We are happy to partner with CAIA Montréal and the CFA Society Montréal for this timely and in-depth discussion.
Tuesday, February 6
11:45am – 2:00pm
FIAM Montreal Summit aims to create an international forum dedicated to investment in the age of Al and its profound impact on the profession.
This event has the potential to become a premiere meeting point for investors, researchers, institutions and technology leaders.
Don’t miss the finance industry’s biggest summer gathering – reserve your place!
Belvedere, of the Science Center
President & Founder
FIAM
Chief Executive Officer
Innocap
Independent Director, Founder
Educational Alpha
President
Standards Board for Alternative Investments (SBAI)
Managing Director of Content & Community Strategy
CAIA Association
Chief Investment Officer
Desjardins Group Pension Plan
President and CEO
CN Investment Division (CNID)
Chief Operating Officer & Chief Technology Officer
Star Mountain
Head of Index and Quantitative Strategies
Northern Trust Asset Management
Managing Director, Systematic Equities
BlackRock
Senior Vice President and Chief Technology, Data and Operations Officer
PSP Investments
Chief AI Officer
Apollo Global Management, Inc.
Founder and CEO
Bodhi Research Group
Associate Professor of Finance, Desautels Faculty of Management
McGill University
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.
2:00 pm
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 pm
An opening exchange on the transformations reshaping investing in the age of artificial intelligence.
• William J. Kelly
• Jane Buchan
2:30 pm
A strategic dialogue on the structural forces redefining the global investment environment.
• Moderated by Aaron Filbeck
• Frederick Castonguay
• Bruno Roy
3:15 pm
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
• Katia Walsh
3:45 pm
A forward-looking conversation on autonomy, talent, and leadership in the next era of investing.
• Moderated by Dr. Ranjan Bhaduri
• Russ Goyenko
4:15 pm
A closing perspective on what comes next for the investment industry as AI continues to evolve.
• William J. Kelly
4:30 pm
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 pm
6:00 pm
An evening of networking and fine dining, offering a warm setting to deepen connections and extend the day’s discussions.
10:00 pm
Closing of the 2026 FIAM Gathering.
The FIAM Montreal Summit 2026 has the potential to become a major hub to AI-driven investing and its profound impact on the future of the profession.
The Toundra Pavillion, Parc Jean-Drapeau, Montreal
1, Circuit Gilles Villeneuve
The “Méchoui BBQ” event is an opportunity to stimulate exchanges between professionals to foster the industry growth, to support talent development and to promote emerging managers.
Register
We are pleased to invite you to join us on Thursday, February 9th, 2023 for a memorable evening of food and drinks, as we celebrate among peers, review the year and the direction of the association as it continues to grow.
Thank you being a part of our association’s success over the years – we appreciate your support and look forward to welcoming you to Bar George.
Please take a moment to RSVP and confirm your attendance. We hope to see you then!
The Toundra Pavillion, Parc Jean-Drapeau, Montreal
1, Circuit Gilles VilleneuveEmail Paul at paul@caasa.ca for more information
Member of CAASA
$20
Event Registration Closed
Non-Member of CAASA
$50
Event Registration Closed
In a global context marked by uncertainty, geopolitical tensions and technological advances, the FIAM Gatherings 2025 offers a key moment to reflect on the profound transformations redefining the investment universe. The event will bring together leading experts in asset management, as well as investment directors from major institutions, all committed to analyzing new economic dynamics and proposing innovative, sustainable approaches. On the agenda: strategic discussions, critical analyses and experience-sharing between decision-makers, managers and industry partners.
Don’t miss the finance industry’s biggest summer gathering – reserve your place!
President and Chief Executive Officer
Innocap
Executive Vice-President and Head of Liquid Markets
CDPQ
Chief Strategist, Global GeoMacro Strategist
BCA Research
Senior Executive Managing Director, Global Head of Public Markets
AIMCo
Founder and Chief Executive Officer
Bodhi Research Group
President and Chief Executive Officer
Innocap
Vincent Rivard is President and Chief Executive Officer of Innocap Investment Management Inc., a global platform specializing in managed accounts and alternative investment solutions for institutional investors.
Before joining Innocap, Vincent Rivard served as Director within the Financial Group of National Bank of Canada, one of Innocap’s parent companies. In that role, he oversaw the engineering, structuring, and distribution of derivative products. Under his leadership, the group was repeatedly recognized by the industry for its innovation, product quality, and contributions to the development of the derivatives sector.
With over 16 years of experience in the financial industry, he has held various leadership positions in Toronto, Montreal, and London, spanning both capital markets and wealth management. This diverse international background gives him a deep understanding of global institutional investment dynamics.
He holds a Bachelor of Business Administration from Bishop’s University and an MBA from Ashridge Business School (City University of London). His career reflects a strong blend of technical expertise, strategic leadership, and a commitment to innovation in asset management.
