ASSOCIATIVE PARTNERS

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JAMES BURRON
CAIA

President of CAASA

fiamtl-caroline-chow
CAROLINE CHOW

Co-Founder & Vice President

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PAUL KOONAR

Member Engagement & Operations Associate

CAASA

CANADIAN ASSOCIATION OF
ALTERNATIVE STRATEGIES AND ASSETS

CAASA’s Mission

The Canadian Association of Alternative Strategies & Assets (CAASA) was formed to bring together alternative investment managers, service providers and investors in a conducive environment for collaboration while engaging investors to be a strong part of the conversation. Our focus is on:

  • Building a member driven organization that is pan-alternative in its membership.
  • Advocacy as we work with the regulators on decisions and proposals for comment.
  • Growth of the industry through initiatives such as our new risk methodology for IAs and dealers.
  • Areas of strength where Canada is a leader such as digital assets, robo-advisors etc.

Promoting an engaged membership and strong execution of events and initiatives through our Member Initiative Groups (MIGs).

CAASA.ca

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CLAIRE VAN
WYK-ALLAN

Director, Head of Canada

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STÉPHANE AMARA
CFA, CAIA

Chairman of AIMA Quebec committee
Director, Senior Relationship Manager Allianz Global Investors

AIMA

ALTERNATIVE INVESTMENT MANAGEMENT ASSOCIATION

The Alternative Investment Management Association (AIMA) is the global representative of the alternative investment industry, with around 2,000 corporate members in over 60 countries. AIMA’s fund manager members collectively manage more than $2 trillion in hedge fund and private credit assets.

AIMA draws upon the expertise and diversity of its membership to provide leadership in industry initiatives such as advocacy, policy and regulatory engagement, educational programmes and sound practice guidesAIMA works to raise media and public awareness of the value of the industry.

AIMA set up the Alternative Credit Council (ACC) to help firms focused in the private credit and direct lending space. The ACC currently represents over 100 members that manage $400 billion of private credit assets globally.

AIMA is committed to developing skills and education standards and is a co-founder of the Chartered Alternative Investment Analyst designation (CAIA) – the first and only specialised educational standard for alternative investment specialists. AIMA is governed by its Council (Board of Directors).

AIMA.org

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GENEVIÈVE BLOUIN

Director of CGE-EMB

CGE-EMB

EMERGING MANAGERS’ BOARD

The Emerging Managers’ Board (EMB) is a non-profit organization whose mission is to promote and contribute to the growth of Canadian emerging managers. It strives to educate assets allocators and investors about the benefits of investing in local talent.

The EMB’s objective is to promote its members to Canadian and international assets allocators. Few emerging managers programs currently exist in Canada. As a non-profit organization, EMB wants to facilitate the implementation of such programs so as to increase the level of assets allocation to its members. Moreover, EMB helps members develop their infrastructure to meet the requirements of institutional clients.

The EMB membership is approaching 100 firms in Canada with more than 50 member firms in Quebec.

emergingmanagers.ca

fiamtl-Carl-Robert
CARL ROBERT
Ph.D., CFA, FRM

Director and Portfolio Manager, Asset Allocation
Intact Investment Management Inc.

CFA Montréal

CFA MONTRÉAL

CFA Montréal is a leader in the investment profession. As a proud partner of key players in Montréal’s financial world, our association actively contributes to the growth, health and culture of collaboration in this dynamic ecosystem. CFA Montréal is part of the CFA Institute’s global network.

Our association is made up of highly talented men and women. The Chartered Financial Analyst (CFA®) designation is the highest distinction in the financial sector. It is recognized worldwide and attests to the rigorous academic background and career path that prepared these professionals to face the most complex challenges and issues in finance and investment management.

Our mission

We are committed to promoting the highest standards of ethics and professional excellence, enhancing and raising awareness of the CFA® designation, contributing to investor knowledge and providing services and events that further the development of our members’ expertise and careers.

WOMEN IN INVESTMENT: CFA INSTITUTE’S AND CFA MONTREAL’S INITIATIVE

The added value of women in finance and business is well established. Companies that invest in diversity on their teams and governance win all the way.

Promoting the development of women in the financial sector and the investment profession is a message CFA Montréal takes with energy, pride and conviction to businesses, universities and management schools in greater Montreal.

Like CFA Institute, CFA Montréal is actively committed to gradually transforming the face of the financial industry through concrete actions like the organization of its flagship event Women in Investment Management

CFA Institute chose to host its 2019 Women in Investment Management global event in Montréal on September 18-19. It’s a perfect opportunity for the investment community to support this cause by sponsoring the event and inviting the next generation of leaders of your firms to participate in the discussions.

Publications

cfamontreal.org

FIAMtl
MONTREAL ALTERNATIVE INVESTMENT FORUM

1002, SHERBROOKE ST. WEST, SUITE 2110
MONTREAL, QC CANADA H3A 3L6

TÉLÉPHONE :
+1 514-284-2842