Pitch Review EXT-Marketing / Elevator pitch
Cap Intro – BMO
Annual Cocktail
Méchoui CAASA-EMB BBQ
EMB Cocktails and Connections
Networking has been cited as the number one unwritten rule of success in business. Whom you know impacts what you know. The Emerging Managers’ Board Ontario chapter is pleased to host a Peer to Peer Introduction event. The format will allow each attending member to...Cap Intro – Montréal
Cocktail de décembre 2019 / 2019 December Cocktail
Vous êtes cordialement invité au cocktail des Fêtes du Conseil des gestionnaires en émergence en collaboration avec AIMA et BMO. Soyez des nôtres le jeudi 5 décembre dans les bureaux de Dentons au 1 PVM, suite 3900. You are cordially invited to the Emerging Management...ELECTIONS 2020
You are invited to the next Assembly of CGE-EMB, which will be held on February 5 from 5 p.m. to 7 p.m. at Fasken office. 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...13th Annual Emerging Manager & MWBE Conference
The Emerging Manager & MWBE Conference offers investment managers an opportunity to meet with staff from the New York State Common Retirement Fund (CRF) and program partners to learn: How the Common Retirement Fund selects investment partners. Areas the Fund...2020 Emerging Manager Conference-Texas
The Teacher Retirement System of Texas and Employees Retirement System of Texas welcome you to the 2020 Emerging Manager Conference in Austin, Texas. The conference will take place on Wednesday, Feb. 26. What to Expect The TRS and ERS Emerging Manager Conference is a...2020 Emerging Managers Board & BMO Capital Introduction
The Ontario chapter of the Emerging Managers Board is pleased to partner with BMO Capital Markets to invite you to the second annual Ontario Capital Introduction event. This event will facilitate connections among Family Offices, Institutions, Investors, and leading...PMAC Montreal Regulatory and Compliance Forum
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. Hear from the regulators, industry leaders, and experts who will discuss...2020 Emerging Managers Board’s Annual Cocktail
Come meet the next generation of talented local portfolio and fund management entrepreneurs and be part of our quest to make Canada a hub for emerging managers. Your participation will allow the emerging manager board to foster some relations with the financial...CGE-AIMA Canada Virtual Summer Social
Dear EMB member, The EMB is excited to announce the inclusion of virtual points of connection to assist our members in this challenging environment. In the coming weeks, you will receive select invitations along with project proposals that will allow you to stay in...EMB-FIAM virtual mechoui
In keeping with the objective and spirit of the annual “Mechoui” event, this year the event will be an online forum to bring together allocators, managers and service providers for thought leadership and networking, keeping the vibrancy of local and global investing...PMAC Toronto Regulatory & Compliance Forum
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. Check back soon for the agenda! PMAC Member/EMB Members: Early-Bird Pricing...AIMA Global Investor Forum
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...5th Annual Emerging Manager Cap Intro Event – Montreal
Montreal Virtual Cap Intro Please 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. ...Webinaire «Montréal peut-elle devenir un centre d’excellence en IA/ML en finance et gestion d’actifs?»
Contexte et Vision Montréal 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...EMB : Workshop Sales and networking in a virtual world.
Workshop Sales pitch and networking in a virtual word. Are virtual networking activities useful? Do you know how to showcase yourself and make the most out of virtual events? COVID-19 has disrupted how we’ve grown accustomed to doing business and is forcing us to...Annual general assembly of members
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...DATA SCIENCE & AI SERIES
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...Welcome back EMB Mastermind
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...Sales pitch II : The elevator pitch and the mission statement
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...Sales Pitch 3: How to speed date- Cap intro prep
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...2021 CAP INTRO
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-...Databases – How and Why?
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...ESG and Sustainable Investing Best Practices
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...Elevate your Brand Strategy to Increase & Retain Clients
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...Annual general assembly & cocktail
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...CGE-EMB Annual Cocktail
EMB-AIMA Canada Summer Social 2022
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...Mechoui
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,...3-in-1 Event in collaboration with BMO Capital Markets
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
Register herePMAC 2022 Anti-Money Laundering and Anti-Terrorist Financing 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...EMB HOLIDAY COCKTAIL
16th Annual Emerging Manager & MWBE Conference
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...
2023 TRS / ERS Emerging Manager Conference
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
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...
PMAC Webinar: 2023 Cybersecurity Update
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...
Business Development Live Training
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...
General Assembly
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...
Montreal Annual Cocktail
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
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...
PMAC 2023 Toronto Regulatory & Compliance Forum
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. $375Montreal Alternative Investment Forum
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...
AIMA Canada Industry Summer Social
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...
Méchoui BBQ 2023
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...
The challenges of cybersecurity
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...
The Montreal Regulatory & Compliance Forum
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...
AIMA alternative insights & social in Vancouver
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...
AIMA Alternative insights & social in Calgary
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...
EMex Americas: The Emerging Manager Exchange
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
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...
Montreal CAP INTRO
On November 8, 2023 in Montreal, don’t miss this unique opportunity to meet several institutional asset allocators and to introduce them to your firm and your strategies. Cap Intro event will host some keynote speaker who will share with you how to successfully...
The challenges of cybersecurity lunch
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...
PMAC 2023 National Conference
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
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 HERENational Sponsors
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