A9al":MAILTO:info@finance-montreal.com
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DTSTART;TZID=America/Toronto:20230518T170000
DTEND;TZID=America/Toronto:20230518T200000
DTSTAMP:20260404T074256
CREATED:20230323T183648Z
LAST-MODIFIED:20230419T111459Z
UID:24836-1684429200-1684440000@emergingmanagers.ca
SUMMARY:Montreal Annual Cocktail
DESCRIPTION:Don’t miss our traditional spring cocktail event. \n\n\n\nA 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!
URL:https://emergingmanagers.ca/calendar-event/montreal-annual-cocktail/
LOCATION:Musée Mc Cord\, 690 Sherbrooke Ouest\, Montreal\, Canada
ATTACH;FMTTYPE=image/png:https://emergingmanagers.ca/wp-content/uploads/2023/04/EMB-spring-cocktail-event.png
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DTSTART;TZID=America/Toronto:20230518T163000
DTEND;TZID=America/Toronto:20230518T170000
DTSTAMP:20260404T074256
CREATED:20230417T221831Z
LAST-MODIFIED:20230419T111934Z
UID:24955-1684427400-1684429200@emergingmanagers.ca
SUMMARY:General Assembly
DESCRIPTION:Don’t miss the next Annual General Assembly of members and our traditional spring cocktail event. Your presence at the assembly is important! \n\n\n\nGeneral Assembly: 4:30 PM to 5 PM \n\n\n\nCocktail event: Starting at 5 PM \n\n\n\nA 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!
URL:https://emergingmanagers.ca/calendar-event/general-assembly/
LOCATION:Musée Mc Cord\, 690 Sherbrooke Ouest\, Montreal\, Canada
ATTACH;FMTTYPE=image/png:https://emergingmanagers.ca/wp-content/uploads/2023/04/EMB-AGA-cocktail.png
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DTSTART;TZID=America/Toronto:20230406T163000
DTEND;TZID=America/Toronto:20230406T193000
DTSTAMP:20260404T074256
CREATED:20230228T134819Z
LAST-MODIFIED:20230228T134821Z
UID:24685-1680798600-1680809400@emergingmanagers.ca
SUMMARY:Business Development Live Training
DESCRIPTION: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. \n\n\n\nIn this session you’ll learn: \n\n\n\n\nHow to focus on what matters most\n\n\n\nWho to call on emails\, cold calls and roadshows\n\n\n\nWhat to say and get to know your audience\n\n\n\nHow to create a killer follow-up system
URL:https://emergingmanagers.ca/calendar-event/business-development-live-training/
LOCATION:Stratus Restaurant\, TD South Tower\, 79 Wellington St W tower 36th floor\, Toronto\, Ontario\, M5K 1J5\, Canada
ATTACH;FMTTYPE=image/png:https://emergingmanagers.ca/wp-content/uploads/2023/02/Capture-decran-le-2023-02-28-a-08.16.42.png
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DTSTART;TZID=America/Toronto:20230330T130000
DTEND;TZID=America/Toronto:20230330T143000
DTSTAMP:20260404T074256
CREATED:20230323T185151Z
LAST-MODIFIED:20230323T185411Z
UID:24838-1680181200-1680186600@emergingmanagers.ca
SUMMARY:PMAC Webinar: 2023 Cybersecurity Update
DESCRIPTION: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. \n\n\n\n\nCommon cyber threats\n\n\n\nDefense tactics\n\n\n\nCase studies of cyber breach management\n\n\n\nInsurance & regulatory considerations\n\n\n\nQ&A\n\n\n\n\nOur speakers includes: \n\n\n\n\nErin Flett\, Vice President Cyber & Professional liability | Chubb Canada\n\n\n\nIra Nishisato\, Partner | Borden Ladner Gervais LLP\n\n\n\nJonathan Weekes\, Senior Vice-President\, Complex Risks | Hub International\n\n\n\n\nPMAC Member or Affiliate: Complimentary \n\n\n\nVirtual event
URL:https://emergingmanagers.ca/calendar-event/pmac-webinar-2023-cybersecurity-update/
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DTSTART;TZID=America/Toronto:20230223T110000
DTEND;TZID=America/Toronto:20230223T120000
DTSTAMP:20260404T074256
CREATED:20230202T132007Z
LAST-MODIFIED:20230207T202725Z
UID:24603-1677150000-1677153600@emergingmanagers.ca
SUMMARY:MASTERMIND WEBINAR ABOUT AI IN ASSET MANAGEMENT
DESCRIPTION:How “Knowing Thyself” Leads to Alpha Generation \n\n\n\nArtificial intelligence is transforming the way that asset managers do research\, but what happens when it’s used to look at portfolio managers’ own behavior? \n\n\n\nJoin 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. \n\n\n\nIn this session\, you’ll learn: \n\n\n\n\nWhy a data-driven feedback loop on investment decision-making is a competitive advantage\, for those who use it\n\n\n\nWhich alpha generating and alpha destroying behaviors are most common amongst equity fund managers\n\n\n\nSimple tips for building bias-mitigation into your investment process\, without spending a dime\n\n\n\n\nSpeaker: \n\n\n\nClare 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).
