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.
Parul Garg is Pender’s stressed and distressed credit investing specialist. Since joining the award-winning Pender Corporate Bond Fund portfolio management team in 2015, Parul has quarterbacked numerous successful workouts with stressed and distressed investments. With a track record of value creation in these credits, Pender has launched the Pender Credit Opportunities Fund, a standalone, limited partnership fund for accredited investors, with Parul leading portfolio management along with Geoff Castle.
Parul started her career as a Software Engineer for Accenture plc., from 2007-2009. Her focus area was on projects in the financial domain where she got her first exposure to capital markets. In 2009 she moved to Future First, a private investment firm in India, working as a Fixed Income Derivative Analyst. In 2013 she joined MCX Stock Exchange in India, working as a Product Developer with the Business Development Team for the Fixed Income Markets. She moved to Vancouver in 2014 to start her MBA.
Parul is a seasoned investment professional known for her meticulous evaluation and strong focus on risk mitigation. She conducts thorough assessments of company value, credit risk and liquidation value, tailoring her analysis to the unique risks of each credit investment. An advocate of objective analysis, she utilizes risk measurement systems derived from market trends and fundamental analysis. Parul prioritizes rigorous risk assessment, employing a comprehensive 13-point checklist during due diligence to deeply understand investment risks. Once an investment is secured, she actively manages the portfolio, strategically rotating holdings to optimize performance and “crystallize winners.” Her proactive approach, combined with thorough due diligence and proactive credit risk management, has led to a strong track record in the Pender Corporate Bond Fund, particularly in the stressed or distressed category.
Parul has a Bachelors of Technology in Civil Engineering from NIT Surat in India, a Masters of Business Administration from the Beedie School of Business at Simon Fraser University. In 2022 Parul attended the highly regarded Distressed Asset Investing & Corporate Restructuring program at the prestigious Wharton School, University of Pennsylvania.
Chris Carsley
Managing Partner
Kirkland Capital Group
Chris Carsley brings 29 years of investment industry expertise specializing in portfolio management, risk management, valuation, regulatory compliance practices, corporate and venture finance, business operations efficiency, research & analysis, and hedging. Chris is CIO and Managing Partner for Kirkland Capital Group and is responsible for portfolio management, risk assessment, and fund operations for the Kirkland Income Fund, a micro-balance commercial real estate bridge financing fund. He co-founded the Seattle Alternative Investment Association in 2004 and is a member of the executive board of the CAIA Pacific Northwest chapter that launched in 2017. He earned his Chartered Financial Analyst (CFA) designation in 1998, Chartered Alternative Investment Analyst in 2011, and holds a BBA from the University of Portland.
David Vankka
President & Portfolio Manager
ICM Asset Management
Mr. Vankka joined ICM as a partner in 2017 and leads ICM’s diversified private equity platform. Mr. Vankka has 30 years of experience in investment banking, trading, and capital markets. He has been a Managing Director at several investment banks with extensive advisory experience in domestic and cross-border mergers & acquisitions, equity and debt origination, due diligence, structured product management, strategic planning, risk management, and proprietary trading. Mr. Vankka was a founder of global energy investment bank Tristone Capital which was ultimately sold to Macquarie Group and before that co-head and principal at Peters & Co. Limited. Mr. Vankkaalso was Vice President, Risk Management at Gluskin Sheff + Associates.
Mr. Vankka holds Chartered Financial Analyst, Chartered Professional Accountant, and Chartered Accountant designations. He is registered as Portfolio Manager with the Alberta Securities Commissions and holds a Bachelor of Commerce with distinction from the University of Calgary.
David and his family are passionate skiers and can be found in the mountains at various Freeski competitions throughout the winter, followed by mountain biking, golfing and hiking throughout the summers.
Robert Wilson
Senior Vice President, Head of Portfolio Construction Consultation Service
Picton Mahoney Asset Management
Robert Wilson, Senior Vice President, is the Head of Picton Mahoney’s Portfolio Construction Consultation Service (PCCS). He is responsible for leading a multi-disciplinary team of experts in asset allocation, risk management, quantitative research and portfolio management. Robert and his team partner with investment advisors and institutional investors to help them construct more resilient and efficient investment portfolios. Robert is often invited to share his insights on alternative investments, asset allocation and portfolio construction with industry groups and media outlets.