Executive Vice-President and Head of Liquid Markets
CDPQ
Vincent Delisle has been Executive Vice-President and Head of Liquid Markets since August 2020. In this role, he leads the teams responsible for Equity Markets, Fixed Income and Asset Allocation. He also leads the teams in charge of Investment Funds and External Management (public markets) and Quantitative Strategies and Data Science. His mandate includes developing successful investment strategies for CDPQ and ensuring their execution by optimizing the risk-return relationship for the portfolios under his responsibility. He sits on the Executive and Investment Risk Committees.
Mr. Delisle has over 30 years of experience in asset allocation strategy, global equity markets and portfolio management. Before joining CDPQ, he was Co-Chief Investment Officer at Hexavest for two years.
From 2004 to 2018, he worked at Scotia Bank, where he served as Director of Equity Research, Québec and Managing Director, Portfolio and Quantitative Strategy in the Capital Markets division. From 1997 to 2004, he was a Portfolio Strategist at Desjardins Securities.
He holds a Bachelor’s Degree in Finance from Université Laval and is a CFA Charterholder.
CONNECTIONS
From 2013 to 2018, in recognition of the quality of his work by his peers, Mr. Delisle was ranked Top Analyst in Portfolio Strategy in the prestigious Greenwich Associates rankings and for three years in Brendan Woods International rankings. A skilled communicator, he has given numerous media interviews on topics related to equity markets.
Chief Strategist, Global GeoMacro Strategist
BCA Research
Marko Papić is a recognized expert in macroeconomics and geopolitics. He currently leads BCA Access at BCA Research, a globally renowned investment research firm. At BCA, he developed an innovative approach known as GeoMacro, which integrates geopolitical analysis into market strategies to help investors anticipate major global economic shifts.
He is the author of “Geopolitical Alpha: An Investment Framework for Predicting the Future”, in which he offers a rigorous methodology for interpreting political signals and translating them into practical investment insights. His work has played a key role in institutionalizing geopolitical analysis within the asset management industry, and has been incorporated into the CAIA (Chartered Alternative Investment Analyst) certification program.
Before joining BCA Research, Marko was a partner at an alternative asset management firm in California, where he provided bold, unconventional analysis to clients. His insights supported the creation and positioning of global funds across both public and private markets. His expertise helped shape macro strategies and thematic fund selection.
Born in Belgrade, Serbia, Marko was raised around the world — in Iraq, Jordan, Switzerland, Canada, and the United States — a global upbringing that deeply shaped his international perspective. He is a frequent guest in international media and regularly speaks at top universities.
Thanks to his ability to connect global political dynamics with financial market realities, Marko Papić has become a key reference for institutional investors seeking to navigate an ever-changing world.
Senior Executive Managing Director, Global Head of Public Markets
AIMCo
Justin Lord is Senior Executive Managing Director and Global Head of Public Markets at AIMCo (Alberta Investment Management Corporation). In this role, he oversees the Public Equities and Fixed Income teams, ensuring the effective execution of the investment strategy across public markets.
With over 19 years of experience in public market investing, Justin Lord brings deep expertise in capital allocation and international investments. He joined AIMCo in 2012, after working on Canada’s East Coast, where he managed equity mandates for an institutional asset management firm.
Before taking on his current position, he led AIMCo’s Public Equities team for two years, playing a key role in shaping strategic direction and driving portfolio performance. His disciplined approach and leadership have supported the organization’s ongoing growth and resilience.
Justin holds a Bachelor of Business Administration with a major in Finance from the University of New Brunswick and is a Chartered Financial Analyst (CFA) charterholder. He also serves on the Board of Directors of the AIMCo Foundation for Financial Education, reflecting his commitment to advancing financial literacy in the community.
Founder and Chief Executive Officer
Bodhi Research Group
Dr. Ranjan Bhaduri is the Founder and CEO of Bodhi Research Group, a firm dedicated to research and education in the field of alternative investments. With over twenty years of experience, he is recognized for his expertise in manager research, portfolio construction, and comprehensive due diligence—spanning financial, operational, and structural aspects.
Before founding Bodhi, he held strategic roles at Morgan Stanley Private Wealth Management, at a Canadian fund of hedge funds, and at a major capital management firm, where he contributed to the development of complex alternative investment strategies. He has also worked closely with several pension funds and sovereign wealth funds on portfolio management matters.
Dr. Bhaduri holds both the CFA and CAIA designations and has taught finance and mathematics at several renowned institutions. He is frequently invited to speak at international conferences on hedge funds, risk management, and advanced portfolio strategies. Deeply involved in the industry, he has served on various research committees, including those of AIMA and the East-West Center.
The conference segment offers an immersive dive into the expertise of leaders in the investment sector. Guest speakers will present their analyses of the major trends transforming the markets and share concrete insights to better understand today’s key challenges.
The interactive segment, presented as a panel, invites you to engaging discussions with top-tier asset management experts. Together, they will explore the major geopolitical, economic, and technological shifts that are reshaping investment rules and calling for a rethinking of traditional approaches.
2:00 pm
Welcome and check-in of participants on site.
2:30 pm
Vincent Delisle, Honorary President, unveils the central theme and introduces the keynote speakers and panelists.
3:00 pm
Keynote speaker Marko Papić shares his strategic insights on major economic and geopolitical trends.