URL:https://emergingmanagers.ca/calendar-event/mastermind-webinar-about-ai-in-asset-management/
LOCATION:ONLINE EVENT
ATTACH;FMTTYPE=image/png:https://emergingmanagers.ca/wp-content/uploads/2023/02/Visuel-Mastermind-AI-Clare.png
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DTSTART;TZID=America/Toronto:20230222T080000
DTEND;TZID=America/Toronto:20230222T170000
DTSTAMP:20260404T074256
CREATED:20230112T163604Z
LAST-MODIFIED:20230112T170805Z
UID:24541-1677052800-1677085200@emergingmanagers.ca
SUMMARY:2023 TRS / ERS Emerging Manager Conference
DESCRIPTION:Mark your calendars for the TRS / ERS Emerging Manager Conferenceset for Wednesday\, February 22\, 2023. The event will be virtual.More details coming soon.
URL:https://emergingmanagers.ca/calendar-event/24541/
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DTSTART;TZID=America/Toronto:20230217T100000
DTEND;TZID=America/Toronto:20230217T160000
DTSTAMP:20260404T074256
CREATED:20230112T163015Z
LAST-MODIFIED:20230202T214603Z
UID:24531-1676628000-1676649600@emergingmanagers.ca
SUMMARY:16th Annual Emerging Manager & MWBE Conference
DESCRIPTION: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. \n\n\n\nSmall 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. \n\n\n\nConference attendees will learn about: \n\n\n\n\nThe Fund’s selection and onboarding process of investment managers;\n\n\n\nCurrent areas of the Fund’s investment focus; and\n\n\n\nCommon attributes of successfully on-boarded asset management operations.
URL:https://emergingmanagers.ca/calendar-event/16th-annual-emerging-manager-mwbe-conference/
LOCATION:Albany Capital Center 55 Eagle Street\, Albany\, NY 12207
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DTSTART;TZID=America/Toronto:20221215T170000
DTEND;TZID=America/Toronto:20221215T200000
DTSTAMP:20260404T074256
CREATED:20221031T214810Z
LAST-MODIFIED:20221209T135221Z
UID:24193-1671123600-1671134400@emergingmanagers.ca
SUMMARY:EMB HOLIDAY COCKTAIL
DESCRIPTION:
URL:https://emergingmanagers.ca/calendar-event/emb-christmas-cocktail/
LOCATION:Fasken Montreal\, 800\, rue du Square-Victoria\, bureau 3500\, Montreal\, Quebec\, H4Z 1E9\, Canada
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DTSTART;TZID=America/Toronto:20221206T130000
DTEND;TZID=America/Toronto:20221206T143000
DTSTAMP:20260404T074256
CREATED:20221123T140848Z
LAST-MODIFIED:20221123T140905Z
UID:24354-1670331600-1670337000@emergingmanagers.ca
SUMMARY:PMAC 2022 Anti-Money Laundering and Anti-Terrorist Financing Training Session
DESCRIPTION: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. \n\n\n\n\n\n\n\nChris 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. \n\n\n\nThe 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.
