Innovation in finance Forum

Knowledge

Presented by:

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In a constantly changing world, our ecosystem is evolving at a dizzying pace. Staying ahead of trends becomes both a necessity but also a challenge. It is with this perspective that CFA Montreal has designed a unique event:

  • Conferences dedicated to providing you with a forward-looking vision of the major trends that will shape our industry in the coming years.
  • A gathering to collectively and individually propel us into a rapidly transforming future

The Forum is structured around four major themes, analysed in the "Future State of the Investment Industry" report by the CFA Institute published in September 2023: "Diverging Worlds," "Sustainable Finance," "Digital Transformation," and "The End of Cheap Money."

Be part of the evolution of the profession and join us for the very first edition of the Innovation in Finance Forum presented by AMF.

Conferences will be presented in English - expcept for the Conference B at 11:00AM that will take place in French.

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7:30 AM : Networking-Breakfast

8:30 AM : Demographic aging: Economic impacts and investment opportunities (in english)

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ARELIS AGOSTO

AVP, Healthcare Analyst

Global X

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AVINASH AMIN

Managing Partner

Madryn Asset Management

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JOHN HALL

Investment Analyst

T. Rowe Price

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RENÉ BEAUDRY (Moderator)

Senior Partner - Pension and Savings

Normandin Beaudry

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9:30 AM: Which technologies to develop to achieve carbon neutrality (in english)

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JACQUES BERNIER

Co-founder  and Managing Partner

Teralys Capital

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ANNE-MARIE MONETTE

Director, Institutional Equity & ESG Sales RBC Capital Markets

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TOM RAND

Founding Partner

ArcTern Ventures

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AMR ADDAS (Moderator)

Strategic Advisor for Sustainability & Lecturer

John Molson School of Business ‐  Concordia University

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10:30 AM : Networking Break

11:00 AM : 2 Choices of conferences - A or B

A - New technologies - Real assets management and adaptation to climate change (in english)

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DOMINIC CHALIFOUX

Chief, Asset management and valuation officer


Axium infrastructure

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ANDREA GRUZA

Managing Partner

Bonnefield

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GABRIEL MILLARD

Managing Partner – Equity Capital Markets

Avenue Living

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MICHEL MAGNAN (Moderator)

Distinguished University Research Professor

Stephen A. Jarislowsky Chair in Corporate Governance

John Molson School of Business ‐ Concordia University

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B - Artificial Intelligence in investment - challenges and opportunities (in french)

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VALERIE CECCHINI, CFA

Co-founder and Managing Partner

BOREALIS Global Asset Management

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OLIVIER GANDOUET

Vice-President  Quantitative Equity

TD Asset Management

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PIERRE-PHILIPPE Ste-MARIE (Moderator)

Visiting Researcher

Bodhi Research

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12:15 PM: The End of Cheap Money Era and its impact on the dynamics of Asset Allocation (in english)

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CANDICE BANGSUND, CFA

Vice-President and Portfolio Manager, Global Asset Allocation

Fiera Capital

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PETER LETKO, CFA

Cofounder, Partner

LetkoBrosseau

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MIVILLE TREMBLAY, CFA (Moderator)

Senior Fellow - CD Howe

Fellow invité - CIRANO

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Planning

NETWORKING BREAKFAST | 7:30 - 8:30 AM

CONFERENCES | 8:30 to 12:00 PM

LUNCHEON | 12:00 to 1:30 PM

END | 1:30 PM

DIFFUSION PARTNERS

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