Prior to joining Picton Mahoney in 2019, Robert spent 10 years working in financial services in progressively senior roles. Most recently, Robert was vice president at BlackRock Asset Management Canada Limited where he distributed iShares ETFs to Canadian investment advisors. Prior to that, Robert was an associate at PIMCO where he distributed PIMCO funds to Canadian investment advisors.
Robert holds an MBA from the Rotman School of Management at the University of Toronto. He is a CFA charterholder, and he holds the Chartered Alternative Investment Analyst designation. He is also a member of the Responsible Investment Association of Canada and holds the Responsible Investment Professional Certification designation.
Tricia joined Leith Wheeler in October 2016, bringing over six years of experience in treasury, pensions, corporate finance, and risk management. Initially with the Pensions & Institutions team for three years, she transitioned to managing discretionary investment portolios for Private Clients and Foundations.
She holds a Master of Business Administration degree from the University of British Columbia and a Bachelor of Business Administration from Simon Fraser University. Tricia is a Chartered Financial Analyst (CFA®) charterholder and holds the Financial Risk Manager (FRM) designation. She has previously served as a Director on the CFA Society Vancouver Board and currently sits on the Canadian Cancer Society’s Organizing Committee for the Daffodil Ball.
Tricia is fluent in both English and Mandarin.
Jacky Shen
Treasurer and Director of Investment
Simon Fraser University
Jacky Shen is the Treasurer and Director of Investment at Simon Fraser University, where he provides the treasury, investment and responsible investing leadership by supporting the university’s investment governance duties, implementing investment decisions and responsible investing initiatives, as well as managing debt and operating cash flows.
Jacky has managed SFU’s endowment portfolio to consistentlyoutperformed its benchmarks for all annualized period on a rolling 10-year basis, and to consistently ranked in the top quartile for the ten–year annualized return within the balanced manager universe, as well to consistently ranked among the top performing Canadian universities in the Canadian UniversityInvestment Survey. He also successfully implemented the university’s investment decarbonization plan and guided the investment portfolios toward the university’s 2025 divestment commitment.
Jacky is a trustee of both SFU Academic Staff Pension Plan and SFU Administrative/Union Staff Pension Plan. He is also a Treasury and Investment Committee member of Canadian Association of University Business Officers (CAUBO).
Jacky has accumulated more than 30 years of experience of investment management, corporate finance, credit analysis, marketing and product development for various organizations including managerial roles in leading global firms such as HSBC and AIG. Jacky joined Simon Fraser University in 2007.
Jacky earned an MBA degree from University of Pittsburgh, a Master of Global Assets and Wealth Management from Simon Fraser University, and he is a CFA Charter holder.
Martin Pelletier
Senior Portfolio Manager
Wellington-Altus Private Counsel
Martin has over 20 years of investment industry experience including senior-level positions in both institutional equity research and portfolio management.
Martin is currently a senior portfolio manager at Wellington-Altus Private Counsel (previously TriVest Wealth), an award-winning portfolio management firm (Wealth Professional 5-Star Asset Manager 2022), where he is the co-manager of the firm’s risk-managed balanced fund and helps oversee custom built, HNW and UHNW private client portfolios.
Prior to co-founding TriVest and its sale to Wellington-Altus in early 2020, Martin’s career was focused on institutional energy equity research and capital markets primarily at two top-ranked boutique investment banks. He provided investment recommendations on energy markets, commodities, and individual security selections to institutional fund managers located in Canada, the U.S. and Europe.
Martin is regularly featured in the media as a market strategist including his weekly column to the Financial Post’s Investment Pro section for the past decade. He was won numerous awards for his passion for financial education and quality of service provided for his clients.
Martin holds a Bachelor of Commerce degree with a specialization in finance from the University of Alberta, studied international economics and finance at Örebro University in Sweden, and is a Chartered Financial Analyst (CFA) Charterholder.
Martin grew up in a small farming community in Northern Alberta and believes in the power of positive innovative change having lived in Canada’s first Eco-community. He and his family is also passionate about mental-health awareness initiatives focused on youth impacted by ADHD, OCD and Autism. On weekends, his family can be found on a mountain either freestyle/big mountain skiing or downhill mountain biking.
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
8:00 am
Panel
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!