URL:https://emergingmanagers.ca/calendar-event/pmac-2022-anti-money-laundering-and-anti-terrorist-financing-training-session/
LOCATION:ZOOM Webinar
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DTSTART;TZID=America/Toronto:20221109T080000
DTEND;TZID=America/Toronto:20221109T140000
DTSTAMP:20260404T074256
CREATED:20220218T221817Z
LAST-MODIFIED:20221005T144839Z
UID:22428-1667980800-1668002400@emergingmanagers.ca
SUMMARY:2022 CAP INTRO
DESCRIPTION:Register here
URL:https://emergingmanagers.ca/calendar-event/2022-cap-intro/
LOCATION:Club St-James\, 1145 Avenue Union\, Montreal\, QC\, H3B 3C2\, Canada
ATTACH;FMTTYPE=image/png:https://emergingmanagers.ca/wp-content/uploads/2022/09/Bannière-Cap-Intro-1.png
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DTSTART;TZID=America/Toronto:20221011T160000
DTEND;TZID=America/Toronto:20221011T190000
DTSTAMP:20260404T074256
CREATED:20220909T145134Z
LAST-MODIFIED:20220916T144837Z
UID:23837-1665504000-1665514800@emergingmanagers.ca
SUMMARY:3-in-1 Event in collaboration with BMO Capital Markets
DESCRIPTION:In collaboration with BMO\, the EMB is presenting a three-part conference: \n\n\n\n4:00 a workshop to help you prepare for the November 9 Cap Intro\, \n\n\n\n4:30 a training session on liquid alternatives\, and \n\n\n\n5:00 a networking cocktail.
URL:https://emergingmanagers.ca/calendar-event/emb-bmo-cap-intro-preparation/
LOCATION:Fasken Montreal\, 800\, rue du Square-Victoria\, bureau 3500\, Montreal\, Quebec\, H4Z 1E9\, Canada
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DTSTART;TZID=America/Toronto:20220825T173000
DTEND;TZID=America/Toronto:20220825T203000
DTSTAMP:20260404T074256
CREATED:20220706T190305Z
LAST-MODIFIED:20220712T154341Z
UID:23414-1661448600-1661459400@emergingmanagers.ca
SUMMARY:Mechoui
DESCRIPTION: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. \n\n\n\nREGISTER HERE
URL:https://emergingmanagers.ca/calendar-event/mechoui/
LOCATION:Pavillon de la Toundra\, 1 Circuit Gilles Villeneuve\, Montreal
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DTSTART;TZID=America/Toronto:20220728T173000
DTEND;TZID=America/Toronto:20220728T203000
DTSTAMP:20260404T074256
CREATED:20220622T184839Z
LAST-MODIFIED:20220708T123654Z
UID:23350-1659029400-1659040200@emergingmanagers.ca
SUMMARY:EMB-AIMA Canada Summer Social 2022
DESCRIPTION: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. \n\n\n\n\n\n\n\nWe looking forward to seeing everyone in-person to celebrate the summer season! \n\n\n\nTo register
URL:https://emergingmanagers.ca/calendar-event/emb-aima-canada-summer-social-2022/
LOCATION:Chef’s Hall in Toronto\, 111 Richmond St W\, Toronto\, Ontario\, M5H 2G4\, Canada
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DTSTART;TZID=America/Toronto:20220526T173000
DTEND;TZID=America/Toronto:20220526T200000
DTSTAMP:20260404T074256
CREATED:20220504T211809Z
LAST-MODIFIED:20220504T211812Z
UID:22867-1653586200-1653595200@emergingmanagers.ca
SUMMARY:CGE-EMB Annual Cocktail
DESCRIPTION:
URL:https://emergingmanagers.ca/calendar-event/cge-emb-annual-cocktail/
LOCATION:Le Windsor Salles de bal – Ballrooms\, 1170\, rue Peel\, bureau 110\, Montreal\, H3B 4P2\, Canada
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DTSTART;TZID=America/Toronto:20220526T170000
DTEND;TZID=America/Toronto:20220526T200000
DTSTAMP:20260404T074256
CREATED:20220218T221246Z
LAST-MODIFIED:20220505T181047Z
UID:22419-1653584400-1653595200@emergingmanagers.ca
SUMMARY:Annual general assembly & cocktail
DESCRIPTION:Please note that the general assembly of the EMB will be taking place at 4:45 pm at Windsor (same location as the cocktail). \n\n\n\nIt 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. \n\n\n\nThe event will take place at the date\, time and location below: \n\n\n\nWhen: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)
URL:https://emergingmanagers.ca/calendar-event/annual-general-assembly-cocktail/
