Against a backdrop of geopolitical tensions, trade disruptions, and the many uncertainties shaping global markets, the 2026 Forecast Dinner once again provided a premier forum to reflect on the trends that will influence the economy and financial markets in the years ahead. The discussions rose to the occasion: hard-hitting, nuanced, and grounded in the reality of investment professionals.
CFA Montréal's flagship event delivered what portfolio managers were looking for: concrete answers on asset allocation in a persistently inflationary environment.
On June 11, more than 850 participants gathered at the Palais des congrès de Montréal to hear the perspectives of Adam L. Berger, CFA, Managing Director, Multi-Asset Strategist and Portfolio Manager at Wellington Management, and Sébastien Page, CFA, Co-Head of Global Multi-Asset and Head of Investments at T. Rowe Price Group. The discussion was moderated by Kristina Partsinevelos, journalist at CNBC, while Daniel Conti, CFA, Board Member of CFA Montréal, served as master of ceremonies for the evening.
As is tradition, we also unveiled the winner of the Best Forecaster 2025 competition. Congratulations to Mark Holden, Investment Advisor at Alpha Distinction Valeurs Mobilières, who took home the honours this year.
If you were unable to attend the event, we invite you to check out the excellent article by Richard Dufour, published in La Presse following the event. In it, you’ll find a summary of the key discussions as well as our speakers’ perspectives on the challenges and opportunities facing investors.
We extend our heartfelt thanks to our members, partners, volunteers, and guests who contribute year after year to the success of this event, which has become a must-attend for the Montreal financial community.
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