Featuring a Trip to Whitehorse, YK and many other great prizes!
Only 4 spots/ 1 foursome available!
Be a part of this impactful day!
Join us for a great day of golf, for a great cause: Blake Boultbee Youth Outreach Services, founded by Rod Cohen more than 34 years ago. He literally takes guns and their trigger-men (usually men…) off the streets thanks to his counselling skills. He lives minutes away from the BBYOS ‘office’, which is a former crack house whose last owner he convinced would be put to better use under his direction, making him uniquely able to connect with the teens in his program. It’s not just teens, though, one cannot ‘age out’ of his care and he is happy to work with anyone until they might no longer require it.
Thanks to Air North, we are offering a trip to Whitehorse, Yukon.
All golf passes (paid for by June 1) will be automatically entered into this draw. Those who register/pay after that date will have the opportunity to buy a raffle ticket for $100 at the Golf Day.
It’s not as far as you might think! Just 4.5 hours from Toronto, flying there takes you to another world where you can truly get away from it all and enjoy the cleanest air of any Canadian capital city!
Take some time to relax and unwind in the Wilderness City!
Incredible hikes can be found all over the Yukon! Enjoy great views within Whitehorse city limits, or unleash your sense of adventure in Tombstone Territorial Park and Kluane. Canoeing and kayaking, to a leisurely stroll along the Millennium Trail, outdoor experiences for all activity levels are accessible just steps from downtown.
Let our vacation packages do the planning for you. With inclusive hotel + airfare, all you have to decide is how you want to spend your time relaxing.
Other prizes:
Members of CAASA
$500 per individual golfer or $2,000 for a foursome
Only 4 spots/ 1 foursome left!
Event Registration Closed
Non-Members of CAASA
$500 per individual golfer or $2,000 for a foursome
You’re invited! Come spend the evening networking with CAASA members and other industry professionals over drinks and hors d’oeuvres at the Cameron Stephens Offices.
Please take a moment to reserve your spot!
MSC Cruises Get-away Give-away
We are happy to partner with MSC Cruises for a super prize to be awarded to one of our event attendees (must attend and complete a ballot to be eligible).
The prize is a spectacular MSC Cruises 7-night Caribbean sailing for two in a prestigious Yacht Club cabin*. Prepare to be pampered onboard in the elite MSC Yacht Club with a 24-hour Butler Service, Premium Drink Service, Spa inclusions plus much more! An MSC Cruises Representative will be joining at each event to share all things MSC and the details of the fabulous prize offering. Draw will occur at our Summer Social event on July 17, 2024.
*Subject to travel restrictions, all details provided to the lucky winner upon receipt.
This breakfast briefing includes a fireside with a prominent single family office plus a panel (of SFOs) designed to get families and their advisors up to speed on where the ‘industry’ and their peers are headed in terms of governance, investment opportunities, family dynamics, and structuring and tax considerations.
The venue is intimate and will reach capacity well before the date.
Nancy Hoi Bertrand is Managing Director and Head of Citi Private Bank, Canada. In this role, she is responsible for the growth of the business in Canada, which serves and advises ultra-high net worth families, foundations and single-family offices on wealth preservation and creation, with a particular focus on alternative and international investments.
Citi Private Bank is dedicated to serving the world’s wealthiest individuals and their families. From 60 locations across 20 countries, the Private Bank offers services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Its Canadian offices are in Toronto, Montreal and Vancouver.
Having originally joined Citi Private Bank in 2006, Nancy has over 25 years of capital markets experience. Prior to Citi, she practiced U.S. securities law at the global law firm AOShearman, specializing in cross-border corporate finance and mergers and acquisitions.
Nancy sits on the board of the Golf Association of Ontario and is Past-President of the Toronto CFA Society and former Chair of its Governance and Nominations Committee. She was a member of the CFA I nstitute’s Capital Markets Policy Committee and a member of CFA lnstitute’s Global Corporate Governance Task Force and received her Chartered Financial Analyst designation in 2002.
Nancy is a graduate in Business Administration (Dean’s List) from the Richard Ivey School of Business at Western University and a Bachelor of Laws (great distinction) from McGill University. She has been called to the bars of the State of New York, the Commonwealth of Massachusetts and the Province of Ontario. She previously sat on the cabinet of the Royal Ontario Museum’s Young Patrons’ Circle, speaks Mandarin, Cantonese and French, is married and mentoring an adult daughter.