LOCATION:Le Windsor Salles de bal – Ballrooms\, 1170\, rue Peel\, bureau 110\, Montreal\, Quebec\, H3B 4P2\, Canada
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DTSTART;TZID=America/Toronto:20220429T110000
DTEND;TZID=America/Toronto:20220429T120000
DTSTAMP:20260404T074256
CREATED:20220425T123855Z
LAST-MODIFIED:20220425T123857Z
UID:22804-1651230000-1651233600@emergingmanagers.ca
SUMMARY:Elevate your Brand Strategy to Increase & Retain Clients
DESCRIPTION:A joint event with AIMA Canada \n\n\n\nDone 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\n\n\n\nREGISTER HERE
URL:https://emergingmanagers.ca/calendar-event/elevate-your-brand-strategy-to-increase-retain-clients/
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DTSTART;TZID=America/Toronto:20220323T120000
DTEND;TZID=America/Toronto:20220323T130000
DTSTAMP:20260404T074256
CREATED:20220218T220221Z
LAST-MODIFIED:20220301T202716Z
UID:22411-1648036800-1648040400@emergingmanagers.ca
SUMMARY:ESG and Sustainable Investing Best Practices
DESCRIPTION:Schedule \n\n\n\n12:00PM-12:05PM – Welcome Session to allow folks to join online \n\n\n\n12:05PM-12:30PM -Presentation by our Guest Speaker : \n\n\nAmr Addas\, MBA \nSustainable Investing Consultant and Adjunct Professor\, Concordia University \n\n\n12:30PM-12:50PM – Breakout Rooms in groups of 6-10ppl depending \n\n\n\n12:50PM-1:00PM – Recap and Debrief
URL:https://emergingmanagers.ca/calendar-event/e-s-g-and-sustainable-investing-best-practices/
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DTSTART;TZID=America/Toronto:20220201T120000
DTEND;TZID=America/Toronto:20220201T133000
DTSTAMP:20260404T074256
CREATED:20220117T173529Z
LAST-MODIFIED:20220125T153340Z
UID:21425-1643716800-1643722200@emergingmanagers.ca
SUMMARY:Databases - How and Why?
DESCRIPTION:Databases- Peer entrepreneur reviews inside story\, which is worth it and why? \nYou 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. \n\nWe would also hold the elections for the E.M.B. Board of Directors right after. \n\n\n\n\n\n\n\n\n\n\nWhen: 01 February 2022\, 12:00PM-12:45PM EST. \nWhere: Online! \nTime (EST): \n\n12:00PM – 12:30PM: eVestment Info Session: Presentation by Jarren Ware on eVestment’s database and best practices for emerging managers \n\n\n12:30PM – 12:45PM: Questions and Answers \n\n\n13:00PM- Emerging Manger Board Elections to be submitted online \nFill the form to register\n\n\n\n\n\n\n\n\n\n\n\n""\n \n \n 1\n \n \n \n \n \n \n \n \n \n \n \n \n \n Formulaire de réservation - Présentation eVESTMENT - 2022 eVESTMENT PRESENTATION - RSVP Form\n \n \n 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. \n \n \n Votre Nom (Your Name)\n \n \n Entreprise (Firm)\n \n \n Courriel (Email)\n \n \n Numéro de Téléphone (Phone Number)\n \n \n Invité 1 (Guest 1)\n \n \n Entreprise (Firm)\n \n \n courriel (Email)\n \n \n Invité 2 (Guest 2)\n \n \n Entreprise (Firm)\n \n \n courriel (Email)\n \n \n Invité 3 (Guest 3)\n \n \n Entreprise (Firm)\n \n \n courriel (Email)\n \n \n Commentaires\, instructions (Comments\, instructions)0 / \n \n \n Soumettre (Submit)\n \n \n \n \n \n \n \n \n \n Previous\n Next
URL:https://emergingmanagers.ca/calendar-event/databases-how-and-why/
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DTSTART;TZID=America/Toronto:20211110T090000
DTEND;TZID=America/Toronto:20211110T120000
DTSTAMP:20260404T074256
CREATED:20210913T194044Z
LAST-MODIFIED:20220117T214336Z
UID:20717-1636534800-1636545600@emergingmanagers.ca
SUMMARY:2021 CAP INTRO
DESCRIPTION:2021 CAP INTRO\n \nEVENT DETAILS: \nDate: November 10th\, 2021 \nLocation: Online! \nFees: $100 per Emerging Manager Firm and FREE for Potential Allocators \n AGENDA: \n\n\n\nTime (EST)\nSession\n\n\n9:30AM – 10:30AM \n \n \n\n\nPanel Discussion : Adventures and Experiences of Emerging Managers– Aaron Stern\, CIO at Converium Capital \n–Amira Strasser\, CEO at Applied Research \n– Mathieu Boisvert\, CEO at Bastion Asset Mgmt. \n \n\n\n\n10:45AM – 12:15PM\n 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!\n\n\n\n \nRegister here
