Explore the day’s key conversations, from opening perspectives to strategic dialogues and forward-looking discussions shaping the future of investing in the age of AI.
Event Program
2:00 p.m.
Opening Remarks
A brief opening to frame the afternoon’s discussions and set the tone for the conversations ahead.
• Claude Perron
• François Rivard
• William J. Kelly, Co-President
2:10 p.m.
Opening Keynote Discussion
An opening exchange on the transformations reshaping investing in the age of artificial intelligence.
• William J. Kelly
• Jane Buchan
2:30 p.m.
Strategic Dialogue 1
The Global Investment Landscape in the AI Age
A strategic dialogue on the structural forces redefining the global investment environment.
• Moderated by Aaron Filbeck
• Frederick Castonguay
• Bruno Roy
3:15 p.m.
Strategic Dialogue 2
The State of AI in Asset Management
A discussion on where AI is delivering real value today and where challenges remain.
• Moderated by Dr. Anne-Sophie van Royen
• Gerald Garvey
• David Ouellet
3:45 p.m.
Strategic Dialogue 3
The Rise of Agentic Finance: Do We Have the Talent to Deliver?
A forward-looking conversation on autonomy, talent, and leadership in the next era of investing.
• Moderated by Dr. Ranjan Bhaduri
• Russ Goyenko
4:15 p.m.
Closing Keynote
Looking Ahead: The Next Chapter of AI-Driven Investing
A closing perspective on what comes next for the investment industry as AI continues to evolve.
• William J. Kelly
4:30 p.m.
CFA Award Presentation
A brief recognition segment highlighting the collaboration with CFA Montréal and celebrating the presentation of the CFA-FIAM Award.
• Julie Ducharme
• Sandy Poiré
5:00 p.m.
Networking
6:00 – 10:00 p.m.
Dinner
An evening of networking and fine dining, offering a warm setting to deepen connections and extend the day’s discussions.
Thank you to our Sponsors
PLATINIUM – INFLUENCE PARTNER
GOLD – CONTENT SHAPER
SILVER – ECOSYSTEM CONNECTOR
BRONZE – EXPERIENCE ENABLER