3:45 pm
A conversation between experts, moderated by Ranjan Bhaduri (Bodhi Research Group), featuring François Rivard (INNOCAP) and Justin Lord (AIMCo).
4:30 pm
Question period with the audience, closing remarks by Vincent Delisle, Honorary President, and a warm invitation from Claude Perron to join the networking cocktail and Mechoui.
4:45 pm
CFA Award presented to a woman who has distinguished herself the most for her emeritus involvement in the financial and investment community of Montreal.
5:00 pm
A unique opportunity to connect with fellow professionals in a relaxed atmosphere.
6:15 pm
Start of the Mechoui dinner service.
10:00 pm
Closing of the 2025 FIAM Gathering.
Join us for a luncheon on the alternative investment landscape…Because you can’t buy insurance after the flood. This event will host a keynote by Dr. Keith Black from CAIA followed by a panel discussion on the why and how Canadian wealth managers are integrating alternatives on their platforms. Hosted in partnership with PCMA, CAIA and CAASA.
Montréal, QC
Venue: Club Saint-James, 1145 avenue Union, Montréal
Ph.D., CAIA, CFA is Managing Director Curriculum and Exams
CAIA.
Managing Director
TD Asset Management
Senior Analyst & Manager Canadian Due Diligence, Canadian Equities, Fixed Income & Alternatives
RBC
First Vice President, Wealth Management
Blue Bridge family office
First Vice President, Wealth Management
Blue Bridge family office
He is a seasoned investment professional and recognized authority on alternative investing and corporate governance. Ron has nearly 3 decades of experience in the capital markets.
Join us for a luncheon on the alternative investment landscape…Because you can’t buy insurance after the flood. This event will host a keynote by Dr. Keith Black from CAIA followed by a panel discussion on the why and how Canadian wealth managers are integrating alternatives on their platforms. Hosted in partnership with PCMA, CAIA and CAASA.
Montréal, QC
Venue: Club Saint-James, 1145 avenue Union, Montréal
Ph.D., CAIA, CFA is Managing Director Curriculum and Exams
CAIA.
Managing Director
TD Asset Management
Senior Analyst & Manager Canadian Due Diligence, Canadian Equities, Fixed Income & Alternatives
RBC
First Vice President, Wealth Management
Blue Bridge family office
First Vice President, Wealth Management
Blue Bridge family office
He is a seasoned investment professional and recognized authority on alternative investing and corporate governance. Ron has nearly 3 decades of experience in the capital markets.
Join us for a luncheon on the alternative investment landscape…Because you can’t buy insurance after the flood. This event will host a keynote by Dr. Keith Black from CAIA followed by a panel discussion on the why and how Canadian wealth managers are integrating alternatives on their platforms. Hosted in partnership with PCMA, CAIA and CAASA.
Montréal, QC
Venue: Club Saint-James, 1145 avenue Union, Montréal
Ph.D., CAIA, CFA is Managing Director Curriculum and Exams
CAIA.
Managing Director
TD Asset Management
Senior Analyst & Manager Canadian Due Diligence, Canadian Equities, Fixed Income & Alternatives
RBC
First Vice President, Wealth Management
Blue Bridge family office
First Vice President, Wealth Management
Blue Bridge family office
He is a seasoned investment professional and recognized authority on alternative investing and corporate governance. Ron has nearly 3 decades of experience in the capital markets.
Join us for a luncheon on the alternative investment landscape…Because you can’t buy insurance after the flood. This event will host a keynote by Dr. Keith Black from CAIA followed by a panel discussion on the why and how Canadian wealth managers are integrating alternatives on their platforms. Hosted in partnership with PCMA, CAIA and CAASA.
Montréal, QC
Venue: Club Saint-James, 1145 avenue Union, Montréal
Ph.D., CAIA, CFA is Managing Director Curriculum and Exams
CAIA.
Managing Director
TD Asset Management
Senior Analyst & Manager Canadian Due Diligence, Canadian Equities, Fixed Income & Alternatives
RBC
First Vice President, Wealth Management
Blue Bridge family office
First Vice President, Wealth Management
Blue Bridge family office
He is a seasoned investment professional and recognized authority on alternative investing and corporate governance. Ron has nearly 3 decades of experience in the capital markets.
Join us for a luncheon on the alternative investment landscape…Because you can’t buy insurance after the flood. This event will host a keynote by Dr. Keith Black from CAIA followed by a panel discussion on the why and how Canadian wealth managers are integrating alternatives on their platforms. Hosted in partnership with PCMA, CAIA and CAASA.
Montréal, QC
Venue: Club Saint-James, 1145 avenue Union, Montréal
Ph.D., CAIA, CFA is Managing Director Curriculum and Exams
CAIA.
Managing Director
TD Asset Management
Senior Analyst & Manager Canadian Due Diligence, Canadian Equities, Fixed Income & Alternatives
RBC
First Vice President, Wealth Management
Blue Bridge family office
First Vice President, Wealth Management
Blue Bridge family office
He is a seasoned investment professional and recognized authority on alternative investing and corporate governance. Ron has nearly 3 decades of experience in the capital markets.