URL:https://emergingmanagers.ca/calendar-event/2021-cap-intro/
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DTSTART;TZID=America/Toronto:20211012T160000
DTEND;TZID=America/Toronto:20211012T170000
DTSTAMP:20260404T074256
CREATED:20210924T143620Z
LAST-MODIFIED:20220117T214414Z
UID:20777-1634054400-1634058000@emergingmanagers.ca
SUMMARY:Sales Pitch 3: How to speed date- Cap intro prep
DESCRIPTION:Sales Pitch 3: How to speed date- Cap intro prep \n\n\n Asset allocator do’s and don’ts (videos)\n What material to use for a 15-minute speed dating?\n How to structure a 15-minute pitch?\n\nGuest speaker:\n\nDaniel Marchand\, Senior Vice President\, Head of Investor Global Sales at Trez Capital\nDaniel 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. \nDate: October 12\, 2021\n\nTime: 4:00 pm\n\nLocation: Online A link will be sent to you before the event.\n\nCost: Free for our members\n\n \nTo participate\, please fill out this form: \n""\n \n \n 1\n \n \n \n \n \n \n \n \n \n \n \n \n \n Formulaire de Réservation PRE CAP INTRO - 2021 PRE CAP INTRO RSVP Form\n \n \n 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. \n \n \n Votre Nom (Your Name)\n \n \n Entreprise (Firm)\n \n \n Courriel (Email)\n \n \n Numéro de Téléphone (Phone Number)\n \n \n Invité 1 (Guest 1)\n \n \n Entreprise (Firm)\n \n \n courriel (Email)\n \n \n Invité 2 (Guest 2)\n \n \n Entreprise (Firm)\n \n \n courriel (Email)\n \n \n Invité 3 (Guest 3)\n \n \n Entreprise (Firm)\n \n \n courriel (Email)\n \n \n Commentaires\, instructions (Comments\, instructions)0 / \n \n \n Soumettre (Submit)\n \n \n \n \n \n \n \n \n \n Previous\n Next
URL:https://emergingmanagers.ca/calendar-event/sales-pitch-3-how-to-speed-date-cap-intro-prep/
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DTSTART;TZID=America/Toronto:20211006T120000
DTEND;TZID=America/Toronto:20211006T130000
DTSTAMP:20260404T074256
CREATED:20210923T144155Z
LAST-MODIFIED:20220117T214442Z
UID:20764-1633521600-1633525200@emergingmanagers.ca
SUMMARY:Sales pitch II : The elevator pitch and the mission statement
DESCRIPTION: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! \n\nDuring this event\, we will review the last sales presentation from 20 Aug 2021\, in case you have any questions from that meeting.\n\nFeatured Content:\n\n How to draft the Mission and Value Statements for your firm\n Why it’s so important\n How to write an Elevator Pitch\n Understand the fundamentals of communication and sales\n How to say more in less time \n The ingredients for a perfect “Elevator Pitch” \n\nSpeakers:\n\nJillian Bannister\, CEO and Co-founder\, Ext. Marketing Inc.\nAs 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. \nSebastian Cardarelli\, Vice-president\, Corporate development\nBefore 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. \nWhen: October 6\, 2021\, 12:00 p.m. \nWhere: On-line (a link will be provided a few days before the date of the event) \nCost: Free for our members \nExt. 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.\nFill the form to register \n""\n \n \n 1\n \n \n \n \n \n \n \n \n \n \n \n \n \n Formulaire de Réservation Atelier de vente II - 2021 Sales Workshop II RSVP Form\n \n \n 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. \n \n \n Votre Nom (Your Name)\n \n \n Entreprise (Firm)\n \n \n Courriel (Email)\n \n \n Numéro de Téléphone (Phone Number)\n \n \n Invité 1 (Guest 1)\n \n \n Entreprise (Firm)\n \n \n courriel (Email)\n \n \n Invité 2 (Guest 2)\n \n \n Entreprise (Firm)\n \n \n courriel (Email)\n \n \n Invité 3 (Guest 3)\n \n \n Entreprise (Firm)\n \n \n courriel (Email)\n \n \n Commentaires\, instructions (Comments\, instructions)0 / \n \n \n Soumettre (Submit)\n \n \n \n \n \n \n \n \n \n Previous\n Next\n \n \n\n \n\n \n\n