Chris Gandhu
Partner, Family Office Leader – Calgary
KPMG
As partner and Family Office Leader in Calgary, Chris brings over 15 years of experience advising ultra high net worth families and business owners across all dimensions of wealth. He integrates technical expertise in tax, trust, and estate planning with deep knowledge of family enterprise dynamics, helping families build structures that endure across generations.
Chris is widely recognized for his ability to blend strategic vision with practical solutions, supporting families as they navigate ownership succession, governance, and wealth transfer. His approach is grounded in empathy and collaboration, ensuring alignment not only on financial strategies but also on family values and long-term legacy.
His clients include business founders, family enterprises and family offices seeking guidance on complex wealth strategy and continuity planning.
Yahya Mahmoud
President
BNQ Group
Yahya Mahmoud is a seasoned real estate investor with over 25 years of investment experience. He leads a Single Family Office focused on strategic and value add real estate investments, actively engaging in equity and debt placements. Yahya founded and exited his business from 2017 to 2023, after a two decade corporate career with Fortune 500 firms and is a proud family man with two young adults. We primarily look for co-investment / co-lending opportunities.
AGENDA
Day 1
October 2, 2025
7:00 am – 9:15 am
October 2, 2025
7:00 am – 9:15 am
Agenda
7:00 am
Registration & Breakfast
7:30 am
Breakfast Keynote
Nancy Bertrand (Citi Private Bank) will interview a prominent single family office person (TBD).
8:00 am
Getting to Know Family Offices
“If you’ve met one family office, you’ve met one family office,” or so the saying goes. The experience of many who have dealt with these entities is more akin to knowing 0.10 or 0.20 family offices, even after many years of interaction. The reality is many families are uber-private and, frankly, see no need or upside in broadcasting anything about themselves and their interests/tendancies. To be fair, they may not be fully aware of their underlying needs/interests until they see something that might fulfill them. This panel features a selection of (obviously) more open families who will tell something of their stories and provide insight into how outside providers can work with them and their peers.
Chris Gandhu, KPMG Yahya Mahmoud, BNQ Group Gary Teagues, Family Innovation Corp
8:45 am
Networking
9:15 am
End
Members of CAASA
Asset Managers and Service Providers $25.00
Investment Advisors, Single Family & Multi Family Office Complimentary
You’re invited! Come join us for our first summer social on the patio at Ki Modern Japanese, where we will be serving drinks and Japanese inspired canapés.
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!
Executive Vice-President and Head of Liquid Markets
CDPQ
Marko Papić
Chief Strategist, Global GeoMacro Strategist
BCA Research
Justin Lord
Senior Executive Managing Director, Global Head of Public Markets
AIMCo
Dr. Ranjan Bhaduri
Founder and Chief Executive Officer
Bodhi Research Group
François Rivard
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.
Vincent Delisle
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.
Marko Papić
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.
Justin Lord
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.
Dr. Ranjan Bhaduri
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.
AGENDA
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.
Day 1
August 21, 2025
2:00 pm – 10:00 pm
August 21, 2025
2:00 pm – 10:00 pm
Agenda
2:00 pm
Registration
Welcome and check-in of participants on site.
2:30 pm
Official Opening
Vincent Delisle, Honorary President, unveils the central theme and introduces the keynote speakers and panelists.
3:00 pm
Opening Presentation
Keynote speaker Marko Papić shares his strategic insights on major economic and geopolitical trends.
3:45 pm
Panel Discussion
A conversation between experts, moderated by Ranjan Bhaduri (Bodhi Research Group), featuring François Rivard (INNOCAP) and Justin Lord (AIMCo).
4:30 pm
Q&A and Closing Remarks
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
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
Networking Cocktail
A unique opportunity to connect with fellow professionals in a relaxed atmosphere.
6:15 pm
Mechoui Dinner
Start of the Mechoui dinner service.
10:00 pm
End of the Evening
Closing of the 2025 FIAM Gathering.
Register Now
The FIAM Gathering 2025 is a must-attend event for those who want to stay at the forefront of tomorrow’s financial issues.
When logging in, if you receive the message: “Unknown email address. Check again or try your username.” Please register your email address at www.caasa.ca/register. Once registered and confirmed by us, you will then be able to login and register for the event.
CAASA Members
Registration Fee: $10.00
Event Registration Closed
Non-Members of CAASA
Registration Fee: $20.00
Event Registration Closed
Registration is now closed
Please email Alexis at alexis@caasa.ca for additional information or be placed on a wait list.
When logging in, if you receive the message: “Unknown email address. Check again or try your username.” Please register your email address at www.caasa.ca/register. Once registered and confirmed by us, you will then be able to login and register for the event.
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!