URL:https://emergingmanagers.ca/calendar-event/sales-pitch-ii-the-elevator-pitch-and-the-mission-statement/
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DTSTART;TZID=America/Toronto:20210915T113000
DTEND;TZID=America/Toronto:20210915T123000
DTSTAMP:20260404T074256
CREATED:20210901T182008Z
LAST-MODIFIED:20220117T214504Z
UID:20654-1631705400-1631709000@emergingmanagers.ca
SUMMARY:Welcome back EMB Mastermind
DESCRIPTION: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.\n\nPlease note that at this time both cohorts have been merged together. This will be addressed in the upcoming meeting.\n\nAgenda for meeting:\n\n \n\n Mastermind recap from last year\n\n\n\n\n Key Learnings\n Areas for Improvement\n\n\n \n\n Mastermind this year\n\n\n\n\n More managers\n Group size\n Moderator call out\n\n\n \n\n Upcoming EMB events\n\n\n\n\n Oct. 6th Sales training recap – Emerging Managers Board\n Oct. 20th Working on pitch and mission statement – Mastermind\n\nREGISTER: info@emergingmanagers.ca
URL:https://emergingmanagers.ca/calendar-event/welcome-back-emb-mastermind/
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DTSTART;TZID=America/Toronto:20210819T130000
DTEND;TZID=America/Toronto:20210819T150000
DTSTAMP:20260404T074256
CREATED:20210810T204103Z
LAST-MODIFIED:20220117T214513Z
UID:20559-1629378000-1629385200@emergingmanagers.ca
SUMMARY:DATA SCIENCE & AI SERIES
DESCRIPTION: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.\n\nThis 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.\n\nThe 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.\nEVENT DETAILS: \nThursday\, August 19\, 2021 \n1:00 PM – 3:00 PM EDT \n\nFree for all our members\nRegister here \nA virtual event to take place on Zoom. Registered attendees will be sent an event link prior to the event date.\n\nIf you have any questions\, please contact Maryam Idroos of AIMA Canada.\n\nTARGETED AUDIENCE:\n\nA 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.\nAGENDA: \nWelcoming note\n\n Claude Perron\, Emeritus Chairman\, Crystalline Management & Founder of FIAM\n William J. Kelly\, CEO\, CAIA Association\n\nModerator\n\n Aaron Filbeck\, Director of Content Development\, CAIA Association\n\nKeynote Presenter\n\n Geoffrey Horrell\, Global Head of Innovation and Labs\, London Stock Exchange Group\n\nRefinitiv’s survey: The Rise of Data Scientist\n\nPanelists\n\n Assif Khan\, Managing Director\, Head of Data Engineering at CPP Investment (CPPIB)\, San Francisco\n Francis Grégoire\, Senior Associate\, Fundamental Systematic Management team\, CDPQ\n Don Hejna\, Managing Partner of Stantum\, LLC\n Ruslan Goyenko\, Scientific Director\, Financial Innovations & Risk Management Labs (FIRM)
URL:https://emergingmanagers.ca/calendar-event/data-science-ai-series/
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DTSTART;TZID=America/Toronto:20210618T113000
DTEND;TZID=America/Toronto:20210618T123000
DTSTAMP:20260404T074256
CREATED:20210603T202028Z
LAST-MODIFIED:20220117T214516Z
UID:20298-1624015800-1624019400@emergingmanagers.ca
SUMMARY:Annual general assembly of members
DESCRIPTION: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.\n\nConforming to Health Safety Measures currently in place due to COVID-19\, the meeting will be held virtually.\n\nDuring the web presentation\, Members will be able to receive information\, ask questions and vote on the various motions set forward.\n\nTo attend\, you must register before noon\, on June 17\, 2021 by clicking on the button below.\n\n \n\nRegister\n\n \n\n
URL:https://emergingmanagers.ca/calendar-event/annual-general-assembly-of-members/
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DTSTART;TZID=America/Toronto:20210514T110000
DTEND;TZID=America/Toronto:20210514T123000
DTSTAMP:20260404T074256
CREATED:20210416T172430Z
LAST-MODIFIED:20220117T214519Z
UID:20192-1620990000-1620995400@emergingmanagers.ca
SUMMARY:EMB : Workshop Sales and networking in a virtual world.
DESCRIPTION:Workshop Sales pitch and networking in a virtual word.\n\nAre virtual networking activities useful?\n\n\nDo you know how to showcase yourself and make the most out of virtual events? \n\nCOVID-19 has disrupted how we’ve grown accustomed to doing business and is forcing us to communicate and sell using virtual tools \n\nThis interactive seminar will provide practical advice on capturing customers’ attention and how to stand out from the crowd. In short\, we will teach you how to sell faster and more efficiently. \n\nDuring the seminar you will learn to… \n\n Present yourself virtually \n Adapt to the “virtual sales pitch” \n Understand the fundamentals of communication and sales \n Master the conversational structure \n Say more in less time \n Be a pro-active conversationalist \n Understand the importance of good questions \n Use visual and virtual aids \n Participate in business networking\, including tips and tricks for success \n\n\nWhen: May 14\, 2021 11:00 a.m.\n\nWhere: On-line\n\n\n\n\nThe workshop will last approximately 1 hour\, followed by a question period. A document with a couple of tricks and the hardware (camera\, microphone\,…) you need to display the most professional image you can will also be distributed to all the participants. \n\n\n\n\nAfter the event\, for those interested to further improve their skills\, you can enroll in a one-hour private consultation with the consultant at a cost of $250.\nREGISTER \n""\n \n \n 1\n \n \n \n \n \n \n \n \n \n \n \n \n \n Formulaire de Réservation Atelier de vente 2021 - 2021 Sales Workshop RSVP Form\n \n \n 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. \n \n \n Votre Nom (Your Name)\n \n \n Entreprise (Firm)\n \n \n Courriel (Email)\n \n \n Numéro de Téléphone (Phone Number)\n \n \n Invité 1 (Guest 1)\n \n \n Entreprise (Firm)\n \n \n courriel (Email)\n \n \n Invité 2 (Guest 2)\n \n \n Entreprise (Firm)\n \n \n courriel (Email)\n \n \n Invité 3 (Guest 3)\n \n \n Entreprise (Firm)\n \n \n courriel (Email)\n \n \n Commentaires\, instructions (Comments\, instructions)0 / \n \n \n Soumettre (Submit)\n \n \n \n \n \n \n \n \n \n Previous\n Next
URL:https://emergingmanagers.ca/calendar-event/emb-workshop-sales-and-networking-in-a-virtual-world/
CATEGORIES:Other
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DTSTART;TZID=America/Toronto:20210330T100000
DTEND;TZID=America/Toronto:20210330T113000
DTSTAMP:20260404T074257
CREATED:20210315T203911Z
LAST-MODIFIED:20220117T214523Z
UID:19984-1617098400-1617103800@emergingmanagers.ca
SUMMARY:Webinaire «Montréal peut-elle devenir un centre d’excellence en IA/ML en finance et gestion d’actifs?»
DESCRIPTION:Contexte et Vision\nMontréal est reconnue mondialement pour son écosystème d’intelligence artificielle (IA)\, mais\, la plupart des projets de recherche et applications sont orientés vers des secteurs non financiers. Il y a donc une lacune – «a missing link» que le projet FIAM (Forum d’Investissement Alternatifs de Montréal) vise à combler.\n\nCe premier webinaire d’une série d’événements organisés par FIAM avec ses partenaires\, vise à recueillir commentaires et suggestions de gestionnaires de portefeuille\, de chercheurs\, scientistes de données\, d’entrepreneurs\, d’étudiants\, de fintech\, de dirigeants de fonds de pension\, et autres parties prenantes\, sur l’importance de combler ce vide. Ce qui permettrait de contribuer à la vision de FIAM de faire de Montréal un Centre d’Excellence reconnu au niveau Canadien et à l’international grâce à des affiliations / partenariats avec des organismes\, universités\, Instituts qui œuvrent dans le même espace.\n\nProgramme\nPartie 1 : tour de table – chacun panéliste présente comment la science des données (AI / ML) entre dans leur stratégie\, processus de gestion et/ou projets – défis\, succès et déception\nPartie 2 : Échange type “brainstorming” sur le thème central\, Est-ce important de combler ce vide? Que faire? Les Fintech ont-ils un rôle à jouer? Avons-nous le bassin de talents nécessaire? Quels devraient être les intervenants clés? Importance du maillage avec les universités etc…\nConférenciers\n– Claude Perron\, Président Émérite\, Gestion Cristallin et fondateur de FIAM\n– Carl Dussault\, PDG et fondateur\, Evovest\n– Jérémie Desgagné-Bouchard\, Associé et Directeur scientifique\, Evovest\n– Karl Gauvin\, Consultant en Gestion d’Actifs\n– Christian Felx\, Directeur\, Recherche et Investissement Responsable\, Desjardins\n– Jean-Marc Patenaude\, Président et VP Technologie\, Laplace Insights\n\nModérateur \n– Michael Albo\, PDG et fondateur\, Data Science Institute
URL:https://emergingmanagers.ca/calendar-event/webinaire-montreal-peut-elle-devenir-un-centre-dexcellence-en-ia-ml-en-finance-et-gestion-dactifs/
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DTSTART;TZID=America/Toronto:20201105T093000
DTEND;TZID=America/Toronto:20201105T130000
DTSTAMP:20260404T074257
CREATED:20200824T150344Z
LAST-MODIFIED:20220117T214529Z
UID:18831-1604568600-1604581200@emergingmanagers.ca
SUMMARY:5th Annual Emerging Manager Cap Intro Event – Montreal
DESCRIPTION:Montreal Virtual Cap Intro\n\nPlease note that the 5th Annual Emerging Manager Cap Intro Event will take place on November 5 \, 2020\, and be held as a virtual event. Details will follow soon\, but please put this date in your calendar so you will not miss it.\n\n\n\n\n\n \nregister here
URL:https://emergingmanagers.ca/calendar-event/5th-annual-emerging-manager-cap-intro-event-montreal/
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DTSTART;VALUE=DATE:20201006
DTEND;VALUE=DATE:20201008
DTSTAMP:20260404T074257
CREATED:20200909T154655Z
LAST-MODIFIED:20220117T214533Z
UID:18912-1601942400-1602115199@emergingmanagers.ca
SUMMARY:AIMA Global Investor Forum
DESCRIPTION:AIMA is marking our 30th anniversary with a virtual event that helps shape the next chapter of our industry while raising money for Help for Children. The AIMA Global Investor Forum\, taking place across the week of October 5\, 2020\, will connect investors and members from around the world in a single digital platform\,\n\n\n\ncomplete with discussions from the most influential allocators and a matchmaking solution to efficiently schedule 1-on-1 meetings with attendees over the course of the full week. The Forum is complete two days of thought leadership which includes over 25 of the most influential investors in the world including John McCormick\, Global Head of Hedge Fund Solutions at Blackstone Alternative Asset Management (BAAM) and Jo Taylor\, President & CEO at Ontario Teachers’ Pension Plan.\n\nDate: October 6-7\, 2020\n\nLink: https://www.aima.org/events/aima-global-investor-forum-2020.html\n\nTime:\n\n\n\nDay 1\n13.00 – 18.00 BST\n08:00 – 13:00 EDT\n\n\nDay 2\n08.00 – 11.30 BST\n15:00 – 18:30 HKT/CST/SGT\n\n\nDay 2\n14.10 – 18.30 BST\n09:10 – 13:30 EDT
URL:https://emergingmanagers.ca/calendar-event/aima-global-investor-forum/
CATEGORIES:Other
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DTSTART;TZID=America/Toronto:20200924T080000
DTEND;TZID=America/Toronto:20200924T170000
DTSTAMP:20260404T074257
CREATED:20191217T180326Z
LAST-MODIFIED:20220117T214537Z
UID:12795-1600934400-1600966800@emergingmanagers.ca
SUMMARY:PMAC Toronto Regulatory & Compliance Forum
DESCRIPTION: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.\n\nCheck back soon for the agenda!\n\nPMAC Member/EMB Members:\n\n Early-Bird Pricing (until March 31): $300 + HST\n Regular Pricing (after April 1): $375 + HST
URL:https://emergingmanagers.ca/calendar-event/pmac-toronto-regulatory-compliance-forum/
LOCATION:Toronto Region Board of Trade\, Toronto Region Board of Trade\, First Canadian Place\, 77 Adelaide Street West\, Toronto\, Ontario\, M5E 1W7\, Canada
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